WRB icon

W.R. Berkley
WRB

Overview Fund Activity

718 hedge funds and large institutions have $13.4B invested in W.R. Berkley in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 248 increasing their positions, 234 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+59
Holders Change %
+8.95%
% of All Funds
10.53%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
120
Increased
248
Reduced
234
Closed
54
Calls
$14.7M
Puts
$14.6M
Net Calls
+$78K
Net Calls Change
+$453K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.78B
2
BlackRock
BlackRock
New York
$1.16B
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$69.1M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$135M
5
UBS Group
UBS Group
Switzerland
$89.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
$6.91M
2
Citadel Advisors
Citadel Advisors
Florida
$2.58M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$4.7M
4
CS
Credit Suisse
Switzerland
$31.4M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$8.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
551
Profund Advisors
Maryland
$208K +$208K +4,413 New
CWM
552
Cornerstone Wealth Management
Missouri
$207K +$207K +4,400 New
HI
553
Horizon Investments
North Carolina
$207K -$1.7K -36 -0.8%
NP
554
NorthRock Partners
Minnesota
$204K +$204K +4,419 New
GWMIA
555
Global Wealth Management Investment Advisory
Florida
$204K – – –
NIM
556
NEOS Investment Management
Connecticut
$204K +$204K +4,328 New
CCM
557
Carlson Capital Management
Minnesota
$203K +$203K +4,308 New
BW
558
BIP Wealth
Georgia
$201K +$201K +4,269 New
GFS
559
GYL Financial Synergies
Connecticut
$201K +$201K +4,265 New
MPIA
560
Mountain Pacific Investment Advisers
Idaho
$200K +$200K +4,253 New
ODG
561
O'Dell Group
Ohio
$191K +$191K +4,050 New
IHWM
562
Iron Horse Wealth Management
Iowa
$182K -$12K -255 -6%
NA
563
NewEdge Advisors
Louisiana
$182K -$1.02M -21,556 -85%
CCM
564
Chilton Capital Management
Texas
$173K – – –
IPW
565
Impact Partnership Wealth
Georgia
$172K +$172K +3,654 New
UM
566
UniSuper Management
Australia
$172K +$65.9K +1,398 +62%
CFB
567
Cullen/Frost Bankers
Texas
$171K +$3.11K +66 +2%
AAM
568
Advisors Asset Management
Colorado
$160K +$160K +3,401 New
QCG
569
Quadrant Capital Group
Ohio
$159K +$10.2K +216 +7%
Bessemer Group
570
Bessemer Group
New Jersey
$152K +$8.53K +181 +6%
MAM
571
Meeder Asset Management
Ohio
$149K +$129K +2,743 +645%
IA
572
IFP Advisors
Florida
$144K -$10.8K -229 -7%
WT
573
Whittier Trust
California
$141K -$19.4K -411 -12%
HWA
574
Heritage Wealth Advisors
Virginia
$135K – – –
DGAM
575
Desjardins Global Asset Management
Quebec, Canada
$134K +$1.84K +39 +1%
21 22
23
24 25