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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 %
JFGIW
601
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$69K – – –
Qube Research & Technologies (QRT)
602
Qube Research & Technologies (QRT)
United Kingdom
$68.3K -$18.8M -398,912 -100%
GWM
603
Geneos Wealth Management
Colorado
$65.1K +$330 +7 +0.5%
HIA
604
Harbor Investment Advisory
Maryland
$63.6K – – –
AA
605
Alta Advisers
United Kingdom
$63.6K – – –
FFA
606
Farther Finance Advisors
California
$60.7K +$16.5K +350 +37%
QC
607
Quent Capital
New York
$60.3K +$377 +8 +0.6%
CCA
608
Criterion Capital Advisors
Tennessee
$58.7K +$58.7K +1,245 New
FFO
609
Fortitude Family Office
Arizona
$58.5K +$58.5K +1,241 New
OP
610
ORG Partners
Indiana
$52.3K +$52.3K +1,110 New
PFBT
611
Parkside Financial Bank & Trust
Missouri
$50.8K +$22.1K +468 +77%
CAL
612
Capital Advisors Ltd
Ohio
$50K +$2.46K +52 +5%
SAG
613
Spotlight Asset Group
Illinois
$49.4K – – –
DSC
614
Duncker Streett & Co
Missouri
$47.7K – – –
MSWM
615
McGlone Suttner Wealth Management
Wisconsin
$47.7K +$47.7K +1,011 New
SWS
616
SYSTM Wealth Solutions
Illinois
$47.1K -$332K -7,060 -88%
CTC
617
Central Trust Company
Missouri
$46.8K – – –
DCM
618
Davis Capital Management
Florida
$45.2K +$45.2K +959 New
First Manhattan
619
First Manhattan
New York
$41.4K – – –
LC
620
Lindbrook Capital
California
$41K +$17K +360 +71%
PB
621
Pinnacle Bancorp
Nebraska
$39.1K – – –
PCMC
622
Planning Capital Management Corporation
Pennsylvania
$37.9K +$37.9K +804 New
MPWT
623
MassMutual Private Wealth & Trust
Connecticut
$37.7K -$7.63K -162 -17%
WBC
624
Westpac Banking Corp
Australia
$36.9K – – –
RIM
625
Rakuten Investment Management
Japan
$35.6K +$35.6K +759 New
23 24
25
26 27