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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 %
NICM
626
Neo Ivy Capital Management
New York
$35K +$35K +740 New
GRP
627
Global Retirement Partners
California
$34.9K -$17.4K -356 -33%
PP
628
PFS Partners
New Jersey
$33.4K +$566 +12 +2%
HC
629
Hoese & Co
Minnesota
$32.6K – – –
KWAG
630
Kiely Wealth Advisory Group
North Carolina
$31.9K +$31.9K +581 New
CSC
631
Caldwell Sutter Capital
California
$31.8K – – –
TC
632
Trust Company
Kansas
$31K – – –
FCA
633
FinTrust Capital Advisors
South Carolina
$29K +$141 +3 +0.5%
FHA
634
First Horizon Advisors
Tennessee
$28.9K -$11.1K -235 -28%
BWM
635
BKM Wealth Management
Wisconsin
$26.7K +$26.7K +567 New
VWM
636
Venturi Wealth Management
Texas
$26.2K +$1.55K +33 +6%
GWS
637
Glassman Wealth Services
Virginia
$25.2K +$13.9K +296 +123%
BGAI
638
Bruce G. Allen Investments
Colorado
$25.2K +$25.2K +536 New
NS
639
NBC Securities
Alabama
$25K -$1.23K -27 -5%
RCM
640
Raleigh Capital Management
North Carolina
$24.4K -$4.86K -103 -17%
SWM
641
Spire Wealth Management
Virginia
$23.8K – – –
LS
642
Livforsakringsbolaget Skandia
Sweden
$23.4K – – –
AAP
643
Arax Advisory Partners
Colorado
$22.3K – – –
CJ
644
Caitlin John
Michigan
$22.2K +$22.2K +471 New
RIL
645
Rothschild Investment LLC
Illinois
$20.9K +$20.9K +444 New
PWMG
646
Prestige Wealth Management Group
New Jersey
$19K +$2.83K +60 +18%
DMBA
647
Deseret Mutual Benefit Administrators
Utah
$19K -$5.75K -122 -23%
BWL
648
Bogart Wealth LLC
Virginia
$18.7K – – –
TCWA
649
Turtle Creek Wealth Advisors
Texas
$18.6K +$18.6K +395 New
LA
650
LM Advisors
California
$18.6K +$18.6K +395 New
24 25
26
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