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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.

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

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.91M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.58M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$4.7M
4
CS
4
Credit Suisse
Switzerland
$31.4M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$8.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
676
Tyler-Stone Wealth Management
Ohio
$6.08K – – –
AWM
677
Abound Wealth Management
Tennessee
$5.3K – – –
AIC
678
Archer Investment Corporation
Indiana
$5.16K – – –
CTWM
679
Cherry Tree Wealth Management
Minnesota
$5.09K – – –
RFG
680
REAP Financial Group
Texas
$5.07K +$5.07K +108 New
APC
681
Aspire Private Capital
North Carolina
$4.88K -$422 -9 -8%
SIS
682
Sound Income Strategies
Florida
$4.81K +$4.81K +102 New
VAG
683
VisionPoint Advisory Group
Texas
$4.17K -$25.5K -544 -86%
MCM
684
MV Capital Management
Maryland
$3.89K +$141 +3 +4%
AFWM
685
Abich Financial Wealth Management
Virginia
$3.82K +$3.82K +81 New
MA
686
MCF Advisors
Kentucky
$3.68K -$3.54K -75 -49%
RFG
687
RFP Financial Group
Georgia
$3.54K – – –
LTI
688
Laffer Tengler Investments
Tennessee
$3.25K +$3.25K +69 New
CCM
689
Copeland Capital Management
Pennsylvania
$3.24K – – –
BWM
690
Baystate Wealth Management
Massachusetts
$3K +$3K +63 New
SIC
691
SJS Investment Consulting
Ohio
$2.97K +$472 +10 +19%
BCMLT
692
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.78K – – –
MCM
693
Manchester Capital Management
Vermont
$2.76K -$187 -4 -6%
WBC
694
West Branch Capital
Massachusetts
$2.48K +$2.48K +53 New
AGWCA
695
Annis Gardner Whiting Capital Advisors
Florida
$2.41K – – –
DPW
696
DiNuzzo Private Wealth
Pennsylvania
$2.33K +$2.33K +50 New
AT
697
Arlington Trust
Alabama
$2.19K +$2.19K +47 New
PWA
698
Provenance Wealth Advisors
Florida
$2.05K +$2.05K +44 New
PVH
699
Psagot Value Holdings
Israel
$2K – – –
FPB
700
First PREMIER Bank
South Dakota
$2K +$2K +44 New
26 27
28
29 30