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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 Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$19.1M 404,732 +11,321 +3%
Public Employees Retirement Association of Colorado
77
Public Employees Retirement Association of Colorado
Colorado
$19.1M 404,726 – –
Man Group
78
Man Group
United Kingdom
$18.9M 400,863 +400,863 New
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$18.7M 396,468 -53,931 -12%
WAM
80
Wallington Asset Management
Indiana
$18.7M 395,850 +4,908 +1%
Loomis, Sayles & Company
81
Loomis, Sayles & Company
Massachusetts
$18M 382,046 +9,026 +2%
DCM
82
Driehaus Capital Management
Illinois
$17.9M 378,696 +378,696 New
WorldQuant Millennium Advisors
83
WorldQuant Millennium Advisors
New York
$17.6M 372,410 -248,082 -40%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$17.2M 364,104 +57 +0%
SAM
85
Stansberry Asset Management
Texas
$16.7M 355,019 +6,492 +2%
Citigroup
86
Citigroup
New York
$16.2M 342,699 +94,590 +38%
PC
87
PhiloSmith Capital
Connecticut
$15.6M 329,882 – –
Bank of Nova Scotia
88
Bank of Nova Scotia
Ontario, Canada
$15.4M 327,572 +21,297 +7%
National Bank of Canada
89
National Bank of Canada
Quebec, Canada
$15.3M 319,166 +133,472 +72%
CM
90
Churchill Management
California
$15.3M 324,530 +324,530 New
State of Tennessee, Department of Treasury
91
State of Tennessee, Department of Treasury
Tennessee
$15M 319,004 -35,550 -10%
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$14.9M 315,848 -178 -0.1%
Mitsubishi UFJ Asset Management
93
Mitsubishi UFJ Asset Management
Japan
$14.9M 307,037 +36,756 +14%
Natixis Advisors
94
Natixis Advisors
Massachusetts
$14.6M 310,182 -3,440 -1%
MAM
95
Martingale Asset Management
Massachusetts
$14.4M 305,856 -50,280 -14%
Ameriprise
96
Ameriprise
Minnesota
$14.3M 302,913 -584 -0.2%
TA
97
Townsend & Associates
Colorado
$14M 271,227 +119,898 +79%
STCG
98
Speece Thorson Capital Group
Minnesota
$13.9M 295,268 +1,352 +0.5%
Mitsubishi UFJ Trust & Banking
99
Mitsubishi UFJ Trust & Banking
Japan
$13.9M 293,894 +76,715 +35%
PP
100
Prospector Partners
Connecticut
$13.8M 292,163 +1,778 +0.6%
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4
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