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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
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 %
CWM
201
CIBC World Markets
New York
$3.35M +$1.04M +21,959 +45%
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$3.33M -$201K -4,271 -6%
AMG
203
Asset Management Group
Connecticut
$3.25M -$50.9K -1,080 -2%
Retirement Systems of Alabama
204
Retirement Systems of Alabama
Alabama
$3.18M -$77.9K -1,653 -2%
COPPSERS
205
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.15M +$262K +5,559 +9%
II
206
IFM Investors
Australia
$3.14M -$104K -2,204 -3%
CS
207
Cannell & Spears
New York
$3.14M -$51.3K -1,089 -2%
UIM
208
USS Investment Management
United Kingdom
$3.09M – – –
AssetMark Inc
209
AssetMark Inc
California
$3.08M -$588K -12,471 -16%
ProShare Advisors
210
ProShare Advisors
Maryland
$2.98M -$194K -4,108 -6%
TPSF
211
Texas Permanent School Fund
Texas
$2.97M +$1.84K +39 +0.1%
Envestnet Portfolio Solutions
212
Envestnet Portfolio Solutions
Illinois
$2.94M -$284K -6,018 -9%
IAA
213
Independent Advisor Alliance
North Carolina
$2.93M +$233K +4,939 +9%
WI
214
WBI Investments
New Jersey
$2.91M +$2.91M +61,784 New
FRAF
215
Första AP-fonden
Sweden
$2.89M -$120K -2,550 -4%
MG
216
Markel Group
Virginia
$2.86M – – –
Handelsbanken Fonder
217
Handelsbanken Fonder
Sweden
$2.84M -$529K -11,228 -16%
AM
218
AGF Management
Ontario, Canada
$2.8M -$693K -14,709 -20%
PAM
219
Panagora Asset Management
Massachusetts
$2.79M -$585K -12,402 -17%
ASN
220
Advisory Services Network
Georgia
$2.79M +$312K +6,614 +13%
Skandinaviska Enskilda Banken (SEB)
221
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.78M -$35.4K -750 -1%
Robeco Institutional Asset Management
222
Robeco Institutional Asset Management
Netherlands
$2.78M +$54.3K +1,152 +2%
Creative Planning
223
Creative Planning
Kansas
$2.76M +$117K +2,475 +4%
SOADOR
224
State of Alaska Department of Revenue
Alaska
$2.76M -$167K -3,540 -6%
DnB Asset Management
225
DnB Asset Management
Norway
$2.74M -$6.32K -134 -0.2%
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