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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
MC
5
Maren Capital
Illinois
$37.9M

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 %
Morgan Stanley
1
Morgan Stanley
New York
$1.78B 25,163,040 +12,097,816 +93%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.71B 24,243,598 -87,726 -0.4%
BlackRock
3
BlackRock
New York
$1.16B 16,362,425 +2,758,561 +20%
State Street
4
State Street
Massachusetts
$770M 10,894,551 -213,624 -2%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$564M 7,973,202 -252,011 -3%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$496M 7,013,442 +194,318 +3%
Victory Capital Management
7
Victory Capital Management
Texas
$410M 5,793,764 +154,468 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$339M 4,796,488 +138,934 +3%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$305M 4,307,864 +253,879 +6%
Norges Bank
10
Norges Bank
Norway
$214M 3,020,851 -78,100 -3%
First Trust Advisors
11
First Trust Advisors
Illinois
$197M 2,783,300 -190,898 -6%
Invesco
12
Invesco
Georgia
$190M 2,691,156 +318,703 +13%
APG Asset Management
13
APG Asset Management
Netherlands
$160M 2,498,960 +366,609 +17%
Northern Trust
14
Northern Trust
Illinois
$144M 2,041,442 +39,594 +2%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$138M 1,949,102 -69,081 -3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$137M 1,933,712 +138,276 +8%
PCH
17
Polar Capital Holdings
United Kingdom
$135M 1,907,500 -17,500 -0.9%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$135M 1,904,555 +898,027 +89%
Wells Fargo
19
Wells Fargo
California
$127M 1,797,235 +5,973 +0.3%
Bank of America
20
Bank of America
North Carolina
$124M 1,753,695 -7,554 -0.4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$123M 1,736,231 -12,379 -0.7%
Charles Schwab
22
Charles Schwab
California
$119M 1,684,279 +50,861 +3%
Legal & General Group
23
Legal & General Group
United Kingdom
$103M 1,461,873 -19,871 -1%
Goldman Sachs
24
Goldman Sachs
New York
$98.8M 1,396,565 -88,741 -6%
Barclays
25
Barclays
United Kingdom
$90.1M 1,273,386 +340,056 +36%
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