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W.R. Berkley
WRB

Overview Fund Activity

862 hedge funds and large institutions have $15.5B invested in W.R. Berkley in 2024 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 341 increasing their positions, 255 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
862
Holders Change
+77
Holders Change %
+9.81%
% of All Funds
11.47%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
126
Increased
341
Reduced
255
Closed
39
Calls
$10.4M
Puts
$6.69M
Net Calls
+$3.71M
Net Calls Change
+$134K

Top Buyers

1
CP
Coho Partners
Pennsylvania
$66M
2
BlackRock
BlackRock
New York
$1.43B
3
Goldman Sachs
Goldman Sachs
New York
$126M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$280M
5
Northern Trust
Northern Trust
Illinois
$192M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$43.7M
2
Morgan Stanley
Morgan Stanley
New York
$1.07B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$583M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$26.7M
5
UBS Group
UBS Group
Switzerland
$99.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMG
226
Asset Management Group
Connecticut
$3.78M +$5.03K +86 +0.1%
COPPSERS
227
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.75M -$83.9K -1,434 -2%
Wealth Enhancement Advisory Services
228
Wealth Enhancement Advisory Services
Minnesota
$3.73M +$2.95M +50,361 +376%
Pathstone Holdings
229
Pathstone Holdings
New Jersey
$3.67M +$1.51M +25,876 +70%
Robeco Institutional Asset Management
230
Robeco Institutional Asset Management
Netherlands
$3.66M -$4.95M -84,506 -57%
FHB
231
First Hawaiian Bank
Hawaii
$3.66M -$395K -6,755 -10%
FRAF
232
Första AP-fonden
Sweden
$3.57M -$3.68M -62,800 -51%
MG
233
Markel Group
Virginia
$3.56M – – –
DnB Asset Management
234
DnB Asset Management
Norway
$3.54M +$84K +1,435 +2%
BBI
235
Baxter Bros Inc
Connecticut
$3.54M +$591K +10,091 +20%
ACM
236
Aurdan Capital Management
Pennsylvania
$3.53M +$3.53M +60,390 New
ASN
237
Advisory Services Network
Georgia
$3.51M +$1.16M +19,900 +50%
SOADOR
238
State of Alaska Department of Revenue
Alaska
$3.5M -$36K -615 -1%
AB
239
Amalgamated Bank
New York
$3.47M +$27.4K +469 +0.8%
Daiwa Securities Group
240
Daiwa Securities Group
Japan
$3.45M -$6.32K -108 -0.2%
BCIM
241
British Columbia Investment Management
British Columbia, Canada
$3.41M +$416K +7,110 +14%
QCM
242
Qsemble Capital Management
New York
$3.36M +$3.36M +57,473 New
FCM
243
Fieldview Capital Management
Michigan
$3.33M +$3.33M +56,918 New
PP
244
Prudential plc
United Kingdom
$3.3M -$3.36M -57,332 -50%
Cetera Investment Advisers
245
Cetera Investment Advisers
Illinois
$3.29M +$558K +9,534 +20%
ECA
246
Elevate Capital Advisors
Colorado
$3.28M +$3.28M +56,110 New
KA
247
KLCM Advisors
Wisconsin
$3.19M – – –
OSAM
248
O'Shaughnessy Asset Management
Connecticut
$3.17M +$415K +7,084 +15%
DIA
249
Dean Investment Associates
Ohio
$3.16M +$137K +2,337 +5%
II
250
IFM Investors
Australia
$3.13M -$224K -3,827 -7%
8 9
10
11 12