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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
+$58.8M
3
Goldman Sachs
Goldman Sachs
New York
+$39.2M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$37M
5
Northern Trust
Northern Trust
Illinois
+$32.8M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$190M
2
Morgan Stanley
Morgan Stanley
New York
-$97.4M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$79.9M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$61.5M
5
UBS Group
UBS Group
Switzerland
-$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
251
Patton Fund Management
Texas
$3.12M -$547K -9,353 -15%
GAM
252
Griffin Asset Management
New York
$3.11M – – –
FG
253
Fairman Group
Pennsylvania
$3.11M -$995K -17,000 -24%
EWA
254
EP Wealth Advisors
California
$3.02M -$830K -14,178 -22%
ACM
255
Alamar Capital Management
California
$3.02M -$143K -2,450 -5%
IIM
256
Illumine Investment Management
Washington
$3.01M +$3.01M +51,500 New
ICM
257
Intrepid Capital Management
Florida
$3.01M +$779K +13,313 +35%
Osaic Holdings
258
Osaic Holdings
Arizona
$2.98M +$1.04M +17,837 +54%
AIP
259
Ameritas Investment Partners
Nebraska
$2.96M -$8.02K -137 -0.3%
BJL
260
Brighton Jones LLC
Washington
$2.96M +$1.27M +21,737 +76%
CIG
261
CHB Investment Group
Pennsylvania
$2.95M -$22.6K -386 -0.8%
AM
262
AGF Management
Ontario, Canada
$2.93M -$710K -12,133 -20%
CIBC Asset Management
263
CIBC Asset Management
Ontario, Canada
$2.92M +$129K +2,209 +5%
URS
264
Utah Retirement Systems
Utah
$2.84M – – –
GWCM
265
Godshalk Welsh Capital Management
Pennsylvania
$2.83M -$49K -837 -2%
TAF
266
Tredje AP-fonden
Sweden
$2.82M – – –
PAM
267
Panagora Asset Management
Massachusetts
$2.82M -$186K -3,183 -6%
CP
268
Cumberland Partners
Ontario, Canada
$2.81M +$761K +13,000 +37%
SC
269
Sepio Capital
Utah
$2.8M -$44.2K -756 -2%
SVWAG
270
Sound View Wealth Advisors Group
Georgia
$2.8M +$702 +12 +0%
Walleye Capital
271
Walleye Capital
New York
$2.79M +$1.35M +23,017 +93%
CWM
272
CIBC World Markets
New York
$2.79M -$640K -10,932 -19%
BAM
273
Belpointe Asset Management
Nevada
$2.77M -$8.06K -135 -0.3%
P
274
&Partners
Tennessee
$2.76M +$402K +6,934 +17%
A
275
AlphaQuest
New York
$2.7M +$2.08M +35,460 +330%
9 10
11
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