W.R. Berkley
873 hedge funds and large institutions have $15.6B invested in W.R. Berkley in 2024 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 344 increasing their positions, 259 reducing their positions, and 40 closing their positions.
220% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 40
55% more call options, than puts
Call options by funds: $10.4M | Put options by funds: $6.69M
33% more repeat investments, than reductions
Existing positions increased: 344 | Existing positions reduced: 259
10% more funds holding
Funds holding: 795 → 873 (+78)
5% more capital invested
Capital invested by funds: $14.8B → $15.6B (+$806M)
0.31% more ownership
Funds ownership: 68.42% → 68.73% (+0.31%)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Coho Partners
Berwyn,
Pennsylvania
|
+$67.6M |
| 2 |
BlackRock
New York
|
+$60.2M |
| 3 |
Goldman Sachs
New York
|
+$40.1M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$37.9M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$33.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$194M |
| 2 |
Morgan Stanley
New York
|
-$99.7M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$81.8M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$63M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$40.9M |
WRB Hedge Fund Activity: Q4 2024 in Review
873 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in W.R. Berkley (WRB) for Q4 2024, worth a combined $15.6B — up 5.5% from $14.8B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new WRB positions and 40 closed out — a net gain of 88 holders — while 344 added to existing stakes and 259 trimmed.
The largest buyer was Coho Partners, opening a new position worth an estimated $67.6M. The largest seller was First Trust Advisors, cutting an estimated $194M.
- 873 institutional investors held W.R. Berkley (WRB) as of Q4 2024, up from 795 in Q3 2024.
- Funds reported $15.6B of W.R. Berkley stock for Q4 2024, up 5.5% quarter-over-quarter.
- 128 funds opened new W.R. Berkley positions in Q4 2024 and 40 closed out, a net change of +88 holders.
- The largest W.R. Berkley buyer in Q4 2024 was Coho Partners, an estimated $67.6M added.
- The largest W.R. Berkley seller in Q4 2024 was First Trust Advisors, an estimated $194M sold.
Based on aggregated 13F filings for Q4 2024.