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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 %
TC
276
TownSquare Capital
Utah
$2.65M +$433K +7,402 +20%
CIBC Private Wealth Group
277
CIBC Private Wealth Group
Georgia
$2.55M +$40K +688 +2%
TPCW
278
TD Private Client Wealth
New York
$2.54M -$66K -1,128 -3%
UIM
279
USS Investment Management
United Kingdom
$2.54M -$801K -13,693 -24%
MYAM
280
Meiji Yasuda Asset Management
Japan
$2.54M -$72.8K -1,244 -3%
CAPTRUST Financial Advisors
281
CAPTRUST Financial Advisors
North Carolina
$2.53M +$243K +4,159 +11%
PFSRSONJ
282
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.51M +$2.51M +42,948 New
OAM
283
Ostrum Asset Management
France
$2.47M -$101K -1,731 -4%
X
284
Xponance
Pennsylvania
$2.47M +$42K +717 +2%
SO
285
STRS Ohio
Ohio
$2.46M +$264K +4,503 +12%
MML Investors Services
286
MML Investors Services
Massachusetts
$2.44M +$156K +2,674 +7%
Franklin Resources
287
Franklin Resources
California
$2.44M -$6.03K -103 -0.2%
CIBC World Market
288
CIBC World Market
Ontario, Canada
$2.43M +$2.43M +41,465 New
WI
289
WBI Investments
New Jersey
$2.41M -$1.55M -26,456 -39%
TAM
290
Tealwood Asset Management
Minnesota
$2.4M +$34.2K +585 +1%
NYLIM
291
New York Life Investment Management
New York
$2.36M +$21.6K +369 +0.9%
SPIA
292
Steward Partners Investment Advisory
New York
$2.34M +$76.5K +1,307 +3%
Thrivent Financial for Lutherans
293
Thrivent Financial for Lutherans
Minnesota
$2.31M +$1.62M +27,609 +234%
NVIM
294
New Vernon Investment Management
Illinois
$2.28M -$8.32M -48,269 -79%
UM
295
UniSuper Management
Australia
$2.28M +$231K +3,940 +11%
APIM
296
Agate Pass Investment Management
Washington
$2.24M +$28.4K +485 +1%
HH
297
Hilltop Holdings
Texas
$2.21M +$41.3K +706 +2%
YCM
298
Yousif Capital Management
Michigan
$2.2M -$82.6K -1,412 -4%
NAM
299
Nissay Asset Management
Japan
$2.19M -$9.97K -169 -0.5%
MOACM
300
Mutual of America Capital Management
New York
$2.11M -$56K -957 -3%
10 11
12
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