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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 %
DADC
351
D.A. Davidson & Co
Montana
$1.41M +$761 +13 +0.1%
Two Sigma Advisers
352
Two Sigma Advisers
New York
$1.41M +$1.19M +20,400 +563%
Balyasny Asset Management
353
Balyasny Asset Management
Illinois
$1.41M +$1.41M +24,022 New
PCS
354
Personal CFO Solutions
New Jersey
$1.4M +$819 +14 +0.1%
O
355
Ossiam
France
$1.39M +$242K +4,128 +21%
PS
356
Pensionfund Sabic
Netherlands
$1.39M +$234K +4,000 +20%
CFM
357
Catalyst Funds Management
Australia
$1.38M +$843K +14,400 +157%
PCM
358
Parsons Capital Management
Rhode Island
$1.36M -$123K -2,104 -8%
BHCM
359
Brevan Howard Capital Management
Jersey
$1.36M -$271K -4,637 -17%
DDC
360
DF Dent & Co
Maryland
$1.35M -$128K -2,192 -9%
BFG
361
Bleakley Financial Group
New Jersey
$1.35M +$41.4K +707 +3%
CCIA
362
Campbell & Co Investment Adviser
Maryland
$1.35M -$4.85M -82,885 -78%
PIM
363
Pullen Investment Management
Florida
$1.34M +$9.42K +161 +0.7%
RPI
364
Railway Pension Investments
United Kingdom
$1.34M – – –
CIC
365
Chase Investment Counsel
Virginia
$1.34M – – –
P
366
Pitcairn
Pennsylvania
$1.34M +$1.34M +22,893 New
Lazard Asset Management
367
Lazard Asset Management
New York
$1.33M -$3.28M -56,082 -71%
SEA
368
Stegent Equity Advisors
Texas
$1.33M +$38.7K +661 +3%
PAG
369
Private Advisor Group
New Jersey
$1.26M +$15K +257 +1%
MPPW
370
Mitchell & Pahl Private Wealth
Oklahoma
$1.26M +$39.6K +676 +3%
WIM
371
Waverton Investment Management
United Kingdom
$1.26M – – –
IGAM
372
iA Global Asset Management
Quebec, Canada
$1.22M -$330K -5,647 -21%
KRS
373
Kentucky Retirement Systems
Kentucky
$1.21M -$16.7K -285 -1%
IPA
374
Investment Planning Advisors
Georgia
$1.17M +$368K +6,287 +46%
PMWMG
375
Parr McKnight Wealth Management Group
Minnesota
$1.16M +$1.16M +19,738 New
13 14
15
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