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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 %
NAAA
376
New Age Alpha Advisors
New York
$1.15M +$1.15M +19,730 New
VEA
377
Virtus ETF Advisers
New York
$1.15M +$194K +3,322 +20%
GLA
378
Great Lakes Advisors
Illinois
$1.15M +$4.57K +78 +0.4%
CFO
379
Callan Family Office
Pennsylvania
$1.15M +$1.15M +19,592 New
LOAMS
380
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.15M +$22K +376 +2%
KAM
381
KEB Asset Management
Illinois
$1.13M – – –
DWM
382
Diversify Wealth Management
Utah
$1.1M +$204K +3,598 +23%
HIMCH
383
Hartford Investment Management Co (HIMCO)
Connecticut
$1.1M -$37.6K -643 -3%
RIL
384
Rothschild Investment LLC
Illinois
$1.09M +$702 +12 +0.1%
PA
385
Procyon Advisors
Connecticut
$1.09M -$124K -2,116 -10%
CF
386
Centaurus Financial
California
$1.09M +$5.44K +93 +0.5%
II
387
Inspire Investing
Idaho
$1.08M -$81.3K -1,389 -7%
KPP
388
Kings Path Partners
Texas
$1.08M +$1.08M +18,531 New
AAS
389
Avantax Advisory Services
Texas
$1.08M +$30.7K +524 +3%
GCP
390
GSA Capital Partners
United Kingdom
$1.08M +$324K +5,539 +43%
DTL
391
Dynamic Technology Lab
Singapore
$1.08M -$889K -15,193 -45%
IWC
392
Integrated Wealth Concepts
Massachusetts
$1.07M +$106K +1,806 +11%
US Bancorp
393
US Bancorp
Minnesota
$1.07M +$45.2K +773 +4%
AIP
394
Almanack Investment Partners
Pennsylvania
$1.07M – – –
RCA
395
Resonant Capital Advisors
Wisconsin
$1.07M +$6.5K +111 +0.6%
AA
396
Ancora Advisors
Ohio
$1.06M +$26.9K +460 +3%
WP
397
Woodline Partners
California
$1.06M +$1.06M +18,079 New
PAM
398
Paradigm Asset Management
New York
$1.04M +$1.04M +17,800 New
TCOV
399
Trust Company of Vermont
Vermont
$1.03M – – –
DC
400
Davenport & Co
Virginia
$1.03M +$300K +5,124 +41%
14 15
16
17 18