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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.

Holders
862
Holders Change
+77
Holders Change %
+9.81%
% of All Funds
11.48%
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
1
Coho Partners
Pennsylvania
$66M
2
BlackRock
2
BlackRock
New York
$1.43B
3
Goldman Sachs
3
Goldman Sachs
New York
$126M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$280M
5
Northern Trust
5
Northern Trust
Illinois
$192M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$43.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.07B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$583M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$26.7M
5
UBS Group
5
UBS Group
Switzerland
$99.8M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$99.8M 1,704,964 -683,476 -29%
MAM
27
Madison Asset Management
Wisconsin
$98.4M 1,682,258 +128,322 +8%
MIA
28
Madison Investment Advisors
Wisconsin
$98.4M 1,682,258 +1,682,258 New
CIC
29
Chilton Investment Company
Connecticut
$92.4M 1,578,321 +161,583 +11%
Raymond James Financial
30
Raymond James Financial
Florida
$89.7M 1,532,660 +1,532,660 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$88.9M 1,519,791 +194,001 +15%
Truist Financial
32
Truist Financial
North Carolina
$86M 1,469,331 +193,640 +15%
Amundi
33
Amundi
France
$85.9M 1,477,932 +444,986 +43%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$84M 1,435,630 -47,235 -3%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$83.1M 1,421,032 +43,940 +3%
EAM
36
EULAV Asset Management
Florida
$83.1M 1,420,464 -144,426 -9%
CIM
37
Confluence Investment Management
Missouri
$78.2M 1,336,426 -26,869 -2%
AQR Capital Management
38
AQR Capital Management
Connecticut
$76.2M 1,301,692 +191,101 +17%
ACA
39
Anchor Capital Advisors
Massachusetts
$75.8M 1,295,793 -62,502 -5%
CP
40
Coho Partners
Pennsylvania
$66M 1,128,378 +1,128,378 New
DP
41
Dundas Partners
United Kingdom
$65.7M 1,123,310 – –
BIP
42
Brandes Investment Partners
California
$64.6M 1,103,658 +38,170 +4%
Deutsche Bank
43
Deutsche Bank
Germany
$64.2M 1,096,783 +250,935 +30%
Barclays
44
Barclays
United Kingdom
$62.9M 1,074,435 -395,173 -27%
Parnassus Investments
45
Parnassus Investments
California
$62.1M 1,060,467 -73,747 -7%
MC
46
Maren Capital
Illinois
$58.8M 1,005,195 +32,008 +3%
BFM
47
Boston Financial Management
Massachusetts
$57.4M 981,162 -6,661 -0.7%
Victory Capital Management
48
Victory Capital Management
Texas
$53.5M 914,448 -106,785 -10%
Millennium Management
49
Millennium Management
New York
$53M 906,070 +1,444 +0.2%
Stifel Financial
50
Stifel Financial
Missouri
$52.1M 889,563 +121,770 +16%
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