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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
11.48%
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
Coho Partners
Pennsylvania
$66M
2
BlackRock
BlackRock
New York
$1.43B
3
Goldman Sachs
Goldman Sachs
New York
$126M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$280M
5
Northern Trust
Northern Trust
Illinois
$192M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$43.7M
2
Morgan Stanley
Morgan Stanley
New York
$1.07B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$583M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$26.7M
5
UBS Group
UBS Group
Switzerland
$99.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFO
726
Fortitude Family Office
Arizona
$79.2K – – –
HIA
727
Harbor Investment Advisory
Maryland
$79K – – –
C
728
Covestor
United Kingdom
$79K +$7.59K +131 +11%
NFSG
729
Newbridge Financial Services Group
Florida
$78.5K +$78.5K +1,342 New
TIM
730
Tortoise Investment Management
New York
$76.8K +$31.6K +540 +70%
QC
731
Quent Capital
New York
$75.2K +$176 +3 +0.2%
WBC
732
Westpac Banking Corp
Australia
$73.6K – – –
HT
733
Headlands Technologies
Illinois
$70.6K -$200K -3,415 -74%
MPWT
734
MassMutual Private Wealth & Trust
Connecticut
$69.5K +$5.5K +94 +9%
WTC
735
WhitTier Trust Company
Nevada
$69.1K -$468 -8 -0.7%
MWM
736
Mascoma Wealth Management
New Hampshire
$68.5K – – –
SIM
737
Sentry Investment Management
Wisconsin
$67K -$10.9K -186 -14%
CCA
738
Criterion Capital Advisors
Tennessee
$66.4K – – –
HCP
739
Hexagon Capital Partners
Arkansas
$65.4K +$44.7K +763 +216%
EWM
740
Evermay Wealth Management
Virginia
$65K – – –
IIM
741
Intact Investment Management
Quebec, Canada
$64.4K -$11.7K -200 -15%
CAL
742
Capital Advisors Ltd
Ohio
$62K – – –
LC
743
Lindbrook Capital
California
$61.3K -$4.68K -80 -7%
ACM
744
Adalta Capital Management
New York
$61.2K +$61.2K +1,045 New
TWC
745
TD Waterhouse Canada
Ontario, Canada
$59.4K -$3.57K -61 -6%
DSC
746
Duncker Streett & Co
Missouri
$59.2K – – –
CWM
747
Crowley Wealth Management
Delaware
$59.2K +$59.2K +1,012 New
DCM
748
Davis Capital Management
Florida
$56.1K – – –
LFA
749
LGT Financial Advisors
Texas
$54.5K +$59 +1 +0.1%
CFD
750
Creative Financial Designs
Indiana
$51.8K +$4.97K +85 +11%
28 29
30
31 32