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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 %
DJSG
801
D.J. St. Germain
Massachusetts
$11.6K – – –
GFPC
802
Global Financial Private Client
Florida
$10.9K +$878 +15 +9%
PA
803
Pineridge Advisors
Missouri
$10.7K +$10.7K +183 New
RFG
804
REAP Financial Group
Texas
$10.6K -$351 -6 -3%
SA
805
SRH Advisors
Kansas
$9.54K – – –
AWM
806
Accredited Wealth Management
Kentucky
$9.36K +$9.36K +160 New
GWSA
807
Global Wealth Strategies & Associates
Colorado
$9.36K – – –
SC
808
SouthState Corp
Florida
$8.6K +$8.6K +147 New
OC
809
Oarsman Capital
Wisconsin
$7.67K +$702 +12 +10%
WPA
810
West Paces Advisors
Georgia
$7.2K – – –
ETS
811
ESL Trust Services
New York
$6.67K – – –
DIP
812
DT Investment Partners
Pennsylvania
$6.56K – – –
AIC
813
Archer Investment Corporation
Indiana
$6.38K – – –
CTWM
814
Cherry Tree Wealth Management
Minnesota
$6.32K – – –
KFI
815
Key Financial Inc
Pennsylvania
$6.2K +$5.09K +87 +458%
LFG
816
Larson Financial Group
Missouri
$5.85K -$1.46K -25 -20%
CJ
817
Caitlin John
Michigan
$5.62K -$2.99K -51 -35%
FDCP
818
Foster Dykema Cabot & Partners
Massachusetts
$5.44K – – –
MCM
819
MV Capital Management
Maryland
$4.92K +$117 +2 +2%
KIM
820
Kestra Investment Management
Texas
$4.65K +$4.65K +79 New
MA
821
MCF Advisors
Kentucky
$4.57K – – –
LIS
822
Legacy Investment Solutions
Idaho
$4.12K +$861 +14 +26%
LWMI
823
Legacy Wealth Management (Idaho)
Idaho
$4.12K +$861 +14 +26%
GKIM
824
GW&K Investment Management
Massachusetts
$4K – – –
BCMLT
825
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.88K – – –
31 32
33
34 35