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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 %
FC
826
Family CFO
California
$3.51K +$3.51K +60 New
DPW
827
DiNuzzo Private Wealth
Pennsylvania
$3.22K – – –
NWWA
828
New Wave Wealth Advisors
Arkansas
$3.16K +$3.16K +54 New
FPB
829
First PREMIER Bank
South Dakota
$3K – – –
AGWCA
830
Annis Gardner Whiting Capital Advisors
Florida
$2.99K – – –
SIC
831
SJS Investment Consulting
Ohio
$2.81K -$585 -10 -17%
S
832
Sachetta
Massachusetts
$2.69K – – –
DF
833
Dunhill Financial
United Kingdom
$2.54K +$944 +16 +59%
AW
834
Avion Wealth
Texas
$2K +$958 +23 +92%
TC
835
Truvestments Capital
Florida
$1.52K – – –
FNWA
836
Financial Network Wealth Advisors
Utah
$1.4K -$4.1K -70 -74%
JGIA
837
Jackson Grant Investment Advisers
Connecticut
$1.4K – – –
MHR
838
Matthew Hamilton Rosenberg
$1.4K – – –
SS
839
SBI Securities
Japan
$1.4K +$1.4K +24 New
MFG
840
Menard Financial Group
Texas
$1.4K +$1.4K +24 New
CWA
841
Carolina Wealth Advisors
South Carolina
$1.23K – – –
NMG
842
New Millennium Group
Utah
$1.23K +$1.23K +21 New
TAM
843
Tucker Asset Management
Colorado
$1.05K – – –
BTD
844
BankPlus Trust Department
Mississippi
$761 +$761 +13 New
CWP
845
Concord Wealth Partners
Virginia
$644 – – –
CPG
846
Cornerstone Planning Group
New Jersey
$592 +$237 +4 +67%
WCM
847
WealthTrak Capital Management
Virginia
$586 +$586 +10 New
WWP
848
WR Wealth Planners
Missouri
$527 – – –
T
849
Transce3nd
Texas
$527 +$527 +9 New
PWM
850
Parkworth Wealth Management
California
$527 +$527 +9 New
32 33
34
35 36