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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 %
PWA
851
Principia Wealth Advisory
Texas
$527 +$527 +9 New
WWM
852
Wolff Wiese Magana
California
$410 – – –
SN
853
Sittner & Nelson
Oregon
$410 +$410 +7 New
WW
854
Winnow Wealth
Texas
$371 +$371 +7 New
VWA
855
Valued Wealth Advisors
Utah
$352 – – –
CTB
856
Country Trust Bank
Illinois
$351 – – –
OSNBOA
857
Old Second National Bank of Aurora
Illinois
$351 +$351 +6 New
NC
858
NewSquare Capital
Pennsylvania
$234 +$234 +4 New
WA
859
WestEnd Advisors
North Carolina
$176 +$59 +1 +50%
HWA
860
HHM Wealth Advisors
Tennessee
$176 +$176 +3 New
SWA
861
SOA Wealth Advisors
New York
$60 – – –
YDMI
862
Y.D. More Investments
Israel
$60 +$32 +202 +118%
LIP
863
Lighthouse Investment Partners
Florida
– -$12.3M -216,973 Closed
IAIM
864
International Assets Investment Management
Florida
– -$2.76K -156,779 Closed
D.E. Shaw & Co
865
D.E. Shaw & Co
New York
– -$4.19M -73,914 Closed
SIP
866
Stoneridge Investment Partners
Pennsylvania
– -$3.49M -61,451 Closed
AWM
867
Accurate Wealth Management
Florida
– -$2.86M -48,462 Closed
EP
868
Edgestream Partners
New Jersey
– -$2.26M -39,879 Closed
SW
869
SteelPeak Wealth
California
– -$2.09M -36,864 Closed
NICM
870
Neo Ivy Capital Management
New York
– -$1.45M -25,474 Closed
FTDI
871
First Trust Direct Indexing
Massachusetts
– -$1.06M -18,603 Closed
FRA
872
Frank Rimerman Advisors
California
– -$865K -15,248 Closed
DM
873
Deerfield Management
New York
– -$860K -15,155 Closed
FFM
874
Forum Financial Management
Illinois
– -$630K -11,099 Closed
IMC Chicago
875
IMC Chicago
Illinois
– -$592K -10,442 Closed
33 34
35
36 37