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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 %
LCM
876
Laurion Capital Management
New York
– -$575K -10,128 Closed
MSCM
877
McElhenny Sheffield Capital Management
Texas
– -$563K -9,928 Closed
AC
878
AXQ Capital
New Jersey
– -$551K -9,717 Closed
BCM
879
Bayesian Capital Management
New York
– -$539K -9,505 Closed
KRSITF
880
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
– -$505K -8,901 Closed
RSWM
881
Robertson Stephens Wealth Management
California
– -$397K -7,005 Closed
GS
882
GTS Securities
New York
– -$380K -6,693 Closed
MAM
883
Martingale Asset Management
Massachusetts
– -$375K -6,619 Closed
DFCM
884
Dark Forest Capital Management
Puerto Rico
– -$340K -6,000 Closed
NWMG
885
National Wealth Management Group
Ohio
– -$336K -5,921 Closed
MPM
886
MBB Public Markets
Illinois
– -$322K -5,670 Closed
DEA
887
DoubleLine ETF Adviser
Florida
– -$293K -5,164 Closed
BAM
888
Blueshift Asset Management
New Jersey
– -$219K -3,854 Closed
AC
889
AlphaCore Capital
California
– -$205K -3,611 Closed
AIM
890
AMI Investment Management
Indiana
– -$202K -3,552 Closed
UFF
891
USA Financial Formulas
Michigan
– -$165K -2,908 Closed
NC
892
nVerses Capital
Florida
– -$147K -2,600 Closed
GSEP
893
Golden State Equity Partners
California
– -$125K -2,202 Closed
BWP
894
Baldwin Wealth Partners
Massachusetts
– -$87K -1,534 Closed
CA
895
Claris Advisors
Missouri
– -$62.6K -1,104 Closed
NS
896
NBC Securities
Alabama
– -$24K -424 Closed
ATS
897
Ashton Thomas Securities
New York
– -$15.3K -269 Closed
SFA
898
Semmax Financial Advisors
North Carolina
– -$13.6K -225 Closed
Twin Tree Management
899
Twin Tree Management
Texas
– -$8.34K -147 Closed
CPA
900
Capital Performance Advisors
California
– -$7.83K -138 Closed
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