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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.

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
1
Coho Partners
Pennsylvania
$66M
2
BlackRock
2
BlackRock
New York
$1.43B
3
Goldman Sachs
3
Goldman Sachs
New York
$126M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$280M
5
Northern Trust
5
Northern Trust
Illinois
$192M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$43.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.07B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$583M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$26.7M
5
UBS Group
5
UBS Group
Switzerland
$99.8M
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$24.2M 413,013 -17,570 -4%
SAM
77
Stansberry Asset Management
Texas
$24.2M 412,803 +594 +0.1%
AFIA
78
America First Investment Advisors
Nebraska
$24.1M 411,245 -12,883 -3%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$23.6M 403,013 -28,500 -7%
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$23.4M 399,854 +152,399 +62%
WAM
81
Wallington Asset Management
Indiana
$23.4M 399,782 +856 +0.2%
Tudor Investment Corp
82
Tudor Investment Corp
Connecticut
$22.9M 391,635 +114,397 +41%
Citadel Advisors
83
Citadel Advisors
Florida
$21.5M 367,376 +367,376 New
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$21.3M 364,043 – –
Allianz Asset Management
85
Allianz Asset Management
Germany
$21.2M 363,104 +13,147 +4%
AllianceBernstein
86
AllianceBernstein
Tennessee
$20.9M 357,468 -26,647 -7%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$20.3M 346,444 +22,763 +7%
Cerity Partners
88
Cerity Partners
New York
$19.9M 341,000 +4,973 +1%
LPL Financial
89
LPL Financial
California
$19.6M 335,549 +9,349 +3%
CM
90
Churchill Management
California
$19.6M 335,277 +1,210 +0.4%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$19.2M 327,497 -7,574 -2%
ZIM
92
Zacks Investment Management
Illinois
$18M 308,295 -25,784 -8%
TA
93
Townsend & Associates
Colorado
$17.2M 289,926 +4,577 +2%
PC
94
PhiloSmith Capital
Connecticut
$17M 290,381 -39,500 -12%
SI
95
Stephens Inc
Arkansas
$16.4M 280,370 -1,296 -0.5%
Mitsubishi UFJ Trust & Banking
96
Mitsubishi UFJ Trust & Banking
Japan
$15.9M 271,292 -57,850 -18%
Citigroup
97
Citigroup
New York
$15.8M 270,492 -33,075 -11%
Pictet Asset Management
98
Pictet Asset Management
Switzerland
$15.6M 267,013 +95,059 +55%
SEI Investments
99
SEI Investments
Pennsylvania
$15.4M 262,813 -7,521 -3%
RA
100
Royce & Associates
New York
$15.3M 262,082 – –
2 3
4
5 6