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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
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 Holding Trade Value Shares
Change 		Shares
Change %
FCM
101
Fairholme Capital Management
Florida
$15.3M – – –
BWP
102
Barlow Wealth Partners
Kentucky
$15.3M +$879K +14,672 +6%
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$14.9M -$1.72M -29,384 -10%
SFI
104
Susquehanna Fundamental Investments
Pennsylvania
$14.7M +$14.7M +250,818 New
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$14.5M -$234K -3,990 -2%
GGHC
106
Gilder Gagnon Howe & Co
New York
$14.3M -$17.7K -303 -0.1%
HCM
107
Hutchinson Capital Management
California
$14.3M -$47.9K -819 -0.3%
TIP
108
Torray Investment Partners
Maryland
$14.3M – – –
HA
109
Heartland Advisors
Wisconsin
$14.2M -$1.49M -25,437 -10%
Universal-Beteiligungs- und Servicegesellschaft
110
Universal-Beteiligungs- und Servicegesellschaft
Germany
$14.1M +$14.1M +240,217 New
Jane Street
111
Jane Street
New York
$14M -$6.95M -118,697 -33%
Royal London Asset Management
112
Royal London Asset Management
United Kingdom
$14M +$29.3K +500 +0.2%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$13.5M -$546K -9,330 -4%
STCG
114
Speece Thorson Capital Group
Minnesota
$13.4M -$85.7K -1,465 -0.6%
IP
115
Isthmus Partners
Wisconsin
$13.2M -$143K -2,446 -1%
IIM
116
INTECH Investment Management
Florida
$13M -$773K -13,208 -6%
Canada Life
117
Canada Life
Manitoba, Canada
$12.9M -$3.05M -52,229 -19%
Bank of Nova Scotia
118
Bank of Nova Scotia
Ontario, Canada
$12.7M +$10M +170,888 +366%
Loomis, Sayles & Company
119
Loomis, Sayles & Company
Massachusetts
$12.6M +$181K +3,087 +1%
WorldQuant Millennium Advisors
120
WorldQuant Millennium Advisors
New York
$12.5M -$1.32M -22,476 -10%
Korea Investment Corp
121
Korea Investment Corp
South Korea
$12.3M -$2.81M -48,070 -19%
State of Wisconsin Investment Board
122
State of Wisconsin Investment Board
Wisconsin
$12.3M -$2.89M -49,314 -19%
Ensign Peak Advisors
123
Ensign Peak Advisors
Utah
$12.1M -$948K -16,202 -7%
Corient Private Wealth
124
Corient Private Wealth
Florida
$12M -$1.28M -21,852 -10%
BGIM
125
Brandywine Global Investment Management
Pennsylvania
$11.9M -$944K -16,137 -7%
3 4
5
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