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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 %
BCFS
201
Butensky & Cohen Financial Security
Florida
$5.05M +$17.6K +300 +0.3%
Aberdeen Group
202
Aberdeen Group
United Kingdom
$4.97M -$1.56M -26,824 -24%
DekaBank Deutsche Girozentrale
203
DekaBank Deutsche Girozentrale
Germany
$4.96M – – –
AC
204
Annandale Capital
Texas
$4.82M – – –
PI
205
PGGM Investments
Netherlands
$4.81M – – –
SOMRS
206
State of Michigan Retirement System
Michigan
$4.78M -$11.7K -200 -0.2%
Axa
207
Axa
France
$4.75M +$1.09M +18,705 +30%
Bessemer Group
208
Bessemer Group
New Jersey
$4.73M +$60K +1,026 +1%
QCM
209
Quantinno Capital Management
New York
$4.66M +$2.82M +48,104 +153%
MIM
210
MetLife Investment Management
New Jersey
$4.66M +$87.8K +1,500 +2%
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$4.64M -$54.7K -934 -1%
Public Sector Pension Investment Board (PSP Investments)
212
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.57M +$1.5M +25,639 +49%
Creative Planning
213
Creative Planning
Kansas
$4.46M +$135K +2,302 +3%
Mirae Asset Global ETFs Holdings
214
Mirae Asset Global ETFs Holdings
Hong Kong
$4.45M +$2.29M +39,112 +106%
ProShare Advisors
215
ProShare Advisors
Maryland
$4.43M +$323K +5,514 +8%
ECM
216
ExodusPoint Capital Management
New York
$4.39M +$1.42M +24,207 +48%
CF
217
Corebridge Financial
Texas
$4.33M -$35.4K -605 -0.8%
Focus Partners Wealth
218
Focus Partners Wealth
Massachusetts
$4.29M +$3.54M +60,554 +472%
Capstone Investment Advisors
219
Capstone Investment Advisors
New York
$4.15M +$3.78M +64,676 +1,047%
T
220
TOBAM
France
$4.09M -$1.29M -22,119 -24%
Zurich Cantonal Bank
221
Zurich Cantonal Bank
Switzerland
$4M +$160K +2,729 +4%
CNB
222
Czech National Bank
Czech Republic
$3.82M +$236K +4,031 +7%
Retirement Systems of Alabama
223
Retirement Systems of Alabama
Alabama
$3.81M -$5.15K -88 -0.1%
IAA
224
Independent Advisor Alliance
North Carolina
$3.81M +$139K +2,382 +4%
Mackenzie Financial
225
Mackenzie Financial
Ontario, Canada
$3.78M -$404K -6,907 -10%
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