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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
Norges Bank
1
Norges Bank
Norway
$273M
2
MIA
2
Madison Investment Advisors
Wisconsin
$98.4M
3
Raymond James Financial
3
Raymond James Financial
Florida
$89.7M
4
CP
4
Coho Partners
Pennsylvania
$66M
5
BlackRock
5
BlackRock
New York
$1.43B

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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.13B 36,436,473 +529,294 +1%
BlackRock
2
BlackRock
New York
$1.43B 24,360,966 +1,004,382 +4%
Morgan Stanley
3
Morgan Stanley
New York
$1.07B 18,365,243 -1,663,796 -8%
State Street
4
State Street
Massachusetts
$884M 15,109,980 -11,021 -0.1%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$686M 11,722,476 +116,957 +1%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$583M 9,957,020 -1,364,938 -12%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$449M 7,694,703 +103,350 +1%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$415M 7,093,271 -273,153 -4%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$280M 4,787,361 +632,578 +15%
Norges Bank
10
Norges Bank
Norway
$273M 4,657,926 +4,657,926 New
Invesco
11
Invesco
Georgia
$266M 4,553,016 +231,545 +5%
Principal Financial Group
12
Principal Financial Group
Iowa
$241M 4,121,968 +447,797 +12%
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$239M 4,087 -22 -0.5%
Northern Trust
14
Northern Trust
Illinois
$192M 3,279,690 +560,370 +21%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$183M 3,119,322 +76,349 +3%
Bank of America
16
Bank of America
North Carolina
$173M 2,949,573 -189,920 -6%
PCH
17
Polar Capital Holdings
United Kingdom
$171M 2,925,000 – –
Wells Fargo
18
Wells Fargo
California
$168M 2,869,705 +104,479 +4%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$166M 2,833,983 -57,049 -2%
UBS AM
20
UBS AM
Illinois
$146M 2,487,097 +455,311 +22%
Goldman Sachs
21
Goldman Sachs
New York
$126M 2,148,107 +669,329 +45%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$114M 1,947,045 -350,230 -15%
Legal & General Group
23
Legal & General Group
United Kingdom
$112M 1,914,604 -63,636 -3%
Charles Schwab
24
Charles Schwab
California
$105M 1,796,835 +50,751 +3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$104M 1,773,732 +96,769 +6%
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