A detailed history of Aptus Capital Advisors, LLC transactions in Berkley W R Corp stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 4,609 shares of WRB stock, worth $362,451. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,609
Previous 4,506 2.29%
Holding current value
$362,451
Previous $318,000 27.99%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$72.0 - $88.44 $7,416 - $9,109
103 Added 2.29%
4,609 $407,000
Q4 2023

Feb 13, 2024

SELL
$62.44 - $73.65 $3,309 - $3,903
-53 Reduced 1.16%
4,506 $318,000
Q3 2023

Nov 08, 2023

SELL
$58.93 - $65.65 $8,780 - $9,781
-149 Reduced 3.16%
4,559 $289,000
Q2 2023

Aug 11, 2023

SELL
$55.68 - $63.36 $835 - $950
-15 Reduced 0.32%
4,708 $280,000
Q1 2023

May 09, 2023

SELL
$59.97 - $74.28 $239 - $297
-4 Reduced 0.08%
4,723 $294,000
Q4 2022

Feb 13, 2023

BUY
$66.39 - $76.25 $14,804 - $17,003
223 Added 4.95%
4,727 $343,000
Q3 2022

Nov 02, 2022

BUY
$22.92 - $69.36 $1,398 - $4,230
61 Added 1.37%
4,504 $291,000
Q2 2022

Jul 29, 2022

BUY
$65.95 - $72.27 $6,133 - $6,721
93 Added 2.14%
4,443 $306,000
Q1 2022

May 04, 2022

BUY
$54.17 - $67.08 $235,639 - $291,798
4,350 New
4,350 $290,000

Others Institutions Holding WRB

About BERKLEY W R CORP


  • Ticker WRB
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Property & Casualty
  • Shares Outstandng 265,802,000
  • Market Cap $20.9B
  • Description
  • W. R. Berkley Corporation, an insurance holding company, operates as a commercial lines writer in the United States and internationally. It operates in two segments, Insurance and Reinsurance & Monoline Excess. The Insurance segment underwrites commercial insurance business, including premises operations, commercial automobile, property, pro...
More about WRB
Track This Portfolio

Track Aptus Capital Advisors, LLC Portfolio

Follow Aptus Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.