A detailed history of Avantax Advisory Services, Inc. transactions in Berkley W R Corp stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 18,003 shares of WRB stock, worth $1.06 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,003
Previous 12,339 45.9%
Holding current value
$1.06 Million
Previous $969,000 5.37%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$51.54 - $79.62 $291,922 - $450,967
5,664 Added 45.9%
18,003 $1.02 Million
Q2 2024

Aug 09, 2024

BUY
$76.65 - $87.49 $475,766 - $543,050
6,207 Added 101.22%
12,339 $969,000
Q1 2024

May 08, 2024

BUY
$72.0 - $88.44 $100,728 - $123,727
1,399 Added 29.56%
6,132 $542,000
Q4 2023

Feb 07, 2024

BUY
$62.44 - $73.65 $295,528 - $348,585
4,733 New
4,733 $334,000
Q4 2020

Jan 22, 2021

SELL
$40.08 - $47.06 $274,708 - $322,549
-6,854 Closed
0 $0
Q3 2020

Oct 14, 2020

BUY
$37.2 - $43.0 $32,884 - $38,012
884 Added 14.81%
6,854 $419,000
Q2 2020

Aug 06, 2020

BUY
$31.29 - $43.59 $27,597 - $38,446
882 Added 17.33%
5,970 $342,000
Q1 2020

Apr 30, 2020

BUY
$28.91 - $52.99 $375 - $688
13 Added 0.26%
5,088 $265,000
Q4 2019

Feb 14, 2020

BUY
$45.09 - $48.27 $228,831 - $244,970
5,075 New
5,075 $351,000

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 $15.7B
  • 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
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