A detailed history of Axxcess Wealth Management, LLC transactions in Berkley W R Corp stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 6,216 shares of WRB stock, worth $377,559. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,216
Previous 4,232 46.88%
Holding current value
$377,559
Previous $332,000 6.02%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2024

BUY
$51.54 - $79.62 $102,255 - $157,966
1,984 Added 46.88%
6,216 $352,000
Q2 2024

Aug 09, 2024

SELL
$76.65 - $87.49 $516,774 - $589,857
-6,742 Reduced 61.44%
4,232 $332,000
Q1 2024

May 14, 2024

BUY
$72.0 - $88.44 $64,368 - $79,065
894 Added 8.87%
10,974 $970,000
Q4 2023

Feb 06, 2024

BUY
$62.44 - $73.65 $353,285 - $416,711
5,658 Added 127.95%
10,080 $712,000
Q3 2023

Nov 14, 2023

BUY
$58.93 - $65.65 $27,873 - $31,052
473 Added 11.98%
4,422 $280,000
Q2 2023

Aug 08, 2023

SELL
$55.68 - $63.36 $206,016 - $234,432
-3,700 Reduced 48.37%
3,949 $235,000
Q1 2023

May 03, 2023

SELL
$59.97 - $74.28 $354,902 - $439,589
-5,918 Reduced 43.62%
7,649 $476,000
Q4 2022

Feb 14, 2023

SELL
$66.39 - $76.25 $44,547 - $51,163
-671 Reduced 4.71%
13,567 $984,000
Q3 2022

Nov 14, 2022

BUY
$22.92 - $69.36 $15,333 - $46,401
669 Added 4.93%
14,238 $919,000
Q2 2022

Aug 11, 2022

SELL
$65.95 - $72.27 $172,195 - $188,696
-2,611 Reduced 16.14%
13,569 $926,000
Q1 2022

Aug 11, 2022

BUY
$54.17 - $67.08 $591,590 - $732,580
10,921 Added 207.66%
16,180 $1.08 Million
Q4 2021

Aug 11, 2022

BUY
$49.31 - $56.33 $259,321 - $296,239
5,259 New
5,259 $433,000

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 $16.1B
  • 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 Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, 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 Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.