A detailed history of Bellevue Asset Management, LLC transactions in Berkley W R Corp stock. As of the latest transaction made, Bellevue Asset Management, LLC holds 13,513 shares of WRB stock, worth $796,861. This represents 0.4% of its overall portfolio holdings.

Number of Shares
13,513
Previous 9,000 50.14%
Holding current value
$796,861
Previous $707,000 8.35%
% of portfolio
0.4%
Previous 0.39%

Shares

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

Oct 25, 2024

BUY
$51.54 - $79.62 $232,600 - $359,325
4,513 Added 50.14%
13,513 $766,000
Q3 2022

Nov 07, 2022

SELL
$22.92 - $69.36 $85,950 - $260,100
-3,750 Reduced 29.41%
9,000 $593,000
Q1 2022

May 11, 2022

BUY
$54.17 - $67.08 $230,222 - $285,090
4,250 Added 50.0%
12,750 $857,000
Q4 2021

Feb 03, 2022

SELL
$49.31 - $56.33 $98,620 - $112,660
-2,000 Reduced 19.05%
8,500 $700,000
Q3 2021

Nov 05, 2021

SELL
$47.65 - $51.15 $95,300 - $102,300
-2,000 Reduced 16.0%
10,500 $775,000
Q2 2021

Aug 09, 2021

SELL
$48.49 - $54.3 $121,225 - $135,750
-2,500 Reduced 16.67%
12,500 $930,000
Q1 2021

May 12, 2021

SELL
$41.09 - $51.39 $719,075 - $899,325
-17,500 Reduced 53.85%
15,000 $1.13 Million
Q4 2020

Feb 11, 2021

SELL
$40.08 - $47.06 $200,400 - $235,300
-5,000 Reduced 13.33%
32,500 $2.14 Million
Q1 2020

May 13, 2020

BUY
$28.91 - $52.99 $1.08 Million - $1.99 Million
37,500 New
37,500 $1.97 Million

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
Track This Portfolio

Track Bellevue Asset Management, LLC Portfolio

Follow Bellevue Asset 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 Bellevue Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bellevue Asset Management, LLC with notifications on news.