Cary Street Partners Investment Advisory LLC Berkley W R Corp Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$58.93 - $65.65 $54,628 - $60,857	927 New	927 $58,000
Q1 2023 May 12, 2023	BUY	$59.97 - $74.28 $11,994 - $14,856	200 New	200 $12,000

Others Institutions Holding WRB

# of Institutions

847

Shares Held

254M

Call Options Held

213K

Put Options Held

155K

Vanguard Group Inc Valley Forge, PA

35.9M
Shares

$2.23 Billion
0.04% of portfolio
Morgan Stanley New York, NY

20M
Shares

$1.24 Billion
0.08% of portfolio
Black Rock Inc. New York, NY

15.8M
Shares

$983 Million
0.03% of portfolio
State Street Corp Boston, MA

15.1M
Shares

$940 Million
0.04% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

11.6M
Shares

$721 Million
1.51% of portfolio

View Full List

About BERKLEY W R CORP

Ticker WRB
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 265,802,000
Market Cap $16.5B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Cary Street Partners Investment Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Investment Advisory LLC with notifications on news.

Account