A detailed history of Cassaday & CO Wealth Management LLC transactions in Berkley W R Corp stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 5,880 shares of WRB stock, worth $365,383. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,880
Previous 3,422 71.83%
Holding current value
$365,383
Previous $268,000 24.25%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2024

BUY
$51.54 - $79.62 $126,685 - $195,705
2,458 Added 71.83%
5,880 $333,000
Q2 2024

Jul 30, 2024

SELL
$76.65 - $87.49 $383 - $437
-5 Reduced 0.15%
3,422 $268,000
Q1 2024

May 08, 2024

BUY
$72.0 - $88.44 $720 - $884
10 Added 0.29%
3,427 $303,000
Q3 2023

Nov 06, 2023

BUY
$58.93 - $65.65 $117 - $131
2 Added 0.06%
3,417 $216,000
Q4 2022

Feb 07, 2023

BUY
$66.39 - $76.25 $226,721 - $260,393
3,415 New
3,415 $0

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 $16.5B
  • 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
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