A detailed history of Creative Planning transactions in Berkley W R Corp stock. As of the latest transaction made, Creative Planning holds 44,963 shares of WRB stock, worth $3.56 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
44,963
Previous 39,083 15.04%
Holding current value
$3.56 Million
Previous $2.76 Million 43.9%
% of portfolio
0.0%
Previous 0.0%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$72.0 - $88.44 $423,360 - $520,027
5,880 Added 15.04%
44,963 $3.98 Million
Q4 2023

Feb 14, 2024

BUY
$62.44 - $73.65 $103,026 - $121,522
1,650 Added 4.41%
39,083 $2.76 Million
Q3 2023

Nov 16, 2023

SELL
$58.93 - $65.65 $9,782 - $10,897
-166 Reduced 0.44%
37,433 $2.38 Million
Q2 2023

Jul 21, 2023

BUY
$55.68 - $63.36 $151,505 - $172,402
2,721 Added 7.8%
37,599 $2.24 Million
Q1 2023

May 15, 2023

BUY
$59.97 - $74.28 $242,698 - $300,611
4,047 Added 13.13%
34,878 $2.17 Million
Q4 2022

Feb 10, 2023

BUY
$66.39 - $76.25 $196,647 - $225,852
2,962 Added 10.63%
30,831 $2.24 Million
Q3 2022

Nov 03, 2022

BUY
$22.92 - $69.36 $153,449 - $464,365
6,695 Added 31.62%
27,869 $1.8 Million
Q2 2022

Aug 15, 2022

BUY
$65.95 - $72.27 $84,481 - $92,577
1,281 Added 6.44%
21,174 $1.45 Million
Q1 2022

May 16, 2022

BUY
$54.17 - $67.08 $364,618 - $451,515
6,731 Added 51.14%
19,893 $1.33 Million
Q4 2021

Feb 11, 2022

SELL
$49.31 - $56.33 $3,106 - $3,548
-63 Reduced 0.48%
13,162 $1.08 Million
Q3 2021

Nov 10, 2021

SELL
$47.65 - $51.15 $32,735 - $35,140
-687 Reduced 4.94%
13,225 $968,000
Q2 2021

Aug 04, 2021

BUY
$48.49 - $54.3 $8,097 - $9,068
167 Added 1.21%
13,912 $1.04 Million
Q1 2021

Apr 30, 2021

SELL
$41.09 - $51.39 $59,251 - $74,104
-1,442 Reduced 9.49%
13,745 $1.04 Million
Q4 2020

Jan 29, 2021

BUY
$40.08 - $47.06 $36,633 - $43,012
914 Added 6.4%
15,187 $1.01 Million
Q3 2020

Nov 05, 2020

BUY
$37.2 - $43.0 $53,530 - $61,877
1,439 Added 11.21%
14,273 $873,000
Q2 2020

Jul 23, 2020

BUY
$31.29 - $43.59 $13,235 - $18,438
423 Added 3.41%
12,834 $735,000
Q1 2020

May 05, 2020

SELL
$28.91 - $52.99 $3,845 - $7,047
-133 Reduced 1.06%
12,411 $647,000
Q4 2019

Jan 30, 2020

SELL
$45.09 - $48.27 $13,842 - $14,818
-307 Reduced 2.39%
12,544 $867,000
Q3 2019

Nov 01, 2019

SELL
$44.28 - $48.68 $29,269 - $32,177
-661 Reduced 4.89%
12,851 $928,000
Q2 2019

Jul 26, 2019

BUY
$37.58 - $44.59 $166,441 - $197,489
4,429 Added 48.76%
13,512 $891,000
Q1 2019

Apr 24, 2019

SELL
$31.65 - $37.65 $15,761 - $18,749
-498 Reduced 5.2%
9,083 $769,000
Q4 2018

Feb 01, 2019

BUY
$30.92 - $35.27 $46,070 - $52,552
1,490 Added 18.42%
9,581 $708,000
Q3 2018

Oct 25, 2018

BUY
$31.95 - $35.75 $10,479 - $11,726
328 Added 4.23%
8,091 $647,000
Q2 2018

Jul 20, 2018

BUY
$31.79 - $34.8 $1,525 - $1,670
48 Added 0.62%
7,763 $562,000
Q1 2018

Apr 18, 2018

BUY
$30.12 - $32.64 $17,017 - $18,441
565 Added 7.9%
7,715 $561,000
Q4 2017

Jan 17, 2018

BUY
$29.42 - $31.9 $735 - $797
25 Added 0.35%
7,150 $512,000
Q3 2017

Oct 17, 2017

BUY
$27.8 - $30.81 $198,075 - $219,521
7,125
7,125 $476,000

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 $21.1B
  • 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 Creative Planning Portfolio

Follow Creative Planning 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 Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.