A detailed history of Creative Planning transactions in Berkley W R Corp stock. As of the latest transaction made, Creative Planning holds 73,973 shares of WRB stock, worth $4.36 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
73,973
Previous 46,434 59.31%
Holding current value
$4.36 Million
Previous $3.65 Million 15.02%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024

BUY
$51.54 - $79.62 $1.42 Million - $2.19 Million
27,539 Added 59.31%
73,973 $4.2 Million
Q2 2024

Aug 15, 2024

BUY
$76.65 - $87.49 $112,752 - $128,697
1,471 Added 3.27%
46,434 $3.65 Million
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 $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
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