A detailed history of Ever Source Wealth Advisors, LLC transactions in Berkley W R Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 8,261 shares of WRB stock, worth $487,151. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,261
Previous 8,079 2.25%
Holding current value
$487,151
Previous $634,000 26.18%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 08, 2024

BUY
$51.54 - $79.62 $9,380 - $14,490
182 Added 2.25%
8,261 $468,000
Q2 2024

Aug 13, 2024

BUY
$76.65 - $87.49 $236,311 - $269,731
3,083 Added 61.71%
8,079 $634,000
Q1 2024

Jun 11, 2024

SELL
$72.0 - $88.44 $13,248 - $16,272
-184 Reduced 3.55%
4,996 $441,000
Q4 2023

Feb 09, 2024

SELL
$62.44 - $73.65 $561 - $662
-9 Reduced 0.17%
5,180 $366,000
Q3 2023

Nov 03, 2023

SELL
$58.93 - $65.65 $18,504 - $20,614
-314 Reduced 5.71%
5,189 $329,000
Q2 2023

Aug 04, 2023

SELL
$55.68 - $63.36 $18,875 - $21,479
-339 Reduced 5.8%
5,503 $327,000
Q1 2023

May 11, 2023

SELL
$59.97 - $74.28 $69,445 - $86,016
-1,158 Reduced 16.54%
5,842 $363,000
Q4 2022

Feb 09, 2023

SELL
$66.39 - $76.25 $360,497 - $414,037
-5,430 Reduced 43.68%
7,000 $508,000
Q3 2022

Nov 07, 2022

SELL
$22.92 - $69.36 $35,846 - $108,479
-1,564 Reduced 11.18%
12,430 $803,000
Q2 2022

Aug 01, 2022

BUY
$65.95 - $72.27 $12,728 - $13,948
193 Added 1.4%
13,994 $955,000
Q1 2022

May 25, 2022

BUY
$54.17 - $67.08 $515,319 - $638,132
9,513 Added 221.85%
13,801 $919,000
Q4 2021

Feb 07, 2022

BUY
$49.31 - $56.33 $211,441 - $241,543
4,288 New
4,288 $353,000

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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.