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 $514,412. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,261
Previous 8,079 2.25%
Holding current value
$514,412
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 $16.6B
  • 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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