A detailed history of Forum Financial Management, LP transactions in Berkley W R Corp stock. As of the latest transaction made, Forum Financial Management, LP holds 11,099 shares of WRB stock, worth $675,152. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,099
Previous 7,395 50.09%
Holding current value
$675,152
Previous $581,000 8.26%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 29, 2024

BUY
$51.54 - $79.62 $190,904 - $294,912
3,704 Added 50.09%
11,099 $629,000
Q2 2024

Jul 30, 2024

BUY
$76.65 - $87.49 $106,466 - $121,523
1,389 Added 23.13%
7,395 $581,000
Q1 2024

May 09, 2024

SELL
$72.0 - $88.44 $4,536 - $5,571
-63 Reduced 1.04%
6,006 $531,000
Q4 2022

Jan 24, 2023

SELL
$66.39 - $76.25 $2,721 - $3,126
-41 Reduced 0.67%
6,069 $0
Q2 2022

Aug 15, 2022

SELL
$65.95 - $72.27 $1,648 - $1,806
-25 Reduced 0.41%
6,110 $417,000
Q1 2022

May 16, 2022

BUY
$54.17 - $67.08 $108,069 - $133,824
1,995 Added 48.19%
6,135 $408,000
Q4 2021

Feb 18, 2022

BUY
$49.31 - $56.33 $204,143 - $233,206
4,140 New
4,140 $341,000

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 $16.2B
  • 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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