A detailed history of Foundations Investment Advisors, LLC transactions in Berkley W R Corp stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 3,373 shares of WRB stock, worth $252,873. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,373
Previous 4,916 31.39%
Holding current value
$252,873
Previous $361,000 28.53%
% of portfolio
0.0%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

SELL
$67.78 - $76.62 $104,584 - $118,224
-1,543 Reduced 31.39%
3,373 $258,000
Q2 2025

Aug 08, 2025

SELL
$64.28 - $75.17 $416,727 - $487,327
-6,483 Reduced 56.87%
4,916 $361,000
Q1 2025

May 07, 2025

BUY
$56.7 - $71.27 $401,606 - $504,805
7,083 Added 164.11%
11,399 $811,000
Q4 2024

Jan 22, 2025

BUY
$56.48 - $64.94 $8,359 - $9,611
148 Added 3.55%
4,316 $252,000
Q3 2024

Oct 21, 2024

BUY
$51.54 - $79.62 $214,818 - $331,856
4,168 New
4,168 $236,000

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 $19.9B
  • 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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