Heritage Wealth Advisors Berkley W R Corp Transaction History
Heritage Wealth Advisors
- $2.06 Billion
- Q3 2024
A detailed history of Heritage Wealth Advisors transactions in Berkley W R Corp stock. As of the latest transaction made, Heritage Wealth Advisors holds 2,863 shares of WRB stock, worth $168,086. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,863
Previous 1,909
49.97%
Holding current value
$168,086
Previous $150,000
8.0%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding WRB
# of Institutions
844Shares Held
250MCall Options Held
213KPut Options Held
155K-
Vanguard Group Inc Valley Forge, PA35.9MShares$2.11 Billion0.04% of portfolio
-
Morgan Stanley New York, NY20MShares$1.18 Billion0.08% of portfolio
-
Black Rock Inc. New York, NY15.8MShares$929 Million0.03% of portfolio
-
State Street Corp Boston, MA15.1MShares$888 Million0.04% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA11.6MShares$681 Million1.51% of portfolio
About BERKLEY W R CORP
- Ticker WRB
- Exchange NYSE
- Sector Financial Services
- Industry Insurance—Property & Casualty
- Shares Outstandng 265,802,000
- Market Cap $15.6B
- 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...