A detailed history of Heritage Wealth Advisors transactions in Berkley W R Corp stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,909 shares of WRB stock, worth $111,695. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,909
Previous 1,909 -0.0%
Holding current value
$111,695
Previous $168,000 10.71%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$72.0 - $88.44 $1,728 - $2,122
-24 Reduced 1.24%
1,909 $168,000
Q4 2023

Feb 09, 2024

BUY
$62.44 - $73.65 $1,498 - $1,767
24 Added 1.26%
1,933 $136,000
Q1 2022

May 11, 2022

BUY
$54.17 - $67.08 $34,452 - $42,662
636 Added 49.96%
1,909 $127,000
Q2 2020

Jul 17, 2020

BUY
$31.29 - $43.59 $36,671 - $51,087
1,172 Added 1160.4%
1,273 $48,000
Q2 2020

Jul 17, 2020

SELL
$31.29 - $43.59 $36,671 - $51,087
-1,172 Reduced 92.07%
101 $72,000
Q2 2019

Aug 05, 2019

BUY
$37.58 - $44.59 $15,933 - $18,906
424 Added 49.94%
1,273 $0
Q3 2018

Nov 14, 2018

BUY
$31.95 - $35.75 $27,125 - $30,351
849 New
849 $67,000

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 $15.6B
  • 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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