Heritage Wealth Management, LLC Berkley W R Corp Transaction History
Heritage Wealth Management, LLC
- $200 Million
- Q1 2024
A detailed history of Heritage Wealth Management, LLC transactions in Berkley W R Corp stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 6,136 shares of WRB stock, worth $486,032. This represents 0.27% of its overall portfolio holdings.
Number of Shares
6,136
Previous 6,318
2.88%
Holding current value
$486,032
Previous $446,000
21.52%
% of portfolio
0.27%
Previous 0.24%
Shares
8 transactions
Others Institutions Holding WRB
# of Institutions
799Shares Held
184MCall Options Held
138KPut Options Held
216K-
Vanguard Group Inc Valley Forge, PA24.4MShares$1.94 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY15.7MShares$1.24 Billion0.03% of portfolio
-
Morgan Stanley New York, NY12.6MShares$1 Billion0.09% of portfolio
-
State Street Corp Boston, MA10.4MShares$828 Million0.04% of portfolio
-
Atlanta Capital Management CO L L C Atlanta, GA9.03MShares$715 Million2.59% 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 $21.1B
- 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...