A detailed history of Iht Wealth Management, LLC transactions in Berkley W R Corp stock. As of the latest transaction made, Iht Wealth Management, LLC holds 6,896 shares of WRB stock, worth $404,864. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,896
Previous 3,356 105.48%
Holding current value
$404,864
Previous $263,000 48.67%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$51.54 - $79.62 $182,451 - $281,854
3,540 Added 105.48%
6,896 $391,000
Q2 2024

Aug 14, 2024

SELL
$76.65 - $87.49 $41,620 - $47,507
-543 Reduced 13.93%
3,356 $263,000
Q1 2024

May 15, 2024

SELL
$72.0 - $88.44 $35,496 - $43,600
-493 Reduced 11.22%
3,899 $344,000
Q4 2023

Feb 14, 2024

BUY
$62.44 - $73.65 $8,741 - $10,311
140 Added 3.29%
4,392 $310,000
Q3 2023

Nov 14, 2023

BUY
$58.93 - $65.65 $18,327 - $20,417
311 Added 7.89%
4,252 $269,000
Q2 2023

Aug 14, 2023

BUY
$55.68 - $63.36 $219,434 - $249,701
3,941 New
3,941 $234,000
Q4 2020

Feb 17, 2021

SELL
$40.08 - $47.06 $146,692 - $172,239
-3,660 Closed
0 $0
Q3 2020

Nov 19, 2020

BUY
$37.2 - $43.0 $136,152 - $157,380
3,660 New
3,660 $224,000
Q2 2020

Aug 14, 2020

SELL
$31.29 - $43.59 $134,828 - $187,829
-4,309 Closed
0 $0
Q1 2020

May 13, 2020

BUY
$28.91 - $52.99 $124,573 - $228,333
4,309 New
4,309 $225,000
Q2 2018

Aug 13, 2018

SELL
$31.79 - $34.8 $11,158 - $12,214
-351 Closed
0 $0
Q3 2017

Nov 14, 2017

BUY
$27.8 - $30.81 $9,757 - $10,814
351
351 $24,000

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
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.