Independent Advisor Alliance Berkley W R Corp Transaction History

Independent Advisor Alliance

$2.71 Billion
Q3 2024

A detailed history of Independent Advisor Alliance transactions in Berkley W R Corp stock. As of the latest transaction made, Independent Advisor Alliance holds 62,719 shares of WRB stock, worth $3.82 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

62,719

Previous 42,966 45.97%

Holding current value

$3.82 Million

Previous $3.38 Million 5.39%

% of portfolio

0.13%

Previous 0.12%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$51.54 - $79.62 $1.02 Million - $1.57 Million	19,753 Added 45.97%	62,719 $3.56 Million
Q2 2024 Aug 12, 2024	BUY	$76.65 - $87.49 $75,423 - $86,090	984 Added 2.34%	42,966 $3.38 Million
Q1 2024 May 08, 2024	BUY	$72.0 - $88.44 $38,160 - $46,873	530 Added 1.28%	41,982 $3.71 Million
Q4 2023 Feb 08, 2024	BUY	$62.44 - $73.65 $205,614 - $242,529	3,293 Added 8.63%	41,452 $2.93 Million
Q3 2023 Oct 24, 2023	BUY	$58.93 - $65.65 $219,278 - $244,283	3,721 Added 10.8%	38,159 $2.42 Million
Q2 2023 Jul 28, 2023	SELL	$55.68 - $63.36 $46,325 - $52,715	-832 Reduced 2.36%	34,438 $2.05 Million
Q1 2023 May 12, 2023	BUY	$59.97 - $74.28 $109,565 - $135,709	1,827 Added 5.46%	35,270 $2.2 Million
Q4 2022 Feb 13, 2023	SELL	$66.39 - $76.25 $304,796 - $350,063	-4,591 Reduced 12.07%	33,443 $2.43 Million
Q3 2022 Nov 04, 2022	BUY	$22.92 - $69.36 $63,969 - $193,583	2,791 Added 7.92%	38,034 $2.46 Million
Q2 2022 Aug 04, 2022	BUY	$65.95 - $72.27 $134,010 - $146,852	2,032 Added 6.12%	35,243 $2.41 Million
Q1 2022 May 06, 2022	BUY	$54.17 - $67.08 $700,851 - $867,881	12,938 Added 63.82%	33,211 $2.21 Million
Q4 2021 Feb 11, 2022	BUY	$49.31 - $56.33 $68,195 - $77,904	1,383 Added 7.32%	20,273 $1.67 Million
Q3 2021 Nov 01, 2021	BUY	$47.65 - $51.15 $59,896 - $64,295	1,257 Added 7.13%	18,890 $1.38 Million
Q2 2021 Aug 12, 2021	BUY	$48.49 - $54.3 $31,857 - $35,675	657 Added 3.87%	17,633 $1.31 Million
Q1 2021 May 14, 2021	BUY	$41.09 - $51.39 $16,230 - $20,299	395 Added 2.38%	16,976 $1.28 Million
Q4 2020 Feb 11, 2021	BUY	$40.08 - $47.06 $33,106 - $38,871	826 Added 5.24%	16,581 $1.1 Million
Q3 2020 Nov 04, 2020	BUY	$37.2 - $43.0 $380,556 - $439,890	10,230 Added 185.16%	15,755 $963,000
Q2 2020 Aug 06, 2020	BUY	$31.29 - $43.59 $27,691 - $38,577	885 Added 19.07%	5,525 $317,000
Q4 2019 Feb 07, 2020	BUY	$45.09 - $48.27 $22,815 - $24,424	506 Added 12.24%	4,640 $321,000
Q3 2019 Nov 12, 2019	BUY	$44.28 - $48.68 $183,053 - $201,243	4,134 New	4,134 $299,000

Others Institutions Holding WRB

# of Institutions

846

Shares Held

254M

Call Options Held

213K

Put Options Held

155K

View Full List

About BERKLEY W R CORP

Ticker WRB
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 265,802,000
Market Cap $16.2B
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...

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Independent Advisor Alliance Berkley W R Corp Transaction History