A detailed history of Integrated Wealth Concepts LLC transactions in Berkley W R Corp stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 16,559 shares of WRB stock, worth $1.03 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,559
Previous 11,542 43.47%
Holding current value
$1.03 Million
Previous $906,000 3.64%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$51.54 - $79.62 $258,576 - $399,453
5,017 Added 43.47%
16,559 $939,000
Q2 2024

Aug 14, 2024

SELL
$76.65 - $87.49 $47,216 - $53,893
-616 Reduced 5.07%
11,542 $906,000
Q1 2024

May 15, 2024

BUY
$72.0 - $88.44 $6,984 - $8,578
97 Added 0.8%
12,158 $1.08 Million
Q4 2023

Feb 13, 2024

SELL
$62.44 - $73.65 $45,269 - $53,396
-725 Reduced 5.67%
12,061 $852,000
Q3 2023

Nov 15, 2023

BUY
$58.93 - $65.65 $18,680 - $20,811
317 Added 2.54%
12,786 $811,000
Q2 2023

Aug 15, 2023

BUY
$55.68 - $63.36 $694,273 - $790,035
12,469 New
12,469 $742,000

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 $16.6B
  • 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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