A detailed history of Intercontinental Wealth Advisors, LLC transactions in Berkley W R Corp stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 7,638 shares of WRB stock, worth $481,575. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,638
Previous 7,366 3.69%
Holding current value
$481,575
Previous $458,000 0.87%
% of portfolio
0.11%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 21, 2023

BUY
$55.68 - $63.36 $15,144 - $17,233
272 Added 3.69%
7,638 $454,000
Q1 2023

May 03, 2023

SELL
$59.97 - $74.28 $197,421 - $244,529
-3,292 Reduced 30.89%
7,366 $458,000
Q4 2022

Feb 13, 2023

SELL
$66.39 - $76.25 $20,381 - $23,408
-307 Reduced 2.8%
10,658 $773,000
Q3 2022

Nov 10, 2022

BUY
$22.92 - $69.36 $4,515 - $13,663
197 Added 1.83%
10,965 $708,000
Q2 2022

Aug 05, 2022

SELL
$65.95 - $72.27 $12,134 - $13,297
-184 Reduced 1.68%
10,768 $735,000
Q1 2022

May 09, 2022

BUY
$54.17 - $67.08 $199,345 - $246,854
3,680 Added 50.61%
10,952 $729,000
Q4 2021

Feb 08, 2022

BUY
$49.31 - $56.33 $155,573 - $177,721
3,155 Added 76.63%
7,272 $599,000
Q3 2021

Nov 12, 2021

SELL
$47.65 - $51.15 $28,732 - $30,843
-603 Reduced 12.78%
4,117 $301,000
Q2 2021

Aug 06, 2021

BUY
$48.49 - $54.3 $36,755 - $41,159
758 Added 19.13%
4,720 $351,000
Q1 2021

May 14, 2021

BUY
$41.09 - $51.39 $23,051 - $28,829
561 Added 16.5%
3,962 $299,000
Q4 2020

Feb 19, 2021

BUY
$40.08 - $47.06 $136,312 - $160,051
3,401 New
3,401 $226,000

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 $16.8B
  • 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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