Investment Planning Advisors, Inc. Berkley W R Corp Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Berkley W R Corp stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 13,731 shares of WRB stock, worth $855,029. This represents 0.42% of its overall portfolio holdings.
Number of Shares
13,731
Previous 13,731
-0.0%
Holding current value
$855,029
Previous $1.08 Billion
99.93%
% of portfolio
0.42%
Previous 0.55%
Shares
1 transactions
Others Institutions Holding WRB
# of Institutions
847Shares Held
254MCall Options Held
213KPut Options Held
155K-
Vanguard Group Inc Valley Forge, PA35.9MShares$2.24 Billion0.04% of portfolio
-
Morgan Stanley New York, NY20MShares$1.25 Billion0.08% of portfolio
-
Black Rock Inc. New York, NY15.8MShares$985 Million0.03% of portfolio
-
State Street Corp Boston, MA15.1MShares$942 Million0.04% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA11.6MShares$723 Million1.51% 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 $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...