A detailed history of Optimum Investment Advisors transactions in Berkley W R Corp stock. As of the latest transaction made, Optimum Investment Advisors holds 2,812 shares of WRB stock, worth $180,895. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,812
Previous 1,875 49.97%
Holding current value
$180,895
Previous $147,000 8.16%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 16, 2024

BUY
$51.54 - $79.62 $48,292 - $74,603
937 Added 49.97%
2,812 $159,000
Q2 2024

Jul 12, 2024

SELL
$76.65 - $87.49 $7,665 - $8,749
-100 Reduced 5.06%
1,875 $147,000
Q1 2024

Apr 11, 2024

BUY
$72.0 - $88.44 $18,000 - $22,110
250 Added 14.49%
1,975 $174,000
Q4 2023

Jan 08, 2024

BUY
$62.44 - $73.65 $107,709 - $127,046
1,725 New
1,725 $121,000
Q3 2022

Oct 24, 2022

SELL
$22.92 - $69.36 $1,604 - $4,855
-70 Reduced 3.98%
1,687 $109,000
Q2 2022

Jul 12, 2022

BUY
$65.95 - $72.27 $4,616 - $5,058
70 Added 4.15%
1,757 $120,000
Q1 2022

Apr 08, 2022

BUY
$54.17 - $67.08 $30,443 - $37,698
562 Added 49.96%
1,687 $112,000
Q3 2021

Oct 22, 2021

SELL
$47.65 - $51.15 $57,180 - $61,380
-1,200 Reduced 51.61%
1,125 $82,000
Q3 2020

Oct 06, 2020

SELL
$37.2 - $43.0 $11,160 - $12,900
-300 Reduced 11.43%
2,325 $142,000
Q2 2019

Jul 29, 2019

BUY
$37.58 - $44.59 $32,882 - $39,016
875 Added 50.0%
2,625 $173,000
Q1 2018

May 09, 2018

BUY
$30.12 - $32.64 $52,710 - $57,120
1,750 New
1,750 $127,000

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 $17.1B
  • 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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