A detailed history of Schechter Investment Advisors, LLC transactions in Berkley W R Corp stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 4,495 shares of WRB stock, worth $263,002. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,495
Previous 4,656 3.46%
Holding current value
$263,002
Previous $411,000 14.11%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$76.65 - $87.49 $12,340 - $14,085
-161 Reduced 3.46%
4,495 $353,000
Q1 2024

May 06, 2024

SELL
$72.0 - $88.44 $864 - $1,061
-12 Reduced 0.26%
4,656 $411,000
Q4 2023

Jan 17, 2024

BUY
$62.44 - $73.65 $6,244 - $7,365
100 Added 2.19%
4,668 $330,000
Q3 2023

Nov 06, 2023

BUY
$58.93 - $65.65 $4,773 - $5,317
81 Added 1.81%
4,568 $290,000
Q2 2023

Jul 26, 2023

SELL
$55.68 - $63.36 $8,184 - $9,313
-147 Reduced 3.17%
4,487 $267,000
Q1 2023

Apr 28, 2023

BUY
$59.97 - $74.28 $599 - $742
10 Added 0.22%
4,634 $288,000
Q4 2022

Feb 13, 2023

SELL
$66.39 - $76.25 $10,224 - $11,742
-154 Reduced 3.22%
4,624 $335,000
Q3 2022

Nov 04, 2022

SELL
$22.92 - $69.36 $4,584 - $13,872
-200 Reduced 4.02%
4,778 $308,000
Q2 2022

Nov 03, 2022

BUY
$65.95 - $72.27 $328,299 - $359,760
4,978 New
4,978 $339,000
Q1 2022

Nov 18, 2022

BUY
$54.17 - $67.08 $25,405 - $31,460
469 Added 9.82%
5,247 $349,000
Q4 2021

Dec 27, 2022

SELL
$49.31 - $56.33 $51,627 - $58,977
-1,047 Reduced 21.91%
3,731 $308,000

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 $15.6B
  • 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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