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 6,718 shares of WRB stock, worth $396,160. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,718
Previous 4,495 49.45%
Holding current value
$396,160
Previous $353,000 7.93%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2024

BUY
$51.54 - $79.62 $114,573 - $176,995
2,223 Added 49.45%
6,718 $381,000
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 $15.7B
  • 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
Track This Portfolio

Track Schechter Investment Advisors, LLC Portfolio

Follow Schechter Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schechter Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schechter Investment Advisors, LLC with notifications on news.