A detailed history of United Capital Financial Advisers, LLC transactions in Berkley W R Corp stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 5,942 shares of WRB stock, worth $370,008. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,942
Previous 4,142 43.46%
Holding current value
$370,008
Previous $325,000 3.69%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$51.54 - $79.62 $92,772 - $143,316
1,800 Added 43.46%
5,942 $337,000
Q2 2024

Aug 14, 2024

SELL
$76.65 - $87.49 $16,326 - $18,635
-213 Reduced 4.89%
4,142 $325,000
Q1 2024

May 15, 2024

SELL
$72.0 - $88.44 $16,776 - $20,606
-233 Reduced 5.08%
4,355 $385,000
Q4 2023

Feb 14, 2024

BUY
$62.44 - $73.65 $286,474 - $337,906
4,588 New
4,588 $324,000
Q3 2019

Nov 14, 2019

SELL
$44.28 - $48.68 $165,474 - $181,917
-3,737 Closed
0 $0
Q2 2019

Aug 13, 2019

BUY
$37.58 - $44.59 $45,471 - $53,953
1,210 Added 47.88%
3,737 $246,000
Q1 2019

May 14, 2019

BUY
$31.65 - $37.65 $79,979 - $95,141
2,527 New
2,527 $214,000
Q3 2018

Nov 14, 2018

SELL
$31.95 - $35.75 $998,501 - $1.12 Million
-31,252 Closed
0 $0
Q2 2018

Aug 14, 2018

BUY
$31.79 - $34.8 $993,501 - $1.09 Million
31,252 New
31,252 $2.26 Million
Q3 2017

Nov 14, 2017

SELL
$27.8 - $30.81 $88,848 - $98,468
-3,196 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
3,196
3,196 $221,000

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 $16.6B
  • 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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