A detailed history of Valeo Financial Advisors, LLC transactions in Berkley W R Corp stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 4,722 shares of WRB stock, worth $280,959. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,722
Previous 2,570 83.74%
Holding current value
$280,959
Previous $201,000 32.84%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 10, 2024

BUY
$51.54 - $79.62 $110,914 - $171,342
2,152 Added 83.74%
4,722 $267,000
Q2 2024

Jul 10, 2024

BUY
$76.65 - $87.49 $196,990 - $224,849
2,570 New
2,570 $201,000
Q1 2024

Apr 19, 2024

BUY
$72.0 - $88.44 $183,672 - $225,610
2,551 New
2,551 $225,000
Q2 2021

Jul 22, 2021

SELL
$48.49 - $54.3 $3,733 - $4,181
-77 Closed
0 $0
Q2 2020

Jul 20, 2020

BUY
$31.29 - $43.59 $2,409 - $3,356
77 New
77 $4,000
Q4 2019

Jan 24, 2020

SELL
$45.09 - $48.27 $1,938 - $2,075
-43 Closed
0 $0
Q2 2019

Jul 10, 2019

BUY
$37.58 - $44.59 $526 - $624
14 Added 48.28%
43 $3,000
Q1 2019

Apr 12, 2019

BUY
$31.65 - $37.65 $31 - $37
1 Added 3.57%
29 $2,000
Q4 2018

Jan 30, 2019

SELL
$30.92 - $35.27 $340 - $387
-11 Reduced 28.21%
28 $2,000
Q3 2018

Nov 01, 2018

SELL
$31.95 - $35.75 $670 - $750
-21 Reduced 35.0%
39 $3,000
Q2 2018

Aug 14, 2018

SELL
$31.79 - $34.8 $3,020 - $3,305
-95 Reduced 61.29%
60 $5,000
Q1 2018

Apr 12, 2018

BUY
$30.12 - $32.64 $2,891 - $3,133
96 Added 162.71%
155 $11,000
Q4 2017

Feb 09, 2018

BUY
$29.42 - $31.9 $58 - $63
2 Added 3.51%
59 $4,000
Q3 2017

Nov 14, 2017

BUY
$27.8 - $30.81 $1,584 - $1,756
57
57 $4,000

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 $15.8B
  • 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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