A detailed history of Venturi Wealth Management, LLC transactions in Berkley W R Corp stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 12,161 shares of WRB stock, worth $741,091. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,161
Previous 5,137 136.73%
Holding current value
$741,091
Previous $403,000 70.97%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 04, 2024

BUY
$51.54 - $79.62 $362,016 - $559,250
7,024 Added 136.73%
12,161 $689,000
Q2 2024

Jul 19, 2024

BUY
$76.65 - $87.49 $365,083 - $416,714
4,763 Added 1273.53%
5,137 $403,000
Q1 2024

Apr 23, 2024

BUY
$72.0 - $88.44 $216 - $265
3 Added 0.81%
374 $33,000
Q4 2023

Jan 23, 2024

BUY
$62.44 - $73.65 $1,373 - $1,620
22 Added 6.3%
371 $26,000
Q2 2023

Jul 24, 2023

BUY
$55.68 - $63.36 $5,790 - $6,589
104 Added 42.45%
349 $20,000
Q1 2023

May 02, 2023

BUY
$59.97 - $74.28 $14,692 - $18,198
245 New
245 $15,000
Q3 2019

Oct 29, 2019

BUY
$44.28 - $48.68 $8,014 - $8,811
181 New
181 $13,000

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 $16.2B
  • 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 Venturi Wealth Management, LLC Portfolio

Follow Venturi Wealth Management, 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 Venturi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Venturi Wealth Management, LLC with notifications on news.