A detailed history of Williams Jones Wealth Management, Llc. transactions in Berkley W R Corp stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 12,178 shares of WRB stock, worth $742,127. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,178
Previous 8,550 42.43%
Holding current value
$742,127
Previous $671,000 2.83%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$51.54 - $79.62 $186,987 - $288,861
3,628 Added 42.43%
12,178 $690,000
Q2 2024

Aug 05, 2024

SELL
$76.65 - $87.49 $10,501 - $11,986
-137 Reduced 1.58%
8,550 $671,000
Q3 2023

Nov 14, 2023

SELL
$58.93 - $65.65 $38,304 - $42,672
-650 Reduced 6.96%
8,687 $551,000
Q2 2023

Aug 14, 2023

SELL
$55.68 - $63.36 $22,272 - $25,344
-400 Reduced 4.11%
9,337 $556,000
Q1 2023

May 15, 2023

SELL
$59.97 - $74.28 $779 - $965
-13 Reduced 0.13%
9,737 $606,000
Q4 2022

Feb 14, 2023

BUY
$66.39 - $76.25 $863 - $991
13 Added 0.13%
9,750 $707,000
Q3 2022

Nov 14, 2022

SELL
$22.92 - $69.36 $14,898 - $45,084
-650 Reduced 6.26%
9,737 $629,000
Q1 2022

May 16, 2022

BUY
$54.17 - $67.08 $184,828 - $228,876
3,412 Added 48.92%
10,387 $692,000
Q4 2021

Feb 14, 2022

SELL
$49.31 - $56.33 $11,094 - $12,674
-225 Reduced 3.13%
6,975 $575,000
Q2 2021

Aug 16, 2021

SELL
$48.49 - $54.3 $2,424 - $2,715
-50 Reduced 0.69%
7,200 $536,000
Q1 2021

May 17, 2021

SELL
$41.09 - $51.39 $15,408 - $19,271
-375 Reduced 4.92%
7,250 $546,000
Q2 2020

Aug 14, 2020

SELL
$31.29 - $43.59 $14,330 - $19,964
-458 Reduced 5.67%
7,625 $437,000
Q3 2019

Nov 14, 2019

BUY
$44.28 - $48.68 $357,915 - $393,480
8,083 New
8,083 $584,000

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
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