Latest Institutional Transactions on Berkley W R Corp (WRB)
This table provides information on the latest institutional transactions involving Berkley W R Corp (WRB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
2.74KNew |
$176K - $206K
|
2.74K
$191K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-93- 2.93% |
$5.98K - $6.99K
|
3.09K
$215K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-138- 4.55% |
$8.87K - $10.4K
|
2.89K
$202K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-8.75K- 10.26% |
$562K - $658K
|
76.5K
$5.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
422+ 3.54% |
$27.1K - $31.7K
|
12.3K
$861K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-68- 1.55% |
$4.37K - $5.11K
|
4.32K
$302K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.39KNew |
$604K - $706K
|
9.39K
$655K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
280+ 3.24% |
$18K - $21K
|
8.92K
$622K
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
300+ 10.0% |
$19.3K - $22.6K
|
3.3K
$230K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
5.24KNew |
$337K - $394K
|
5.24K
$365K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
478+ 2.26% |
$30.7K - $35.9K
|
21.7K
$1.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
862+ 2.48% |
$55.4K - $64.8K
|
35.6K
$2.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-2.69K- 22.4% |
$173K - $202K
|
9.32K
$650K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.57K+ 19.01% |
$101K - $118K
|
9.85K
$687K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27K+ 109.73% |
$1.74M - $2.03M
|
51.7K
$3.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.86KNew |
$184K - $215K
|
2.86K
$200K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.1K+ 19.5% |
$199K - $233K
|
19K
$1.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.56K+ 6.89% |
$229K - $268K
|
55.3K
$3.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.34K+ 6.29% |
$279K - $326K
|
73.3K
$5.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
3+ 0.06% |
$193 - $226
|
5.25K
$366K
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
SELL
|
- |
-404- 31.86% |
$26K - $30.4K
|
864
$60.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-5- 0.06% |
$321 - $376
|
8.16K
$569K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-16.4K- 15.36% |
$1.06M - $1.24M
|
90.6K
$6.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-610- 8.47% |
$39.2K - $45.9K
|
6.59K
$460K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
294+ 4.82% |
$18.9K - $22.1K
|
6.39K
$446K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
177+ 5.84% |
$11.4K - $13.3K
|
3.21K
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
186New |
$12K - $14K
|
186
$13K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
109+ 2.78% |
$7.01K - $8.19K
|
4.03K
$281K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-5.24K- 33.26% |
$337K - $394K
|
10.5K
$734K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-18- 9.23% |
$1.16K - $1.35K
|
177
$12.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-9.32K- 44.83% |
$599K - $700K
|
11.5K
$800K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.47K+ 30.48% |
$94.4K - $110K
|
6.29K
$438K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
855+ 322.64% |
$55K - $64.3K
|
1.12K
$78.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 35.0% |
$450 - $526
|
27
$1.88K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
126+ 1.16% |
$8.1K - $9.47K
|
10.9K
$763K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.15K+ 50.88% |
$138K - $162K
|
6.38K
$445K
|
|
|
Jul 07, 2025
Q2 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-2.46K- 11.0% |
$158K - $185K
|
19.9K
$1.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
193+ 11.67% |
$12.4K - $14.5K
|
1.85K
$129K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-86- 2.06% |
$5.53K - $6.46K
|
4.09K
$285K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
161+ 4.66% |
$10.3K - $12.1K
|
3.62K
$252K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4.39KNew |
$282K - $330K
|
4.39K
$306K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
20+ 0.1% |
$1.29K - $1.5K
|
20.7K
$1.44M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-38.6K- 2.96% |
$2.48M - $2.9M
|
1.26M
$88.2M
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-178K- 81.94% |
$10.1M - $12.7M
|
39.3K
$2.74M
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-2K- 8.42% |
$113K - $143K
|
21.8K
$1.52M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
14KNew |
$795K - $999K
|
14K
$978K
|
|
|
Jun 23, 2025
Q1 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-2.39K- 16.19% |
$136K - $170K
|
12.4K
$863K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.35KNew |
$76.4K - $96.1K
|
1.35K
$94K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-14.2K- 76.44% |
$803K - $1.01M
|
4.37K
$305K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
17.3KNew |
$983K - $1.24M
|
17.3K
$1.21M
|
|