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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
160K+ 9.51% |
$9.07M - $11.4M
|
1.84M
$128M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
15.8K+ 100.84% |
$897K - $1.13M
|
31.5K
$2.2M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
414+ 2.88% |
$23.5K - $29.5K
|
14.8K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
487+ 10.39% |
$27.6K - $34.7K
|
5.18K
$361K
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
15KNew |
$850K - $1.07M
|
15K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-5.13K- 15.31% |
$291K - $365K
|
28.4K
$1.98M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-571- 0.49% |
$32.4K - $40.7K
|
116K
$8.1M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-703- 4.17% |
$39.9K - $50.1K
|
16.2K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.67KNew |
$378K - $475K
|
6.67K
$465K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-1.02K- 11.09% |
$57.6K - $72.3K
|
8.14K
$567K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-346- 1.87% |
$19.6K - $24.7K
|
18.2K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3.19KNew |
$181K - $227K
|
3.19K
$222K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
167+ 0.3% |
$9.47K - $11.9K
|
56.4K
$3.94M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-8.76K- 36.37% |
$496K - $624K
|
15.3K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-326- 9.18% |
$18.5K - $23.2K
|
3.23K
$225K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.37KNew |
$191K - $240K
|
3.37K
$235K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.54K+ 3.8% |
$201K - $253K
|
96.9K
$6.76M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
39K+ 39.59% |
$2.21M - $2.78M
|
138K
$9.6M
|
|
|
May 06, 2025
Q1 2025
|
Bloomberg Sen Inc.
Toronto, A6 |
SELL
|
- |
-13.1K- 1.72% |
$745K - $937K
|
749K
$52.3M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
3.02KNew |
$171K - $215K
|
3.02K
$211K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
7.29K+ 2.73% |
$414K - $520K
|
274K
$19.1M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-8.41K- 64.46% |
$477K - $599K
|
4.64K
$323K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.65K- 7.66% |
$93.7K - $118K
|
19.9K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.99K+ 116.51% |
$510K - $641K
|
16.7K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-53- 0.9% |
$3.01K - $3.78K
|
5.83K
$407K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
316+ 6.36% |
$17.9K - $22.5K
|
5.28K
$368K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-11- 0.31% |
$624 - $784
|
3.56K
$249K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
49+ 64.47% |
$2.78K - $3.49K
|
125
$8.72K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-308- 1.8% |
$17.5K - $22K
|
16.8K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.37K- 22.92% |
$77.5K - $97.4K
|
4.6K
$321K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-320- 0.36% |
$18.1K - $22.8K
|
87.7K
$6.12M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
431+ 41.13% |
$24.4K - $30.7K
|
1.48K
$103K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-200K- 55.08% |
$11.3M - $14.3M
|
163K
$11.4M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
5.73K+ 32.67% |
$325K - $408K
|
23.3K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-4.15K- 2.74% |
$235K - $296K
|
148K
$10.3M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-44- 0.53% |
$2.49K - $3.14K
|
8.32K
$580K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
4+ 0.06% |
$227 - $285
|
6.27K
$437K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-209- 2.04% |
$11.9K - $14.9K
|
10.1K
$702K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-9- 0.76% |
$510 - $641
|
1.17K
$81.7K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
70New |
$3.97K - $4.99K
|
70
$4.88K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.87K+ 28.58% |
$219K - $276K
|
17.4K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
525+ 3.68% |
$29.8K - $37.4K
|
14.8K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
26+ 26.0% |
$1.47K - $1.85K
|
126
$8.79K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2- 0.05% |
$113 - $143
|
3.79K
$265K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-655- 7.0% |
$37.1K - $46.7K
|
8.7K
$607K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
79.9K+ 8.73% |
$4.53M - $5.69M
|
994K
$69.4M
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
32+ 0.82% |
$1.81K - $2.28K
|
3.95K
$275K
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.57K+ 9.51% |
$146K - $183K
|
29.6K
$2.07M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-278- 2.84% |
$15.8K - $19.8K
|
9.51K
$664K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
70.7KNew |
$4.01M - $5.04M
|
70.7K
$4.93M
|