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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
36+ 49.32% |
$1.86K - $2.87K
|
109
$6.27K
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
BUY
|
- |
71K+ 37.18% |
$3.66M - $5.66M
|
262K
$15.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
11.6K+ 45.35% |
$595K - $920K
|
37K
$2.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
112+ 49.78% |
$5.77K - $8.92K
|
337
$19.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-11K- 40.02% |
$567K - $876K
|
16.5K
$949K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
320+ 52.37% |
$16.5K - $25.5K
|
931
$53.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
284K+ 57.95% |
$14.7M - $22.7M
|
775K
$44.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
490K+ 58.68% |
$25.3M - $39M
|
1.33M
$76.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
18.2K+ 50.0% |
$937K - $1.45M
|
54.5K
$3.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
257K+ 53.56% |
$13.3M - $20.5M
|
737K
$42.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
7.18K+ 50.0% |
$370K - $571K
|
21.5K
$1.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
12.9KNew |
$665K - $1.03M
|
12.9K
$742K
|
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
81.2K+ 50.0% |
$4.19M - $6.47M
|
244K
$14M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
39New |
$2.01K - $3.11K
|
39
$2.24K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
380+ 48.1% |
$19.6K - $30.3K
|
1.17K
$67.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.97K+ 52.98% |
$101K - $157K
|
5.68K
$327K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.74K+ 55.62% |
$89.8K - $139K
|
4.88K
$281K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
281+ 48.7% |
$14.5K - $22.4K
|
858
$49.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
31K+ 53.48% |
$1.6M - $2.47M
|
88.9K
$5.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Speece Thorson Capital Group Inc
|
SELL
|
- |
-754- 0.33% |
$38.9K - $60K
|
230K
$13.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.14KNew |
$213K - $329K
|
4.14K
$238K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.47KNew |
$75.6K - $117K
|
1.47K
$84.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6New |
$309 - $478
|
6
$345
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
4.99K+ 27.87% |
$257K - $398K
|
22.9K
$1.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.6K+ 49.99% |
$185K - $287K
|
10.8K
$621K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-664- 14.41% |
$34.2K - $52.9K
|
3.94K
$227K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-3.19M- 75.78% |
$165M - $254M
|
1.02M
$58.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1.7K+ 50.19% |
$87.7K - $135K
|
5.09K
$293K
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
35KNew |
$1.81M - $2.79M
|
35K
$2.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.98K+ 46.88% |
$102K - $158K
|
6.22K
$358K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.91K+ 54.37% |
$150K - $231K
|
8.25K
$475K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
26+ 46.43% |
$1.34K - $2.07K
|
82
$4.72K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
26.6K+ 48.01% |
$1.37M - $2.12M
|
81.9K
$4.71M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-108- 2.38% |
$5.57K - $8.6K
|
4.44K
$255K
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
11.4K+ 50.0% |
$586K - $905K
|
34.1K
$1.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.25K+ 49.95% |
$167K - $259K
|
9.75K
$561K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
12.3KNew |
$636K - $983K
|
12.3K
$710K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
6.91K+ 54.43% |
$356K - $550K
|
19.6K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.37K+ 49.69% |
$70.7K - $109K
|
4.13K
$238K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
458+ 2.92% |
$23.6K - $36.5K
|
16.1K
$927K
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-29K- 7.48% |
$1.5M - $2.31M
|
359K
$20.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Gifford Fong Associates
Lafayette, CA |
BUY
|
- |
3.38K+ 50.0% |
$174K - $269K
|
10.1K
$582K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
269New |
$13.9K - $21.4K
|
269
$15.5K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
36.1K+ 50.0% |
$1.86M - $2.88M
|
108K
$6.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
2.03K+ 49.68% |
$105K - $161K
|
6.11K
$351K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.27K- 26.11% |
$65.2K - $101K
|
3.58K
$206K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
18.9KNew |
$973K - $1.5M
|
18.9K
$1.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.83K+ 53.8% |
$300K - $464K
|
16.7K
$959K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.02K+ 136.73% |
$362K - $559K
|
12.2K
$700K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.38K+ 50.85% |
$71K - $110K
|
4.09K
$235K
|