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 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.6K- 20.73% |
$90.7K - $114K
|
6.12K
$427K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.11KNew |
$403K - $507K
|
7.11K
$496K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
993+ 0.81% |
$56.3K - $70.8K
|
123K
$8.6M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
63+ 0.73% |
$3.57K - $4.49K
|
8.7K
$607K
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-15- 0.05% |
$851 - $1.07K
|
29.4K
$2.05M
|
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
104+ 2.01% |
$5.9K - $7.41K
|
5.28K
$368K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
44+ 0.3% |
$2.49K - $3.14K
|
14.9K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-247K- 61.34% |
$14M - $17.6M
|
156K
$10.9M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.15K- 3.18% |
$65K - $81.7K
|
34.9K
$2.44M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-225- 3.4% |
$12.8K - $16K
|
6.4K
$446K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-54- 1.03% |
$3.06K - $3.85K
|
5.17K
$361K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-266- 0.3% |
$15.1K - $19K
|
88.2K
$6.15M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.62% |
$5.67K - $7.13K
|
16.1K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Speece Thorson Capital Group Inc
|
SELL
|
- |
-3.61K- 1.58% |
$205K - $257K
|
225K
$15.7M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-11.7K- 4.16% |
$662K - $832K
|
269K
$18.7M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
113+ 43.13% |
$6.41K - $8.05K
|
375
$26.2K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-5.63K- 1.72% |
$319K - $401K
|
322K
$22.5M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
31New |
$1.76K - $2.21K
|
31
$2.16K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.55K- 38.57% |
$87.8K - $110K
|
2.47K
$172K
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-1.78K- 0.79% |
$101K - $127K
|
224K
$15.7M
|
|
|
May 01, 2025
Q1 2025
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-11.6K- 35.27% |
$659K - $829K
|
21.3K
$1.49M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
162+ 0.7% |
$9.19K - $11.5K
|
23.2K
$1.62M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-345- 2.13% |
$19.6K - $24.6K
|
15.8K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-26- 6.15% |
$1.47K - $1.85K
|
397
$27.7K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
656+ 14.44% |
$37.2K - $46.8K
|
5.2K
$363K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
640+ 15.46% |
$36.3K - $45.6K
|
4.78K
$333K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
86.7KNew |
$4.91M - $6.18M
|
86.7K
$6.04M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
11+ 45.83% |
$624 - $784
|
35
$2.44K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-278- 0.33% |
$15.8K - $19.8K
|
85K
$5.93M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
1.33K+ 7.57% |
$75.4K - $94.7K
|
18.9K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.31KNew |
$188K - $236K
|
3.31K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
27+ 0.11% |
$1.53K - $1.92K
|
24K
$1.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
61+ 1.29% |
$3.46K - $4.35K
|
4.78K
$333K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-650- 23.12% |
$36.9K - $46.3K
|
2.16K
$151K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-436- 5.71% |
$24.7K - $31.1K
|
7.21K
$503K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
333+ 0.18% |
$18.9K - $23.7K
|
181K
$12.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
228+ 3.7% |
$12.9K - $16.2K
|
6.39K
$445K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 100.0% |
$567 - $713
|
20
$1.4K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 2.09% |
$17K - $21.4K
|
14.1K
$982K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
90+ 0.29% |
$5.1K - $6.41K
|
31.4K
$2.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-6.92K- 1.08% |
$392K - $493K
|
634K
$44.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
655+ 18.94% |
$37.1K - $46.7K
|
4.11K
$287K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
287+ 6.3% |
$16.3K - $20.5K
|
4.84K
$338K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-471- 7.74% |
$26.7K - $33.6K
|
5.61K
$391K
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-22K- 36.41% |
$1.25M - $1.57M
|
38.4K
$2.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
46.1K+ 13.53% |
$2.62M - $3.29M
|
387K
$27M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
989+ 5.01% |
$56.1K - $70.5K
|
20.7K
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
734K+ 7314.02% |
$41.6M - $52.3M
|
745K
$51.9M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 0.37% |
$17K - $21.4K
|
81.4K
$5.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
885+ 2.1% |
$50.2K - $63.1K
|
43K
$3M
|