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 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
138New |
$7.11K - $11K
|
138
$7.94K
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
8.73K+ 30.27% |
$450K - $695K
|
37.6K
$2.16M
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
80.7K+ 17.45% |
$4.16M - $6.42M
|
543K
$31.2M
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.6K+ 51.73% |
$549K - $848K
|
31.2K
$1.8M
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
54+ 49.54% |
$2.78K - $4.3K
|
163
$9.38K
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
38+ 50.0% |
$1.96K - $3.03K
|
114
$6.56K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
907+ 279.08% |
$46.7K - $72.2K
|
1.23K
$70.9K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
3New |
$155 - $239
|
3
$173
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
30.8K+ 49.94% |
$1.59M - $2.45M
|
92.6K
$5.32M
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.06K+ 49.99% |
$106K - $164K
|
6.19K
$356K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
507+ 81.64% |
$26.1K - $40.4K
|
1.13K
$64.9K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
37.6K+ 71.1% |
$1.94M - $2.99M
|
90.4K
$5.2M
|
|
Nov 01, 2024
Q3 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
20.3K+ 50.0% |
$1.04M - $1.61M
|
60.8K
$3.49M
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.4K+ 43.39% |
$175K - $271K
|
11.3K
$647K
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
5.88K+ 2.1% |
$303K - $468K
|
285K
$16.4M
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.1KNew |
$56.9K - $87.9K
|
1.1K
$63.5K
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.43K+ 50.0% |
$331K - $512K
|
19.3K
$1.11M
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
14.1K+ 136.28% |
$727K - $1.12M
|
24.5K
$1.41M
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
258+ 4.76% |
$13.3K - $20.5K
|
5.68K
$326K
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.1K+ 49.99% |
$314K - $486K
|
18.3K
$1.05M
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
38.6K+ 48.1% |
$1.99M - $3.08M
|
119K
$6.84M
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-259- 21.78% |
$13.3K - $20.6K
|
930
$53.5K
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
427K+ 45.8% |
$22M - $34M
|
1.36M
$78.1M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13.7K- 34.33% |
$705K - $1.09M
|
26.2K
$1.51M
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.31K+ 49.91% |
$67.7K - $105K
|
3.95K
$227K
|
|
Oct 31, 2024
Q3 2024
|
Bloomberg Sen Inc.
Toronto, A6 |
BUY
|
- |
254K+ 50.0% |
$13.1M - $20.2M
|
762K
$43.9M
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
6.73K+ 91.13% |
$347K - $536K
|
14.1K
$812K
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
134+ 50.0% |
$6.91K - $10.7K
|
402
$23.1K
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.49M+ 211.26% |
$129M - $199M
|
3.67M
$211M
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
2.25K+ 49.96% |
$116K - $179K
|
6.75K
$388K
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.57K+ 46.63% |
$80.9K - $125K
|
4.93K
$284K
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.8KNew |
$196K - $302K
|
3.8K
$219K
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
25.4K+ 26.35% |
$1.31M - $2.02M
|
122K
$7M
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
7.44K+ 43.06% |
$383K - $592K
|
24.7K
$1.42M
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
520+ 44.52% |
$26.8K - $41.4K
|
1.69K
$97.1K
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
38K+ 46.79% |
$1.96M - $3.02M
|
119K
$6.85M
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.44K+ 49.98% |
$74.4K - $115K
|
4.33K
$249K
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
87+ 49.71% |
$4.48K - $6.93K
|
262
$15.1K
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.68K+ 50.0% |
$86.3K - $133K
|
5.03K
$289K
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
20.2K+ 48.79% |
$1.04M - $1.6M
|
61.5K
$3.53M
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
442+ 49.94% |
$22.8K - $35.2K
|
1.33K
$76.3K
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
7.81K+ 15.33% |
$403K - $622K
|
58.8K
$3.38M
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1.74K+ 50.0% |
$89.7K - $139K
|
5.22K
$300K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.2KNew |
$113K - $175K
|
2.2K
$127K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
6+ 46.15% |
$309 - $478
|
19
$1.09K
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.3KNew |
$67K - $104K
|
1.3K
$74.8K
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
10.1K+ 44.84% |
$520K - $804K
|
32.6K
$1.88M
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.7K+ 50.09% |
$191K - $295K
|
11.1K
$638K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
100+ 50.0% |
$5.15K - $7.96K
|
300
$17.3K
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
BUY
|
- |
29.4K+ 139.87% |
$1.51M - $2.34M
|
50.4K
$2.9M
|