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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-39.1K- 13.49% |
$2.22M - $2.79M
|
251K
$17.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-1.29K- 0.38% |
$73.1K - $91.9K
|
334K
$23.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
45New |
$2.55K - $3.21K
|
45
$3.14K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
250+ 6.12% |
$14.2K - $17.8K
|
4.34K
$303K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
142+ 2.45% |
$8.05K - $10.1K
|
5.93K
$414K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.68K+ 184.99% |
$549K - $690K
|
14.9K
$1.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 0.53% |
$1.13K - $1.43K
|
3.82K
$266K
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
SELL
|
- |
-2.56K- 4.57% |
$145K - $183K
|
53.5K
$3.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
9.8KNew |
$556K - $698K
|
9.8K
$684K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.01K+ 5.73% |
$57.4K - $72.1K
|
18.7K
$1.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.93K+ 21.74% |
$336K - $423K
|
33.2K
$2.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-45- 3.85% |
$2.55K - $3.21K
|
1.13K
$78.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.82K- 4.43% |
$273K - $343K
|
104K
$7.25M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
6+ 200.0% |
$340 - $428
|
9
$628
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
606+ 3.31% |
$34.4K - $43.2K
|
18.9K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
6.84K+ 5.26% |
$388K - $488K
|
137K
$9.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.22K+ 1.79% |
$183K - $229K
|
183K
$12.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-506- 0.32% |
$28.7K - $36.1K
|
157K
$11M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
6.97KNew |
$395K - $497K
|
6.97K
$486K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-10.7K- 36.46% |
$608K - $765K
|
18.7K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
73.6KNew |
$4.17M - $5.24M
|
73.6K
$5.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
132+ 2.69% |
$7.48K - $9.41K
|
5.05K
$352K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-57.4K- 70.99% |
$3.25M - $4.09M
|
23.4K
$1.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-1.18K- 14.62% |
$66.6K - $83.7K
|
6.86K
$479K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-61- 0.44% |
$3.46K - $4.35K
|
13.9K
$971K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
41New |
$2.32K - $2.92K
|
41
$2.86K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
218+ 24.6% |
$12.4K - $15.5K
|
1.1K
$77K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
100+ 2.82% |
$5.67K - $7.13K
|
3.65K
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
14.1K+ 22.53% |
$799K - $1M
|
76.6K
$5.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.93KNew |
$166K - $209K
|
2.93K
$204K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.41KNew |
$193K - $243K
|
3.41K
$238K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
424New |
$24K - $30.2K
|
424
$29.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
4.56KNew |
$258K - $325K
|
4.56K
$318K
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-72- 1.95% |
$4.08K - $5.13K
|
3.61K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-600- 2.9% |
$34K - $42.8K
|
20.1K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
8.54KNew |
$484K - $609K
|
8.54K
$596K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-10.4K- 7.31% |
$592K - $744K
|
132K
$9.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.54K- 12.63% |
$201K - $252K
|
24.5K
$1.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Coho Partners, Ltd.
|
SELL
|
- |
-321K- 28.41% |
$18.2M - $22.8M
|
808K
$56.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
94+ 1342.86% |
$5.33K - $6.7K
|
101
$7.04K
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
197+ 0.38% |
$11.2K - $14K
|
51.7K
$3.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.21% |
$227 - $285
|
1.92K
$134K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3K- 26.46% |
$170K - $214K
|
8.34K
$581K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-733- 6.21% |
$41.6K - $52.2K
|
11.1K
$773K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
194+ 4.17% |
$11K - $13.8K
|
4.84K
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-294- 69.34% |
$16.7K - $21K
|
130
$9.07K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-11- 0.05% |
$624 - $784
|
20K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.92KNew |
$165K - $208K
|
2.92K
$203K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-16- 37.21% |
$907 - $1.14K
|
27
$1.88K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
855+ 1.43% |
$48.5K - $60.9K
|
60.7K
$4.23M
|