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 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.99K- 18.85% |
$283K - $355K
|
21.5K
$1.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-886- 29.08% |
$50.2K - $63.1K
|
2.16K
$151K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-99- 1.84% |
$5.61K - $7.06K
|
5.29K
$369K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
455+ 15.96% |
$25.8K - $32.4K
|
3.31K
$231K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
155+ 1.97% |
$8.79K - $11K
|
8.03K
$560K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-657- 1.01% |
$37.3K - $46.8K
|
64.5K
$4.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
11New |
$624 - $784
|
11
$767
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
48+ 13.22% |
$2.72K - $3.42K
|
411
$28.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
19+ 0.54% |
$1.08K - $1.35K
|
3.57K
$249K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-9.1K- 7.48% |
$516K - $649K
|
113K
$7.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-20.4K- 40.44% |
$1.16M - $1.46M
|
30.1K
$2.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
172+ 0.34% |
$9.75K - $12.3K
|
50.6K
$3.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
5.38KNew |
$305K - $383K
|
5.38K
$375K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.4K- 4.52% |
$592K - $744K
|
221K
$15.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
445+ 6.73% |
$25.2K - $31.7K
|
7.05K
$492K
|
|
|
Apr 17, 2025
Q1 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
525+ 2.15% |
$29.8K - $37.4K
|
24.9K
$1.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4KNew |
$227K - $285K
|
4K
$279K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.75K+ 2.72% |
$212K - $267K
|
141K
$9.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-12.2K- 22.89% |
$692K - $870K
|
41.1K
$2.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
1.74K+ 2.48% |
$98.4K - $124K
|
71.6K
$5M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
2.88KNew |
$163K - $205K
|
2.88K
$201K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
400+ 12.12% |
$22.7K - $28.5K
|
3.7K
$258K
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-854- 3.72% |
$48.4K - $60.9K
|
22.1K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
49+ 10.21% |
$2.78K - $3.49K
|
529
$36.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
CALL |
3.1KNew |
$176K - $221K
|
3.1K
$216K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
574+ 7.51% |
$32.5K - $40.9K
|
8.22K
$573K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 4.17% |
$113 - $143
|
50
$3.49K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.82KNew |
$160K - $201K
|
2.82K
$196K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-79.3K- 75.01% |
$4.5M - $5.65M
|
26.4K
$1.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1K+ 4.32% |
$56.9K - $71.6K
|
24.3K
$1.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-943- 3.62% |
$53.5K - $67.2K
|
25.1K
$1.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.3K+ 2.45% |
$131K - $164K
|
96.3K
$6.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
18+ 21.43% |
$1.02K - $1.28K
|
102
$7.11K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.47% |
$284 - $356
|
1.06K
$74K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
573+ 6.83% |
$32.5K - $40.8K
|
8.96K
$625K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
43New |
$2.44K - $3.06K
|
43
$3K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-79- 0.85% |
$4.48K - $5.63K
|
9.25K
$645K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
279+ 2.06% |
$15.8K - $19.9K
|
13.8K
$965K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-67- 4.95% |
$3.8K - $4.78K
|
1.29K
$89.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-7.88K- 68.31% |
$447K - $562K
|
3.66K
$255K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
932+ 7.13% |
$52.8K - $66.4K
|
14K
$977K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.91KNew |
$165K - $208K
|
2.91K
$203K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
125+ 3125.0% |
$7.09K - $8.91K
|
129
$9K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.24K+ 26.8% |
$70.5K - $88.7K
|
5.89K
$410K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
482New |
$27.3K - $34.4K
|
482
$33.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.14% |
$56.7 - $71.3
|
727
$50.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-346- 8.35% |
$19.6K - $24.7K
|
3.8K
$265K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
387+ 1.03% |
$21.9K - $27.6K
|
37.9K
$2.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-662K- 98.59% |
$37.6M - $47.2M
|
9.44K
$659K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-283- 29.54% |
$16K - $20.2K
|
675
$47.1K
|