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 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
420+ 2.93% |
$23.8K - $29.9K
|
14.8K
$1.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
34.2KNew |
$1.94M - $2.44M
|
34.2K
$2.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-107- 0.26% |
$6.07K - $7.63K
|
40.9K
$2.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 11.11% |
$56.7 - $71.3
|
10
$698
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
15.8K+ 113.66% |
$894K - $1.12M
|
29.7K
$2.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.87K+ 22.43% |
$106K - $133K
|
10.2K
$713K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
47+ 11.69% |
$2.66K - $3.35K
|
449
$31.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
662+ 14.37% |
$37.5K - $47.2K
|
5.27K
$367K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-250- 3.66% |
$14.2K - $17.8K
|
6.59K
$460K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-237- 3.56% |
$13.4K - $16.9K
|
6.41K
$447K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
3.06KNew |
$173K - $218K
|
3.06K
$213K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
44.2KNew |
$2.51M - $3.15M
|
44.2K
$3.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-919- 5.54% |
$52.1K - $65.5K
|
15.7K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
13K+ 21.53% |
$738K - $927K
|
73.5K
$5.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.96K+ 83.18% |
$451K - $567K
|
17.5K
$1.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-262- 22.96% |
$14.9K - $18.7K
|
879
$61.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-352- 58.67% |
$20K - $25.1K
|
248
$17.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
31+ 0.17% |
$1.76K - $2.21K
|
18.7K
$1.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.75K+ 35.32% |
$99.5K - $125K
|
6.72K
$469K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
278+ 9.1% |
$15.8K - $19.8K
|
3.33K
$232K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
6New |
$340 - $428
|
6
$419
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
34+ 18.18% |
$1.93K - $2.42K
|
221
$15.4K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.1K- 2.88% |
$62.4K - $78.4K
|
37.1K
$2.59M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-9.32K- 14.91% |
$529K - $665K
|
53.2K
$3.71M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-278- 23.42% |
$15.8K - $19.8K
|
909
$63.4K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
15.2K+ 1.4% |
$856K - $984K
|
1.1M
$76.5M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.29K+ 22.31% |
$525K - $604K
|
51K
$3.55M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-68.4K- 10.47% |
$3.86M - $4.44M
|
585K
$40.8M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
8.54K+ 25.47% |
$482K - $555K
|
42.1K
$2.93M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
93+ 0.5% |
$5.25K - $6.04K
|
18.6K
$1.29M
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-238- 6.03% |
$13.4K - $15.5K
|
3.71K
$259K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
24New |
$1.36K - $1.56K
|
24
$1.67K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-230- 4.95% |
$13K - $14.9K
|
4.42K
$308K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.69KNew |
$265K - $305K
|
4.69K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
3.32K+ 20.29% |
$188K - $216K
|
19.7K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-415- 0.07% |
$23.4K - $27K
|
626K
$43.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
12.3KNew |
$693K - $797K
|
12.3K
$856K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-26.5K- 39.13% |
$1.49M - $1.72M
|
41.2K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
97KNew |
$5.48M - $6.3M
|
97K
$6.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
159+ 1.63% |
$8.98K - $10.3K
|
9.91K
$691K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
9.43KNew |
$533K - $612K
|
9.43K
$658K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-211K- 95.93% |
$11.9M - $13.7M
|
8.95K
$624K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
7.52KNew |
$425K - $488K
|
7.52K
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.71KNew |
$548K - $630K
|
9.71K
$677K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-400- 5.06% |
$22.6K - $26K
|
7.5K
$523K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
24KNew |
$1.36M - $1.56M
|
24K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-16.5K- 48.81% |
$932K - $1.07M
|
17.3K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
800+ 30.77% |
$45.2K - $52K
|
3.4K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-36.7K- 90.79% |
$2.07M - $2.38M
|
3.72K
$260K
|
|