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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
14.4K+ 156.52% |
$813K - $935K
|
23.6K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Philo Smith Capital Corp
Stamford, CT |
SELL
|
- |
-39.5K- 11.97% |
$2.23M - $2.57M
|
290K
$20.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.54K+ 42.91% |
$313K - $360K
|
18.4K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
9New |
$508 - $584
|
9
$628
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-7.92K- 34.59% |
$447K - $514K
|
15K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
9.66KNew |
$545K - $627K
|
9.66K
$674K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-82- 2.07% |
$4.63K - $5.33K
|
3.87K
$270K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
60.3KNew |
$3.4M - $3.91M
|
60.3K
$4.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-47.3K- 78.31% |
$2.67M - $3.07M
|
13.1K
$914K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
13New |
$734 - $844
|
13
$907
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-6.66K- 0.67% |
$376K - $433K
|
981K
$68.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
17.8KNew |
$1.01M - $1.16M
|
17.8K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-23- 5.72% |
$1.3K - $1.49K
|
379
$26.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-87- 5.15% |
$4.91K - $5.65K
|
1.6K
$112K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
87+ 457.89% |
$4.91K - $5.65K
|
106
$7.39K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
79New |
$4.46K - $5.13K
|
79
$5.51K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.17KNew |
$123K - $141K
|
2.17K
$152K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
149+ 10.25% |
$8.42K - $9.68K
|
1.6K
$112K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.47K+ 55.22% |
$140K - $161K
|
6.95K
$485K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
271+ 6.15% |
$15.3K - $17.6K
|
4.68K
$326K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-17K- 24.26% |
$960K - $1.1M
|
53.1K
$3.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
183New |
$10.3K - $11.9K
|
183
$12.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.23% |
$169 - $195
|
1.29K
$89.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
23+ 92.0% |
$1.3K - $1.49K
|
48
$3.35K
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
22+ 0.28% |
$1.24K - $1.43K
|
8.02K
$559K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-1.75K- 28.66% |
$98.9K - $114K
|
4.36K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
SELL
|
- |
-144K- 9.23% |
$8.16M - $9.38M
|
1.42M
$99.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
18.1KNew |
$1.02M - $1.18M
|
18.1K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3New |
$169 - $195
|
3
$209
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-8- 0.01% |
$452 - $520
|
126K
$8.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
16.8KNew |
$948K - $1.09M
|
16.8K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
3.96KNew |
$224K - $257K
|
3.96K
$276K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
6New |
$339 - $390
|
6
$419
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
54New |
$3.05K - $3.51K
|
54
$3.77K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
426+ 3.39% |
$24.1K - $27.7K
|
13K
$907K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
21New |
$1.19K - $1.36K
|
21
$1.46K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.4KNew |
$79.1K - $90.9K
|
1.4K
$97.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-797- 8.63% |
$45K - $51.8K
|
8.44K
$589K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-792- 11.8% |
$44.7K - $51.4K
|
5.92K
$413K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
4.94K+ 130.76% |
$279K - $321K
|
8.73K
$609K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-485- 46.55% |
$27.4K - $31.5K
|
557
$38.9K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
18.5KNew |
$1.05M - $1.2M
|
18.5K
$1.29M
|
|
| Q3 2024 | |||||||
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
8.5K+ 98.35% |
$438K - $677K
|
17.1K
$1.2M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4+ 28.57% |
$206 - $318
|
18
$1.26K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.55KNew |
$79.6K - $123K
|
1.55K
$108K
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
25.5KNew |
$1.31M - $2.03M
|
25.5K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
BUY
|
- |
137K+ 109.33% |
$7.04M - $10.9M
|
261K
$18.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-81.5K- 46.72% |
$4.2M - $6.49M
|
93K
$6.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-21.5K- 76.5% |
$1.11M - $1.72M
|
6.62K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
990K+ 51.16% |
$51M - $78.8M
|
2.93M
$204M
|
|