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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
6.83KNew |
$524K - $598K
|
6.83K
$407K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
14New |
$1.07K - $1.22K
|
14
$833
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
149+ 275.93% |
$11.4K - $13K
|
203
$12.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-37- 74.0% |
$2.84K - $3.24K
|
13
$774
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-36- 1.29% |
$2.76K - $3.15K
|
2.75K
$164K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
300New |
$23K - $26.2K
|
300
$17.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-6.77K- 55.13% |
$519K - $592K
|
5.51K
$328K
|
|
|
Jul 22, 2024
Q2 2024
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
2.98KNew |
$228K - $261K
|
2.98K
$177K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
25New |
$1.92K - $2.19K
|
25
$1.49K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.74KNew |
$133K - $152K
|
1.74K
$104K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
7.02KNew |
$538K - $614K
|
7.02K
$418K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
188+ 3.98% |
$14.4K - $16.4K
|
4.92K
$293K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
26New |
$1.99K - $2.27K
|
26
$1.55K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4K- 21.6% |
$306K - $350K
|
14.5K
$863K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
5.07KNew |
$388K - $443K
|
5.07K
$302K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
16New |
$1.23K - $1.4K
|
16
$952
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
66New |
$5.06K - $5.77K
|
66
$3.93K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
219+ 228.13% |
$15.8K - $19.4K
|
315
$18.7K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-32.5K- 32.59% |
$2.34M - $2.88M
|
67.3K
$4.01M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-7.2K- 78.26% |
$518K - $637K
|
2K
$119K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-75Closed |
$5.4K - $6.63K
|
0
$0
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 50.0% |
$144 - $177
|
6
$357
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
2.29KNew |
$165K - $203K
|
2.29K
$136K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-69- 5.31% |
$4.97K - $6.1K
|
1.23K
$73.3K
|
|
|
May 15, 2024
Q1 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
8.55KNew |
$616K - $756K
|
8.55K
$509K
|
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-47.2K- 18.7% |
$3.4M - $4.18M
|
205K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-24.5K- 21.5% |
$1.76M - $2.17M
|
89.4K
$5.32M
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-4.24K- 64.19% |
$305K - $375K
|
2.36K
$141K
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-8.86K- 76.89% |
$638K - $784K
|
2.66K
$159K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.82KNew |
$203K - $249K
|
2.82K
$168K
|
|
|
May 15, 2024
Q1 2024
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
469KNew |
$33.8M - $41.5M
|
469K
$27.9M
|
|
|
May 15, 2024
Q1 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
300KNew |
$21.6M - $26.5M
|
300K
$17.8M
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.33KNew |
$168K - $206K
|
2.33K
$139K
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
5.83KNew |
$420K - $515K
|
5.83K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
3.27KNew |
$235K - $289K
|
3.27K
$194K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
PUT |
-22.6K- 81.88% |
$1.63M - $2M
|
5K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-13.8K- 20.8% |
$996K - $1.22M
|
52.7K
$3.13M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4.39KNew |
$316K - $389K
|
4.39K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-4.34K- 31.31% |
$312K - $383K
|
9.51K
$566K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.64KNew |
$262K - $322K
|
3.64K
$217K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.8KNew |
$202K - $248K
|
2.8K
$167K
|
|
|
May 14, 2024
Q1 2024
|
Srb Corp
Boston, MA |
BUY
|
- |
1.21K+ 17.03% |
$87K - $107K
|
8.31K
$495K
|
|
|
May 14, 2024
Q1 2024
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
20K+ 33.33% |
$1.44M - $1.77M
|
80K
$4.76M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-783- 6.56% |
$56.4K - $69.2K
|
11.2K
$664K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-118- 1.42% |
$8.5K - $10.4K
|
8.17K
$486K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.45KNew |
$464K - $570K
|
6.45K
$384K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-43.4K- 66.12% |
$3.13M - $3.84M
|
22.2K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.29K- 12.59% |
$165K - $202K
|
15.9K
$945K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.9KNew |
$788K - $968K
|
10.9K
$651K
|
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
178KNew |
$12.9M - $15.8M
|
178K
$10.6M
|
|