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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
121New |
$8.71K - $10.7K
|
121
$7.2K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-73- 0.37% |
$5.26K - $6.46K
|
19.4K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
SELL
|
- |
-4.5K- 32.11% |
$324K - $398K
|
9.52K
$566K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
125KNew |
$9M - $11.1M
|
125K
$7.44M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-408- 0.76% |
$29.4K - $36.1K
|
53K
$3.15M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.77K- 99.71% |
$200K - $245K
|
8
$476
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
286+ 14300.0% |
$20.6K - $25.3K
|
288
$17.1K
|
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
4.64KNew |
$334K - $411K
|
4.64K
$276K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
7.8K+ 17.29% |
$562K - $690K
|
52.9K
$3.15M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
20.4K+ 4.6% |
$1.47M - $1.81M
|
464K
$27.6M
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-7.27K- 42.27% |
$523K - $643K
|
9.93K
$591K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.73KNew |
$197K - $242K
|
2.73K
$163K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
40New |
$2.88K - $3.54K
|
40
$2.38K
|
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-5.07K- 68.55% |
$365K - $449K
|
2.33K
$139K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
37.4KNew |
$2.69M - $3.31M
|
37.4K
$2.23M
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-985- 25.47% |
$70.9K - $87.1K
|
2.88K
$172K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3New |
$216 - $265
|
3
$179
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-208- 3.75% |
$15K - $18.4K
|
5.33K
$317K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
999+ 16.87% |
$71.9K - $88.4K
|
6.92K
$412K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
753+ 11.78% |
$54.2K - $66.6K
|
7.15K
$425K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
489+ 10.43% |
$35.2K - $43.2K
|
5.18K
$308K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.26KNew |
$90.7K - $111K
|
1.26K
$75K
|
|
|
Apr 30, 2024
Q1 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
203+ 1.05% |
$14.6K - $18K
|
19.5K
$1.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$72 - $88.4
|
1
$59.5
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-18- 2.7% |
$1.3K - $1.59K
|
649
$38.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.95K+ 39.77% |
$141K - $173K
|
6.87K
$409K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.93KNew |
$211K - $259K
|
2.93K
$175K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-4.02K- 63.19% |
$289K - $355K
|
2.34K
$139K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.51KNew |
$181K - $222K
|
2.51K
$149K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
19.7KNew |
$1.42M - $1.74M
|
19.7K
$1.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-8.34K- 57.26% |
$600K - $737K
|
6.22K
$370K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
15+ 1.81% |
$1.08K - $1.33K
|
845
$50.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
155New |
$11.2K - $13.7K
|
155
$9.23K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
383+ 563.24% |
$27.6K - $33.9K
|
451
$26.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
240New |
$17.3K - $21.2K
|
240
$14.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
91.6KNew |
$6.59M - $8.1M
|
91.6K
$5.45M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
25New |
$1.8K - $2.21K
|
25
$1.49K
|
|
| Q4 2023 | |||||||
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3.11KNew |
$194K - $229K
|
3.11K
$185K
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-10.7KClosed |
$665K - $785K
|
0
$0
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
5.27KNew |
$329K - $388K
|
5.27K
$314K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1+ 0.0% |
$62.4 - $73.7
|
21.9K
$1.31M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.15K+ 268.22% |
$71.7K - $84.6K
|
1.58K
$93.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
600New |
$37.5K - $44.2K
|
600
$35.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
275KNew |
$17.2M - $20.3M
|
275K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.08KNew |
$192K - $227K
|
3.08K
$183K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
202+ 5.84% |
$12.6K - $14.9K
|
3.66K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-6.3K- 49.01% |
$393K - $464K
|
6.56K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
6.1KNew |
$381K - $450K
|
6.1K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.99KNew |
$187K - $220K
|
2.99K
$178K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-256- 7.32% |
$16K - $18.9K
|
3.24K
$193K
|
|