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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.39K- 6.97% |
$78.5K - $90.2K
|
18.5K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
52+ 0.66% |
$2.94K - $3.38K
|
7.87K
$453K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
21.7K+ 75.56% |
$1.23M - $1.41M
|
50.5K
$2.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.13K+ 180.85% |
$120K - $138K
|
3.3K
$190K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-189- 3.44% |
$10.7K - $12.3K
|
5.31K
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-152- 0.91% |
$8.58K - $9.87K
|
16.6K
$953K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.66K- 16.94% |
$150K - $173K
|
13K
$750K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.6K+ 22.71% |
$203K - $234K
|
19.4K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.4K+ 13.19% |
$78.9K - $90.7K
|
12K
$689K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
94+ 8.6% |
$5.31K - $6.1K
|
1.19K
$68.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-22- 0.54% |
$1.24K - $1.43K
|
4.09K
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-654- 2.51% |
$36.9K - $42.5K
|
25.4K
$1.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
780+ 5.54% |
$44.1K - $50.7K
|
14.9K
$855K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
676+ 3.23% |
$38.2K - $43.9K
|
21.6K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
450+ 7.5% |
$25.4K - $29.2K
|
6.45K
$371K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-158- 3.14% |
$8.92K - $10.3K
|
4.87K
$280K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-18- 0.12% |
$1.02K - $1.17K
|
14.6K
$841K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.12K- 10.18% |
$120K - $137K
|
18.7K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-44- 0.37% |
$2.49K - $2.86K
|
11.9K
$685K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
26KNew |
$1.47M - $1.69M
|
26K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-953- 18.37% |
$53.8K - $61.9K
|
4.24K
$244K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
300+ 0.35% |
$16.9K - $19.5K
|
86.3K
$4.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.57KNew |
$541K - $622K
|
9.57K
$551K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
10+ 1.19% |
$565 - $649
|
851
$48.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
578+ 10.53% |
$32.6K - $37.5K
|
6.07K
$349K
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
856+ 0.21% |
$48.3K - $55.6K
|
400K
$23M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6- 1.47% |
$339 - $390
|
402
$23.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-59- 1.4% |
$3.33K - $3.83K
|
4.15K
$239K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1+ 0.03% |
$56.5 - $64.9
|
3.55K
$204K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-792- 11.8% |
$44.7K - $51.4K
|
5.92K
$341K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.97KNew |
$280K - $322K
|
4.97K
$286K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.47K+ 12.65% |
$82.9K - $95.3K
|
13.1K
$752K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.01KNew |
$113K - $130K
|
2.01K
$115K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-160- 0.14% |
$9.04K - $10.4K
|
117K
$6.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
1.21K+ 0.36% |
$68.3K - $78.6K
|
335K
$19.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
113+ 1.37% |
$6.38K - $7.34K
|
8.35K
$480K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-2.38K- 2.17% |
$134K - $154K
|
107K
$6.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
12+ 0.16% |
$678 - $779
|
7.64K
$440K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.03K+ 6.58% |
$228K - $262K
|
65.3K
$3.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
665+ 9.83% |
$37.6K - $43.2K
|
7.43K
$427K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-534- 15.59% |
$30.2K - $34.7K
|
2.89K
$166K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
485+ 1.28% |
$27.4K - $31.5K
|
38.2K
$2.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
181+ 2.3% |
$10.2K - $11.8K
|
8.04K
$462K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.09K- 22.15% |
$175K - $201K
|
10.9K
$625K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-386- 0.76% |
$21.8K - $25.1K
|
50.4K
$2.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-53- 1.71% |
$2.99K - $3.44K
|
3.05K
$176K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
585+ 1.45% |
$33K - $38K
|
41K
$2.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
4.94K+ 130.76% |
$279K - $321K
|
8.73K
$502K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-485- 46.55% |
$27.4K - $31.5K
|
557
$32K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 8.72% |
$847 - $974
|
187
$10.8K
|