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 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-61.5K- 48.27% |
$3.84M - $4.53M
|
65.9K
$3.92M
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.16KNew |
$72.3K - $85.3K
|
1.16K
$68.9K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
536New |
$33.5K - $39.5K
|
536
$31.9K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
263New |
$16.4K - $19.4K
|
263
$15.7K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.45K+ 8.97% |
$403K - $475K
|
78.4K
$4.66M
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
40.7KNew |
$2.54M - $3M
|
40.7K
$2.42M
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
100New |
$6.24K - $7.37K
|
100
$5.95K
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-642KClosed |
$40.1M - $47.3M
|
0
$0
|
|
Feb 12, 2024
Q4 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
328+ 9.85% |
$20.5K - $24.2K
|
3.66K
$218K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.27% |
$187 - $221
|
1.1K
$65.4K
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
3KNew |
$187K - $221K
|
3K
$179K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-644- 9.07% |
$40.2K - $47.4K
|
6.45K
$384K
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-4.25K- 35.93% |
$265K - $313K
|
7.57K
$451K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
197+ 123.13% |
$12.3K - $14.5K
|
357
$21.2K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
961+ 1.85% |
$60K - $70.8K
|
52.9K
$3.15M
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
46New |
$2.87K - $3.39K
|
46
$2.74K
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-779- 11.95% |
$48.6K - $57.4K
|
5.74K
$342K
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.53K- 10.52% |
$95.7K - $113K
|
13K
$776K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
26+ 1.4% |
$1.62K - $1.91K
|
1.89K
$112K
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
9.69KNew |
$605K - $713K
|
9.69K
$576K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-110- 0.64% |
$6.87K - $8.1K
|
17K
$1.01M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
42New |
$2.62K - $3.09K
|
42
$2.5K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
263New |
$16.4K - $19.4K
|
263
$15.7K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15New |
$937 - $1.1K
|
15
$893
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
1.83K+ 646.29% |
$114K - $135K
|
2.11K
$126K
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.25KNew |
$265K - $313K
|
4.25K
$253K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
31New |
$1.94K - $2.28K
|
31
$1.85K
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
35New |
$2.19K - $2.58K
|
35
$2.08K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
674New |
$42.1K - $49.6K
|
674
$40.1K
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
655+ 3.41% |
$40.9K - $48.2K
|
19.9K
$1.18M
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
2.87KNew |
$179K - $212K
|
2.87K
$171K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
378New |
$23.6K - $27.8K
|
378
$22.5K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.06K+ 14.42% |
$66.2K - $78.1K
|
8.41K
$501K
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-897- 12.03% |
$56K - $66.1K
|
6.56K
$390K
|
|
Q3 2023 | |||||||
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
3.1MNew |
$183M - $203M
|
3.1M
$184M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
25New |
$1.47K - $1.64K
|
25
$1.49K
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
602+ 16.64% |
$35.5K - $39.5K
|
4.22K
$251K
|
|
Nov 14, 2023
Q3 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-41.6K- 81.84% |
$2.45M - $2.73M
|
9.22K
$549K
|
|
Nov 14, 2023
Q3 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
65KNew |
$3.83M - $4.27M
|
65K
$3.87M
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-8.6K- 27.74% |
$507K - $565K
|
22.4K
$1.33M
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-197K- 61.64% |
$11.6M - $12.9M
|
123K
$7.29M
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-641K- 99.65% |
$37.8M - $42.1M
|
2.27K
$135K
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-746- 1.56% |
$44K - $49K
|
47.1K
$2.8M
|
|
Nov 14, 2023
Q3 2023
|
Sciencast Management LP
|
BUY
|
- |
7.01KNew |
$413K - $460K
|
7.01K
$417K
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-24.9K- 41.63% |
$1.47M - $1.64M
|
34.9K
$2.08M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
15.8KNew |
$933K - $1.04M
|
15.8K
$942K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7+ 30.43% |
$413 - $460
|
30
$1.79K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
85New |
$5.01K - $5.58K
|
85
$5.06K
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-171K- 42.62% |
$10.1M - $11.2M
|
231K
$13.7M
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
600+ 16.67% |
$35.4K - $39.4K
|
4.2K
$250K
|