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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-27- 0.06% |
$1.39K - $2.15K
|
48.5K
$3.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
3.03K+ 49.95% |
$156K - $241K
|
9.1K
$634K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
4.44K+ 49.97% |
$229K - $354K
|
13.3K
$930K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.6KNew |
$134K - $207K
|
2.6K
$181K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.5K+ 50.0% |
$77.4K - $120K
|
4.51K
$314K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
41+ 50.0% |
$2.11K - $3.26K
|
123
$8.58K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
121+ 49.79% |
$6.24K - $9.63K
|
364
$25.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Washington Capital Management Inc
|
BUY
|
- |
1.8K+ 23.68% |
$92.8K - $143K
|
9.4K
$656K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
140+ 49.82% |
$7.22K - $11.1K
|
421
$29.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
17.7K+ 50.0% |
$914K - $1.41M
|
53.2K
$3.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
66+ 49.62% |
$3.4K - $5.25K
|
199
$13.9K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
1.5KNew |
$77.1K - $119K
|
1.5K
$104K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.5K+ 4282.86% |
$77.3K - $119K
|
1.53K
$107K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
206+ 50.0% |
$10.6K - $16.4K
|
618
$43.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.87K+ 563.44% |
$96.1K - $148K
|
2.2K
$153K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
276+ 49.91% |
$14.2K - $22K
|
829
$57.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
225+ 50.0% |
$11.6K - $17.9K
|
675
$47.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
2+ 50.0% |
$103 - $159
|
6
$419
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
60+ 34.29% |
$3.09K - $4.78K
|
235
$16.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
922+ 46.42% |
$47.5K - $73.4K
|
2.91K
$203K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
14+ 48.28% |
$722 - $1.11K
|
43
$3K
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1.42K+ 49.98% |
$73K - $113K
|
4.25K
$297K
|
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.53K+ 50.0% |
$130K - $201K
|
7.59K
$529K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
449+ 49.83% |
$23.1K - $35.7K
|
1.35K
$94.2K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
219+ 50.0% |
$11.3K - $17.4K
|
657
$45.8K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
2K+ 50.0% |
$103K - $159K
|
6K
$419K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
53+ 49.53% |
$2.73K - $4.22K
|
160
$11.2K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
184New |
$14.1K - $16.1K
|
184
$12.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
96.6KNew |
$7.4M - $8.45M
|
96.6K
$6.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-15.5K- 8.66% |
$1.19M - $1.35M
|
163K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
500KNew |
$38.3M - $43.7M
|
500K
$34.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-6- 6.98% |
$460 - $525
|
80
$5.58K
|
|
|
Aug 14, 2024
Q2 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
13.6KNew |
$1.04M - $1.19M
|
13.6K
$949K
|
|
|
Aug 14, 2024
Q2 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
2.7KNew |
$207K - $236K
|
2.7K
$188K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkley W R Corp
Greenwich, CT |
BUY
|
- |
269KNew |
$20.6M - $23.5M
|
269K
$18.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.33K+ 57.77% |
$102K - $117K
|
3.64K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.45KNew |
$264K - $302K
|
3.45K
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
690+ 0.74% |
$52.9K - $60.4K
|
94.1K
$6.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
32New |
$2.45K - $2.8K
|
32
$2.23K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
193+ 49.87% |
$14.8K - $16.9K
|
580
$40.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
141K+ 0.9% |
$10.8M - $12.4M
|
15.8M
$1.1B
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
CALL |
7KNew |
$537K - $612K
|
7K
$488K
|
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
3.77KNew |
$289K - $330K
|
3.77K
$263K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.23K- 1.25% |
$94K - $107K
|
96.8K
$6.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
35+ 318.18% |
$2.68K - $3.06K
|
46
$3.21K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
37.7K+ 51.1% |
$2.89M - $3.3M
|
111K
$7.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
39New |
$2.99K - $3.41K
|
39
$2.72K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
107KNew |
$8.21M - $9.37M
|
107K
$7.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.56KNew |
$196K - $224K
|
2.56K
$178K
|
|