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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-9- 13.24% |
$690 - $787
|
59
$4.12K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.86KNew |
$219K - $250K
|
2.86K
$199K
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
4.42KNew |
$339K - $387K
|
4.42K
$308K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-678- 11.05% |
$52K - $59.3K
|
5.46K
$381K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
465+ 2.14% |
$35.6K - $40.7K
|
22.2K
$1.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
6.83KNew |
$524K - $598K
|
6.83K
$477K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
14New |
$1.07K - $1.22K
|
14
$977
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
149+ 275.93% |
$11.4K - $13K
|
203
$14.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-37- 74.0% |
$2.84K - $3.24K
|
13
$907
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-36- 1.29% |
$2.76K - $3.15K
|
2.75K
$192K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
300New |
$23K - $26.2K
|
300
$20.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-6.77K- 55.13% |
$519K - $592K
|
5.51K
$384K
|
|
|
Jul 22, 2024
Q2 2024
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
2.98KNew |
$228K - $261K
|
2.98K
$208K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
25New |
$1.92K - $2.19K
|
25
$1.74K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.74KNew |
$133K - $152K
|
1.74K
$121K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
7.02KNew |
$538K - $614K
|
7.02K
$490K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
188+ 3.98% |
$14.4K - $16.4K
|
4.92K
$343K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
26New |
$1.99K - $2.27K
|
26
$1.81K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4K- 21.6% |
$306K - $350K
|
14.5K
$1.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
5.07KNew |
$388K - $443K
|
5.07K
$353K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
16New |
$1.23K - $1.4K
|
16
$1.12K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
66New |
$5.06K - $5.77K
|
66
$4.6K
|
|
| Q1 2024 | |||||||
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
42.9KNew |
$3.09M - $3.79M
|
42.9K
$2.99M
|
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
3.12MNew |
$224M - $276M
|
3.12M
$217M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
219+ 228.13% |
$15.8K - $19.4K
|
315
$22K
|
|
|
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
$419
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
2.29KNew |
$165K - $203K
|
2.29K
$160K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-69- 5.31% |
$4.97K - $6.1K
|
1.23K
$85.9K
|
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-47.2K- 18.7% |
$3.4M - $4.18M
|
205K
$14.3M
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-4.24K- 64.19% |
$305K - $375K
|
2.36K
$165K
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-8.86K- 76.89% |
$638K - $784K
|
2.66K
$186K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.82KNew |
$203K - $249K
|
2.82K
$197K
|
|
|
May 15, 2024
Q1 2024
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
469KNew |
$33.8M - $41.5M
|
469K
$32.7M
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.33KNew |
$168K - $206K
|
2.33K
$163K
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
3.27KNew |
$235K - $289K
|
3.27K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-13.8K- 20.8% |
$996K - $1.22M
|
52.7K
$3.67M
|
|
|
May 14, 2024
Q1 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-4.34K- 31.31% |
$312K - $383K
|
9.51K
$663K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.64KNew |
$262K - $322K
|
3.64K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Srb Corp
Boston, MA |
BUY
|
- |
1.21K+ 17.03% |
$87K - $107K
|
8.31K
$580K
|
|
|
May 14, 2024
Q1 2024
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
20K+ 33.33% |
$1.44M - $1.77M
|
80K
$5.58M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-783- 6.56% |
$56.4K - $69.2K
|
11.2K
$778K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-118- 1.42% |
$8.5K - $10.4K
|
8.17K
$570K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.45KNew |
$464K - $570K
|
6.45K
$450K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.29K- 12.59% |
$165K - $202K
|
15.9K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.9KNew |
$788K - $968K
|
10.9K
$763K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
121New |
$8.71K - $10.7K
|
121
$8.44K
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
SELL
|
- |
-4.5K- 32.11% |
$324K - $398K
|
9.52K
$664K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-408- 0.76% |
$29.4K - $36.1K
|
53K
$3.7M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.77K- 99.71% |
$200K - $245K
|
8
$558
|
|