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 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.35K+ 76.84% |
$75.2K - $85.5K
|
3.11K
$185K
|
|
|
Aug 08, 2023
Q2 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-4.56K- 33.91% |
$254K - $289K
|
8.89K
$529K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.37% |
$111 - $127
|
542
$32.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Premier Fund Managers LTD
|
SELL
|
- |
-1.7K- 15.45% |
$94.7K - $108K
|
9.3K
$554K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-50- 1.02% |
$2.78K - $3.17K
|
4.83K
$288K
|
|
|
Aug 01, 2023
Q2 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
2.75K+ 3.16% |
$153K - $174K
|
89.9K
$5.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-900- 47.37% |
$50.1K - $57K
|
1K
$59.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-3.24K- 28.12% |
$180K - $205K
|
8.27K
$492K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-123- 58.57% |
$6.85K - $7.79K
|
87
$5.18K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
272+ 3.69% |
$15.1K - $17.2K
|
7.64K
$455K
|
|
|
Jul 20, 2023
Q2 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1+ 0.02% |
$55.7 - $63.4
|
5.38K
$320K
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.11KNew |
$117K - $134K
|
2.11K
$126K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-9- 29.03% |
$501 - $570
|
22
$1.31K
|
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
PUT |
3.4K+ 60.71% |
$189K - $215K
|
9K
$536K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 5.88% |
$111 - $127
|
32
$1.9K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4K+ 7.0% |
$240K - $297K
|
61.2K
$3.64M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
4.59KNew |
$275K - $341K
|
4.59K
$273K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-3.8K- 61.29% |
$228K - $282K
|
2.4K
$143K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
253New |
$15.2K - $18.8K
|
253
$15.1K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
290KNew |
$17.4M - $21.6M
|
290K
$17.3M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
26New |
$1.56K - $1.93K
|
26
$1.55K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
7.41K+ 99.4% |
$445K - $551K
|
14.9K
$885K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
39New |
$2.34K - $2.9K
|
39
$2.32K
|
|
|
May 15, 2023
Q1 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
1.26K+ 0.06% |
$75.4K - $93.4K
|
2.22M
$132M
|
|
|
May 15, 2023
Q1 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
121K+ 145.87% |
$7.26M - $8.99M
|
204K
$12.1M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3- 0.07% |
$180 - $223
|
4.36K
$260K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
38.4K+ 272.87% |
$2.3M - $2.85M
|
52.4K
$3.12M
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8.67K+ 20.08% |
$520K - $644K
|
51.9K
$3.09M
|
|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-66.1K- 86.06% |
$3.96M - $4.91M
|
10.7K
$637K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
545+ 0.1% |
$32.7K - $40.5K
|
532K
$31.7M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
46.3KNew |
$2.77M - $3.44M
|
46.3K
$2.75M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-3.81K- 94.73% |
$228K - $283K
|
212
$12.6K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.06K- 13.12% |
$63.3K - $78.4K
|
6.98K
$416K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
552+ 1.2% |
$33.1K - $41K
|
46.4K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.62% |
$60 - $74.3
|
163
$9.7K
|
|
|
May 12, 2023
Q1 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
6.3KNew |
$378K - $468K
|
6.3K
$375K
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
40.4KNew |
$2.42M - $3M
|
40.4K
$2.41M
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
200New |
$12K - $14.9K
|
200
$11.9K
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-51- 0.8% |
$3.06K - $3.79K
|
6.32K
$376K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.05K- 17.31% |
$63.1K - $78.1K
|
5.03K
$299K
|
|
|
May 12, 2023
Q1 2023
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
797+ 7.91% |
$47.8K - $59.2K
|
10.9K
$647K
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.94K+ 84.18% |
$296K - $367K
|
10.8K
$643K
|
|
|
May 11, 2023
Q1 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-883- 4.19% |
$53K - $65.6K
|
20.2K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
8.78K+ 292.24% |
$526K - $652K
|
11.8K
$701K
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.49K+ 41.77% |
$149K - $185K
|
8.43K
$502K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.25% |
$60 - $74.3
|
394
$23.5K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-60- 0.89% |
$3.6K - $4.46K
|
6.65K
$396K
|
|
|
May 05, 2023
Q1 2023
|
Mqs Management LLC
|
BUY
|
- |
6.89KNew |
$413K - $512K
|
6.89K
$410K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.2KNew |
$671K - $831K
|
11.2K
$666K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
177+ 26.26% |
$10.6K - $13.1K
|
851
$50.7K
|
|