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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5- 35.71% |
$300 - $371
|
9
$536
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-66- 51.56% |
$3.96K - $4.9K
|
62
$3.69K
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-404- 1.02% |
$24.2K - $30K
|
39.1K
$2.33M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1K- 19.49% |
$60K - $74.3K
|
4.13K
$246K
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.37KNew |
$262K - $325K
|
4.37K
$260K
|
|
|
Apr 28, 2023
Q1 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-70K- 92.82% |
$4.2M - $5.2M
|
5.41K
$322K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.32KNew |
$78.9K - $97.7K
|
1.32K
$78.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-13- 0.17% |
$780 - $966
|
7.71K
$459K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-646- 14.67% |
$38.7K - $48K
|
3.76K
$224K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
31New |
$1.86K - $2.3K
|
31
$1.85K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-441- 65.24% |
$26.4K - $32.8K
|
235
$14K
|
|
|
Apr 21, 2023
Q1 2023
|
Australian Super Pty LTD
|
BUY
|
- |
75KNew |
$4.5M - $5.57M
|
75K
$4.47M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
58.1KNew |
$3.49M - $4.32M
|
58.1K
$3.46M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
6+ 0.08% |
$360 - $446
|
7.42K
$442K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-81- 93.1% |
$4.86K - $6.02K
|
6
$357
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-889- 2.01% |
$53.3K - $66K
|
43.4K
$2.58M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
9New |
$540 - $669
|
9
$536
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-3.72K- 25.38% |
$223K - $276K
|
10.9K
$651K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
6New |
$360 - $446
|
6
$357
|
|
| Q4 2022 | |||||||
|
Oct 07, 2024
Q4 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
304KNew |
$20.2M - $23.2M
|
304K
$18.1M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.73KNew |
$513K - $589K
|
7.73K
$460K
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
4.77KNew |
$317K - $364K
|
4.77K
$284K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
75New |
$4.98K - $5.72K
|
75
$4.46K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-18- 2.31% |
$1.2K - $1.37K
|
762
$45.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-7.58K- 41.47% |
$503K - $578K
|
10.7K
$637K
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
6.29KNew |
$418K - $480K
|
6.29K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.6K- 2.33% |
$106K - $122K
|
66.9K
$3.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
BUY
|
- |
2.82KNew |
$187K - $215K
|
2.82K
$168K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-533- 13.99% |
$35.4K - $40.6K
|
3.28K
$195K
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
5.36K+ 25.1% |
$356K - $409K
|
26.7K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
123K+ 14.92% |
$8.18M - $9.4M
|
949K
$56.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-191K- 94.41% |
$12.7M - $14.6M
|
11.3K
$674K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.72MNew |
$114M - $131M
|
1.72M
$102M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.08KNew |
$204K - $234K
|
3.08K
$183K
|
|
|
Feb 14, 2023
Q4 2022
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
177KNew |
$11.7M - $13.5M
|
177K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
4+ 0.06% |
$266 - $305
|
6.83K
$407K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
442New |
$29.3K - $33.7K
|
442
$26.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.13KNew |
$274K - $315K
|
4.13K
$246K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-18.2K- 94.68% |
$1.21M - $1.39M
|
1.03K
$61.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
112New |
$7.44K - $8.54K
|
112
$6.67K
|
|
|
Feb 13, 2023
Q4 2022
|
Candriam S.C.A.
|
SELL
|
- |
-2.35K- 8.36% |
$156K - $179K
|
25.8K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
65.2KNew |
$4.33M - $4.97M
|
65.2K
$3.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
5.55K+ 82.01% |
$368K - $423K
|
12.3K
$733K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
6.09KNew |
$404K - $464K
|
6.09K
$362K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
545New |
$36.2K - $41.6K
|
545
$32.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.95KNew |
$196K - $225K
|
2.95K
$176K
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
6.42KNew |
$426K - $489K
|
6.42K
$382K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
75+ 50.0% |
$4.98K - $5.72K
|
225
$13.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-66- 1.21% |
$4.38K - $5.03K
|
5.4K
$321K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.04KNew |
$202K - $232K
|
3.04K
$181K
|
|