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 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.04KNew |
$202K - $232K
|
3.04K
$181K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
40+ 0.25% |
$2.66K - $3.05K
|
16.3K
$971K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-1.06K- 8.62% |
$70K - $80.4K
|
11.2K
$666K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-630- 91.17% |
$41.8K - $48K
|
61
$3.63K
|
|
|
Feb 07, 2023
Q4 2022
|
Presidio Capital Management, LLC
|
SELL
|
- |
-409- 9.5% |
$27.2K - $31.2K
|
3.9K
$232K
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-52- 1.69% |
$3.45K - $3.97K
|
3.02K
$180K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-22- 51.16% |
$1.46K - $1.68K
|
21
$1.25K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
2.5K+ 9.74% |
$166K - $191K
|
28.2K
$1.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
40+ 0.99% |
$2.66K - $3.05K
|
4.06K
$242K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
108+ 1.51% |
$7.17K - $8.24K
|
7.25K
$432K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
24+ 0.26% |
$1.59K - $1.83K
|
9.44K
$562K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.36KNew |
$90.1K - $103K
|
1.36K
$80.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Toews Corp
|
SELL
|
- |
-7K- 39.77% |
$465K - $534K
|
10.6K
$631K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
62.9KNew |
$4.17M - $4.79M
|
62.9K
$3.74M
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.14KNew |
$209K - $240K
|
3.14K
$187K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-242- 4.73% |
$16.1K - $18.5K
|
4.87K
$290K
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
3.37KNew |
$224K - $257K
|
3.37K
$201K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-2.7K- 1.93% |
$179K - $206K
|
137K
$8.18M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
494+ 2.82% |
$32.8K - $37.7K
|
18K
$1.07M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-188- 5.77% |
$12.5K - $14.3K
|
3.07K
$183K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
538+ 2.64% |
$35.7K - $41K
|
21K
$1.25M
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.48K- 15.36% |
$97.9K - $112K
|
8.13K
$484K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-15.5K- 21.91% |
$1.03M - $1.18M
|
55.2K
$3.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.73K+ 0.82% |
$115K - $132K
|
213K
$12.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.37K+ 22.04% |
$157K - $181K
|
13.1K
$781K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
8New |
$531 - $610
|
8
$476
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-12- 92.31% |
$797 - $915
|
1
$59.5
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-112Closed |
$2.57K - $7.77K
|
0
$0
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
3.8KNew |
$87.1K - $264K
|
3.8K
$226K
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-488- 0.75% |
$11.2K - $33.8K
|
64.6K
$3.84M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
174+ 238.36% |
$3.99K - $12.1K
|
247
$14.7K
|
|
|
Nov 21, 2022
Q3 2022
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-705- 19.12% |
$16.2K - $48.9K
|
2.98K
$178K
|
|
|
Nov 15, 2022
Q3 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-3.23KClosed |
$74K - $224K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-2.06K- 96.99% |
$47.3K - $143K
|
64
$3.81K
|
|
|
Nov 14, 2022
Q3 2022
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
3.33KNew |
$76.3K - $231K
|
3.33K
$198K
|
|
|
Nov 14, 2022
Q3 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
1.62K+ 9.62% |
$37.2K - $113K
|
18.5K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
338+ 1.79% |
$7.75K - $23.4K
|
19.2K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
236+ 7.89% |
$5.41K - $16.4K
|
3.23K
$192K
|
|
|
Nov 14, 2022
Q3 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.07KNew |
$47.4K - $143K
|
2.07K
$123K
|
|
|
Nov 14, 2022
Q3 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
236+ 7.89% |
$5.41K - $16.4K
|
3.23K
$192K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
5.9K+ 119.19% |
$135K - $409K
|
10.9K
$646K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6New |
$138 - $416
|
6
$357
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-6.96K- 1.55% |
$159K - $483K
|
441K
$26.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
43.4K+ 0.48% |
$995K - $3.01M
|
9.03M
$537M
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-6.03K- 48.11% |
$138K - $418K
|
6.51K
$387K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-50.6K- 75.34% |
$1.16M - $3.51M
|
16.6K
$986K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
11.5K+ 83.29% |
$265K - $801K
|
25.4K
$1.51M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
136New |
$3.12K - $9.43K
|
136
$8.09K
|
|
|
Nov 08, 2022
Q3 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
16.9KNew |
$386K - $1.17M
|
16.9K
$1M
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-4.54KClosed |
$104K - $315K
|
0
$0
|
|