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, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
197+ 123.13% |
$12.3K - $14.5K
|
357
$24.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
961+ 1.85% |
$60K - $70.8K
|
52.9K
$3.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
46New |
$2.87K - $3.39K
|
46
$3.21K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-779- 11.95% |
$48.6K - $57.4K
|
5.74K
$400K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.53K- 10.52% |
$95.7K - $113K
|
13K
$910K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
26+ 1.4% |
$1.62K - $1.91K
|
1.89K
$132K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
9.69KNew |
$605K - $713K
|
9.69K
$676K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-110- 0.64% |
$6.87K - $8.1K
|
17K
$1.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
42New |
$2.62K - $3.09K
|
42
$2.93K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
263New |
$16.4K - $19.4K
|
263
$18.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15New |
$937 - $1.1K
|
15
$1.05K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
1.83K+ 646.29% |
$114K - $135K
|
2.11K
$147K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
31New |
$1.94K - $2.28K
|
31
$2.16K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
35New |
$2.19K - $2.58K
|
35
$2.44K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
674New |
$42.1K - $49.6K
|
674
$47K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
655+ 3.41% |
$40.9K - $48.2K
|
19.9K
$1.39M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
2.87KNew |
$179K - $212K
|
2.87K
$200K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
378New |
$23.6K - $27.8K
|
378
$26.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.06K+ 14.42% |
$66.2K - $78.1K
|
8.41K
$587K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-897- 12.03% |
$56K - $66.1K
|
6.56K
$457K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
25New |
$1.47K - $1.64K
|
25
$1.74K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
602+ 16.64% |
$35.5K - $39.5K
|
4.22K
$294K
|
|
|
Nov 14, 2023
Q3 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-41.6K- 81.84% |
$2.45M - $2.73M
|
9.22K
$643K
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-197K- 61.64% |
$11.6M - $12.9M
|
123K
$8.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-641K- 99.65% |
$37.8M - $42.1M
|
2.27K
$158K
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-746- 1.56% |
$44K - $49K
|
47.1K
$3.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-24.9K- 41.63% |
$1.47M - $1.64M
|
34.9K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7+ 30.43% |
$413 - $460
|
30
$2.09K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
85New |
$5.01K - $5.58K
|
85
$5.93K
|
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-171K- 42.62% |
$10.1M - $11.2M
|
231K
$16.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
600+ 16.67% |
$35.4K - $39.4K
|
4.2K
$293K
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-15.9K- 99.89% |
$937K - $1.04M
|
18
$1.26K
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-25.2K- 70.19% |
$1.49M - $1.65M
|
10.7K
$746K
|
|
|
Nov 13, 2023
Q3 2023
|
Numerai Gp LLC
San Francisco, CA |
SELL
|
- |
-95.4K- 96.22% |
$5.62M - $6.26M
|
3.75K
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
922+ 23.07% |
$54.3K - $60.5K
|
4.92K
$343K
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.1KNew |
$64.8K - $72.2K
|
1.1K
$76.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
19New |
$1.12K - $1.25K
|
19
$1.33K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.66K- 36.82% |
$97.8K - $109K
|
2.85K
$199K
|
|
|
Nov 07, 2023
Q3 2023
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-79.7K- 17.7% |
$4.7M - $5.23M
|
371K
$25.9M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.22K- 9.13% |
$131K - $146K
|
22.1K
$1.54M
|
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
318KNew |
$18.8M - $20.9M
|
318K
$22.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
7.54KNew |
$444K - $495K
|
7.54K
$526K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-130- 3.81% |
$7.66K - $8.53K
|
3.29K
$229K
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
10.3KNew |
$609K - $679K
|
10.3K
$721K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.64K+ 30.61% |
$155K - $173K
|
11.2K
$785K
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-64- 58.18% |
$3.77K - $4.2K
|
46
$3.21K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
102New |
$6.01K - $6.7K
|
102
$7.11K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
3.32KNew |
$195K - $218K
|
3.32K
$231K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 80.0% |
$236 - $263
|
9
$628
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
142New |
$8.37K - $9.32K
|
142
$9.9K
|
|