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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
43.4K+ 0.48% |
$995K - $3.01M
|
9.03M
$555M
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-6.03K- 48.11% |
$138K - $418K
|
6.51K
$400K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-50.6K- 75.34% |
$1.16M - $3.51M
|
16.6K
$1.02M
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
11.5K+ 83.29% |
$265K - $801K
|
25.4K
$1.56M
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
136New |
$3.12K - $9.43K
|
136
$8.37K
|
|
Nov 08, 2022
Q3 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
16.9KNew |
$386K - $1.17M
|
16.9K
$1.04M
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-4.54KClosed |
$104K - $315K
|
0
$0
|
|
Nov 08, 2022
Q3 2022
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-23.3K- 10.92% |
$533K - $1.61M
|
190K
$11.7M
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
952+ 19.85% |
$21.8K - $66K
|
5.75K
$354K
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
341New |
$7.82K - $23.7K
|
341
$21K
|
|
Nov 01, 2022
Q3 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-99- 50.0% |
$2.27K - $6.87K
|
99
$6.09K
|
|
Oct 31, 2022
Q3 2022
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-6.25K- 51.53% |
$143K - $434K
|
5.88K
$362K
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
900New |
$20.6K - $62.4K
|
900
$55.4K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-60- 5.52% |
$1.38K - $4.16K
|
1.03K
$63.2K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
300New |
$6.88K - $20.8K
|
300
$18.5K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.28KNew |
$52.1K - $158K
|
2.28K
$140K
|
|
Oct 25, 2022
Q3 2022
|
Denali Advisors LLC
|
BUY
|
- |
200New |
$4.58K - $13.9K
|
200
$12.3K
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
457New |
$10.5K - $31.7K
|
457
$28.1K
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
7.65KNew |
$175K - $531K
|
7.65K
$470K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
145New |
$3.32K - $10.1K
|
145
$8.92K
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
BUY
|
- |
19.2KNew |
$440K - $1.33M
|
19.2K
$1.18M
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.2KNew |
$349K - $1.05M
|
15.2K
$935K
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
70New |
$1.6K - $4.86K
|
70
$4.31K
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-45K- 85.26% |
$1.03M - $3.12M
|
7.78K
$478K
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
55New |
$1.26K - $3.81K
|
55
$3.38K
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-326- 3.79% |
$7.47K - $22.6K
|
8.28K
$509K
|
|
Q2 2022 | |||||||
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-58.2K- 46.9% |
$3.84M - $4.21M
|
65.9K
$4.06M
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-76Closed |
$5.01K - $5.49K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-330Closed |
$21.8K - $23.8K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-51.3KClosed |
$3.38M - $3.7M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-19KClosed |
$1.26M - $1.38M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-3.81KClosed |
$251K - $275K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.13KClosed |
$140K - $154K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
9.1KNew |
$600K - $658K
|
9.1K
$560K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-275Closed |
$18.1K - $19.9K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Fifth Lane Capital, LP
Austin, TX |
SELL
|
- |
-6.3KClosed |
$416K - $456K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-150Closed |
$9.89K - $10.8K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
282+ 6.66% |
$18.6K - $20.4K
|
4.52K
$278K
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-216Closed |
$14.2K - $15.6K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1- 1.92% |
$66 - $72.3
|
51
$3.14K
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-2.67K- 40.87% |
$176K - $193K
|
3.86K
$238K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
557+ 8.3% |
$36.7K - $40.3K
|
7.27K
$447K
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-4.75KClosed |
$313K - $343K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7New |
$462 - $506
|
7
$431
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.85KClosed |
$254K - $279K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
335New |
$22.1K - $24.2K
|
335
$20.6K
|
|
Aug 08, 2022
Q2 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-14.5KClosed |
$957K - $1.05M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2.02K- 37.83% |
$133K - $146K
|
3.32K
$204K
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.48KNew |
$164K - $179K
|
2.48K
$153K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-243- 74.77% |
$16K - $17.6K
|
82
$5.04K
|