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 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
46.3KNew |
$2.77M - $3.44M
|
46.3K
$3.23M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-3.81K- 94.73% |
$228K - $283K
|
212
$14.8K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.06K- 13.12% |
$63.3K - $78.4K
|
6.98K
$487K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
552+ 1.2% |
$33.1K - $41K
|
46.4K
$3.24M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.62% |
$60 - $74.3
|
163
$11.4K
|
|
|
May 12, 2023
Q1 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
6.3KNew |
$378K - $468K
|
6.3K
$439K
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
40.4KNew |
$2.42M - $3M
|
40.4K
$2.82M
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
200New |
$12K - $14.9K
|
200
$14K
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-51- 0.8% |
$3.06K - $3.79K
|
6.32K
$441K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.05K- 17.31% |
$63.1K - $78.1K
|
5.03K
$351K
|
|
|
May 12, 2023
Q1 2023
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
797+ 7.91% |
$47.8K - $59.2K
|
10.9K
$759K
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.94K+ 84.18% |
$296K - $367K
|
10.8K
$754K
|
|
|
May 11, 2023
Q1 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-883- 4.19% |
$53K - $65.6K
|
20.2K
$1.41M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
8.78K+ 292.24% |
$526K - $652K
|
11.8K
$822K
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.49K+ 41.77% |
$149K - $185K
|
8.43K
$588K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.25% |
$60 - $74.3
|
394
$27.5K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-60- 0.89% |
$3.6K - $4.46K
|
6.65K
$464K
|
|
|
May 05, 2023
Q1 2023
|
Mqs Management LLC
|
BUY
|
- |
6.89KNew |
$413K - $512K
|
6.89K
$481K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.2KNew |
$671K - $831K
|
11.2K
$781K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
177+ 26.26% |
$10.6K - $13.1K
|
851
$59.4K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8New |
$480 - $594
|
8
$558
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5- 35.71% |
$300 - $371
|
9
$628
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-66- 51.56% |
$3.96K - $4.9K
|
62
$4.32K
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-404- 1.02% |
$24.2K - $30K
|
39.1K
$2.73M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1K- 19.49% |
$60K - $74.3K
|
4.13K
$288K
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.37KNew |
$262K - $325K
|
4.37K
$305K
|
|
|
Apr 28, 2023
Q1 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-70K- 92.82% |
$4.2M - $5.2M
|
5.41K
$377K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.32KNew |
$78.9K - $97.7K
|
1.32K
$91.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-13- 0.17% |
$780 - $966
|
7.71K
$537K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-646- 14.67% |
$38.7K - $48K
|
3.76K
$262K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
31New |
$1.86K - $2.3K
|
31
$2.16K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-441- 65.24% |
$26.4K - $32.8K
|
235
$16.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Australian Super Pty LTD
|
BUY
|
- |
75KNew |
$4.5M - $5.57M
|
75K
$5.23M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
6+ 0.08% |
$360 - $446
|
7.42K
$518K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-81- 93.1% |
$4.86K - $6.02K
|
6
$419
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-889- 2.01% |
$53.3K - $66K
|
43.4K
$3.03M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
9New |
$540 - $669
|
9
$628
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-3.72K- 25.38% |
$223K - $276K
|
10.9K
$763K
|
|
| Q4 2022 | |||||||
|
Oct 07, 2024
Q4 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
304KNew |
$20.2M - $23.2M
|
304K
$21.2M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.73KNew |
$513K - $589K
|
7.73K
$539K
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
4.77KNew |
$317K - $364K
|
4.77K
$333K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
75New |
$4.98K - $5.72K
|
75
$5.23K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-18- 2.31% |
$1.2K - $1.37K
|
762
$53.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-7.58K- 41.47% |
$503K - $578K
|
10.7K
$746K
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
6.29KNew |
$418K - $480K
|
6.29K
$439K
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.6K- 2.33% |
$106K - $122K
|
66.9K
$4.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
BUY
|
- |
2.82KNew |
$187K - $215K
|
2.82K
$197K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-533- 13.99% |
$35.4K - $40.6K
|
3.28K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
5.36K+ 25.1% |
$356K - $409K
|
26.7K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
123K+ 14.92% |
$8.18M - $9.4M
|
949K
$66.2M
|
|