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 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-150Closed |
$4.34K - $7.95K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-73Closed |
$2.11K - $3.87K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-18.7KClosed |
$541K - $992K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Hanseatic Management Services Inc
|
SELL
|
- |
-8.97KClosed |
$259K - $475K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-27.1KClosed |
$785K - $1.44M
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Diversified Trust CO
|
SELL
|
- |
-2.95KClosed |
$85.4K - $157K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-27Closed |
$781 - $1.43K
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Polianta LTD
|
SELL
|
- |
-16.3KClosed |
$471K - $864K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.85KClosed |
$174K - $186K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-53.8KClosed |
$2.43M - $2.6M
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Cowen And Company, LLC
|
SELL
|
- |
-5.05KClosed |
$228K - $244K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-326Closed |
$14.7K - $15.7K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Clear Investment Research, LLC
|
SELL
|
- |
-10Closed |
$451 - $483
|
0
$0
|
|
|
Jan 16, 2020
Q4 2019
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-16.6KClosed |
$750K - $803K
|
0
$0
|
|
|
Jan 13, 2020
Q4 2019
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-20.9KClosed |
$941K - $1.01M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-36Closed |
$1.59K - $1.75K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-3.6KClosed |
$159K - $175K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-33Closed |
$1.46K - $1.61K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-60.5KClosed |
$2.68M - $2.94M
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-19.1KClosed |
$846K - $930K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-70KClosed |
$3.1M - $3.41M
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-7.96KClosed |
$352K - $387K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.2KClosed |
$142K - $156K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Donoghue Forlines LLC
|
SELL
|
- |
-39.2KClosed |
$1.73M - $1.91M
|
0
$0
|
|
|
Oct 24, 2019
Q3 2019
|
St. James Investment Company, LLC
|
SELL
|
- |
-399KClosed |
$17.6M - $19.4M
|
0
$0
|
|
| Q2 2019 | |||||||
|
Oct 15, 2019
Q2 2019
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.52KClosed |
$207K - $246K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-266Closed |
$10K - $11.9K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Parametrica Management LTD
|
SELL
|
- |
-4.23KClosed |
$159K - $189K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-16Closed |
$601 - $713
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-115Closed |
$4.32K - $5.13K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-140Closed |
$5.26K - $6.24K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-700Closed |
$26.3K - $31.2K
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Boston Trust Walden Corp
|
SELL
|
- |
-50.3KClosed |
$1.89M - $2.24M
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-4.7KClosed |
$177K - $210K
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-36Closed |
$1.35K - $1.61K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-3.08KClosed |
$97.3K - $116K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Roof Eidam & Maycock
|
SELL
|
- |
-13.9KClosed |
$440K - $524K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-116Closed |
$3.59K - $4.09K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-19.1KClosed |
$592K - $675K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-59- 8.94% |
$1.82K - $2.08K
|
601
$35.8K
|
|
|
Feb 13, 2019
Q4 2018
|
Washington Trust Bank
|
SELL
|
- |
-50Closed |
$1.55K - $1.76K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.08KClosed |
$64.2K - $73.2K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Parisi Gray Wealth Management
|
SELL
|
- |
-300Closed |
$9.28K - $10.6K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-300Closed |
$9.28K - $10.6K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Arcus Capital Partners, LLC
|
BUY
|
- |
15.4KNew |
$476K - $543K
|
15.4K
$916K
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-274Closed |
$8.47K - $9.66K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-22Closed |
$680 - $776
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Cutler Group LP
|
SELL
|
PUT |
-800Closed |
$24.7K - $28.2K
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
True Private Wealth Advisors
|
SELL
|
- |
-160Closed |
$4.95K - $5.64K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-13Closed |
$415 - $465
|
0
$0
|
|