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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
665+ 9.83% |
$37.6K - $43.2K
|
7.43K
$442K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-534- 15.59% |
$30.2K - $34.7K
|
2.89K
$172K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
485+ 1.28% |
$27.4K - $31.5K
|
38.2K
$2.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
181+ 2.3% |
$10.2K - $11.8K
|
8.04K
$478K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.09K- 22.15% |
$175K - $201K
|
10.9K
$647K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-386- 0.76% |
$21.8K - $25.1K
|
50.4K
$3M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-53- 1.71% |
$2.99K - $3.44K
|
3.05K
$182K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
585+ 1.45% |
$33K - $38K
|
41K
$2.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
4.94K+ 130.76% |
$279K - $321K
|
8.73K
$519K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-485- 46.55% |
$27.4K - $31.5K
|
557
$33.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 8.72% |
$847 - $974
|
187
$11.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
242+ 1.81% |
$13.7K - $15.7K
|
13.6K
$811K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
437+ 16.74% |
$24.7K - $28.4K
|
3.05K
$181K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-6.76K- 9.75% |
$382K - $439K
|
62.5K
$3.72M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
91+ 23.39% |
$5.14K - $5.91K
|
480
$28.6K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.48K+ 6.26% |
$83.5K - $96K
|
25.1K
$1.49M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
4K+ 20.25% |
$226K - $260K
|
23.8K
$1.41M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
18.5KNew |
$1.05M - $1.2M
|
18.5K
$1.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-26.9K- 1.97% |
$1.52M - $1.74M
|
1.34M
$79.5M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
45+ 25.28% |
$2.54K - $2.92K
|
223
$13.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.89K+ 32.9% |
$107K - $123K
|
7.63K
$454K
|
|
| Q3 2024 | |||||||
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4+ 28.57% |
$206 - $318
|
18
$1.07K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.62M+ 55.08% |
$135M - $208M
|
7.37M
$438M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.57K+ 50.84% |
$80.7K - $125K
|
4.65K
$277K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.55KNew |
$79.6K - $123K
|
1.55K
$92K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.88K- 44.2% |
$200K - $309K
|
4.9K
$292K
|
|
|
Nov 19, 2024
Q3 2024
|
Unigestion Holding Sa
|
BUY
|
- |
343+ 3.68% |
$17.7K - $27.3K
|
9.66K
$575K
|
|
|
Nov 19, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-41K- 71.58% |
$2.11M - $3.26M
|
16.3K
$968K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
4.58K+ 49.74% |
$236K - $364K
|
13.8K
$820K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.77K+ 10.88% |
$91K - $141K
|
18K
$1.07M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
14.7K+ 49.43% |
$760K - $1.17M
|
44.6K
$2.65M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.8K+ 48.96% |
$661K - $1.02M
|
39K
$2.32M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.15K+ 40.32% |
$59.5K - $91.9K
|
4.02K
$239K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
647K+ 78.65% |
$33.3M - $51.5M
|
1.47M
$87.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
303+ 606.0% |
$15.6K - $24.1K
|
353
$21K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
12.9K+ 84.08% |
$665K - $1.03M
|
28.3K
$1.68M
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
6.59K+ 41.7% |
$340K - $525K
|
22.4K
$1.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.8K+ 44.65% |
$144K - $223K
|
9.06K
$539K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
9+ 50.0% |
$464 - $717
|
27
$1.61K
|
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
16.1K+ 45.29% |
$829K - $1.28M
|
51.6K
$3.07M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
53New |
$2.73K - $4.22K
|
53
$3.15K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3K+ 68.17% |
$155K - $239K
|
7.41K
$441K
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
25.5KNew |
$1.31M - $2.03M
|
25.5K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
BUY
|
- |
137K+ 109.33% |
$7.04M - $10.9M
|
261K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
887K+ 4987.31% |
$45.7M - $70.6M
|
905K
$53.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
30.1KNew |
$1.55M - $2.4M
|
30.1K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-81.5K- 46.72% |
$4.2M - $6.49M
|
93K
$5.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
3.72K+ 42.37% |
$192K - $296K
|
12.5K
$744K
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
3.79K+ 49.5% |
$195K - $302K
|
11.4K
$681K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
454K+ 49.23% |
$23.4M - $36.2M
|
1.38M
$82M
|
|