Latest Institutional Purchases of Berkley W R Corp (WRB)
This list provides information on the latest institutional transactions involving Berkley W R Corp (WRB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
53.6K+ 102.81% |
$3.03M - $3.48M
|
106K
$6.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
41.5KNew |
$2.34M - $2.69M
|
41.5K
$2.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
26KNew |
$1.47M - $1.69M
|
26K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
21.7K+ 75.56% |
$1.23M - $1.41M
|
50.5K
$2.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
18.5KNew |
$1.05M - $1.2M
|
18.5K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
14.8KNew |
$834K - $959K
|
14.8K
$849K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
14.7K+ 6.1% |
$829K - $953K
|
255K
$14.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.57KNew |
$541K - $622K
|
9.57K
$551K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
8.04KNew |
$454K - $522K
|
8.04K
$462K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
6.29K+ 45.79% |
$355K - $408K
|
20K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.12K+ 41.03% |
$289K - $333K
|
17.6K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.97KNew |
$280K - $322K
|
4.97K
$286K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
4.94K+ 130.76% |
$279K - $321K
|
8.73K
$502K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.5K+ 1095.86% |
$254K - $292K
|
4.92K
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.36K+ 3.8% |
$246K - $283K
|
119K
$6.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.03K+ 6.58% |
$228K - $262K
|
65.3K
$3.75M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
4K+ 20.25% |
$226K - $260K
|
23.8K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.6K+ 22.71% |
$203K - $234K
|
19.4K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.54KNew |
$200K - $230K
|
3.54K
$204K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.08K+ 49.83% |
$174K - $200K
|
9.26K
$532K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.45K+ 69.46% |
$138K - $159K
|
5.97K
$343K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.43K+ 26.71% |
$137K - $158K
|
11.5K
$664K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.13K+ 180.85% |
$120K - $138K
|
3.3K
$190K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.01KNew |
$113K - $130K
|
2.01K
$115K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.89K+ 32.9% |
$107K - $123K
|
7.63K
$439K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.48K+ 6.26% |
$83.5K - $96K
|
25.1K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.47K+ 12.65% |
$82.9K - $95.3K
|
13.1K
$752K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.4KNew |
$79.1K - $90.9K
|
1.4K
$80.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.4K+ 13.19% |
$78.9K - $90.7K
|
12K
$689K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.26K+ 4.9% |
$71.3K - $82K
|
27K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.26K+ 5.5% |
$70.9K - $81.5K
|
24.1K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
1.21K+ 0.36% |
$68.3K - $78.6K
|
335K
$19.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
956+ 3.11% |
$54K - $62.1K
|
31.7K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
856+ 0.21% |
$48.3K - $55.6K
|
400K
$23M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
780+ 5.54% |
$44.1K - $50.7K
|
14.9K
$855K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
676+ 3.23% |
$38.2K - $43.9K
|
21.6K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
665+ 9.83% |
$37.6K - $43.2K
|
7.43K
$427K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
585+ 1.45% |
$33K - $38K
|
41K
$2.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
578+ 10.53% |
$32.6K - $37.5K
|
6.07K
$349K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
485+ 1.28% |
$27.4K - $31.5K
|
38.2K
$2.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
450+ 7.5% |
$25.4K - $29.2K
|
6.45K
$371K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
437+ 16.74% |
$24.7K - $28.4K
|
3.05K
$175K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
426+ 3.39% |
$24.1K - $27.7K
|
13K
$748K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
395+ 23.01% |
$22.3K - $25.7K
|
2.11K
$121K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
300+ 0.35% |
$16.9K - $19.5K
|
86.3K
$4.97M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
242+ 1.81% |
$13.7K - $15.7K
|
13.6K
$784K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
235+ 1.53% |
$13.3K - $15.3K
|
15.6K
$899K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
181+ 2.3% |
$10.2K - $11.8K
|
8.04K
$462K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
148+ 3.55% |
$8.36K - $9.61K
|
4.32K
$248K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
113+ 1.37% |
$6.38K - $7.34K
|
8.35K
$480K
|