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 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
426+ 3.39% |
$24.1K - $27.7K
|
13K
$907K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
373New |
$21.1K - $24.2K
|
373
$26K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
337New |
$19K - $21.9K
|
337
$23.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
283New |
$16K - $18.4K
|
283
$19.7K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
271+ 6.15% |
$15.3K - $17.6K
|
4.68K
$326K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
183New |
$10.3K - $11.9K
|
183
$12.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
160New |
$9.04K - $10.4K
|
160
$11.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
159+ 1.63% |
$8.98K - $10.3K
|
9.91K
$691K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
149+ 10.25% |
$8.42K - $9.68K
|
1.6K
$112K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
93+ 0.5% |
$5.25K - $6.04K
|
18.6K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
87+ 457.89% |
$4.91K - $5.65K
|
106
$7.39K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
79New |
$4.46K - $5.13K
|
79
$5.51K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
54New |
$3.05K - $3.51K
|
54
$3.77K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
36+ 0.98% |
$2.03K - $2.34K
|
3.71K
$259K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
24New |
$1.36K - $1.56K
|
24
$1.67K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
23+ 92.0% |
$1.3K - $1.49K
|
48
$3.35K
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
22+ 0.28% |
$1.24K - $1.43K
|
8.02K
$559K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
21New |
$1.19K - $1.36K
|
21
$1.46K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
14+ 26.42% |
$791 - $909
|
67
$4.67K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
14+ 26.42% |
$791 - $909
|
67
$4.67K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
13New |
$734 - $844
|
13
$907
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
12+ 10.08% |
$678 - $779
|
131
$9.14K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
9New |
$508 - $584
|
9
$628
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
9New |
$508 - $584
|
9
$628
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
7New |
$395 - $455
|
7
$488
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
6New |
$339 - $390
|
6
$419
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.23% |
$169 - $195
|
1.29K
$89.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3New |
$169 - $195
|
3
$209
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
990K+ 51.16% |
$51M - $78.8M
|
2.93M
$204M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
491K+ 58.22% |
$25.3M - $39.1M
|
1.33M
$93M
|
|
|
Nov 14, 2024
Q3 2024
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
441K+ 64.58% |
$22.7M - $35.1M
|
1.12M
$78.4M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
157KNew |
$8.08M - $12.5M
|
157K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
142K+ 50.0% |
$7.29M - $11.3M
|
425K
$29.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
BUY
|
- |
137K+ 109.33% |
$7.04M - $10.9M
|
261K
$18.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
BUY
|
- |
71K+ 37.18% |
$3.66M - $5.66M
|
262K
$18.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
41.2K+ 50.0% |
$2.12M - $3.28M
|
124K
$8.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.3K+ 48.95% |
$1.46M - $2.25M
|
86.1K
$6.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
27.4K+ 50.0% |
$1.41M - $2.18M
|
82.3K
$5.74M
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
25.5KNew |
$1.31M - $2.03M
|
25.5K
$1.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
20.3K+ 50.0% |
$1.04M - $1.61M
|
60.8K
$4.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
20.2K+ 48.79% |
$1.04M - $1.6M
|
61.5K
$4.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
18.2K+ 50.0% |
$937K - $1.45M
|
54.5K
$3.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
17.7K+ 50.0% |
$914K - $1.41M
|
53.2K
$3.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Tredje Ap Fonden
|
BUY
|
- |
16.1K+ 50.0% |
$827K - $1.28M
|
48.2K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
15.2KNew |
$781K - $1.21M
|
15.2K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
14.8K+ 51.57% |
$760K - $1.17M
|
43.4K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
14.4K+ 42.1% |
$742K - $1.15M
|
48.6K
$3.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.9K+ 47.88% |
$615K - $950K
|
36.9K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
11.7K+ 18.89% |
$605K - $935K
|
73.9K
$5.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
11.4K+ 50.0% |
$586K - $905K
|
34.1K
$2.38M
|
|