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 |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.47KNew |
$75.6K - $117K
|
1.47K
$102K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.44K+ 50.52% |
$74.4K - $115K
|
4.3K
$300K
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1.42K+ 49.98% |
$73K - $113K
|
4.25K
$297K
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.35K+ 50.0% |
$69.6K - $107K
|
4.05K
$282K
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.22K+ 49.98% |
$63K - $97.3K
|
3.67K
$256K
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.11K+ 50.0% |
$57.2K - $88.3K
|
3.33K
$232K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.1KNew |
$56.9K - $87.9K
|
1.1K
$77K
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.02K+ 49.85% |
$52.7K - $81.5K
|
3.08K
$214K
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
922+ 46.42% |
$47.5K - $73.4K
|
2.91K
$203K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
739+ 12.41% |
$38.1K - $58.8K
|
6.69K
$467K
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
562+ 49.96% |
$29K - $44.7K
|
1.69K
$118K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
449+ 49.83% |
$23.1K - $35.7K
|
1.35K
$94.2K
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
374+ 6.65% |
$19.3K - $29.8K
|
6K
$419K
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
370+ 50.0% |
$19.1K - $29.5K
|
1.11K
$77.4K
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
337+ 49.93% |
$17.4K - $26.8K
|
1.01K
$70.6K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
276+ 49.91% |
$14.2K - $22K
|
829
$57.8K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
269New |
$13.9K - $21.4K
|
269
$18.8K
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
225New |
$11.6K - $17.9K
|
225
$15.7K
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
225+ 50.0% |
$11.6K - $17.9K
|
675
$47.1K
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
219+ 50.0% |
$11.3K - $17.4K
|
657
$45.8K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
209+ 50.98% |
$10.8K - $16.6K
|
619
$43.2K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
206+ 50.0% |
$10.6K - $16.4K
|
618
$43.1K
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
140+ 49.82% |
$7.22K - $11.1K
|
421
$29.4K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
138New |
$7.11K - $11K
|
138
$9.63K
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
136+ 1236.36% |
$7.01K - $10.8K
|
147
$10.3K
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
121+ 49.79% |
$6.24K - $9.63K
|
364
$25.4K
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
113+ 49.56% |
$5.82K - $9K
|
341
$23.8K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
112+ 49.78% |
$5.77K - $8.92K
|
337
$23.5K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
100+ 50.0% |
$5.15K - $7.96K
|
300
$20.9K
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
93New |
$4.79K - $7.4K
|
93
$6.49K
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
87+ 48.88% |
$4.48K - $6.93K
|
265
$18.5K
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
77+ 50.0% |
$3.97K - $6.13K
|
231
$16.1K
|
|
Nov 13, 2024
Q3 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
72+ 49.66% |
$3.71K - $5.73K
|
217
$15.1K
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
68+ 50.0% |
$3.5K - $5.41K
|
204
$14.2K
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
66+ 49.62% |
$3.4K - $5.25K
|
199
$13.9K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
66+ 49.62% |
$3.4K - $5.25K
|
199
$13.9K
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
60+ 34.29% |
$3.09K - $4.78K
|
235
$16.4K
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
54+ 49.54% |
$2.78K - $4.3K
|
163
$11.4K
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
53+ 49.53% |
$2.73K - $4.22K
|
160
$11.2K
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
41+ 50.0% |
$2.11K - $3.26K
|
123
$8.58K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
39New |
$2.01K - $3.11K
|
39
$2.72K
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
38+ 50.0% |
$1.96K - $3.03K
|
114
$7.95K
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
37+ 49.33% |
$1.91K - $2.95K
|
112
$7.81K
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
36+ 50.0% |
$1.86K - $2.87K
|
108
$7.53K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
36+ 49.32% |
$1.86K - $2.87K
|
109
$7.6K
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
35+ 50.72% |
$1.8K - $2.79K
|
104
$7.25K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
26New |
$1.34K - $2.07K
|
26
$1.81K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
22+ 50.0% |
$1.13K - $1.75K
|
66
$4.6K
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
21New |
$1.08K - $1.67K
|
21
$1.46K
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 34.48% |
$1.03K - $1.59K
|
78
$5.44K
|