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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
14+ 48.28% |
$722 - $1.11K
|
43
$3K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
11New |
$567 - $876
|
11
$767
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 50.0% |
$412 - $637
|
24
$1.67K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4+ 28.57% |
$206 - $318
|
18
$1.26K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
3New |
$155 - $239
|
3
$209
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 50.0% |
$155 - $239
|
9
$628
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 50.0% |
$103 - $159
|
6
$419
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
2+ 50.0% |
$103 - $159
|
6
$419
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
500KNew |
$38.3M - $43.7M
|
500K
$34.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkley W R Corp
Greenwich, CT |
BUY
|
- |
269KNew |
$20.6M - $23.5M
|
269K
$18.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
141K+ 0.9% |
$10.8M - $12.4M
|
15.8M
$1.1B
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
107KNew |
$8.21M - $9.37M
|
107K
$7.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
96.6KNew |
$7.4M - $8.45M
|
96.6K
$6.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
37.7K+ 51.1% |
$2.89M - $3.3M
|
111K
$7.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
13.6KNew |
$1.04M - $1.19M
|
13.6K
$949K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
7.02KNew |
$538K - $614K
|
7.02K
$490K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
CALL |
7KNew |
$537K - $612K
|
7K
$488K
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
6.83KNew |
$524K - $598K
|
6.83K
$477K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
5.07KNew |
$388K - $443K
|
5.07K
$353K
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
4.42KNew |
$339K - $387K
|
4.42K
$308K
|
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
3.77KNew |
$289K - $330K
|
3.77K
$263K
|
|
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.45KNew |
$264K - $302K
|
3.45K
$240K
|
|
|
Jul 22, 2024
Q2 2024
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
2.98KNew |
$228K - $261K
|
2.98K
$208K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.86KNew |
$219K - $250K
|
2.86K
$199K
|
|
|
Aug 14, 2024
Q2 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
2.7KNew |
$207K - $236K
|
2.7K
$188K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.56KNew |
$196K - $224K
|
2.56K
$178K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.74KNew |
$133K - $152K
|
1.74K
$121K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.33K+ 57.77% |
$102K - $117K
|
3.64K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
690+ 0.74% |
$52.9K - $60.4K
|
94.1K
$6.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
465+ 2.14% |
$35.6K - $40.7K
|
22.2K
$1.55M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
300New |
$23K - $26.2K
|
300
$20.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
193+ 49.87% |
$14.8K - $16.9K
|
580
$40.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
188+ 3.98% |
$14.4K - $16.4K
|
4.92K
$343K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
184New |
$14.1K - $16.1K
|
184
$12.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
149+ 275.93% |
$11.4K - $13K
|
203
$14.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
66New |
$5.06K - $5.77K
|
66
$4.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
39New |
$2.99K - $3.41K
|
39
$2.72K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
35+ 318.18% |
$2.68K - $3.06K
|
46
$3.21K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
32New |
$2.45K - $2.8K
|
32
$2.23K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
26New |
$1.99K - $2.27K
|
26
$1.81K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
25New |
$1.92K - $2.19K
|
25
$1.74K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
16New |
$1.23K - $1.4K
|
16
$1.12K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
14New |
$1.07K - $1.22K
|
14
$977
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
3.12MNew |
$224M - $276M
|
3.12M
$217M
|
|
|
May 15, 2024
Q1 2024
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
469KNew |
$33.8M - $41.5M
|
469K
$32.7M
|
|
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
42.9KNew |
$3.09M - $3.79M
|
42.9K
$2.99M
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
37.4KNew |
$2.69M - $3.31M
|
37.4K
$2.61M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
20.4K+ 4.6% |
$1.47M - $1.81M
|
464K
$32.4M
|
|
|
May 14, 2024
Q1 2024
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
20K+ 33.33% |
$1.44M - $1.77M
|
80K
$5.58M
|
|