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 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
263New |
$16.4K - $19.4K
|
263
$18.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
202+ 5.84% |
$12.6K - $14.9K
|
3.66K
$255K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
197+ 123.13% |
$12.3K - $14.5K
|
357
$24.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
100New |
$6.24K - $7.37K
|
100
$6.98K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
46New |
$2.87K - $3.39K
|
46
$3.21K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
42New |
$2.62K - $3.09K
|
42
$2.93K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
35New |
$2.19K - $2.58K
|
35
$2.44K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
31New |
$1.94K - $2.28K
|
31
$2.16K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
26+ 1.4% |
$1.62K - $1.91K
|
1.89K
$132K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15New |
$937 - $1.1K
|
15
$1.05K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.27% |
$187 - $221
|
1.1K
$76.6K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
318KNew |
$18.8M - $20.9M
|
318K
$22.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
10.3KNew |
$609K - $679K
|
10.3K
$721K
|
|
|
Nov 03, 2023
Q3 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
7.54KNew |
$444K - $495K
|
7.54K
$526K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
3.32KNew |
$195K - $218K
|
3.32K
$231K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.64K+ 30.61% |
$155K - $173K
|
11.2K
$785K
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.1KNew |
$64.8K - $72.2K
|
1.1K
$76.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
922+ 23.07% |
$54.3K - $60.5K
|
4.92K
$343K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
602+ 16.64% |
$35.5K - $39.5K
|
4.22K
$294K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
600+ 16.67% |
$35.4K - $39.4K
|
4.2K
$293K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
142New |
$8.37K - $9.32K
|
142
$9.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
102New |
$6.01K - $6.7K
|
102
$7.11K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
85New |
$5.01K - $5.58K
|
85
$5.93K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
25New |
$1.47K - $1.64K
|
25
$1.74K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
19New |
$1.12K - $1.25K
|
19
$1.33K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7+ 30.43% |
$413 - $460
|
30
$2.09K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 80.0% |
$236 - $263
|
9
$628
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
83.8KNew |
$4.67M - $5.31M
|
83.8K
$5.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
58.3KNew |
$3.24M - $3.69M
|
58.3K
$4.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
36.9K+ 42.41% |
$2.05M - $2.34M
|
124K
$8.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
30.9K+ 139.76% |
$1.72M - $1.96M
|
52.9K
$3.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
28.2KNew |
$1.57M - $1.78M
|
28.2K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
18.4KNew |
$1.02M - $1.17M
|
18.4K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
10KNew |
$557K - $634K
|
10K
$698K
|
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
PUT |
3.4K+ 60.71% |
$189K - $215K
|
9K
$628K
|
|
|
Aug 01, 2023
Q2 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
2.75K+ 3.16% |
$153K - $174K
|
89.9K
$6.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.11KNew |
$117K - $134K
|
2.11K
$147K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.35K+ 76.84% |
$75.2K - $85.5K
|
3.11K
$217K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
778New |
$43.3K - $49.3K
|
778
$54.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
272+ 3.69% |
$15.1K - $17.2K
|
7.64K
$533K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
100+ 20.58% |
$5.57K - $6.34K
|
586
$40.9K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
93New |
$5.18K - $5.89K
|
93
$6.49K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
27+ 108.0% |
$1.5K - $1.71K
|
52
$3.63K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
24New |
$1.34K - $1.52K
|
24
$1.67K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
15New |
$835 - $950
|
15
$1.05K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.37% |
$111 - $127
|
542
$37.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1+ 0.02% |
$55.7 - $63.4
|
5.38K
$376K
|
|
| Q1 2023 | |||||||
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
290KNew |
$17.4M - $21.6M
|
290K
$20.2M
|
|
|
May 15, 2023
Q1 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
121K+ 145.87% |
$7.26M - $8.99M
|
204K
$14.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Australian Super Pty LTD
|
BUY
|
- |
75KNew |
$4.5M - $5.57M
|
75K
$5.23M
|
|