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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
46.3KNew |
$2.77M - $3.44M
|
46.3K
$3.23M
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
40.4KNew |
$2.42M - $3M
|
40.4K
$2.82M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
38.4K+ 272.87% |
$2.3M - $2.85M
|
52.4K
$3.66M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.2KNew |
$671K - $831K
|
11.2K
$781K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
8.78K+ 292.24% |
$526K - $652K
|
11.8K
$822K
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8.67K+ 20.08% |
$520K - $644K
|
51.9K
$3.62M
|
|
|
May 05, 2023
Q1 2023
|
Mqs Management LLC
|
BUY
|
- |
6.89KNew |
$413K - $512K
|
6.89K
$481K
|
|
|
May 12, 2023
Q1 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
6.3KNew |
$378K - $468K
|
6.3K
$439K
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.94K+ 84.18% |
$296K - $367K
|
10.8K
$754K
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
4.59KNew |
$275K - $341K
|
4.59K
$320K
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.37KNew |
$262K - $325K
|
4.37K
$305K
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.49K+ 41.77% |
$149K - $185K
|
8.43K
$588K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.32KNew |
$78.9K - $97.7K
|
1.32K
$91.7K
|
|
|
May 15, 2023
Q1 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
1.26K+ 0.06% |
$75.4K - $93.4K
|
2.22M
$155M
|
|
|
May 12, 2023
Q1 2023
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
797+ 7.91% |
$47.8K - $59.2K
|
10.9K
$759K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
552+ 1.2% |
$33.1K - $41K
|
46.4K
$3.24M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
545+ 0.1% |
$32.7K - $40.5K
|
532K
$37.1M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
253New |
$15.2K - $18.8K
|
253
$17.6K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
200New |
$12K - $14.9K
|
200
$14K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
177+ 26.26% |
$10.6K - $13.1K
|
851
$59.4K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
39New |
$2.34K - $2.9K
|
39
$2.72K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
31New |
$1.86K - $2.3K
|
31
$2.16K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
26New |
$1.56K - $1.93K
|
26
$1.81K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
9New |
$540 - $669
|
9
$628
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8New |
$480 - $594
|
8
$558
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
6+ 0.08% |
$360 - $446
|
7.42K
$518K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.62% |
$60 - $74.3
|
163
$11.4K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.25% |
$60 - $74.3
|
394
$27.5K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.72MNew |
$114M - $131M
|
1.72M
$120M
|
|
|
Oct 07, 2024
Q4 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
304KNew |
$20.2M - $23.2M
|
304K
$21.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
177KNew |
$11.7M - $13.5M
|
177K
$12.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
123K+ 14.92% |
$8.18M - $9.4M
|
949K
$66.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
65.2KNew |
$4.33M - $4.97M
|
65.2K
$4.55M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
62.9KNew |
$4.17M - $4.79M
|
62.9K
$4.39M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.73KNew |
$513K - $589K
|
7.73K
$539K
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
6.42KNew |
$426K - $489K
|
6.42K
$447K
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
6.29KNew |
$418K - $480K
|
6.29K
$439K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
6.09KNew |
$404K - $464K
|
6.09K
$425K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
5.55K+ 82.01% |
$368K - $423K
|
12.3K
$859K
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
5.36K+ 25.1% |
$356K - $409K
|
26.7K
$1.86M
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
4.77KNew |
$317K - $364K
|
4.77K
$333K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.13KNew |
$274K - $315K
|
4.13K
$288K
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
3.37KNew |
$224K - $257K
|
3.37K
$235K
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.14KNew |
$209K - $240K
|
3.14K
$219K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.08KNew |
$204K - $234K
|
3.08K
$214K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.04KNew |
$202K - $232K
|
3.04K
$212K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.95KNew |
$196K - $225K
|
2.95K
$206K
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
BUY
|
- |
2.82KNew |
$187K - $215K
|
2.82K
$197K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
2.5K+ 9.74% |
$166K - $191K
|
28.2K
$1.96M
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.73K+ 0.82% |
$115K - $132K
|
213K
$14.9M
|
|