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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
5.55K+ 82.01% |
$368K - $423K
|
12.3K
$765K
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
5.36K+ 25.1% |
$356K - $409K
|
26.7K
$1.66M
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
4.77KNew |
$317K - $364K
|
4.77K
$296K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.13KNew |
$274K - $315K
|
4.13K
$257K
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
3.37KNew |
$224K - $257K
|
3.37K
$210K
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.14KNew |
$209K - $240K
|
3.14K
$195K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.08KNew |
$204K - $234K
|
3.08K
$191K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.04KNew |
$202K - $232K
|
3.04K
$189K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.95KNew |
$196K - $225K
|
2.95K
$183K
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
BUY
|
- |
2.82KNew |
$187K - $215K
|
2.82K
$175K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
2.5K+ 9.74% |
$166K - $191K
|
28.2K
$1.75M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.37K+ 22.04% |
$157K - $181K
|
13.1K
$815K
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.73K+ 0.82% |
$115K - $132K
|
213K
$13.3M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.36KNew |
$90.1K - $103K
|
1.36K
$84.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
545New |
$36.2K - $41.6K
|
545
$33.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
538+ 2.64% |
$35.7K - $41K
|
21K
$1.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
494+ 2.82% |
$32.8K - $37.7K
|
18K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
442New |
$29.3K - $33.7K
|
442
$27.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
112New |
$7.44K - $8.54K
|
112
$6.96K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
108+ 1.51% |
$7.17K - $8.24K
|
7.25K
$451K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
75New |
$4.98K - $5.72K
|
75
$4.66K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
75+ 50.0% |
$4.98K - $5.72K
|
225
$14K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
40+ 0.25% |
$2.66K - $3.05K
|
16.3K
$1.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
40+ 0.99% |
$2.66K - $3.05K
|
4.06K
$252K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
24+ 0.26% |
$1.59K - $1.83K
|
9.44K
$586K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
8New |
$531 - $610
|
8
$497
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
4+ 0.06% |
$266 - $305
|
6.83K
$424K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
43.4K+ 0.48% |
$995K - $3.01M
|
9.03M
$561M
|
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
BUY
|
- |
19.2KNew |
$440K - $1.33M
|
19.2K
$1.19M
|
|
|
Nov 08, 2022
Q3 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
16.9KNew |
$386K - $1.17M
|
16.9K
$1.05M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.2KNew |
$349K - $1.05M
|
15.2K
$945K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
11.5K+ 83.29% |
$265K - $801K
|
25.4K
$1.58M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
7.65KNew |
$175K - $531K
|
7.65K
$475K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
5.9K+ 119.19% |
$135K - $409K
|
10.9K
$674K
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
3.8KNew |
$87.1K - $264K
|
3.8K
$236K
|
|
|
Nov 14, 2022
Q3 2022
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
3.33KNew |
$76.3K - $231K
|
3.33K
$207K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.28KNew |
$52.1K - $158K
|
2.28K
$141K
|
|
|
Nov 14, 2022
Q3 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.07KNew |
$47.4K - $143K
|
2.07K
$128K
|
|
|
Nov 14, 2022
Q3 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
1.62K+ 9.62% |
$37.2K - $113K
|
18.5K
$1.15M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
952+ 19.85% |
$21.8K - $66K
|
5.75K
$357K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
900New |
$20.6K - $62.4K
|
900
$55.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
457New |
$10.5K - $31.7K
|
457
$28.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
341New |
$7.82K - $23.7K
|
341
$21.2K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
338+ 1.79% |
$7.75K - $23.4K
|
19.2K
$1.19M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
300New |
$6.88K - $20.8K
|
300
$18.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
236+ 7.89% |
$5.41K - $16.4K
|
3.23K
$200K
|
|
|
Nov 14, 2022
Q3 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
236+ 7.89% |
$5.41K - $16.4K
|
3.23K
$200K
|
|
|
Oct 25, 2022
Q3 2022
|
Denali Advisors LLC
|
BUY
|
- |
200New |
$4.58K - $13.9K
|
200
$12.4K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
174+ 238.36% |
$3.99K - $12.1K
|
247
$15.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
145New |
$3.32K - $10.1K
|
145
$9.01K
|
|