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, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.37KNew |
$191K - $240K
|
3.37K
$235K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.31KNew |
$188K - $236K
|
3.31K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
3.3KNew |
$187K - $235K
|
3.3K
$230K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.3KNew |
$187K - $235K
|
3.3K
$230K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
3.27KNew |
$186K - $233K
|
3.27K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
3.26KNew |
$185K - $233K
|
3.26K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.23K+ 3.19% |
$183K - $230K
|
104K
$7.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.22K+ 1.79% |
$183K - $229K
|
183K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
3.2KNew |
$181K - $228K
|
3.2K
$223K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.19K+ 898.59% |
$181K - $227K
|
3.55K
$247K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3.19KNew |
$181K - $227K
|
3.19K
$222K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
3.16KNew |
$179K - $225K
|
3.16K
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.12KNew |
$177K - $223K
|
3.12K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3.12KNew |
$177K - $222K
|
3.12K
$218K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
CALL |
3.1KNew |
$176K - $221K
|
3.1K
$216K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
3.06KNew |
$173K - $218K
|
3.06K
$213K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
3.02KNew |
$171K - $215K
|
3.02K
$211K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.02KNew |
$171K - $215K
|
3.02K
$210K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
3.01K+ 9.73% |
$171K - $215K
|
34K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
3KNew |
$170K - $214K
|
3K
$209K
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
2.99K+ 0.75% |
$170K - $213K
|
403K
$28.1M
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
2.98KNew |
$169K - $213K
|
2.98K
$208K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.97KNew |
$168K - $212K
|
2.97K
$207K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.95K+ 0.19% |
$167K - $210K
|
1.52M
$106M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.95KNew |
$167K - $210K
|
2.95K
$205K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.93KNew |
$166K - $209K
|
2.93K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
2.92KNew |
$166K - $208K
|
2.92K
$204K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.92KNew |
$165K - $208K
|
2.92K
$203K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.92KNew |
$165K - $208K
|
2.92K
$203K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.91KNew |
$165K - $208K
|
2.91K
$203K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.9KNew |
$165K - $207K
|
2.9K
$203K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
2.88KNew |
$163K - $205K
|
2.88K
$201K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
2.88KNew |
$163K - $205K
|
2.88K
$201K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.82KNew |
$160K - $201K
|
2.82K
$196K
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
2.81KNew |
$159K - $200K
|
2.81K
$196K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.81K+ 83.46% |
$159K - $200K
|
6.17K
$430K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.79K+ 15.81% |
$158K - $198K
|
20.4K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.78K+ 56.81% |
$158K - $198K
|
7.67K
$535K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.68K+ 15.71% |
$152K - $191K
|
19.7K
$1.38M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
2.65K+ 16.68% |
$150K - $189K
|
18.5K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.57K+ 9.51% |
$146K - $183K
|
29.6K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.55K+ 8.52% |
$145K - $182K
|
32.5K
$2.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.53KNew |
$143K - $180K
|
2.53K
$176K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.43K+ 0.68% |
$138K - $173K
|
360K
$25.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.3K+ 2.45% |
$131K - $164K
|
96.3K
$6.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.3K+ 11.84% |
$130K - $164K
|
21.7K
$1.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
2.23K+ 2.11% |
$126K - $159K
|
108K
$7.52M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.2K+ 4.39% |
$125K - $157K
|
52.3K
$3.64M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.17K+ 1.75% |
$123K - $155K
|
126K
$8.82M
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
2.16K+ 4.01% |
$123K - $154K
|
56.1K
$3.91M
|