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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
228+ 3.7% |
$12.9K - $16.2K
|
6.39K
$445K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
218+ 24.6% |
$12.4K - $15.5K
|
1.1K
$77K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
216+ 9.93% |
$12.2K - $15.4K
|
2.39K
$167K
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
210+ 0.11% |
$11.9K - $15K
|
189K
$13.2M
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
205+ 0.31% |
$11.6K - $14.6K
|
65.3K
$4.56M
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
CALL |
200+ 18.18% |
$11.3K - $14.3K
|
1.3K
$90.7K
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
197+ 0.38% |
$11.2K - $14K
|
51.7K
$3.61M
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
195+ 4.71% |
$11.1K - $13.9K
|
4.34K
$303K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
194+ 4.17% |
$11K - $13.8K
|
4.84K
$338K
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
172+ 0.34% |
$9.75K - $12.3K
|
50.6K
$3.53M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
167+ 0.3% |
$9.47K - $11.9K
|
56.4K
$3.94M
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
162+ 19.04% |
$9.19K - $11.5K
|
1.01K
$70.7K
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
162+ 0.7% |
$9.19K - $11.5K
|
23.2K
$1.62M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
156+ 15.35% |
$8.85K - $11.1K
|
1.17K
$81.7K
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
155+ 1.97% |
$8.79K - $11K
|
8.03K
$560K
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
142New |
$8.05K - $10.1K
|
142
$9.9K
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
142+ 0.24% |
$8.05K - $10.1K
|
59.1K
$4.13M
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
142+ 2.45% |
$8.05K - $10.1K
|
5.93K
$414K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
141+ 1.79% |
$7.99K - $10K
|
8K
$558K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
132+ 2.69% |
$7.48K - $9.41K
|
5.05K
$352K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
125+ 3125.0% |
$7.09K - $8.91K
|
129
$9K
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
120New |
$6.8K - $8.55K
|
120
$8.37K
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
114+ 21.84% |
$6.46K - $8.12K
|
636
$44.4K
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
113+ 43.13% |
$6.41K - $8.05K
|
375
$26.2K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
108New |
$6.12K - $7.7K
|
108
$7.53K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
107+ 27.58% |
$6.07K - $7.63K
|
495
$34.5K
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
104+ 2.01% |
$5.9K - $7.41K
|
5.28K
$368K
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
103+ 7.68% |
$5.84K - $7.34K
|
1.45K
$101K
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
100+ 1.18% |
$5.67K - $7.13K
|
8.6K
$600K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
100+ 2.82% |
$5.67K - $7.13K
|
3.65K
$254K
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
94+ 1342.86% |
$5.33K - $6.7K
|
101
$7.04K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
90+ 0.29% |
$5.1K - $6.41K
|
31.4K
$2.19M
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
90+ 8.06% |
$5.1K - $6.41K
|
1.21K
$84.2K
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
85New |
$4.82K - $6.06K
|
85
$5.93K
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
84+ 0.46% |
$4.76K - $5.99K
|
18.4K
$1.28M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
80+ 1.21% |
$4.54K - $5.7K
|
6.67K
$465K
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
76+ 8.86% |
$4.31K - $5.42K
|
934
$65.1K
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
74+ 40.88% |
$4.2K - $5.27K
|
255
$17.8K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
74New |
$4.2K - $5.27K
|
74
$5.16K
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
73New |
$4.14K - $5.2K
|
73
$5.09K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
70New |
$3.97K - $4.99K
|
70
$4.88K
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
63+ 0.73% |
$3.57K - $4.49K
|
8.7K
$607K
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
61+ 1.29% |
$3.46K - $4.35K
|
4.78K
$333K
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
56+ 1.03% |
$3.18K - $3.99K
|
5.52K
$385K
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
52+ 13.94% |
$2.95K - $3.71K
|
425
$29.6K
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
49+ 64.47% |
$2.78K - $3.49K
|
125
$8.72K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
49+ 10.21% |
$2.78K - $3.49K
|
529
$36.9K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
48+ 13.22% |
$2.72K - $3.42K
|
411
$28.7K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
47+ 14.64% |
$2.66K - $3.35K
|
368
$25.7K
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
47+ 11.69% |
$2.66K - $3.35K
|
449
$31.3K
|