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 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
46+ 90.2% |
$2.61K - $3.28K
|
97
$6.77K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
45New |
$2.55K - $3.21K
|
45
$3.14K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
44+ 0.3% |
$2.49K - $3.14K
|
14.9K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
43New |
$2.44K - $3.06K
|
43
$3K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
41New |
$2.32K - $2.92K
|
41
$2.86K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
34+ 0.33% |
$1.93K - $2.42K
|
10.4K
$722K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
34New |
$1.93K - $2.42K
|
34
$2.37K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
34+ 18.18% |
$1.93K - $2.42K
|
221
$15.4K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
32+ 0.82% |
$1.81K - $2.28K
|
3.95K
$275K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
31New |
$1.76K - $2.21K
|
31
$2.16K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
31New |
$1.76K - $2.21K
|
31
$2.16K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
31+ 0.17% |
$1.76K - $2.21K
|
18.7K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
29+ 120.83% |
$1.64K - $2.07K
|
53
$3.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
27+ 0.11% |
$1.53K - $1.92K
|
24K
$1.67M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
26+ 26.0% |
$1.47K - $1.85K
|
126
$8.79K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
25New |
$1.42K - $1.78K
|
25
$1.74K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
20+ 200.0% |
$1.13K - $1.43K
|
30
$2.09K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
20+ 0.08% |
$1.13K - $1.43K
|
25.8K
$1.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 0.53% |
$1.13K - $1.43K
|
3.82K
$266K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
19+ 0.54% |
$1.08K - $1.35K
|
3.57K
$249K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
18+ 2.1% |
$1.02K - $1.28K
|
875
$61K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
18+ 21.43% |
$1.02K - $1.28K
|
102
$7.11K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
17+ 0.03% |
$964 - $1.21K
|
59.3K
$4.13M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
16New |
$907 - $1.14K
|
16
$1.12K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
16+ 0.32% |
$907 - $1.14K
|
5.09K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
13New |
$737 - $927
|
13
$907
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
12New |
$680 - $855
|
12
$837
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
11New |
$624 - $784
|
11
$767
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
11+ 45.83% |
$624 - $784
|
35
$2.44K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
11New |
$624 - $784
|
11
$767
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 1.62% |
$567 - $713
|
627
$43.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 100.0% |
$567 - $713
|
20
$1.4K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
8New |
$454 - $570
|
8
$558
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
8New |
$454 - $570
|
8
$558
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
7New |
$397 - $499
|
7
$488
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
7+ 0.14% |
$397 - $499
|
5.1K
$356K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6+ 25.0% |
$340 - $428
|
30
$2.09K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
6+ 200.0% |
$340 - $428
|
9
$628
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
6New |
$340 - $428
|
6
$419
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.47% |
$284 - $356
|
1.06K
$74K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
4+ 0.06% |
$227 - $285
|
6.27K
$437K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4New |
$227 - $285
|
4
$279
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 7.27% |
$227 - $285
|
59
$4.12K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.21% |
$227 - $285
|
1.92K
$134K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3New |
$170 - $214
|
3
$209
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2+ 0.01% |
$113 - $143
|
24.1K
$1.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 4.17% |
$113 - $143
|
50
$3.49K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1+ 0.0% |
$56.7 - $71.3
|
58.3K
$4.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.14% |
$56.7 - $71.3
|
727
$50.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 11.11% |
$56.7 - $71.3
|
10
$698
|