Latest Institutional Sells of Berkley W R Corp (WRB)
This list provides information on the latest institutional transactions involving Berkley W R Corp (WRB) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-15.5K- 21.91% |
$1.03M - $1.18M
|
55.2K
$3.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-7.58K- 41.47% |
$503K - $578K
|
10.7K
$688K
|
|
|
Feb 02, 2023
Q4 2022
|
Toews Corp
|
SELL
|
- |
-7K- 39.77% |
$465K - $534K
|
10.6K
$682K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-2.7K- 1.93% |
$179K - $206K
|
137K
$8.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Candriam S.C.A.
|
SELL
|
- |
-2.35K- 8.36% |
$156K - $179K
|
25.8K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.6K- 2.33% |
$106K - $122K
|
66.9K
$4.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.48K- 15.36% |
$97.9K - $112K
|
8.13K
$523K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-1.06K- 8.62% |
$70K - $80.4K
|
11.2K
$719K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-630- 91.17% |
$41.8K - $48K
|
61
$3.92K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-533- 13.99% |
$35.4K - $40.6K
|
3.28K
$211K
|
|
|
Feb 07, 2023
Q4 2022
|
Presidio Capital Management, LLC
|
SELL
|
- |
-409- 9.5% |
$27.2K - $31.2K
|
3.9K
$251K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-242- 4.73% |
$16.1K - $18.5K
|
4.87K
$313K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-188- 5.77% |
$12.5K - $14.3K
|
3.07K
$198K
|
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-66- 1.21% |
$4.38K - $5.03K
|
5.4K
$347K
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-52- 1.69% |
$3.45K - $3.97K
|
3.02K
$194K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-22- 51.16% |
$1.46K - $1.68K
|
21
$1.35K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-18- 2.31% |
$1.2K - $1.37K
|
762
$49K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-12- 92.31% |
$797 - $915
|
1
$64.3
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-50.6K- 75.34% |
$1.16M - $3.51M
|
16.6K
$1.07M
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-45K- 85.26% |
$1.03M - $3.12M
|
7.78K
$500K
|
|
|
Nov 08, 2022
Q3 2022
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-23.3K- 10.92% |
$533K - $1.61M
|
190K
$12.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-6.96K- 1.55% |
$159K - $483K
|
441K
$28.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-6.25K- 51.53% |
$143K - $434K
|
5.88K
$378K
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-6.03K- 48.11% |
$138K - $418K
|
6.51K
$419K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-4.54KClosed |
$104K - $315K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-3.23KClosed |
$74K - $224K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-2.06K- 96.99% |
$47.3K - $143K
|
64
$4.12K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.1K- 19.64% |
$25.2K - $76.3K
|
4.5K
$289K
|
|
|
Nov 21, 2022
Q3 2022
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-705- 19.12% |
$16.2K - $48.9K
|
2.98K
$192K
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-488- 0.75% |
$11.2K - $33.8K
|
64.6K
$4.15M
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-326- 3.79% |
$7.47K - $22.6K
|
8.28K
$533K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-112Closed |
$2.57K - $7.77K
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-99- 50.0% |
$2.27K - $6.87K
|
99
$6.37K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-60- 5.52% |
$1.38K - $4.16K
|
1.03K
$66.1K
|
|
| Q2 2022 | |||||||
|
Jul 12, 2022
Q2 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.69MClosed |
$111M - $122M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-623KClosed |
$41.1M - $45M
|
0
$0
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-58.2K- 46.9% |
$3.84M - $4.21M
|
65.9K
$4.24M
|
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-51.3KClosed |
$3.38M - $3.7M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-30.1KClosed |
$1.99M - $2.18M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-19KClosed |
$1.26M - $1.38M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Pcj Investment Counsel Ltd.
|
SELL
|
- |
-15K- 37.5% |
$989K - $1.08M
|
25K
$1.61M
|
|
|
Aug 08, 2022
Q2 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-14.5KClosed |
$957K - $1.05M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-12.2KClosed |
$804K - $881K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Lgt Group Foundation
|
SELL
|
- |
-11.6KClosed |
$762K - $835K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-7.92KClosed |
$523K - $573K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Fifth Lane Capital, LP
Austin, TX |
SELL
|
- |
-6.3KClosed |
$416K - $456K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-5.41KClosed |
$357K - $391K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-4.75KClosed |
$313K - $343K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.85KClosed |
$254K - $279K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-3.81KClosed |
$251K - $275K
|
0
$0
|
|