Purchases and Sales Made in Q1 2022 in Berkley W R Corp (WRB)
This table provides information about the institutional ownership of Berkley W R Corp (WRB) during Q1 2022. The information is specifically focused on institutions that hold shares of BERKLEY W R CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
876+ 70.47% |
$47.5K - $58.8K
|
2.12K
$132K
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
868+ 49.94% |
$47K - $58.2K
|
2.61K
$162K
|
|
May 10, 2022
Q1 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
860New |
$46.6K - $57.7K
|
860
$53.6K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
820+ 14.76% |
$44.4K - $55K
|
6.38K
$397K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
776+ 177.98% |
$42K - $52.1K
|
1.21K
$75.5K
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
771+ 29.6% |
$41.8K - $51.7K
|
3.38K
$210K
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
760+ 16.81% |
$41.2K - $51K
|
5.28K
$329K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
729+ 14.99% |
$39.5K - $48.9K
|
5.59K
$348K
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
646+ 23.6% |
$35K - $43.3K
|
3.38K
$211K
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
637+ 28.31% |
$34.5K - $42.7K
|
2.89K
$180K
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
636+ 49.96% |
$34.5K - $42.7K
|
1.91K
$119K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
623+ 65.3% |
$33.7K - $41.8K
|
1.58K
$98.2K
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
562+ 49.96% |
$30.4K - $37.7K
|
1.69K
$105K
|
|
May 13, 2022
Q1 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
558+ 17.19% |
$30.2K - $37.4K
|
3.81K
$237K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
529+ 50.19% |
$28.7K - $35.5K
|
1.58K
$98.6K
|
|
Apr 25, 2022
Q1 2022
|
Tobam
|
BUY
|
- |
528+ 107.32% |
$28.6K - $35.4K
|
1.02K
$63.5K
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
479+ 49.95% |
$25.9K - $32.1K
|
1.44K
$89.5K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
473+ 61.19% |
$25.6K - $31.7K
|
1.25K
$77.6K
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
469+ 9.82% |
$25.4K - $31.5K
|
5.25K
$327K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
460+ 52.63% |
$24.9K - $30.9K
|
1.33K
$83.1K
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
441+ 1025.58% |
$23.9K - $29.6K
|
484
$30.1K
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
437+ 54.69% |
$23.7K - $29.3K
|
1.24K
$77K
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
425+ 40.51% |
$23K - $28.5K
|
1.47K
$91.8K
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
413+ 826.0% |
$22.4K - $27.7K
|
463
$28.8K
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
402+ 13.41% |
$21.8K - $27K
|
3.4K
$212K
|
|
May 11, 2022
Q1 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
367+ 13.44% |
$19.9K - $24.6K
|
3.1K
$193K
|
|
May 16, 2022
Q1 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
367+ 13.44% |
$19.9K - $24.6K
|
3.1K
$193K
|
|
May 09, 2022
Q1 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
316+ 28.44% |
$17.1K - $21.2K
|
1.43K
$88.9K
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
306+ 54.26% |
$16.6K - $20.5K
|
870
$54.2K
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
296+ 870.59% |
$16K - $19.9K
|
330
$20.5K
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
277+ 49.91% |
$15K - $18.6K
|
832
$51.8K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
275New |
$14.9K - $18.4K
|
275
$17.1K
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
261+ 50.98% |
$14.1K - $17.5K
|
773
$48.1K
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
250+ 50.2% |
$13.5K - $16.8K
|
748
$46.6K
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
240New |
$13K - $16.1K
|
240
$14.9K
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
235+ 23.76% |
$12.7K - $15.8K
|
1.22K
$76.2K
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
225+ 50.0% |
$12.2K - $15.1K
|
675
$42K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
216New |
$11.7K - $14.5K
|
216
$13.5K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
212New |
$11.5K - $14.2K
|
212
$13.2K
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
206+ 58.19% |
$11.2K - $13.8K
|
560
$34.9K
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
198New |
$10.7K - $13.3K
|
198
$12.3K
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
197+ 157.6% |
$10.7K - $13.2K
|
322
$20.1K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
195+ 59.27% |
$10.6K - $13.1K
|
524
$32.6K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
193+ 14.0% |
$10.5K - $12.9K
|
1.57K
$97.9K
|
|
May 11, 2022
Q1 2022
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
185+ 26.73% |
$10K - $12.4K
|
877
$54.6K
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
177+ 49.86% |
$9.59K - $11.9K
|
532
$33.1K
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
177+ 49.72% |
$9.59K - $11.9K
|
533
$33.2K
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
162+ 50.0% |
$8.78K - $10.9K
|
486
$30.3K
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
151+ 50.0% |
$8.18K - $10.1K
|
453
$28.2K
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
150New |
$8.13K - $10.1K
|
150
$9.34K
|