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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
9New |
$488 - $604
|
9
$579
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
9+ 50.0% |
$488 - $604
|
27
$1.74K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7New |
$379 - $470
|
7
$450
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
7New |
$379 - $470
|
7
$450
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7+ 46.67% |
$379 - $470
|
22
$1.42K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$163 - $201
|
3
$193
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
2+ 4.0% |
$108 - $134
|
52
$3.35K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
2+ 40.0% |
$108 - $134
|
7
$450
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
1+ 33.33% |
$54.2 - $67.1
|
4
$257
|
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$54.2 - $67.1
|
3
$193
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 33.33% |
$54.2 - $67.1
|
4
$257
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 33.33% |
$54.2 - $67.1
|
4
$257
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-7- 4.02% |
$379 - $470
|
167
$10.7K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-8Closed |
$433 - $537
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-19- 4.62% |
$1.03K - $1.27K
|
392
$25.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-22Closed |
$1.19K - $1.48K
|
0
$0
|
|
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-27Closed |
$1.46K - $1.81K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-31Closed |
$1.68K - $2.08K
|
0
$0
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-36Closed |
$1.95K - $2.41K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-40- 1.84% |
$2.17K - $2.68K
|
2.13K
$137K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-44- 37.29% |
$2.38K - $2.95K
|
74
$4.76K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-44- 37.29% |
$2.38K - $2.95K
|
74
$4.76K
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-48Closed |
$2.6K - $3.22K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-82Closed |
$4.44K - $5.5K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-101- 26.03% |
$5.47K - $6.78K
|
287
$18.5K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-111Closed |
$6.01K - $7.45K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-136Closed |
$7.37K - $9.12K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-160- 2.22% |
$8.67K - $10.7K
|
7.06K
$454K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-176Closed |
$9.53K - $11.8K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-184Closed |
$9.97K - $12.3K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-193- 94.15% |
$10.5K - $12.9K
|
12
$772
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-206- 85.83% |
$11.2K - $13.8K
|
34
$2.19K
|
|
|
May 16, 2022
Q1 2022
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-208- 10.32% |
$11.3K - $14K
|
1.81K
$116K
|
|
|
May 16, 2022
Q1 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-373- 1.24% |
$20.2K - $25K
|
29.8K
$1.92M
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-411- 18.86% |
$22.3K - $27.6K
|
1.77K
$114K
|
|
|
May 13, 2022
Q1 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-519Closed |
$28.1K - $34.8K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-738- 66.43% |
$40K - $49.5K
|
373
$24K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-926- 9.31% |
$50.2K - $62.1K
|
9.03K
$581K
|
|
|
May 16, 2022
Q1 2022
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-1.24KClosed |
$67.3K - $83.3K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.75K- 12.52% |
$94.6K - $117K
|
12.2K
$785K
|
|
|
May 13, 2022
Q1 2022
|
Ing Groep Nv
|
SELL
|
- |
-1.95K- 10.7% |
$106K - $131K
|
16.3K
$1.05M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.13K- 24.42% |
$116K - $143K
|
6.6K
$425K
|
|
|
May 16, 2022
Q1 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-2.44KClosed |
$132K - $164K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-2.81K- 12.07% |
$152K - $189K
|
20.5K
$1.32M
|
|
|
Mar 30, 2023
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.99K- 18.77% |
$162K - $200K
|
12.9K
$832K
|
|
|
May 12, 2022
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.99K- 18.78% |
$162K - $201K
|
12.9K
$832K
|
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-3.06KClosed |
$166K - $205K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-3.12KClosed |
$169K - $209K
|
0
$0
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.2K- 58.93% |
$173K - $214K
|
2.23K
$143K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-3.35KClosed |
$182K - $225K
|
0
$0
|