Purchases and Sales Made in Q1 2023 in Berkley W R Corp (WRB)
This table provides information about the institutional ownership of Berkley W R Corp (WRB) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-905- 3.36% |
$54.3K - $67.2K
|
26.1K
$1.86M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1K- 19.49% |
$60K - $74.3K
|
4.13K
$295K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.01K- 0.01% |
$60.3K - $74.7K
|
14.4M
$1.03B
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-1.04K- 0.36% |
$62.2K - $77.1K
|
288K
$20.6M
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.04K- 24.17% |
$62.6K - $77.5K
|
3.28K
$234K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.05K- 17.31% |
$63.1K - $78.1K
|
5.03K
$359K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.06K- 13.12% |
$63.3K - $78.4K
|
6.98K
$499K
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.08K- 7.75% |
$64.6K - $80K
|
12.8K
$917K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.12K- 1.46% |
$66.9K - $82.9K
|
75.5K
$5.4M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 16.54% |
$69.4K - $86K
|
5.84K
$418K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.23K- 22.72% |
$73.5K - $91.1K
|
4.17K
$298K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.26K- 6.04% |
$75.4K - $93.4K
|
19.6K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.3K- 1.02% |
$78K - $96.6K
|
126K
$9.01M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.31K- 36.23% |
$78.5K - $97.2K
|
2.3K
$165K
|
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-1.34K- 6.98% |
$80.6K - $99.8K
|
17.9K
$1.28M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.38K- 8.7% |
$82.9K - $103K
|
14.5K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-1.39K- 3.34% |
$83.3K - $103K
|
40.2K
$2.88M
|
|
|
May 12, 2023
Q1 2023
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-1.4K- 22.25% |
$84.1K - $104K
|
4.9K
$351K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.41K- 8.53% |
$84.3K - $104K
|
15.1K
$1.08M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.41K- 24.58% |
$84.6K - $105K
|
4.33K
$309K
|
|
|
May 15, 2023
Q1 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-1.46K- 1.22% |
$87.4K - $108K
|
118K
$8.42M
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
SELL
|
- |
-1.67K- 2.1% |
$100K - $124K
|
77.9K
$5.57M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.76K- 16.41% |
$105K - $131K
|
8.95K
$640K
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-2.07K- 10.67% |
$124K - $154K
|
17.3K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.13K- 11.36% |
$128K - $158K
|
16.6K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.23K- 19.68% |
$134K - $166K
|
9.11K
$651K
|
|
|
May 05, 2023
Q1 2023
|
Premier Fund Managers LTD
|
SELL
|
- |
-2.3K- 17.29% |
$138K - $171K
|
11K
$786K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-2.45K- 72.43% |
$147K - $182K
|
933
$66.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.56K- 31.62% |
$154K - $190K
|
5.54K
$396K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.56K- 30.58% |
$154K - $190K
|
5.82K
$416K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.58K- 22.57% |
$155K - $192K
|
8.85K
$633K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.62K- 18.33% |
$157K - $194K
|
11.7K
$833K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-2.75K- 23.45% |
$165K - $204K
|
8.98K
$642K
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.91K- 4.42% |
$174K - $216K
|
62.9K
$4.5M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.93K- 30.34% |
$176K - $218K
|
6.74K
$481K
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-3.17K- 37.67% |
$190K - $235K
|
5.24K
$375K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.19K- 0.91% |
$192K - $237K
|
348K
$24.9M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.28K- 23.81% |
$197K - $244K
|
10.5K
$750K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-3.29K- 30.89% |
$197K - $245K
|
7.37K
$527K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.36K- 21.5% |
$201K - $250K
|
12.3K
$877K
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.4K- 2.32% |
$204K - $253K
|
143K
$10.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.54K- 31.09% |
$212K - $263K
|
7.84K
$561K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-3.72K- 25.38% |
$223K - $276K
|
10.9K
$782K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-3.8K- 61.29% |
$228K - $282K
|
2.4K
$172K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-3.81K- 94.73% |
$228K - $283K
|
212
$15.2K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.92K- 0.24% |
$235K - $291K
|
1.62M
$116M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.98K- 26.49% |
$238K - $295K
|
11K
$788K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4.02K- 10.9% |
$241K - $299K
|
32.8K
$2.35M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-4.21K- 23.08% |
$252K - $313K
|
14K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.26K- 6.18% |
$255K - $316K
|
64.6K
$4.62M
|