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 |
|---|---|---|---|---|---|---|---|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-4.57K- 9.84% |
$274K - $339K
|
41.8K
$2.69M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.61K- 52.0% |
$276K - $342K
|
4.25K
$273K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-4.7K- 5.72% |
$282K - $349K
|
77.4K
$4.98M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-4.73K- 8.91% |
$284K - $351K
|
48.4K
$3.11M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-4.77K- 3.17% |
$286K - $354K
|
146K
$9.37M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.97K- 0.67% |
$298K - $369K
|
738K
$47.5M
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-5K- 4.34% |
$300K - $371K
|
110K
$7.08M
|
|
|
Apr 12, 2023
Q1 2023
|
Philo Smith Capital Corp
Stamford, CT |
SELL
|
- |
-5K- 2.22% |
$300K - $371K
|
220K
$14.1M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.06K- 1.63% |
$304K - $376K
|
306K
$19.7M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.12K- 12.44% |
$307K - $381K
|
36.1K
$2.32M
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-5.28K- 8.06% |
$317K - $392K
|
60.2K
$3.87M
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-5.39K- 51.69% |
$323K - $401K
|
5.04K
$324K
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-5.49K- 17.67% |
$329K - $408K
|
25.6K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-5.51K- 60.9% |
$330K - $409K
|
3.54K
$227K
|
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-5.7K- 26.0% |
$342K - $424K
|
16.2K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.92K- 43.62% |
$355K - $440K
|
7.65K
$492K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.96K- 78.32% |
$357K - $443K
|
1.65K
$106K
|
|
|
May 15, 2023
Q1 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-6K- 11.13% |
$360K - $446K
|
47.9K
$3.08M
|
|
|
Apr 12, 2023
Q1 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-6.32K- 18.46% |
$379K - $469K
|
27.9K
$1.8M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.35K- 11.14% |
$381K - $472K
|
50.6K
$3.26M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-6.71K- 20.35% |
$402K - $498K
|
26.3K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-8.03K- 53.65% |
$482K - $596K
|
6.94K
$446K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.05K- 56.21% |
$543K - $672K
|
7.05K
$454K
|
|
|
May 09, 2023
Q1 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-9.15K- 5.3% |
$549K - $680K
|
164K
$10.5M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.35K- 57.91% |
$561K - $694K
|
6.79K
$437K
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-10.1K- 12.82% |
$605K - $750K
|
68.7K
$4.42M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.3K- 55.78% |
$620K - $768K
|
8.2K
$527K
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-10.8K- 2.68% |
$647K - $801K
|
392K
$25.2M
|
|
|
May 11, 2023
Q1 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-11.2K- 17.23% |
$671K - $831K
|
53.7K
$3.45M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11.2K- 22.81% |
$673K - $833K
|
38K
$2.44M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11.3K- 36.54% |
$680K - $842K
|
19.7K
$1.27M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.3K- 25.79% |
$796K - $986K
|
38.2K
$2.46M
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-13.5K- 22.83% |
$812K - $1.01M
|
45.8K
$2.95M
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-13.5K- 22.83% |
$812K - $1.01M
|
45.8K
$2.95M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-14K- 24.35% |
$841K - $1.04M
|
43.6K
$2.8M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-14.1K- 1.53% |
$846K - $1.05M
|
906K
$58.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-14.3K- 39.46% |
$855K - $1.06M
|
21.9K
$1.41M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-15.3K- 16.96% |
$916K - $1.13M
|
74.8K
$4.81M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-15.9K- 49.4% |
$955K - $1.18M
|
16.3K
$1.05M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-16K- 2.48% |
$961K - $1.19M
|
630K
$40.5M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-17K- 87.36% |
$1.02M - $1.27M
|
2.46K
$159K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-18.2K- 17.42% |
$1.09M - $1.35M
|
86.1K
$5.54M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-18.5K- 66.62% |
$1.11M - $1.38M
|
9.29K
$598K
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-18.6K- 5.0% |
$1.12M - $1.38M
|
354K
$22.8M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-19.4K- 93.92% |
$1.16M - $1.44M
|
1.26K
$80.7K
|
|
|
May 10, 2023
Q1 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-19.6K- 2.27% |
$1.18M - $1.46M
|
843K
$54.2M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-20.4K- 9.49% |
$1.22M - $1.51M
|
194K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-22.4K- 74.01% |
$1.34M - $1.66M
|
7.85K
$505K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-22.5K- 79.49% |
$1.35M - $1.67M
|
5.81K
$374K
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-26.3K- 43.74% |
$1.58M - $1.95M
|
33.8K
$2.18M
|