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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
161+ 2.11% |
$9.66K - $12K
|
7.78K
$500K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
123+ 141.38% |
$7.38K - $9.14K
|
210
$13.5K
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
122+ 2.99% |
$7.32K - $9.06K
|
4.21K
$271K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
113+ 1.65% |
$6.78K - $8.39K
|
6.97K
$449K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
101+ 2.69% |
$6.06K - $7.5K
|
3.86K
$248K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$6K - $7.43K
|
100
$6.43K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
88+ 5.25% |
$5.28K - $6.54K
|
1.76K
$113K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
81+ 30.92% |
$4.86K - $6.02K
|
343
$22.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
77+ 57.46% |
$4.62K - $5.72K
|
211
$13.6K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
75New |
$4.5K - $5.57K
|
75
$4.82K
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
69+ 0.56% |
$4.14K - $5.13K
|
12.4K
$800K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
67+ 1.08% |
$4.02K - $4.98K
|
6.29K
$404K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
61+ 107.02% |
$3.66K - $4.53K
|
118
$7.59K
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
56+ 0.23% |
$3.36K - $4.16K
|
24K
$1.54M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
55+ 2.11% |
$3.3K - $4.09K
|
2.66K
$171K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
54+ 1.18% |
$3.24K - $4.01K
|
4.64K
$298K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
53+ 0.3% |
$3.18K - $3.94K
|
17.5K
$1.13M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
49+ 84.48% |
$2.94K - $3.64K
|
107
$6.88K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
48+ 0.41% |
$2.88K - $3.57K
|
11.8K
$760K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
47+ 0.29% |
$2.82K - $3.49K
|
16.1K
$1.04M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
44+ 11.22% |
$2.64K - $3.27K
|
436
$28K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
40+ 36.7% |
$2.4K - $2.97K
|
149
$9.59K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
39New |
$2.34K - $2.9K
|
39
$2.51K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
38New |
$2.28K - $2.82K
|
38
$2.44K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
35+ 0.06% |
$2.1K - $2.6K
|
60.5K
$3.89M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
31New |
$1.86K - $2.3K
|
31
$1.99K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
31New |
$1.86K - $2.3K
|
31
$1.99K
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
27+ 8.06% |
$1.62K - $2.01K
|
362
$23.3K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
26New |
$1.56K - $1.93K
|
26
$1.67K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
26+ 0.01% |
$1.56K - $1.93K
|
270K
$17.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
BUY
|
- |
26+ 0.07% |
$1.56K - $1.93K
|
36.3K
$2.33M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
25New |
$1.5K - $1.86K
|
25
$1.61K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
22+ 1.64% |
$1.32K - $1.63K
|
1.37K
$87.9K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
21+ 2.46% |
$1.26K - $1.56K
|
874
$56.2K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
17+ 13.82% |
$1.02K - $1.26K
|
140
$9.01K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
16New |
$960 - $1.19K
|
16
$1.03K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14+ 10.29% |
$840 - $1.04K
|
150
$9.65K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
14+ 14.14% |
$840 - $1.04K
|
113
$7.27K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 81.25% |
$780 - $966
|
29
$1.87K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
10+ 0.22% |
$600 - $743
|
4.63K
$298K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
10+ 6.06% |
$600 - $743
|
175
$11.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
9New |
$540 - $669
|
9
$579
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
9+ 0.12% |
$540 - $669
|
7.51K
$483K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8New |
$480 - $594
|
8
$515
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
6+ 0.08% |
$360 - $446
|
7.42K
$477K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
6New |
$360 - $446
|
6
$386
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
6+ 3.23% |
$360 - $446
|
192
$12.4K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
5+ 166.67% |
$300 - $371
|
8
$515
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 3.91% |
$300 - $371
|
133
$8.56K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 0.87% |
$240 - $297
|
463
$29.8K
|