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 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 3.91% |
$300 - $371
|
133
$8.29K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
5+ 166.67% |
$300 - $371
|
8
$498
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 0.87% |
$240 - $297
|
463
$28.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.33% |
$180 - $223
|
914
$57K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.23% |
$120 - $149
|
874
$54.5K
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2+ 0.01% |
$120 - $149
|
16.9K
$1.05M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 1.33% |
$60 - $74.3
|
76
$4.74K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.0% |
$60 - $74.3
|
35.2K
$2.19M
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
1+ 0.0% |
$60 - $74.3
|
251K
$15.7M
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
1+ 0.0% |
$60 - $74.3
|
251K
$15.7M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.62% |
$60 - $74.3
|
163
$10.2K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.25% |
$60 - $74.3
|
394
$24.6K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 5.56% |
$60 - $74.3
|
17
$1.06K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-2- 0.03% |
$120 - $149
|
5.89K
$367K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2- 0.01% |
$120 - $149
|
28.9K
$1.8M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3- 0.27% |
$180 - $223
|
1.09K
$67.8K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3- 0.07% |
$180 - $223
|
4.36K
$272K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-4- 0.06% |
$240 - $297
|
6.4K
$399K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4- 0.08% |
$240 - $297
|
4.72K
$294K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5- 35.71% |
$300 - $371
|
9
$561
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-5- 1.53% |
$300 - $371
|
322
$20.1K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 0.74% |
$360 - $446
|
810
$50.5K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-12- 5.0% |
$720 - $891
|
228
$14.2K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-13- 0.13% |
$780 - $966
|
9.74K
$607K
|
|
|
Apr 27, 2023
Q1 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-13- 0.17% |
$780 - $966
|
7.71K
$480K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-15- 1.11% |
$900 - $1.11K
|
1.34K
$83.6K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-17- 33.33% |
$1.02K - $1.26K
|
34
$2.12K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-21- 0.06% |
$1.26K - $1.56K
|
34.5K
$2.15M
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-23- 23.96% |
$1.38K - $1.71K
|
73
$4.55K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-36- 66.67% |
$2.16K - $2.67K
|
18
$1.12K
|
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-38- 0.99% |
$2.28K - $2.82K
|
3.79K
$236K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-40- 18.69% |
$2.4K - $2.97K
|
174
$10.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-41- 3.2% |
$2.46K - $3.05K
|
1.24K
$77.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-43- 5.99% |
$2.58K - $3.19K
|
675
$42.1K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-46- 1.22% |
$2.76K - $3.42K
|
3.71K
$231K
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-51- 0.8% |
$3.06K - $3.79K
|
6.32K
$394K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-51- 0.17% |
$3.06K - $3.79K
|
29.2K
$1.82M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-52- 20.39% |
$3.12K - $3.86K
|
203
$12.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-54- 0.82% |
$3.24K - $4.01K
|
6.54K
$407K
|
|
|
Apr 20, 2023
Q1 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-54- 0.99% |
$3.24K - $4.01K
|
5.38K
$335K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-60- 2.93% |
$3.6K - $4.46K
|
1.99K
$124K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-60- 0.89% |
$3.6K - $4.46K
|
6.65K
$414K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-61- 25.1% |
$3.66K - $4.53K
|
182
$11.3K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-66- 51.56% |
$3.96K - $4.9K
|
62
$3.86K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-69- 0.38% |
$4.14K - $5.13K
|
18.3K
$1.14M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-72- 0.98% |
$4.32K - $5.35K
|
7.25K
$452K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-81- 93.1% |
$4.86K - $6.02K
|
6
$374
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-83- 2.5% |
$4.98K - $6.17K
|
3.24K
$202K
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-95- 0.72% |
$5.7K - $7.06K
|
13.1K
$815K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 0.58% |
$6K - $7.43K
|
17.1K
$1.07M
|