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 12, 2023
Q1 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-104- 0.52% |
$6.24K - $7.73K
|
20K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-108- 1.02% |
$6.48K - $8.02K
|
10.5K
$748K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-132- 29.4% |
$7.92K - $9.8K
|
317
$22.7K
|
|
|
May 15, 2023
Q1 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-140- 3.82% |
$8.4K - $10.4K
|
3.53K
$252K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-147- 11.88% |
$8.82K - $10.9K
|
1.09K
$77.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-149- 1.32% |
$8.94K - $11.1K
|
11.1K
$796K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-152- 1.14% |
$9.12K - $11.3K
|
13.2K
$943K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-166- 1.42% |
$9.96K - $12.3K
|
11.5K
$822K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-166- 2.94% |
$9.96K - $12.3K
|
5.48K
$392K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-173- 11.74% |
$10.4K - $12.9K
|
1.3K
$92.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-176- 27.2% |
$10.6K - $13.1K
|
471
$33.7K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-182- 36.62% |
$10.9K - $13.5K
|
315
$22.5K
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-208- 6.02% |
$12.5K - $15.5K
|
3.25K
$232K
|
|
|
Jun 14, 2024
Q1 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-219- 1.99% |
$13.1K - $16.3K
|
10.8K
$770K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-221- 4.24% |
$13.3K - $16.4K
|
5K
$357K
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-225- 4.78% |
$13.5K - $16.7K
|
4.48K
$320K
|
|
|
Apr 14, 2023
Q1 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-234- 0.09% |
$14K - $17.4K
|
263K
$18.8M
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-238- 0.5% |
$14.3K - $17.7K
|
47K
$3.36M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-289- 11.77% |
$17.3K - $21.5K
|
2.17K
$155K
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 3.08% |
$18K - $22.3K
|
9.45K
$676K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-311- 35.71% |
$18.7K - $23.1K
|
560
$40K
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-321- 0.13% |
$19.3K - $23.8K
|
249K
$17.8M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-344- 5.51% |
$20.6K - $25.6K
|
5.9K
$422K
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-362- 0.94% |
$21.7K - $26.9K
|
38.2K
$2.73M
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-373- 7.61% |
$22.4K - $27.7K
|
4.53K
$324K
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-404- 1.02% |
$24.2K - $30K
|
39.1K
$2.8M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-414- 46.0% |
$24.8K - $30.8K
|
486
$34.7K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-441- 65.24% |
$26.4K - $32.8K
|
235
$16.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-452- 6.89% |
$27.1K - $33.6K
|
6.11K
$437K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-468- 6.02% |
$28.1K - $34.8K
|
7.3K
$522K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-530- 1.74% |
$31.8K - $39.4K
|
30K
$2.14M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-549- 1.2% |
$32.9K - $40.8K
|
45.1K
$3.22M
|
|
|
May 12, 2023
Q1 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-550- 3.09% |
$33K - $40.9K
|
17.3K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-560- 7.25% |
$33.6K - $41.6K
|
7.17K
$512K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-581- 8.93% |
$34.8K - $43.2K
|
5.92K
$424K
|
|
|
May 10, 2023
Q1 2023
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-628- 0.4% |
$37.7K - $46.6K
|
158K
$11.3M
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-641- 16.42% |
$38.4K - $47.6K
|
3.26K
$233K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-646- 14.67% |
$38.7K - $48K
|
3.76K
$269K
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-655- 2.78% |
$39.3K - $48.7K
|
22.9K
$1.64M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-710- 82.65% |
$42.6K - $52.7K
|
149
$10.7K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-713- 1.36% |
$42.8K - $53K
|
51.8K
$3.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-776- 8.27% |
$46.5K - $57.6K
|
8.61K
$615K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-802- 1.5% |
$48.1K - $59.6K
|
52.6K
$3.76M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-810- 7.9% |
$48.6K - $60.2K
|
9.45K
$675K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-838- 1.48% |
$50.3K - $62.2K
|
55.6K
$3.98M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-846- 3.19% |
$50.7K - $62.8K
|
25.7K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Srb Corp
Boston, MA |
SELL
|
- |
-861- 13.61% |
$51.6K - $64K
|
5.46K
$391K
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-864- 2.21% |
$51.8K - $64.2K
|
38.3K
$2.73M
|
|
|
May 11, 2023
Q1 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-883- 4.19% |
$53K - $65.6K
|
20.2K
$1.44M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-889- 2.01% |
$53.3K - $66K
|
43.4K
$3.1M
|