Purchases and Sales Made in Q1 2024 in Berkley W R Corp (WRB)
This table provides information about the institutional ownership of Berkley W R Corp (WRB) during Q1 2024. 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 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-309- 0.6% |
$22.2K - $27.3K
|
51.2K
$3.19M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-316- 4.79% |
$22.8K - $27.9K
|
6.28K
$391K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-327- 23.29% |
$23.5K - $28.9K
|
1.08K
$67.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-328- 3.46% |
$23.6K - $29K
|
9.14K
$569K
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-335- 24.36% |
$24.1K - $29.6K
|
1.04K
$64.8K
|
|
|
May 15, 2024
Q1 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-343- 0.2% |
$24.7K - $30.3K
|
168K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-348- 5.4% |
$25.1K - $30.8K
|
6.1K
$380K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-356- 13.83% |
$25.6K - $31.5K
|
2.22K
$138K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-408- 0.76% |
$29.4K - $36.1K
|
53K
$3.3M
|
|
|
May 21, 2024
Q1 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-455- 2.13% |
$32.8K - $40.2K
|
20.9K
$1.3M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-463- 13.19% |
$33.3K - $40.9K
|
3.05K
$190K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-470- 2.04% |
$33.8K - $41.6K
|
22.5K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-493- 11.22% |
$35.5K - $43.6K
|
3.9K
$243K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 4.07% |
$36K - $44.2K
|
11.8K
$735K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-515- 12.59% |
$37.1K - $45.5K
|
3.57K
$223K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-537- 0.08% |
$38.7K - $47.5K
|
676K
$42.1M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-566- 1.9% |
$40.8K - $50.1K
|
29.2K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-570- 7.85% |
$41K - $50.4K
|
6.69K
$416K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-589- 3.22% |
$42.4K - $52.1K
|
17.7K
$1.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-593- 17.61% |
$42.7K - $52.4K
|
2.78K
$173K
|
|
|
May 06, 2024
Q1 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-604- 0.69% |
$43.5K - $53.4K
|
86.9K
$5.41M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-634- 4.77% |
$45.6K - $56.1K
|
12.7K
$789K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-639- 3.98% |
$46K - $56.5K
|
15.4K
$960K
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-681- 4.88% |
$49K - $60.2K
|
13.3K
$826K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-693- 2.54% |
$49.9K - $61.3K
|
26.6K
$1.65M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-707- 2.52% |
$50.9K - $62.5K
|
27.3K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-717- 1.3% |
$51.6K - $63.4K
|
54.4K
$3.39M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-756- 21.59% |
$54.4K - $66.9K
|
2.75K
$171K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-759- 1.27% |
$54.6K - $67.1K
|
58.9K
$3.67M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-783- 6.56% |
$56.4K - $69.2K
|
11.2K
$695K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-811- 0.82% |
$58.4K - $71.7K
|
98K
$6.1M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-818- 0.26% |
$58.9K - $72.3K
|
314K
$19.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-844- 75.02% |
$60.8K - $74.6K
|
281
$17.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-861- 11.94% |
$62K - $76.1K
|
6.35K
$395K
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-870- 0.71% |
$62.6K - $76.9K
|
122K
$7.57M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-893- 48.37% |
$64.3K - $79K
|
953
$59.3K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-902- 6.56% |
$64.9K - $79.8K
|
12.9K
$800K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-908- 1.98% |
$65.4K - $80.3K
|
45K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-909- 5.58% |
$65.4K - $80.4K
|
15.4K
$958K
|
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-910- 5.17% |
$65.5K - $80.5K
|
16.7K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-914- 1.27% |
$65.8K - $80.8K
|
71.3K
$4.44M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-923- 27.23% |
$66.5K - $81.6K
|
2.47K
$154K
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-946- 2.13% |
$68.1K - $83.7K
|
43.5K
$2.71M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-946- 7.38% |
$68.1K - $83.7K
|
11.9K
$740K
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-985- 25.47% |
$70.9K - $87.1K
|
2.88K
$179K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1K- 35.27% |
$72K - $88.4K
|
1.84K
$114K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.02K- 3.49% |
$73.7K - $90.6K
|
28.3K
$1.77M
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.03K- 0.76% |
$74.2K - $91.1K
|
135K
$8.43M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.03K- 3.23% |
$74.3K - $91.3K
|
30.9K
$1.92M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.04K- 20.34% |
$75.2K - $92.3K
|
4.09K
$255K
|