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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-946- 2.13% |
$68.1K - $83.7K
|
43.5K
$3.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-946- 7.38% |
$68.1K - $83.7K
|
11.9K
$829K
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-985- 25.47% |
$70.9K - $87.1K
|
2.88K
$201K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1K- 35.27% |
$72K - $88.4K
|
1.84K
$128K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.02K- 3.49% |
$73.7K - $90.6K
|
28.3K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.03K- 0.76% |
$74.2K - $91.1K
|
135K
$9.44M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.03K- 3.23% |
$74.3K - $91.3K
|
30.9K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.04K- 20.34% |
$75.2K - $92.3K
|
4.09K
$285K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.05K- 7.95% |
$75.8K - $93.1K
|
12.2K
$851K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-1.06K- 2.22% |
$76.3K - $93.7K
|
46.7K
$3.26M
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.06K- 6.21% |
$76.5K - $93.9K
|
16K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.2K- 4.14% |
$86.1K - $106K
|
27.7K
$1.93M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.2K- 12.17% |
$86.1K - $106K
|
8.63K
$602K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.3K- 33.63% |
$93.9K - $115K
|
2.57K
$180K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.34K- 1.44% |
$96.7K - $119K
|
92.2K
$6.43M
|
|
|
May 15, 2024
Q1 2024
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-1.34K- 1.26% |
$96.7K - $119K
|
105K
$7.35M
|
|
|
Apr 11, 2024
Q1 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-1.4K- 15.56% |
$101K - $124K
|
7.6K
$530K
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
SELL
|
- |
-1.46K- 7.74% |
$105K - $129K
|
17.4K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-1.5K- 31.24% |
$108K - $133K
|
3.3K
$230K
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.53K- 1.34% |
$110K - $135K
|
113K
$7.85M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.55K- 31.42% |
$112K - $137K
|
3.39K
$236K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.89K- 4.54% |
$136K - $167K
|
39.7K
$2.77M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.9K- 15.64% |
$137K - $168K
|
10.3K
$715K
|
|
|
May 14, 2024
Q1 2024
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-2.05K- 9.48% |
$148K - $181K
|
19.6K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.23K- 3.67% |
$160K - $197K
|
58.4K
$4.07M
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-2.25K- 16.22% |
$162K - $199K
|
11.6K
$811K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.29K- 12.59% |
$165K - $202K
|
15.9K
$1.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.3K- 23.73% |
$165K - $203K
|
7.38K
$515K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.38K- 11.5% |
$171K - $211K
|
18.3K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.5K- 33.05% |
$180K - $221K
|
5.06K
$353K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-2.5K- 15.23% |
$180K - $221K
|
13.9K
$972K
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.52K- 22.79% |
$181K - $223K
|
8.54K
$595K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.61K- 96.98% |
$188K - $230K
|
81
$5.65K
|
|
|
May 14, 2024
Q1 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-2.7K- 8.34% |
$194K - $239K
|
29.6K
$2.07M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.77K- 10.88% |
$200K - $245K
|
22.7K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.77K- 99.71% |
$200K - $245K
|
8
$558
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.81K- 6.68% |
$202K - $249K
|
39.3K
$2.74M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.84K- 27.18% |
$204K - $251K
|
7.61K
$530K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.9K- 50.26% |
$209K - $257K
|
2.87K
$200K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.94K- 4.84% |
$212K - $260K
|
57.8K
$4.03M
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-3.15K- 5.42% |
$227K - $278K
|
54.9K
$3.83M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.19K- 4.52% |
$229K - $282K
|
67.3K
$4.69M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-3.47K- 16.2% |
$250K - $307K
|
18K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.63K- 25.27% |
$261K - $321K
|
10.7K
$748K
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-3.68K- 1.27% |
$265K - $325K
|
285K
$19.9M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-3.87K- 1.52% |
$279K - $343K
|
251K
$17.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-4.02K- 63.19% |
$289K - $355K
|
2.34K
$163K
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-4.24K- 64.19% |
$305K - $375K
|
2.36K
$165K
|
|
|
Apr 22, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-4.28K- 91.42% |
$308K - $379K
|
402
$28K
|
|
|
May 14, 2024
Q1 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-4.34K- 31.31% |
$312K - $383K
|
9.51K
$663K
|