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 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.4KNew |
$245K - $301K
|
3.4K
$237K
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
3.4K+ 8.65% |
$245K - $301K
|
42.7K
$2.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
3.38K+ 841.54% |
$244K - $299K
|
3.79K
$264K
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
3.38K+ 0.35% |
$243K - $298K
|
968K
$67.5M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.32KNew |
$239K - $294K
|
3.32K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
3.27KNew |
$235K - $289K
|
3.27K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.15K+ 23.57% |
$227K - $279K
|
16.5K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.14K+ 64.39% |
$226K - $278K
|
8.02K
$559K
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3.12KNew |
$224K - $275K
|
3.12K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
3.05KNew |
$219K - $269K
|
3.05K
$212K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.95K+ 96.79% |
$213K - $261K
|
6.01K
$419K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.95K+ 114.82% |
$213K - $261K
|
5.52K
$385K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.93KNew |
$211K - $259K
|
2.93K
$205K
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.9KNew |
$209K - $256K
|
2.9K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.82KNew |
$203K - $249K
|
2.82K
$197K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.81KNew |
$202K - $249K
|
2.81K
$196K
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
2.81KNew |
$202K - $248K
|
2.81K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.8KNew |
$202K - $248K
|
2.8K
$195K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.79KNew |
$201K - $247K
|
2.79K
$194K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.78KNew |
$200K - $246K
|
2.78K
$194K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.74KNew |
$197K - $242K
|
2.74K
$191K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.73KNew |
$197K - $242K
|
2.73K
$191K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.73KNew |
$197K - $241K
|
2.73K
$190K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.71K+ 34.18% |
$195K - $240K
|
10.7K
$743K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.69KNew |
$193K - $238K
|
2.69K
$187K
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
2.63KNew |
$189K - $233K
|
2.63K
$183K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.62K+ 3.32% |
$189K - $232K
|
81.7K
$5.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
2.59K+ 20.32% |
$186K - $229K
|
15.3K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.55K+ 23.56% |
$184K - $226K
|
13.4K
$933K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.55KNew |
$184K - $226K
|
2.55K
$178K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.53KNew |
$182K - $224K
|
2.53K
$177K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.51KNew |
$181K - $222K
|
2.51K
$175K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.49KNew |
$179K - $220K
|
2.49K
$174K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.49KNew |
$179K - $220K
|
2.49K
$173K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.48K+ 9.07% |
$179K - $220K
|
29.8K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.42KNew |
$174K - $214K
|
2.42K
$169K
|
|
|
May 08, 2024
Q1 2024
|
Unigestion Holding Sa
|
BUY
|
- |
2.41K+ 25.85% |
$173K - $213K
|
11.7K
$818K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.4KNew |
$173K - $212K
|
2.4K
$168K
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
2.4KNew |
$173K - $212K
|
2.4K
$167K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.38K+ 8.45% |
$171K - $210K
|
30.5K
$2.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.37KNew |
$171K - $210K
|
2.37K
$166K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.37KNew |
$171K - $210K
|
2.37K
$165K
|
|
|
May 15, 2024
Q1 2024
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
2.35KNew |
$169K - $208K
|
2.35K
$164K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
2.35K+ 5.4% |
$169K - $208K
|
45.9K
$3.2M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.35KNew |
$169K - $207K
|
2.35K
$164K
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.33KNew |
$168K - $206K
|
2.33K
$163K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.31KNew |
$166K - $204K
|
2.31K
$161K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
2.31K+ 1.24% |
$166K - $204K
|
188K
$13.1M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
2.29KNew |
$165K - $203K
|
2.29K
$160K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.28K+ 1.55% |
$164K - $201K
|
149K
$10.4M
|