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 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
748+ 5.36% |
$53.9K - $66.2K
|
14.7K
$887K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
745+ 10.02% |
$53.6K - $65.9K
|
8.18K
$494K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
744+ 1.41% |
$53.6K - $65.8K
|
53.5K
$3.23M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
740New |
$53.3K - $65.4K
|
740
$44.7K
|
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
734+ 5.55% |
$52.8K - $64.9K
|
14K
$842K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
682+ 6.71% |
$49.1K - $60.3K
|
10.8K
$654K
|
|
|
May 13, 2024
Q1 2024
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
610+ 12.59% |
$43.9K - $53.9K
|
5.46K
$329K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
599+ 19.3% |
$43.1K - $53K
|
3.7K
$223K
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
532+ 2.57% |
$38.3K - $47.1K
|
21.2K
$1.28M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
530+ 1.28% |
$38.2K - $46.9K
|
42K
$2.53M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
507+ 0.65% |
$36.5K - $44.8K
|
78K
$4.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
503+ 4.93% |
$36.2K - $44.5K
|
10.7K
$646K
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
503New |
$36.2K - $44.5K
|
503
$30.4K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
495+ 16.88% |
$35.6K - $43.8K
|
3.43K
$207K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
489+ 10.43% |
$35.2K - $43.2K
|
5.18K
$312K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
482+ 35.62% |
$34.7K - $42.6K
|
1.84K
$111K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
464+ 2.0% |
$33.4K - $41K
|
23.7K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
455+ 10.08% |
$32.8K - $40.2K
|
4.97K
$300K
|
|
|
Jun 04, 2024
Q1 2024
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
443+ 1.68% |
$31.9K - $39.2K
|
26.8K
$1.61M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
443+ 0.09% |
$31.9K - $39.2K
|
520K
$31.4M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
433+ 3.21% |
$31.2K - $38.3K
|
13.9K
$841K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
429+ 6.1% |
$30.9K - $37.9K
|
7.46K
$450K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
411+ 82.86% |
$29.6K - $36.3K
|
907
$54.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
383+ 563.24% |
$27.6K - $33.9K
|
451
$27.2K
|
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
361+ 10.49% |
$26K - $31.9K
|
3.8K
$230K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
358+ 23.2% |
$25.8K - $31.7K
|
1.9K
$115K
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
350+ 11.67% |
$25.2K - $31K
|
3.35K
$202K
|
|
|
Apr 18, 2024
Q1 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
347+ 1.81% |
$25K - $30.7K
|
19.5K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
346+ 173.0% |
$24.9K - $30.6K
|
546
$33K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
333+ 2.44% |
$24K - $29.5K
|
14K
$842K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
332+ 263.49% |
$23.9K - $29.4K
|
458
$27.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
322+ 6.35% |
$23.2K - $28.5K
|
5.39K
$325K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
299+ 3.26% |
$21.5K - $26.4K
|
9.48K
$572K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
298+ 4.42% |
$21.5K - $26.4K
|
7.05K
$425K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
287New |
$20.7K - $25.4K
|
287
$17.3K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
286+ 14300.0% |
$20.6K - $25.3K
|
288
$17.4K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
285+ 3.31% |
$20.5K - $25.2K
|
8.91K
$537K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
280+ 0.88% |
$20.2K - $24.8K
|
32.1K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
275+ 4.45% |
$19.8K - $24.3K
|
6.45K
$389K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
273+ 7.04% |
$19.7K - $24.1K
|
4.15K
$251K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
268+ 4.12% |
$19.3K - $23.7K
|
6.77K
$409K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
257+ 4.95% |
$18.5K - $22.7K
|
5.45K
$329K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
250+ 14.49% |
$18K - $22.1K
|
1.98K
$119K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
243New |
$17.5K - $21.5K
|
243
$14.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
242+ 50.84% |
$17.4K - $21.4K
|
718
$43.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
240New |
$17.3K - $21.2K
|
240
$14.5K
|
|
|
Apr 30, 2024
Q1 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
221+ 0.02% |
$15.9K - $19.5K
|
1.18M
$71.5M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
219+ 228.13% |
$15.8K - $19.4K
|
315
$19K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
204+ 6.43% |
$14.7K - $18K
|
3.38K
$204K
|
|
|
Apr 30, 2024
Q1 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
203+ 1.05% |
$14.6K - $18K
|
19.5K
$1.18M
|