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 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
202+ 5.92% |
$14.5K - $17.9K
|
3.61K
$218K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
197+ 15.9% |
$14.2K - $17.4K
|
1.44K
$86.7K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
189+ 0.37% |
$13.6K - $16.7K
|
50.6K
$3.06M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
188+ 6.3% |
$13.5K - $16.6K
|
3.17K
$191K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
174+ 5.82% |
$12.5K - $15.4K
|
3.17K
$191K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
163+ 1.13% |
$11.7K - $14.4K
|
14.6K
$882K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
155New |
$11.2K - $13.7K
|
155
$9.35K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
154+ 44.64% |
$11.1K - $13.6K
|
499
$30.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
145+ 1.03% |
$10.4K - $12.8K
|
14.2K
$858K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
139+ 1.67% |
$10K - $12.3K
|
8.47K
$511K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
138+ 2.36% |
$9.94K - $12.2K
|
5.97K
$361K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
138+ 12.66% |
$9.94K - $12.2K
|
1.23K
$74.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
137+ 2.96% |
$9.86K - $12.1K
|
4.77K
$288K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
121New |
$8.71K - $10.7K
|
121
$7.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
121+ 10.07% |
$8.71K - $10.7K
|
1.32K
$79.8K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
120+ 0.21% |
$8.64K - $10.6K
|
56.7K
$3.42M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
118+ 5.93% |
$8.5K - $10.4K
|
2.11K
$127K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
115+ 0.37% |
$8.28K - $10.2K
|
31.3K
$1.89M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
112+ 9.97% |
$8.06K - $9.91K
|
1.24K
$74.5K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
103+ 2.29% |
$7.42K - $9.11K
|
4.61K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
97+ 0.8% |
$6.98K - $8.58K
|
12.2K
$734K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
91+ 0.75% |
$6.55K - $8.05K
|
12.1K
$733K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
89+ 1.77% |
$6.41K - $7.87K
|
5.11K
$308K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
86+ 1.71% |
$6.19K - $7.61K
|
5.1K
$308K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
83+ 11.56% |
$5.98K - $7.34K
|
801
$48.3K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
76New |
$5.47K - $6.72K
|
76
$4.59K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
75+ 2.55% |
$5.4K - $6.63K
|
3.02K
$182K
|
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
73+ 1.43% |
$5.26K - $6.46K
|
5.16K
$312K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
69+ 2.83% |
$4.97K - $6.1K
|
2.51K
$151K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
66+ 2.25% |
$4.75K - $5.84K
|
3K
$181K
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
65+ 1.06% |
$4.68K - $5.75K
|
6.22K
$375K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
60+ 2.1% |
$4.32K - $5.31K
|
2.91K
$176K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
60+ 33.52% |
$4.32K - $5.31K
|
239
$14.4K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
54New |
$3.89K - $4.78K
|
54
$3.26K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
50+ 0.47% |
$3.6K - $4.42K
|
10.7K
$648K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
50New |
$3.6K - $4.42K
|
50
$3.02K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
44+ 275.0% |
$3.17K - $3.89K
|
60
$3.62K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
44+ 1100.0% |
$3.17K - $3.89K
|
48
$2.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
41+ 820.0% |
$2.95K - $3.63K
|
46
$2.78K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
40New |
$2.88K - $3.54K
|
40
$2.41K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
33+ 0.12% |
$2.38K - $2.92K
|
26.6K
$1.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
31+ 3.44% |
$2.23K - $2.74K
|
931
$56.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
27+ 4.66% |
$1.94K - $2.39K
|
607
$36.6K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
25New |
$1.8K - $2.21K
|
25
$1.51K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
24+ 0.25% |
$1.73K - $2.12K
|
9.59K
$579K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
19+ 1.24% |
$1.37K - $1.68K
|
1.55K
$93.4K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
17+ 0.84% |
$1.22K - $1.5K
|
2.05K
$124K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
15+ 1.81% |
$1.08K - $1.33K
|
845
$51K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
14+ 25.93% |
$1.01K - $1.24K
|
68
$4.1K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
13New |
$936 - $1.15K
|
13
$785
|