Purchases and Sales Made in Q1 2024 in Berkley W R Corp (WRB)

WRB Quotes by TradingView

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
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
10
+ 0.29%
$720 - $884
3.43K $213K
Apr 16, 2024 Q1 2024
Financial Management Professionals, Inc.

BUY
 -
9
+ 3.69%
$648 - $796
253 $15.8K
May 10, 2024 Q1 2024
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
9
+ 15.25%
$648 - $796
68 $4.23K
May 14, 2024 Q1 2024
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
9
+ 0.24%
$648 - $796
3.76K $234K
Apr 11, 2024 Q1 2024
Cadent Capital Advisors, LLC

BUY
 -
8
+ 0.09%
$576 - $708
8.62K $537K
May 08, 2024 Q1 2024
Trinity Point Wealth, LLC

BUY
 -
8
+ 0.12%
$576 - $708
6.41K $399K
Apr 25, 2024 Q1 2024
Allworth Financial LP

BUY
 -
7
+ 0.62%
$504 - $619
1.14K $70.8K
May 10, 2024 Q1 2024
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
6
+ 0.21%
$432 - $531
2.89K $180K
Apr 16, 2024 Q1 2024
Mcf Advisors LLC

Covington, KY
BUY
 -
6
+ 11.54%
$432 - $531
58 $3.61K
Apr 24, 2024 Q1 2024
Spire Wealth Management

BUY
 -
6
+ 1.9%
$432 - $531
322 $20.1K
May 08, 2024 Q1 2024
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
4
+ 33.33%
$288 - $354
16 $996
Apr 18, 2024 Q1 2024
Financial Security Advisor, Inc.

Virginia Beach, VA
BUY
 -
4
+ 0.11%
$288 - $354
3.66K $228K
May 10, 2024 Q1 2024
Cullen/Frost Bankers, Inc.

BUY
 -
3
+ 0.12%
$216 - $265
2.42K $151K
May 03, 2024 Q1 2024
Riggs Asset Managment Co. Inc.

BUY
 -
3
New
$216 - $265
3 $187
Apr 23, 2024 Q1 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
3
+ 0.81%
$216 - $265
374 $23.3K
May 13, 2024 Q1 2024
Dunhill Financial, LLC

London, X0
BUY
 -
2
+ 13.33%
$144 - $177
17 $1.06K
Apr 18, 2024 Q1 2024
Mv Capital Management, Inc.

BUY
 -
2
+ 3.64%
$144 - $177
57 $3.55K
Jun 26, 2024 Q1 2024
Financial Gravity Asset Management, Inc.

BUY
 -
2
+ 50.0%
$144 - $177
6 $374
May 13, 2024 Q1 2024
Personal Cfo Solutions, LLC

BUY
 -
2
+ 0.01%
$144 - $177
16K $993K
May 03, 2024 Q1 2024
Geneos Wealth Management Inc.

BUY
 -
1
+ 0.11%
$72 - $88.4
921 $57.4K
Apr 23, 2024 Q1 2024
Moody Lynn & Lieberson, LLC

BUY
 -
1
+ 0.02%
$72 - $88.4
4.13K $257K
May 07, 2024 Q1 2024
West End Advisors, LLC

BUY
 -
1
New
$72 - $88.4
1 $62.3
Apr 15, 2024 Q1 2024
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
1
+ 0.21%
$72 - $88.4
473 $29.5K
Apr 30, 2024 Q1 2024
Jfs Wealth Advisors, LLC

BUY
 -
1
+ 0.08%
$72 - $88.4
1.25K $77.5K
May 13, 2024 Q1 2024
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
1
+ 2.94%
$72 - $88.4
35 $2.18K
Apr 30, 2024 Q1 2024
Tfc Financial Management

BUY
 -
1
New
$72 - $88.4
1 $62.3
May 06, 2024 Q1 2024
Di Nuzzo Private Wealth, Inc.

Beaver, PA
SELL
 -
-1
- 3.03%
$72 - $88.4
32 $1.99K
Jun 28, 2024 Q1 2024
Quent Capital, LLC

SELL
 -
-1
- 0.12%
$72 - $88.4
852 $53.1K
Apr 18, 2024 Q1 2024
Sjs Investment Consulting Inc.

Sylvania, OH
SELL
 -
-2
- 4.76%
$144 - $177
40 $2.49K
May 07, 2024 Q1 2024
Tectonic Advisors LLC

Plano, TX
SELL
 -
-3
- 0.06%
$216 - $265
4.97K $309K
Apr 05, 2024 Q1 2024
Somerset Trust CO

SELL
 -
-6
- 0.17%
$432 - $531
3.47K $216K
May 15, 2024 Q1 2024
Bokf, Na

Tulsa, OK
SELL
 -
-8
- 5.16%
$576 - $708
147 $9.15K
May 15, 2024 Q1 2024
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-10
- 0.16%
$720 - $884
6.42K $400K
May 06, 2024 Q1 2024
Schechter Investment Advisors, LLC

Birmingham, MI
SELL
 -
-12
- 0.26%
$864 - $1.06K
4.66K $290K
May 14, 2024 Q1 2024
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-16
- 10.26%
$1.15K - $1.42K
140 $8.72K
May 15, 2024 Q1 2024
Northwestern Mutual Investment Management Company, LLC

SELL
 -
-17
- 0.26%
$1.22K - $1.5K
6.43K $400K
Apr 26, 2024 Q1 2024
Systm Wealth Solutions LLC

Chicago, IL
SELL
 -
-18
- 2.7%
$1.3K - $1.59K
649 $40.4K
Apr 10, 2024 Q1 2024
Czech National Bank

Prague, 2N
SELL
 -
-20
- 0.06%
$1.44K - $1.77K
35.7K $2.22M
Apr 17, 2024 Q1 2024
Ami Investment Management Inc

Kendallville, IN
SELL
 -
-23
- 0.77%
$1.66K - $2.03K
2.95K $184K
Apr 15, 2024 Q1 2024
Procyon Advisors, LLC

SELL
 -
-23
- 0.19%
$1.66K - $2.03K
11.9K $742K
May 08, 2024 Q1 2024
Heritage Wealth Advisors

SELL
 -
-24
- 1.24%
$1.73K - $2.12K
1.91K $119K
May 15, 2024 Q1 2024
Godshalk Welsh Capital Management, Inc.

Radnor, PA
SELL
 -
-25
- 0.07%
$1.8K - $2.21K
33.9K $2.11M
May 13, 2024 Q1 2024
Coldstream Capital Management Inc

SELL
 -
-25
- 0.6%
$1.8K - $2.21K
4.17K $260K
May 08, 2024 Q1 2024
Baron Wealth Management LLC

Troy, MI
SELL
 -
-26
- 0.55%
$1.87K - $2.3K
4.74K $295K
May 07, 2024 Q1 2024
Panagora Asset Management Inc

Boston, MA
SELL
 -
-27
- 0.07%
$1.94K - $2.39K
39.4K $2.45M
Apr 26, 2024 Q1 2024
Prestige Wealth Management Group LLC

SELL
 -
-28
- 10.45%
$2.02K - $2.48K
240 $14.9K
May 03, 2024 Q1 2024
Huntington National Bank

Columbus, OH
SELL
 -
-31
- 13.66%
$2.23K - $2.74K
196 $12.2K
May 15, 2024 Q1 2024
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-33
- 0.51%
$2.38K - $2.92K
6.42K $400K
Apr 18, 2024 Q1 2024
Eagle Ridge Investment Management

SELL
 -
-36
- 0.8%
$2.59K - $3.18K
4.45K $277K

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