Purchases and Sales Made in Q1 2025 in Berkley W R Corp (WRB)
This table provides information about the institutional ownership of Berkley W R Corp (WRB) during Q1 2025. 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 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.14% |
$56.7 - $71.3
|
727
$53.7K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1+ 0.0% |
$56.7 - $71.3
|
58.3K
$4.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 11.11% |
$56.7 - $71.3
|
10
$738
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1- 0.45% |
$56.7 - $71.3
|
220
$16.2K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2- 0.06% |
$113 - $143
|
3.59K
$265K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2- 0.05% |
$113 - $143
|
3.79K
$280K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-9- 0.76% |
$510 - $641
|
1.17K
$86.4K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-10- 0.1% |
$567 - $713
|
9.55K
$705K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-11- 0.05% |
$624 - $784
|
20K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-11- 0.31% |
$624 - $784
|
3.56K
$263K
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-15- 0.05% |
$851 - $1.07K
|
29.4K
$2.17M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-16- 0.47% |
$907 - $1.14K
|
3.41K
$252K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-16- 37.21% |
$907 - $1.14K
|
27
$1.99K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-18- 0.48% |
$1.02K - $1.28K
|
3.76K
$278K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-24- 10.04% |
$1.36K - $1.71K
|
215
$15.9K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-24- 1.11% |
$1.36K - $1.71K
|
2.14K
$158K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-25- 0.6% |
$1.42K - $1.78K
|
4.17K
$308K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-25- 17.01% |
$1.42K - $1.78K
|
122
$9.01K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-26- 6.15% |
$1.47K - $1.85K
|
397
$29.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-28- 12.56% |
$1.59K - $2K
|
195
$14.4K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-28- 0.7% |
$1.59K - $2K
|
3.95K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-30- 2.01% |
$1.7K - $2.14K
|
1.46K
$108K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-44- 0.53% |
$2.49K - $3.14K
|
8.32K
$614K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-45- 3.85% |
$2.55K - $3.21K
|
1.13K
$83K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-49- 0.52% |
$2.78K - $3.49K
|
9.43K
$696K
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
SELL
|
- |
-49- 0.44% |
$2.78K - $3.49K
|
11.2K
$824K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-51- 1.45% |
$2.89K - $3.63K
|
3.48K
$257K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-53- 0.9% |
$3.01K - $3.78K
|
5.83K
$431K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-54- 1.03% |
$3.06K - $3.85K
|
5.17K
$382K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-59- 1.23% |
$3.35K - $4.2K
|
4.72K
$348K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-61- 0.44% |
$3.46K - $4.35K
|
13.9K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-61- 1.33% |
$3.46K - $4.35K
|
4.54K
$335K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
SELL
|
- |
-62- 1.46% |
$3.52K - $4.42K
|
4.17K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-65- 1.33% |
$3.69K - $4.63K
|
4.81K
$355K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-67- 4.95% |
$3.8K - $4.78K
|
1.29K
$94.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-68- 0.57% |
$3.86K - $4.85K
|
11.9K
$880K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-70- 0.65% |
$3.97K - $4.99K
|
10.7K
$792K
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-72- 1.95% |
$4.08K - $5.13K
|
3.61K
$267K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-79- 0.85% |
$4.48K - $5.63K
|
9.25K
$683K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-93- 1.42% |
$5.27K - $6.63K
|
6.47K
$478K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-99- 1.84% |
$5.61K - $7.06K
|
5.29K
$390K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.62% |
$5.67K - $7.13K
|
16.1K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-101- 1.84% |
$5.73K - $7.2K
|
5.4K
$398K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-106- 12.69% |
$6.01K - $7.55K
|
729
$53.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-107- 0.26% |
$6.07K - $7.63K
|
40.9K
$3.02M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-121- 0.73% |
$6.86K - $8.62K
|
16.5K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-121- 0.89% |
$6.86K - $8.62K
|
13.5K
$998K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-126- 0.27% |
$7.14K - $8.98K
|
46.3K
$3.42M
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
SELL
|
- |
-138- 1.01% |
$7.82K - $9.84K
|
13.5K
$994K
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-138- 1.36% |
$7.82K - $9.84K
|
10K
$740K
|