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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-141- 3.37% |
$7.99K - $10K
|
4.04K
$298K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-156- 18.98% |
$8.85K - $11.1K
|
666
$49.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-160- 2.96% |
$9.07K - $11.4K
|
5.25K
$388K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-170- 3.21% |
$9.64K - $12.1K
|
5.12K
$378K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-172- 3.5% |
$9.75K - $12.3K
|
4.75K
$350K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-178- 0.56% |
$10.1K - $12.7K
|
31.6K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-180- 2.44% |
$10.2K - $12.8K
|
7.2K
$531K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-192- 1.03% |
$10.9K - $13.7K
|
18.5K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-192- 3.58% |
$10.9K - $13.7K
|
5.17K
$381K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-199- 24.24% |
$11.3K - $14.2K
|
622
$45.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-199- 27.41% |
$11.3K - $14.2K
|
527
$38.9K
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-202- 3.97% |
$11.5K - $14.4K
|
4.89K
$361K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-209- 2.04% |
$11.9K - $14.9K
|
10.1K
$743K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-225- 3.4% |
$12.8K - $16K
|
6.4K
$472K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-237- 3.56% |
$13.4K - $16.9K
|
6.41K
$473K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-238- 3.95% |
$13.5K - $17K
|
5.78K
$427K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-243- 0.6% |
$13.8K - $17.3K
|
40.2K
$2.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-250- 3.66% |
$14.2K - $17.8K
|
6.59K
$486K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-253- 5.68% |
$14.3K - $18K
|
4.2K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-257- 0.1% |
$14.6K - $18.3K
|
245K
$18.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-262- 22.96% |
$14.9K - $18.7K
|
879
$64.9K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-266- 0.3% |
$15.1K - $19K
|
88.2K
$6.51M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-267- 1.09% |
$15.1K - $19K
|
24.2K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-277- 64.87% |
$15.7K - $19.7K
|
150
$11.1K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-278- 2.84% |
$15.8K - $19.8K
|
9.51K
$702K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-278- 23.42% |
$15.8K - $19.8K
|
909
$67.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-278- 0.33% |
$15.8K - $19.8K
|
85K
$6.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-283- 29.54% |
$16K - $20.2K
|
675
$49.8K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-292- 0.58% |
$16.6K - $20.8K
|
49.7K
$3.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-294- 69.34% |
$16.7K - $21K
|
130
$9.6K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-296- 66.82% |
$16.8K - $21.1K
|
147
$10.9K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-300- 0.03% |
$17K - $21.4K
|
860K
$63.5M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 2.09% |
$17K - $21.4K
|
14.1K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 0.37% |
$17K - $21.4K
|
81.4K
$6.01M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-308- 1.8% |
$17.5K - $22K
|
16.8K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-320- 0.36% |
$18.1K - $22.8K
|
87.7K
$6.47M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-320- 3.1% |
$18.1K - $22.8K
|
10K
$738K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-320- 2.62% |
$18.1K - $22.8K
|
11.9K
$878K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-326- 9.18% |
$18.5K - $23.2K
|
3.23K
$238K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-345- 2.13% |
$19.6K - $24.6K
|
15.8K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-346- 1.87% |
$19.6K - $24.7K
|
18.2K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-346- 8.35% |
$19.6K - $24.7K
|
3.8K
$280K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-352- 58.67% |
$20K - $25.1K
|
248
$18.3K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-356- 8.09% |
$20.2K - $25.4K
|
4.04K
$298K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-359- 2.92% |
$20.4K - $25.6K
|
11.9K
$881K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-379Closed |
$21.5K - $27K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-397- 1.02% |
$22.5K - $28.3K
|
38.5K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-402- 1.65% |
$22.8K - $28.7K
|
23.9K
$1.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-413- 1.91% |
$23.4K - $29.4K
|
21.2K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-431- 4.35% |
$24.4K - $30.7K
|
9.49K
$700K
|