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 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-515- 2.03% |
$29.2K - $36.7K
|
24.9K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-523- 1.08% |
$29.7K - $37.3K
|
47.9K
$3.34M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-540- 6.82% |
$30.6K - $38.5K
|
7.38K
$515K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-561- 2.33% |
$31.8K - $40K
|
23.5K
$1.64M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-571- 0.49% |
$32.4K - $40.7K
|
116K
$8.1M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-582- 1.54% |
$33K - $41.5K
|
37.2K
$2.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-600- 2.9% |
$34K - $42.8K
|
20.1K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-620- 6.97% |
$35.2K - $44.2K
|
8.28K
$577K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-628- 6.77% |
$35.6K - $44.8K
|
8.65K
$603K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-632- 1.32% |
$35.8K - $45K
|
47.3K
$3.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-650- 23.12% |
$36.9K - $46.3K
|
2.16K
$151K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-655- 7.0% |
$37.1K - $46.7K
|
8.7K
$607K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-657- 1.01% |
$37.3K - $46.8K
|
64.5K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-681- 1.42% |
$38.6K - $48.5K
|
47.2K
$3.29M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-692- 9.74% |
$39.2K - $49.3K
|
6.41K
$447K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-703- 4.17% |
$39.9K - $50.1K
|
16.2K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-733- 6.21% |
$41.6K - $52.2K
|
11.1K
$773K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-794- 85.28% |
$45K - $56.6K
|
137
$9.56K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-825- 18.05% |
$46.8K - $58.8K
|
3.75K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-851- 59.39% |
$48.3K - $60.7K
|
582
$40.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-854- 3.72% |
$48.4K - $60.9K
|
22.1K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-857- 4.67% |
$48.6K - $61.1K
|
17.5K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-875- 4.99% |
$49.6K - $62.4K
|
16.7K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-886- 29.08% |
$50.2K - $63.1K
|
2.16K
$151K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-919- 16.68% |
$52.1K - $65.5K
|
4.59K
$320K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-919- 5.54% |
$52.1K - $65.5K
|
15.7K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-924- 9.53% |
$52.4K - $65.9K
|
8.77K
$612K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-943- 3.62% |
$53.5K - $67.2K
|
25.1K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-961- 17.92% |
$54.5K - $68.5K
|
4.4K
$307K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-1.02K- 11.09% |
$57.6K - $72.3K
|
8.14K
$567K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.08K- 9.91% |
$61.1K - $76.8K
|
9.79K
$683K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.08K- 6.2% |
$61.2K - $76.9K
|
16.3K
$1.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1.09K- 9.12% |
$61.6K - $77.4K
|
10.8K
$755K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-1.09K- 9.98% |
$62K - $78K
|
9.87K
$688K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.1K- 2.88% |
$62.4K - $78.4K
|
37.1K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.1K- 10.08% |
$62.6K - $78.7K
|
9.85K
$687K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.12K- 1.29% |
$63.3K - $79.5K
|
85.2K
$5.95M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.13K- 10.28% |
$63.8K - $80.3K
|
9.82K
$685K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.15K- 3.18% |
$65K - $81.7K
|
34.9K
$2.44M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.17K- 3.4% |
$66.1K - $83K
|
33.1K
$2.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-1.18K- 14.62% |
$66.6K - $83.7K
|
6.86K
$479K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.2K- 12.91% |
$67.9K - $85.3K
|
8.07K
$563K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.22K- 45.19% |
$68.9K - $86.7K
|
1.48K
$103K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.24K- 94.14% |
$70.1K - $88.1K
|
77
$5.37K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-1.29K- 0.38% |
$73.1K - $91.9K
|
334K
$23.3M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.35K- 11.11% |
$76.5K - $96.2K
|
10.8K
$753K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.37K- 22.92% |
$77.5K - $97.4K
|
4.6K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-1.39K- 96.86% |
$78.6K - $98.9K
|
45
$3.14K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.47K- 10.08% |
$83.6K - $105K
|
13.2K
$917K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.52K- 17.35% |
$86.4K - $109K
|
7.26K
$506K
|