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 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.63K+ 1.78% |
$263K - $330K
|
264K
$18.4M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.62K+ 7.15% |
$262K - $329K
|
69.3K
$4.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
4.56KNew |
$258K - $325K
|
4.56K
$318K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
4.16KNew |
$236K - $296K
|
4.16K
$290K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.15K+ 68.35% |
$235K - $295K
|
10.2K
$712K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.07K+ 5.34% |
$231K - $290K
|
80.3K
$5.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4KNew |
$227K - $285K
|
4K
$279K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.96K+ 8.75% |
$224K - $282K
|
49.2K
$3.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.92KNew |
$222K - $279K
|
3.92K
$273K
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
3.9KNew |
$221K - $278K
|
3.9K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
3.88K+ 41.92% |
$220K - $277K
|
13.1K
$916K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.87K+ 28.58% |
$219K - $276K
|
17.4K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
3.85K+ 2.92% |
$218K - $275K
|
136K
$9.47M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.85K+ 8.09% |
$218K - $274K
|
51.4K
$3.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
3.84K+ 1.5% |
$218K - $274K
|
259K
$18.1M
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
3.83KNew |
$217K - $273K
|
3.83K
$267K
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.83K+ 7.16% |
$217K - $273K
|
57.3K
$4M
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
3.81KNew |
$216K - $272K
|
3.81K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
3.76K+ 23.16% |
$213K - $268K
|
20K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
3.75K+ 0.2% |
$212K - $267K
|
1.92M
$134M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.75K+ 2.72% |
$212K - $267K
|
141K
$9.86M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.67K+ 2.28% |
$208K - $261K
|
164K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.65K+ 41.16% |
$207K - $260K
|
12.5K
$874K
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.65K+ 5.59% |
$207K - $260K
|
68.9K
$4.81M
|
|
|
May 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
3.58KNew |
$203K - $255K
|
3.58K
$250K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.54K+ 3.8% |
$201K - $253K
|
96.9K
$6.76M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.51K+ 12.14% |
$199K - $250K
|
32.4K
$2.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.41KNew |
$193K - $243K
|
3.41K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
3.38KNew |
$191K - $241K
|
3.38K
$235K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.37KNew |
$191K - $240K
|
3.37K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.37KNew |
$191K - $240K
|
3.37K
$235K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.31KNew |
$188K - $236K
|
3.31K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
3.3KNew |
$187K - $235K
|
3.3K
$230K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.3KNew |
$187K - $235K
|
3.3K
$230K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
3.27KNew |
$186K - $233K
|
3.27K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
3.26KNew |
$185K - $233K
|
3.26K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.23K+ 3.19% |
$183K - $230K
|
104K
$7.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.22K+ 1.79% |
$183K - $229K
|
183K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
3.2KNew |
$181K - $228K
|
3.2K
$223K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.19K+ 898.59% |
$181K - $227K
|
3.55K
$247K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3.19KNew |
$181K - $227K
|
3.19K
$222K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
3.18KNew |
$180K - $226K
|
3.18K
$222K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
3.16KNew |
$179K - $225K
|
3.16K
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.12KNew |
$177K - $223K
|
3.12K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3.12KNew |
$177K - $222K
|
3.12K
$218K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
3.06KNew |
$173K - $218K
|
3.06K
$213K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.03KNew |
$172K - $216K
|
3.03K
$211K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
3.02KNew |
$171K - $215K
|
3.02K
$211K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.02KNew |
$171K - $215K
|
3.02K
$210K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
3.01K+ 9.73% |
$171K - $215K
|
34K
$2.37M
|