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 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.03KNew |
$172K - $216K
|
3.03K
$224K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
3.02KNew |
$171K - $215K
|
3.02K
$223K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.02KNew |
$171K - $215K
|
3.02K
$223K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
3.01K+ 9.73% |
$171K - $215K
|
34K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
3KNew |
$170K - $214K
|
3K
$221K
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
2.99K+ 0.75% |
$170K - $213K
|
403K
$29.7M
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
2.98KNew |
$169K - $213K
|
2.98K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.97KNew |
$168K - $212K
|
2.97K
$219K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.95K+ 0.19% |
$167K - $210K
|
1.52M
$112M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.95KNew |
$167K - $210K
|
2.95K
$217K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.93KNew |
$166K - $209K
|
2.93K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
2.92KNew |
$166K - $208K
|
2.92K
$216K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.92KNew |
$165K - $208K
|
2.92K
$215K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.92KNew |
$165K - $208K
|
2.92K
$215K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.91KNew |
$165K - $208K
|
2.91K
$215K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.9KNew |
$165K - $207K
|
2.9K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
2.88KNew |
$163K - $205K
|
2.88K
$212K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
2.88KNew |
$163K - $205K
|
2.88K
$212K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.82KNew |
$160K - $201K
|
2.82K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
2.81KNew |
$159K - $200K
|
2.81K
$208K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.81K+ 83.46% |
$159K - $200K
|
6.17K
$455K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.79K+ 15.81% |
$158K - $198K
|
20.4K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.78K+ 56.81% |
$158K - $198K
|
7.67K
$566K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.68K+ 15.71% |
$152K - $191K
|
19.7K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
2.65K+ 16.68% |
$150K - $189K
|
18.5K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.57K+ 9.51% |
$146K - $183K
|
29.6K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.55K+ 8.52% |
$145K - $182K
|
32.5K
$2.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.53KNew |
$143K - $180K
|
2.53K
$187K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.43K+ 0.68% |
$138K - $173K
|
360K
$26.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.3K+ 2.45% |
$131K - $164K
|
96.3K
$7.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.3K+ 11.84% |
$130K - $164K
|
21.7K
$1.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
2.23K+ 2.11% |
$126K - $159K
|
108K
$7.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.22K+ 110.67% |
$126K - $158K
|
4.23K
$312K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.2K+ 4.39% |
$125K - $157K
|
52.3K
$3.86M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.17K+ 1.75% |
$123K - $155K
|
126K
$9.33M
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
2.16K+ 4.01% |
$123K - $154K
|
56.1K
$4.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
2.11K+ 11.31% |
$120K - $150K
|
20.8K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
2.11K+ 2.7% |
$119K - $150K
|
80.2K
$5.92M
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.1K+ 14.04% |
$119K - $150K
|
17K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2.09K+ 15.35% |
$118K - $149K
|
15.7K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
America First Investment Advisors, LLC
|
BUY
|
- |
2.07K+ 0.5% |
$118K - $148K
|
413K
$30.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.04K+ 12.6% |
$116K - $145K
|
18.2K
$1.35M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.98K+ 48.2% |
$112K - $141K
|
6.09K
$450K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.95K+ 3.86% |
$111K - $139K
|
52.6K
$3.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.87K+ 22.43% |
$106K - $133K
|
10.2K
$754K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.8K+ 13.57% |
$102K - $128K
|
15K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.78K+ 45.27% |
$101K - $127K
|
5.7K
$420K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.75K+ 35.32% |
$99.5K - $125K
|
6.72K
$496K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
1.74K+ 2.48% |
$98.4K - $124K
|
71.6K
$5.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.64KNew |
$92.8K - $117K
|
1.64K
$121K
|