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 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.63K+ 52.64% |
$92.1K - $116K
|
4.71K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.59K+ 6.99% |
$90K - $113K
|
24.3K
$1.8M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.43K+ 641.7% |
$81.1K - $102K
|
1.65K
$122K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.35KNew |
$76.5K - $96.2K
|
1.35K
$99.7K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.35KNew |
$76.4K - $96.1K
|
1.35K
$99.5K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.35K+ 4.61% |
$76.3K - $95.9K
|
30.5K
$2.25M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
1.33K+ 7.57% |
$75.4K - $94.7K
|
18.9K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.33K+ 8.98% |
$75.1K - $94.4K
|
16.1K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.31KNew |
$74.1K - $93.1K
|
1.31K
$96.5K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
1.27KNew |
$71.9K - $90.4K
|
1.27K
$93.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.24K+ 26.8% |
$70.5K - $88.7K
|
5.89K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.22K+ 10.47% |
$69.1K - $86.8K
|
12.9K
$949K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.22K+ 10.47% |
$69.1K - $86.8K
|
12.9K
$949K
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.22K+ 3.97% |
$68.9K - $86.7K
|
31.9K
$2.35M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
1.2K+ 1.58% |
$67.8K - $85.2K
|
76.8K
$5.67M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.17KNew |
$66.2K - $83.2K
|
1.17K
$86.1K
|
|
|
May 09, 2025
Q1 2025
|
Corbyn Investment Management Inc
|
BUY
|
- |
1.15K+ 0.88% |
$65.2K - $82K
|
131K
$9.7M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.13K+ 17.48% |
$64K - $80.4K
|
7.58K
$560K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.12KNew |
$63.5K - $79.8K
|
1.12K
$82.7K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.05K+ 167.2% |
$59.5K - $74.8K
|
1.68K
$124K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.01K+ 5.73% |
$57.4K - $72.1K
|
18.7K
$1.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1K+ 4.32% |
$56.9K - $71.6K
|
24.3K
$1.79M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
993+ 0.81% |
$56.3K - $70.8K
|
123K
$9.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
989+ 5.01% |
$56.1K - $70.5K
|
20.7K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
971+ 27.05% |
$55.1K - $69.2K
|
4.56K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
968+ 15.0% |
$54.9K - $69K
|
7.42K
$548K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
932+ 7.13% |
$52.8K - $66.4K
|
14K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
912+ 1.77% |
$51.7K - $65K
|
52.3K
$3.86M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
906+ 0.94% |
$51.4K - $64.6K
|
96.9K
$7.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
885+ 2.1% |
$50.2K - $63.1K
|
43K
$3.18M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
870+ 19.57% |
$49.3K - $62K
|
5.32K
$392K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
869+ 7.94% |
$49.3K - $61.9K
|
11.8K
$872K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
855+ 1.43% |
$48.5K - $60.9K
|
60.7K
$4.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
850+ 24.0% |
$48.2K - $60.6K
|
4.39K
$324K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
847+ 5.12% |
$48K - $60.4K
|
17.4K
$1.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
840+ 10.77% |
$47.6K - $59.9K
|
8.64K
$638K
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
835+ 7.23% |
$47.3K - $59.5K
|
12.4K
$914K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
814+ 4.44% |
$46.2K - $58K
|
19.1K
$1.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
784+ 14.76% |
$44.5K - $55.9K
|
6.1K
$450K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
750+ 1.25% |
$42.5K - $53.5K
|
60.7K
$4.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
733+ 9.87% |
$41.6K - $52.2K
|
8.16K
$603K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
718+ 0.28% |
$40.7K - $51.2K
|
255K
$18.8M
|
|
|
May 16, 2025
Q1 2025
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
703+ 2.36% |
$39.9K - $50.1K
|
30.4K
$2.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
684+ 2.01% |
$38.8K - $48.7K
|
34.7K
$2.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
662+ 14.37% |
$37.5K - $47.2K
|
5.27K
$389K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
656+ 14.44% |
$37.2K - $46.8K
|
5.2K
$384K
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
655+ 18.94% |
$37.1K - $46.7K
|
4.11K
$304K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
640+ 15.46% |
$36.3K - $45.6K
|
4.78K
$353K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
606+ 3.31% |
$34.4K - $43.2K
|
18.9K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
582New |
$33K - $41.5K
|
582
$43K
|