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 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
576+ 33.28% |
$32.7K - $41.1K
|
2.31K
$170K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
574+ 7.51% |
$32.5K - $40.9K
|
8.22K
$607K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
573+ 6.83% |
$32.5K - $40.8K
|
8.96K
$661K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
556+ 191.07% |
$31.5K - $39.6K
|
847
$62.5K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
553+ 8.03% |
$31.4K - $39.4K
|
7.44K
$549K
|
|
|
Apr 17, 2025
Q1 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
525+ 2.15% |
$29.8K - $37.4K
|
24.9K
$1.84M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
525+ 3.68% |
$29.8K - $37.4K
|
14.8K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
513+ 0.75% |
$29.1K - $36.6K
|
68.9K
$5.09M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
506+ 10.28% |
$28.7K - $36.1K
|
5.43K
$401K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
501New |
$28.4K - $35.7K
|
501
$37K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
492+ 7.78% |
$27.9K - $35.1K
|
6.82K
$503K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
488+ 11.75% |
$27.7K - $34.8K
|
4.64K
$343K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
487+ 10.39% |
$27.6K - $34.7K
|
5.18K
$382K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
482New |
$27.3K - $34.4K
|
482
$35.6K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
463+ 1.25% |
$26.3K - $33K
|
37.6K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
458+ 2.53% |
$26K - $32.6K
|
18.6K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
455+ 15.96% |
$25.8K - $32.4K
|
3.31K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
449+ 6.7% |
$25.5K - $32K
|
7.16K
$528K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
445+ 6.73% |
$25.2K - $31.7K
|
7.05K
$521K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
440+ 12.07% |
$24.9K - $31.4K
|
4.09K
$302K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
431+ 41.13% |
$24.4K - $30.7K
|
1.48K
$109K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
424New |
$24K - $30.2K
|
424
$31.3K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
420+ 7.3% |
$23.8K - $29.9K
|
6.17K
$456K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
420+ 2.93% |
$23.8K - $29.9K
|
14.8K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
418+ 11.26% |
$23.7K - $29.8K
|
4.13K
$305K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
414+ 2.88% |
$23.5K - $29.5K
|
14.8K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
414+ 4.16% |
$23.5K - $29.5K
|
10.4K
$765K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
407New |
$23.1K - $29K
|
407
$30K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
401+ 11.12% |
$22.7K - $28.6K
|
4.01K
$296K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
400+ 12.12% |
$22.7K - $28.5K
|
3.7K
$273K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
399+ 7.88% |
$22.6K - $28.4K
|
5.46K
$403K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
387+ 1.03% |
$21.9K - $27.6K
|
37.9K
$2.8M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
356+ 25.83% |
$20.2K - $25.4K
|
1.73K
$128K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
333+ 0.18% |
$18.9K - $23.7K
|
181K
$13.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
331New |
$18.8K - $23.6K
|
331
$24.4K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
316+ 6.36% |
$17.9K - $22.5K
|
5.28K
$390K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
300+ 0.95% |
$17K - $21.4K
|
32K
$2.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
287+ 6.3% |
$16.3K - $20.5K
|
4.84K
$357K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
279+ 2.06% |
$15.8K - $19.9K
|
13.8K
$1.02M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
278+ 9.1% |
$15.8K - $19.8K
|
3.33K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
272+ 19.96% |
$15.4K - $19.4K
|
1.64K
$121K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
266+ 7.25% |
$15.1K - $19K
|
3.93K
$290K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
265New |
$15K - $18.9K
|
265
$19.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
257+ 1.64% |
$14.6K - $18.3K
|
15.9K
$1.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
250+ 6.12% |
$14.2K - $17.8K
|
4.34K
$320K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
240New |
$13.6K - $17.1K
|
240
$17.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
240+ 2.99% |
$13.6K - $17.1K
|
8.28K
$611K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
234+ 6.65% |
$13.3K - $16.7K
|
3.75K
$277K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
228+ 3.7% |
$12.9K - $16.2K
|
6.39K
$471K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
218+ 24.6% |
$12.4K - $15.5K
|
1.1K
$81.5K
|