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 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
216+ 9.93% |
$12.2K - $15.4K
|
2.39K
$177K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
210+ 0.11% |
$11.9K - $15K
|
189K
$14M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
205+ 0.31% |
$11.6K - $14.6K
|
65.3K
$4.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
197+ 0.38% |
$11.2K - $14K
|
51.7K
$3.82M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
195+ 4.71% |
$11.1K - $13.9K
|
4.34K
$320K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
194+ 4.17% |
$11K - $13.8K
|
4.84K
$357K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
172+ 0.34% |
$9.75K - $12.3K
|
50.6K
$3.73M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
167+ 0.3% |
$9.47K - $11.9K
|
56.4K
$4.16M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
162+ 19.04% |
$9.19K - $11.5K
|
1.01K
$74.8K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
162+ 0.7% |
$9.19K - $11.5K
|
23.2K
$1.72M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
156+ 15.35% |
$8.85K - $11.1K
|
1.17K
$86.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
155+ 1.97% |
$8.79K - $11K
|
8.03K
$593K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
149+ 4.51% |
$8.45K - $10.6K
|
3.46K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
142New |
$8.05K - $10.1K
|
142
$10.5K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
142+ 0.24% |
$8.05K - $10.1K
|
59.1K
$4.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
142+ 2.45% |
$8.05K - $10.1K
|
5.93K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
141+ 1.79% |
$7.99K - $10K
|
8K
$590K
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
139+ 4.81% |
$7.88K - $9.91K
|
3.03K
$224K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
132+ 2.69% |
$7.48K - $9.41K
|
5.05K
$373K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
125+ 3125.0% |
$7.09K - $8.91K
|
129
$9.52K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
120New |
$6.8K - $8.55K
|
120
$8.86K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
114+ 21.84% |
$6.46K - $8.12K
|
636
$46.9K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
113+ 43.13% |
$6.41K - $8.05K
|
375
$27.7K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
108New |
$6.12K - $7.7K
|
108
$7.97K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
107+ 27.58% |
$6.07K - $7.63K
|
495
$36.5K
|
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
104+ 2.01% |
$5.9K - $7.41K
|
5.28K
$389K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
103+ 7.68% |
$5.84K - $7.34K
|
1.45K
$107K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
100+ 2.82% |
$5.67K - $7.13K
|
3.65K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
100+ 1.18% |
$5.67K - $7.13K
|
8.6K
$635K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
94+ 1342.86% |
$5.33K - $6.7K
|
101
$7.46K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
90+ 8.06% |
$5.1K - $6.41K
|
1.21K
$89.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
90+ 0.29% |
$5.1K - $6.41K
|
31.4K
$2.32M
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
85+ 0.71% |
$4.82K - $6.06K
|
12K
$887K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
85New |
$4.82K - $6.06K
|
85
$6.27K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
84+ 0.46% |
$4.76K - $5.99K
|
18.4K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
80+ 1.21% |
$4.54K - $5.7K
|
6.67K
$492K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
76+ 8.86% |
$4.31K - $5.42K
|
934
$68.9K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
74+ 40.88% |
$4.2K - $5.27K
|
255
$18.8K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
74New |
$4.2K - $5.27K
|
74
$5.46K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
73New |
$4.14K - $5.2K
|
73
$5.39K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
70New |
$3.97K - $4.99K
|
70
$5.17K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
64+ 3.03% |
$3.63K - $4.56K
|
2.18K
$161K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
63+ 0.73% |
$3.57K - $4.49K
|
8.7K
$642K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
61+ 1.29% |
$3.46K - $4.35K
|
4.78K
$353K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
56+ 1.03% |
$3.18K - $3.99K
|
5.52K
$407K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
52+ 13.94% |
$2.95K - $3.71K
|
425
$31.4K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
49+ 64.47% |
$2.78K - $3.49K
|
125
$9.23K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
49+ 10.21% |
$2.78K - $3.49K
|
529
$39.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
48+ 13.22% |
$2.72K - $3.42K
|
411
$30.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
47+ 11.69% |
$2.66K - $3.35K
|
449
$33.1K
|