Purchases and Sales Made in Q2 2022 in Berkley W R Corp (WRB)
This table provides information about the institutional ownership of Berkley W R Corp (WRB) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
116+ 0.15% |
$7.65K - $8.38K
|
78.5K
$4.89M
|
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
100+ 0.51% |
$6.6K - $7.23K
|
19.8K
$1.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
100New |
$6.6K - $7.23K
|
100
$6.23K
|
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.76% |
$6.6K - $7.23K
|
13.3K
$829K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
97New |
$6.4K - $7.01K
|
97
$6.04K
|
|
|
Jul 13, 2022
Q2 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
97+ 0.74% |
$6.4K - $7.01K
|
13.3K
$827K
|
|
|
Aug 02, 2022
Q2 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
95+ 6.66% |
$6.27K - $6.87K
|
1.52K
$94.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
93+ 2.14% |
$6.13K - $6.72K
|
4.44K
$277K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
93+ 19.21% |
$6.13K - $6.72K
|
577
$36K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
88+ 20.32% |
$5.8K - $6.36K
|
521
$32.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
86+ 4.76% |
$5.67K - $6.22K
|
1.89K
$118K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
78New |
$5.14K - $5.64K
|
78
$4.86K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
72New |
$4.75K - $5.2K
|
72
$4.49K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
70+ 4.15% |
$4.62K - $5.06K
|
1.76K
$109K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
70+ 148.94% |
$4.62K - $5.06K
|
117
$7.29K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
50+ 18.87% |
$3.3K - $3.61K
|
315
$19.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
46+ 0.07% |
$3.03K - $3.32K
|
69.5K
$4.33M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
44+ 0.9% |
$2.9K - $3.18K
|
4.91K
$306K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
41+ 0.49% |
$2.7K - $2.96K
|
8.37K
$522K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
39+ 557.14% |
$2.57K - $2.82K
|
46
$2.87K
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
33+ 44.0% |
$2.18K - $2.38K
|
108
$6.73K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
31+ 0.35% |
$2.04K - $2.24K
|
8.89K
$554K
|
|
|
Aug 08, 2022
Q2 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
31+ 0.53% |
$2.04K - $2.24K
|
5.92K
$369K
|
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
31+ 0.15% |
$2.04K - $2.24K
|
20.7K
$1.29M
|
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
31New |
$2.04K - $2.24K
|
31
$1.93K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
29+ 0.27% |
$1.91K - $2.1K
|
10.9K
$677K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
27+ 90.0% |
$1.78K - $1.95K
|
57
$3.55K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
27+ 0.33% |
$1.78K - $1.95K
|
8.16K
$508K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
27+ 0.39% |
$1.78K - $1.95K
|
7.02K
$437K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26+ 7.88% |
$1.71K - $1.88K
|
356
$22.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
25New |
$1.65K - $1.81K
|
25
$1.56K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
19+ 6.62% |
$1.25K - $1.37K
|
306
$19.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
19New |
$1.25K - $1.37K
|
19
$1.18K
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
18+ 0.54% |
$1.19K - $1.3K
|
3.38K
$210K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18New |
$1.19K - $1.3K
|
18
$1.12K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
14+ 48.28% |
$923 - $1.01K
|
43
$2.68K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
14+ 48.28% |
$923 - $1.01K
|
43
$2.68K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
13New |
$857 - $940
|
13
$810
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10+ 25.0% |
$660 - $723
|
50
$3.12K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9+ 1.16% |
$594 - $650
|
782
$48.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7New |
$462 - $506
|
7
$436
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
5+ 3.62% |
$330 - $361
|
143
$8.91K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
4New |
$264 - $289
|
4
$249
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 3.25% |
$264 - $289
|
127
$7.91K
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 5.77% |
$198 - $217
|
55
$3.43K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 50.0% |
$132 - $145
|
6
$374
|
|
|
Aug 01, 2022
Q2 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
2+ 0.0% |
$132 - $145
|
233K
$14.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2+ 0.01% |
$132 - $145
|
16.1K
$1M
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1- 0.07% |
$66 - $72.3
|
1.47K
$91.8K
|