Purchases and Sales Made in Q2 2023 in Berkley W R Corp (WRB)
This table provides information about the institutional ownership of Berkley W R Corp (WRB) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
2.75K+ 3.16% |
$153K - $174K
|
89.9K
$5.53M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.72K+ 7.8% |
$152K - $172K
|
37.6K
$2.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
2.72K+ 1.72% |
$151K - $172K
|
161K
$9.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.7K+ 48.55% |
$151K - $171K
|
8.27K
$509K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.7KNew |
$150K - $171K
|
2.7K
$166K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.68K+ 5.17% |
$149K - $170K
|
54.5K
$3.35M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.59K+ 23.23% |
$144K - $164K
|
13.7K
$844K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.56K+ 24.05% |
$143K - $162K
|
13.2K
$813K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
2.54K+ 31.27% |
$141K - $161K
|
10.6K
$655K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.52K+ 3.78% |
$140K - $160K
|
69.2K
$4.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
2.31K+ 1.6% |
$129K - $146K
|
147K
$9.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.24K+ 1596.43% |
$124K - $142K
|
2.38K
$146K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.18K+ 22.68% |
$121K - $138K
|
11.8K
$724K
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.11KNew |
$117K - $134K
|
2.11K
$130K
|
|
|
Aug 14, 2023
Q2 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
2.07K+ 37.95% |
$115K - $131K
|
7.54K
$464K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.06K+ 7.08% |
$115K - $131K
|
31.2K
$1.92M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.05K+ 18.55% |
$114K - $130K
|
13.1K
$805K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
2K+ 177.78% |
$111K - $127K
|
3.13K
$192K
|
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.78K+ 3.55% |
$99K - $113K
|
51.8K
$3.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.77KNew |
$98.3K - $112K
|
1.77K
$109K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.72K+ 28.16% |
$96K - $109K
|
7.85K
$483K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.71K+ 7.04% |
$95.3K - $108K
|
26K
$1.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.7K+ 4.45% |
$94.9K - $108K
|
40K
$2.46M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.64K+ 11.49% |
$91.1K - $104K
|
15.9K
$977K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.5KNew |
$83.5K - $95K
|
1.5K
$92.3K
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.48KNew |
$82.5K - $93.8K
|
1.48K
$91.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.47K+ 263.04% |
$82K - $93.3K
|
2.03K
$125K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.37K+ 3.15% |
$76.4K - $87K
|
45K
$2.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.35K+ 76.84% |
$75.2K - $85.5K
|
3.11K
$191K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.34K+ 32.22% |
$74.8K - $85.2K
|
5.52K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.28K+ 1.7% |
$71.4K - $81.2K
|
76.8K
$4.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.28K+ 0.89% |
$71.1K - $80.9K
|
144K
$8.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
1.26K+ 348.9% |
$70.3K - $80K
|
1.63K
$100K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.26K+ 119.62% |
$69.9K - $79.6K
|
2.31K
$142K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
1.24K+ 19.98% |
$69.3K - $78.8K
|
7.47K
$459K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.24K+ 98.41% |
$68.8K - $78.2K
|
2.49K
$153K
|
|
|
Jul 31, 2023
Q2 2023
|
Corbyn Investment Management Inc
|
BUY
|
- |
1.21K+ 1.39% |
$67.3K - $76.5K
|
88.4K
$5.43M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.19K+ 14.04% |
$66.2K - $75.3K
|
9.66K
$594K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.07K+ 7.96% |
$59.4K - $67.6K
|
14.5K
$890K
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.04K+ 2.22% |
$58.1K - $66.1K
|
48K
$2.95M
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.04KNew |
$57.9K - $65.9K
|
1.04K
$64K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
1.01K+ 5.76% |
$56.1K - $63.9K
|
18.5K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
994+ 6.76% |
$55.3K - $63K
|
15.7K
$965K
|
|
|
Aug 14, 2023
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
915+ 1.79% |
$50.9K - $58K
|
51.9K
$3.19M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
896+ 22.47% |
$49.9K - $56.8K
|
4.88K
$300K
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
786+ 6.32% |
$43.8K - $49.8K
|
13.2K
$813K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
778New |
$43.3K - $49.3K
|
778
$47.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
777+ 4.76% |
$43.3K - $49.2K
|
17.1K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
747+ 1.16% |
$41.6K - $47.3K
|
65.4K
$4.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
728+ 1.71% |
$40.5K - $46.1K
|
43.4K
$2.67M
|