Purchases and Sales Made in Q2 2023 in Berkley W R Corp (WRB)

WRB Quotes by TradingView

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
Jul 27, 2023 Q2 2023
Empirical Finance, LLC

BUY
 -
725
+ 13.47%
$40.4K - $45.9K
6.11K $359K
Jul 24, 2023 Q2 2023
Citizens National Bank Trust Department

BUY
 -
710
+ 3.55%
$39.5K - $45K
20.7K $1.22M
Jul 31, 2023 Q2 2023
Agate Pass Investment Management, LLC

Bainbridge Island, WA
BUY
 -
678
+ 2.51%
$37.8K - $43K
27.7K $1.63M
Jul 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

BUY
 -
669
New
$37.2K - $42.4K
669 $39.4K
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
646
+ 11.1%
$36K - $40.9K
6.47K $380K
Aug 07, 2023 Q2 2023
Metis Global Partners, LLC

BUY
 -
646
+ 7.78%
$36K - $40.9K
8.95K $527K
Aug 14, 2023 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
616
+ 14.49%
$34.3K - $39K
4.87K $286K
Aug 10, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
574
+ 2.23%
$32K - $36.4K
26.3K $1.55M
Aug 08, 2023 Q2 2023
Insight Inv LLC

El Segundo, CA
BUY
 -
550
+ 3.19%
$30.6K - $34.8K
17.8K $1.05M
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
536
+ 403.01%
$29.8K - $34K
669 $39.4K
Aug 09, 2023 Q2 2023
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys

Harrisburg, PA
BUY
 -
488
+ 1.41%
$27.2K - $30.9K
35K $2.06M
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
450
New
$25.1K - $28.5K
450 $26.5K
Aug 11, 2023 Q2 2023
Covestor LTD

Boston, MA
BUY
 -
450
+ 55.56%
$25.1K - $28.5K
1.26K $74.1K
Jul 17, 2023 Q2 2023
New Mexico Educational Retirement Board

BUY
 -
400
+ 4.23%
$22.3K - $25.3K
9.85K $579K
Aug 08, 2023 Q2 2023
Baron Wealth Management LLC

Troy, MI
BUY
 -
396
+ 9.41%
$22K - $25.1K
4.61K $271K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
395
+ 3.58%
$22K - $25K
11.4K $672K
Jul 13, 2023 Q2 2023
Xponance, Inc.

BUY
 -
371
+ 1.39%
$20.7K - $23.5K
27K $1.59M
Aug 08, 2023 Q2 2023
Advisor Os, LLC

BUY
 -
362
+ 2.58%
$20.2K - $22.9K
14.4K $847K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
361
+ 7.83%
$20.1K - $22.9K
4.97K $293K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
347
+ 232.89%
$19.3K - $22K
496 $29.2K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
347
+ 232.89%
$19.3K - $22K
496 $29.2K
Jul 20, 2023 Q2 2023
Davenport & CO LLC

BUY
 -
339
+ 5.55%
$18.9K - $21.5K
6.45K $379K
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
316
+ 5.76%
$17.6K - $20K
5.8K $341K
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
308
+ 287.85%
$17.1K - $19.5K
415 $24.4K
Aug 14, 2023 Q2 2023
Elo Mutual Pension Insurance CO

BUY
 -
307
+ 1.8%
$17.1K - $19.5K
17.3K $1.02M
Jul 31, 2023 Q2 2023
Crossmark Global Holdings, Inc.

BUY
 -
298
+ 1.63%
$16.6K - $18.9K
18.6K $1.1M
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
294
+ 14.47%
$16.4K - $18.6K
2.33K $137K
Jul 10, 2023 Q2 2023
Maryland State Retirement & Pension System

BUY
 -
274
+ 1.72%
$15.3K - $17.4K
16.2K $955K
Jul 21, 2023 Q2 2023
Intercontinental Wealth Advisors, LLC

BUY
 -
272
+ 3.69%
$15.1K - $17.2K
7.64K $449K
Jul 31, 2023 Q2 2023
Asset Management One Co., Ltd.

BUY
 -
255
+ 0.27%
$14.2K - $16.2K
94.6K $5.57M
Aug 02, 2023 Q2 2023
America First Investment Advisors, LLC

BUY
 -
251
+ 0.09%
$14K - $15.9K
288K $16.9M
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
228
+ 4.56%
$12.7K - $14.4K
5.22K $307K
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

BUY
 -
225
+ 1.36%
$12.5K - $14.3K
16.7K $983K
Aug 08, 2023 Q2 2023
Column Capital Advisors, LLC

BUY
 -
223
+ 6.99%
$12.4K - $14.1K
3.42K $201K
Jul 17, 2023 Q2 2023
Wedmont Private Capital

BUY
 -
207
+ 6.24%
$11.5K - $13.1K
3.53K $207K
Jul 25, 2023 Q2 2023
Umb Bank, N.A.

BUY
 -
205
+ 2.64%
$11.4K - $13K
7.98K $470K
Jul 06, 2023 Q2 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
200
New
$11.1K - $12.7K
200 $11.8K
Aug 09, 2023 Q2 2023
Burney CO

Reston, VA
BUY
 -
192
+ 0.25%
$10.7K - $12.2K
77.6K $4.56M
Jul 17, 2023 Q2 2023
Goal Vest Advisory LLC

BUY
 -
180
New
$10K - $11.4K
180 $10.6K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
160
+ 6.49%
$8.91K - $10.1K
2.62K $154K
Aug 07, 2023 Q2 2023
Mitchell & Pahl Private Wealth, LLC

BUY
 -
159
+ 1.22%
$8.85K - $10.1K
13.2K $779K
Jul 28, 2023 Q2 2023
Tokio Marine Asset Management CO LTD

Tokyo, M0
BUY
 -
153
+ 3.66%
$8.52K - $9.69K
4.34K $255K
Aug 14, 2023 Q2 2023
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
150
+ 0.39%
$8.35K - $9.5K
38.4K $2.26M
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
145
+ 3.84%
$8.07K - $9.19K
3.92K $231K
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
140
+ 2.38%
$7.8K - $8.87K
6.03K $355K
Aug 10, 2023 Q2 2023
Applied Capital Llc/Fl

Hollywood, FL
BUY
 -
129
+ 0.65%
$7.18K - $8.17K
20.1K $1.18M
Aug 10, 2023 Q2 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
118
+ 0.19%
$6.57K - $7.48K
61.9K $3.64M
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
110
+ 55.0%
$6.12K - $6.97K
310 $18.2K
Jul 24, 2023 Q2 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
104
+ 42.45%
$5.79K - $6.59K
349 $20.5K

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