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 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
100+ 20.58% |
$5.57K - $6.34K
|
586
$36K
|
|
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
BUY
|
- |
93+ 0.04% |
$5.18K - $5.89K
|
256K
$15.8M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
93New |
$5.18K - $5.89K
|
93
$5.72K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
86New |
$4.79K - $5.45K
|
86
$5.29K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
82+ 18.81% |
$4.57K - $5.2K
|
518
$31.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
82+ 5.31% |
$4.57K - $5.2K
|
1.63K
$100K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
80+ 0.25% |
$4.45K - $5.07K
|
32.1K
$1.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
73New |
$4.06K - $4.63K
|
73
$4.49K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
72+ 0.42% |
$4.01K - $4.56K
|
17.3K
$1.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
72New |
$4.01K - $4.56K
|
72
$4.43K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
69+ 0.56% |
$3.84K - $4.37K
|
12.3K
$759K
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
64+ 139.13% |
$3.56K - $4.06K
|
110
$6.77K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
60New |
$3.34K - $3.8K
|
60
$3.69K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
53+ 26.11% |
$2.95K - $3.36K
|
256
$15.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
47+ 41.59% |
$2.62K - $2.98K
|
160
$9.84K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
40+ 0.8% |
$2.23K - $2.53K
|
5.07K
$312K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
39+ 0.24% |
$2.17K - $2.47K
|
16.1K
$993K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36+ 2.18% |
$2K - $2.28K
|
1.69K
$104K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
35+ 0.11% |
$1.95K - $2.22K
|
30.8K
$1.89M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
34+ 566.67% |
$1.89K - $2.15K
|
40
$2.46K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
29+ 0.49% |
$1.61K - $1.84K
|
5.93K
$365K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
27+ 108.0% |
$1.5K - $1.71K
|
52
$3.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
24New |
$1.34K - $1.52K
|
24
$1.48K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
21+ 0.09% |
$1.17K - $1.33K
|
23K
$1.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
18+ 62.07% |
$1K - $1.14K
|
47
$2.89K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
17+ 5.28% |
$947 - $1.08K
|
339
$20.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
15New |
$835 - $950
|
15
$923
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
13+ 72.22% |
$724 - $824
|
31
$1.91K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 16.0% |
$668 - $760
|
87
$5.35K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12New |
$668 - $760
|
12
$738
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.09% |
$612 - $697
|
11.8K
$727K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 0.17% |
$612 - $697
|
6.55K
$403K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9New |
$501 - $570
|
9
$554
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8+ 0.17% |
$445 - $507
|
4.65K
$286K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 3.79% |
$445 - $507
|
219
$13.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8+ 53.33% |
$445 - $507
|
23
$1.41K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7+ 0.03% |
$390 - $444
|
21.9K
$1.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
6+ 0.18% |
$334 - $380
|
3.38K
$208K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
5New |
$278 - $317
|
5
$308
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5+ 2.87% |
$278 - $317
|
179
$11K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.46% |
$278 - $317
|
1.09K
$67.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.37% |
$111 - $127
|
542
$33.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.11% |
$55.7 - $63.4
|
915
$56.3K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.22% |
$55.7 - $63.4
|
464
$28.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.01% |
$55.7 - $63.4
|
7.51K
$462K
|
|
|
Jul 20, 2023
Q2 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1+ 0.02% |
$55.7 - $63.4
|
5.38K
$331K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-2- 0.04% |
$111 - $127
|
5.54K
$341K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 5.88% |
$111 - $127
|
32
$1.97K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4- 2.29% |
$223 - $253
|
171
$10.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4- 2.2% |
$223 - $253
|
178
$10.9K
|