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
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-4- 0.02% |
$223 - $253
|
17K
$1M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-6- 0.08% |
$334 - $380
|
7.16K
$421K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-8- 0.04% |
$445 - $507
|
19.3K
$1.13M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-9- 29.03% |
$501 - $570
|
22
$1.29K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-11- 57.89% |
$612 - $697
|
8
$471
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-13- 0.19% |
$724 - $824
|
6.69K
$394K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-14- 9.33% |
$780 - $887
|
136
$8K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-15- 0.32% |
$835 - $950
|
4.71K
$277K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-16- 1.29% |
$891 - $1.01K
|
1.22K
$72K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-22- 1.09% |
$1.22K - $1.39K
|
1.99K
$117K
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-22- 0.49% |
$1.22K - $1.39K
|
4.51K
$265K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-23- 10.09% |
$1.28K - $1.46K
|
205
$12.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-24- 2.75% |
$1.34K - $1.52K
|
850
$50K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-24- 2.75% |
$1.34K - $1.52K
|
850
$50K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-28- 16.67% |
$1.56K - $1.77K
|
140
$8.24K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-30- 4.44% |
$1.67K - $1.9K
|
645
$37.9K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-30- 78.95% |
$1.67K - $1.9K
|
8
$471
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-40- 0.55% |
$2.23K - $2.53K
|
7.21K
$424K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-46- 60.53% |
$2.56K - $2.91K
|
30
$1.76K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-48- 0.68% |
$2.67K - $3.04K
|
7K
$412K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-50- 1.02% |
$2.78K - $3.17K
|
4.83K
$284K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-55- 0.75% |
$3.06K - $3.48K
|
7.25K
$426K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-67- 1.05% |
$3.73K - $4.25K
|
6.34K
$373K
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-95- 0.91% |
$5.29K - $6.02K
|
10.4K
$612K
|
|
|
Aug 04, 2023
Q2 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-98- 0.76% |
$5.46K - $6.21K
|
12.7K
$748K
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.27% |
$5.57K - $6.34K
|
36.5K
$2.15M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-100- 2.59% |
$5.57K - $6.34K
|
3.76K
$221K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-113- 1.62% |
$6.29K - $7.16K
|
6.86K
$404K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-120- 37.85% |
$6.68K - $7.6K
|
197
$11.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-123- 58.57% |
$6.85K - $7.79K
|
87
$5.12K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-124- 5.38% |
$6.9K - $7.86K
|
2.18K
$128K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-129- 1.01% |
$7.18K - $8.17K
|
12.6K
$741K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-135- 33.92% |
$7.52K - $8.55K
|
263
$15.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-147- 3.17% |
$8.18K - $9.31K
|
4.49K
$264K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-165- 4.45% |
$9.19K - $10.5K
|
3.55K
$209K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-179- 3.08% |
$9.97K - $11.3K
|
5.63K
$331K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-182- 7.11% |
$10.1K - $11.5K
|
2.38K
$140K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-183- 8.45% |
$10.2K - $11.6K
|
1.98K
$117K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-212- 0.88% |
$11.8K - $13.4K
|
23.8K
$1.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-230- 5.61% |
$12.8K - $14.6K
|
3.87K
$228K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-261- 0.9% |
$14.5K - $16.5K
|
28.9K
$1.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-272- 6.53% |
$15.1K - $17.2K
|
3.9K
$229K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-272- 1.02% |
$15.1K - $17.2K
|
26.3K
$1.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-274- 2.62% |
$15.3K - $17.4K
|
10.2K
$599K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-274- 20.04% |
$15.3K - $17.4K
|
1.09K
$64.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-289- 1.12% |
$16.1K - $18.3K
|
25.6K
$1.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-296- 3.13% |
$16.5K - $18.8K
|
9.15K
$538K
|
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
SELL
|
- |
-298- 0.82% |
$16.6K - $18.9K
|
36K
$2.12M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-306- 3.21% |
$17K - $19.4K
|
9.22K
$543K
|
|
|
Jun 14, 2024
Q2 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-316- 2.94% |
$17.6K - $20K
|
10.4K
$615K
|