Purchases and Sales Made in Q2 2024 in Berkley W R Corp (WRB)
This table provides information about the institutional ownership of Berkley W R Corp (WRB) during Q2 2024. 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 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-324- 2.12% |
$24.8K - $28.3K
|
15K
$934K
|
|
|
Jul 26, 2024
Q2 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-325- 2.03% |
$24.9K - $28.4K
|
15.7K
$977K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-328- 9.08% |
$25.1K - $28.7K
|
3.28K
$204K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-329- 2.24% |
$25.2K - $28.8K
|
14.4K
$895K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-330- 12.02% |
$25.3K - $28.9K
|
2.42K
$150K
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-345- 2.9% |
$26.4K - $30.2K
|
11.5K
$718K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-346- 33.27% |
$26.5K - $30.3K
|
694
$43.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-349- 69.38% |
$26.8K - $30.5K
|
154
$9.59K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
SELL
|
- |
-363- 0.64% |
$27.8K - $31.8K
|
56.4K
$3.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-370- 0.09% |
$28.4K - $32.4K
|
430K
$26.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-371- 2.97% |
$28.4K - $32.5K
|
12.1K
$756K
|
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-399- 13.53% |
$30.6K - $34.9K
|
2.55K
$159K
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-400- 1.16% |
$30.7K - $35K
|
34.2K
$2.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 3.39% |
$30.7K - $35K
|
11.4K
$710K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-401- 2.27% |
$30.7K - $35.1K
|
17.3K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-413- 2.72% |
$31.7K - $36.1K
|
14.8K
$921K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-423- 5.79% |
$32.4K - $37K
|
6.88K
$428K
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-437- 5.86% |
$33.5K - $38.2K
|
7.02K
$437K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-438- 14.34% |
$33.6K - $38.3K
|
2.62K
$163K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-444- 55.43% |
$34K - $38.8K
|
357
$22.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-446- 1.68% |
$34.2K - $39K
|
26.1K
$1.63M
|
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-463- 2.77% |
$35.5K - $40.5K
|
16.2K
$1.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-463- 5.19% |
$35.5K - $40.5K
|
8.45K
$526K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-465- 4.05% |
$35.6K - $40.7K
|
11K
$687K
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-488- 6.93% |
$37.4K - $42.7K
|
6.56K
$408K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-490- 15.45% |
$37.6K - $42.9K
|
2.68K
$167K
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-500- 0.12% |
$38.3K - $43.7K
|
424K
$26.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-505- 0.52% |
$38.7K - $44.2K
|
96.3K
$6M
|
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-507- 1.55% |
$38.9K - $44.4K
|
32.1K
$2M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-510- 14.88% |
$39.1K - $44.6K
|
2.92K
$182K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-543- 13.93% |
$41.6K - $47.5K
|
3.36K
$209K
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
SELL
|
- |
-574- 1.95% |
$44K - $50.2K
|
28.8K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ing Groep Nv
|
SELL
|
- |
-574- 7.6% |
$44K - $50.2K
|
6.98K
$435K
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-582- 1.76% |
$44.6K - $50.9K
|
32.4K
$2.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-597- 10.96% |
$45.8K - $52.2K
|
4.85K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-616- 5.07% |
$47.2K - $53.9K
|
11.5K
$719K
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-620- 0.22% |
$47.5K - $54.2K
|
283K
$17.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-620- 9.93% |
$47.5K - $54.2K
|
5.63K
$350K
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-662- 2.17% |
$50.7K - $57.9K
|
29.9K
$1.86M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-675- 5.25% |
$51.7K - $59.1K
|
12.2K
$758K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-678- 11.05% |
$52K - $59.3K
|
5.46K
$340K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-695- 16.74% |
$53.3K - $60.8K
|
3.46K
$215K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-706- 20.74% |
$54.1K - $61.8K
|
2.7K
$168K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-712- 2.6% |
$54.6K - $62.3K
|
26.6K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-763- 14.86% |
$58.5K - $66.8K
|
4.37K
$272K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-767- 7.87% |
$58.8K - $67.1K
|
8.98K
$559K
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-784- 9.08% |
$60.1K - $68.6K
|
7.85K
$489K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-790- 0.96% |
$60.6K - $69.1K
|
81.7K
$5.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-881- 0.56% |
$67.5K - $77.1K
|
156K
$9.74M
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-886- 3.41% |
$67.9K - $77.5K
|
25.1K
$1.56M
|