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 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-706- 20.74% |
$54.1K - $61.8K
|
2.7K
$188K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-712- 2.6% |
$54.6K - $62.3K
|
26.6K
$1.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-763- 14.86% |
$58.5K - $66.8K
|
4.37K
$305K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-767- 7.87% |
$58.8K - $67.1K
|
8.98K
$626K
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-784- 9.08% |
$60.1K - $68.6K
|
7.85K
$547K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-790- 0.96% |
$60.6K - $69.1K
|
81.7K
$5.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-881- 0.56% |
$67.5K - $77.1K
|
156K
$10.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-886- 3.41% |
$67.9K - $77.5K
|
25.1K
$1.75M
|
|
|
Aug 07, 2024
Q2 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-914- 0.32% |
$70.1K - $80K
|
284K
$19.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-978- 1.66% |
$75K - $85.6K
|
57.9K
$4.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-997- 10.19% |
$76.4K - $87.2K
|
8.79K
$613K
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.1K- 4.14% |
$84.3K - $96.2K
|
25.5K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-1.13K- 5.62% |
$86.9K - $99.2K
|
19K
$1.33M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.15K- 93.32% |
$87.8K - $100K
|
82
$5.72K
|
|
|
Aug 22, 2024
Q2 2024
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.16K- 4.32% |
$88.6K - $101K
|
25.6K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.19K- 2.88% |
$90.8K - $104K
|
40K
$2.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.23K- 1.25% |
$94K - $107K
|
96.8K
$6.75M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.33K- 2.45% |
$102K - $117K
|
53.1K
$3.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.44K- 21.71% |
$110K - $126K
|
5.2K
$362K
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.47K- 33.48% |
$113K - $129K
|
2.93K
$204K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.48K- 6.01% |
$113K - $129K
|
23.1K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.53K- 6.0% |
$117K - $133K
|
23.9K
$1.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-1.59K- 8.44% |
$122K - $139K
|
17.3K
$1.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.69K- 58.67% |
$129K - $148K
|
1.19K
$82.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
SELL
|
- |
-1.7K- 1.34% |
$130K - $149K
|
125K
$8.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.79K- 3.35% |
$137K - $157K
|
51.7K
$3.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-1.89K- 15.4% |
$144K - $165K
|
10.4K
$722K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.04K- 3.85% |
$156K - $178K
|
51K
$3.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-2.27K- 44.41% |
$174K - $198K
|
2.84K
$198K
|
|
|
Jul 25, 2024
Q2 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-2.3K- 2.76% |
$176K - $201K
|
81.1K
$5.66M
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.32K- 2.06% |
$178K - $203K
|
110K
$7.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Unigestion Holding Sa
|
SELL
|
- |
-2.41K- 20.54% |
$185K - $211K
|
9.32K
$650K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.54K- 8.83% |
$195K - $222K
|
26.2K
$1.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-2.6K- 14.45% |
$199K - $227K
|
15.4K
$1.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-2.64K- 1.68% |
$202K - $231K
|
154K
$10.8M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.93K- 48.72% |
$224K - $256K
|
3.08K
$215K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.02K- 1.85% |
$232K - $265K
|
160K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.11K- 5.32% |
$239K - $272K
|
55.4K
$3.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.16K- 10.84% |
$242K - $277K
|
26K
$1.82M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4K- 21.6% |
$306K - $350K
|
14.5K
$1.01M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-4.02K- 0.59% |
$308K - $351K
|
672K
$46.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.03K- 30.13% |
$309K - $353K
|
9.35K
$652K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.18K- 22.21% |
$320K - $366K
|
14.6K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.6K- 1.93% |
$353K - $403K
|
234K
$16.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4.73K- 46.56% |
$362K - $413K
|
5.43K
$378K
|
|
|
Aug 19, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-4.99K- 21.8% |
$383K - $437K
|
17.9K
$1.25M
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-5.15K- 13.08% |
$395K - $451K
|
34.2K
$2.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.17K- 53.97% |
$397K - $453K
|
4.41K
$308K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-5.19K- 12.84% |
$398K - $454K
|
35.2K
$2.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-5.64K- 16.33% |
$432K - $494K
|
28.9K
$2.02M
|