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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-914- 0.32% |
$70.1K - $80K
|
284K
$17.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-978- 1.66% |
$75K - $85.6K
|
57.9K
$3.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-997- 10.19% |
$76.4K - $87.2K
|
8.79K
$547K
|
|
|
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
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-1.13K- 5.62% |
$86.9K - $99.2K
|
19K
$1.19M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.15K- 93.32% |
$87.8K - $100K
|
82
$5.11K
|
|
|
Aug 22, 2024
Q2 2024
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.16K- 4.32% |
$88.6K - $101K
|
25.6K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.19K- 2.88% |
$90.8K - $104K
|
40K
$2.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.23K- 1.25% |
$94K - $107K
|
96.8K
$6.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.33K- 2.45% |
$102K - $117K
|
53.1K
$3.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.44K- 21.71% |
$110K - $126K
|
5.2K
$324K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.48K- 6.01% |
$113K - $129K
|
23.1K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.53K- 6.0% |
$117K - $133K
|
23.9K
$1.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-1.59K- 8.44% |
$122K - $139K
|
17.3K
$1.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.69K- 58.67% |
$129K - $148K
|
1.19K
$74K
|
|
|
Aug 14, 2024
Q2 2024
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
SELL
|
- |
-1.7K- 1.34% |
$130K - $149K
|
125K
$7.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.79K- 3.35% |
$137K - $157K
|
51.7K
$3.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-1.89K- 15.4% |
$144K - $165K
|
10.4K
$645K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.04K- 3.85% |
$156K - $178K
|
51K
$3.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-2.27K- 44.41% |
$174K - $198K
|
2.84K
$177K
|
|
|
Jul 25, 2024
Q2 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-2.3K- 2.76% |
$176K - $201K
|
81.1K
$5.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.32K- 2.06% |
$178K - $203K
|
110K
$6.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Unigestion Holding Sa
|
SELL
|
- |
-2.41K- 20.54% |
$185K - $211K
|
9.32K
$580K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.54K- 8.83% |
$195K - $222K
|
26.2K
$1.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-2.6K- 14.45% |
$199K - $227K
|
15.4K
$957K
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-2.64K- 1.68% |
$202K - $231K
|
154K
$9.61M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.93K- 48.72% |
$224K - $256K
|
3.08K
$192K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.02K- 1.85% |
$232K - $265K
|
160K
$9.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.11K- 5.32% |
$239K - $272K
|
55.4K
$3.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.16K- 10.84% |
$242K - $277K
|
26K
$1.62M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4K- 21.6% |
$306K - $350K
|
14.5K
$903K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-4.02K- 0.59% |
$308K - $351K
|
672K
$41.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.03K- 30.13% |
$309K - $353K
|
9.35K
$582K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.18K- 22.21% |
$320K - $366K
|
14.6K
$912K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.6K- 1.93% |
$353K - $403K
|
234K
$14.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4.73K- 46.56% |
$362K - $413K
|
5.43K
$338K
|
|
|
Aug 19, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-4.99K- 21.8% |
$383K - $437K
|
17.9K
$1.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-5.15K- 13.08% |
$395K - $451K
|
34.2K
$2.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.17K- 53.97% |
$397K - $453K
|
4.41K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-5.19K- 12.84% |
$398K - $454K
|
35.2K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-5.64K- 16.33% |
$432K - $494K
|
28.9K
$1.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-5.75K- 13.05% |
$441K - $503K
|
38.3K
$2.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-5.98K- 4.92% |
$458K - $523K
|
116K
$7.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-6.41K- 2.42% |
$491K - $561K
|
259K
$16.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.74K- 61.44% |
$517K - $590K
|
4.23K
$264K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-6.77K- 55.13% |
$519K - $592K
|
5.51K
$343K
|
|
|
Nov 06, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.93K- 0.64% |
$531K - $606K
|
1.07M
$66.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-7K- 14.61% |
$537K - $612K
|
40.9K
$2.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.51K- 53.37% |
$576K - $657K
|
6.56K
$409K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-7.79K- 57.88% |
$597K - $682K
|
5.67K
$353K
|