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 15, 2024
Q2 2024
|
Baxter Bros Inc
|
BUY
|
- |
10.5K+ 99.32% |
$802K - $915K
|
21K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
10.4KNew |
$797K - $909K
|
10.4K
$647K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
10.1K+ 37.51% |
$776K - $886K
|
37.1K
$2.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
10.1K+ 25.61% |
$771K - $880K
|
49.3K
$3.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
9.96K+ 3.77% |
$763K - $871K
|
274K
$17.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
9.92KNew |
$760K - $868K
|
9.92K
$618K
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
9.23K+ 25.6% |
$708K - $808K
|
45.3K
$2.82M
|
|
|
Jul 10, 2024
Q2 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
8.99KNew |
$689K - $787K
|
8.99K
$560K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
8.55K+ 59.53% |
$655K - $748K
|
22.9K
$1.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Grace & White Inc
|
BUY
|
- |
8.29K+ 50.0% |
$635K - $725K
|
24.9K
$1.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
8.04KNew |
$616K - $703K
|
8.04K
$501K
|
|
|
Aug 05, 2024
Q2 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
7.69K+ 57.63% |
$590K - $673K
|
21K
$1.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
7.27KNew |
$557K - $636K
|
7.27K
$453K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
7.16K+ 6.72% |
$549K - $627K
|
114K
$7.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
7.15KNew |
$548K - $625K
|
7.15K
$445K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
7.02KNew |
$538K - $614K
|
7.02K
$437K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
6.96K+ 15.16% |
$533K - $609K
|
52.8K
$3.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
6.83KNew |
$524K - $598K
|
6.83K
$426K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.56K+ 13.85% |
$503K - $574K
|
54K
$3.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
6.45K+ 9.58% |
$494K - $564K
|
73.8K
$4.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
6.3K+ 10.79% |
$483K - $551K
|
64.7K
$4.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.21K+ 101.22% |
$476K - $543K
|
12.3K
$768K
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
6.09KNew |
$467K - $533K
|
6.09K
$379K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.09KNew |
$467K - $533K
|
6.09K
$379K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.95K+ 0.35% |
$456K - $521K
|
1.7M
$106M
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.93KNew |
$455K - $519K
|
5.93K
$369K
|
|
|
Aug 13, 2024
Q2 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
5.88K+ 19.84% |
$451K - $514K
|
35.5K
$2.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
5.55KNew |
$425K - $485K
|
5.55K
$345K
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
5.46KNew |
$418K - $478K
|
5.46K
$340K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
5.42K+ 1.67% |
$415K - $474K
|
330K
$20.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
5.3KNew |
$406K - $464K
|
5.3K
$330K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.23KNew |
$401K - $458K
|
5.23K
$326K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
5.07KNew |
$388K - $443K
|
5.07K
$316K
|
|
|
Aug 02, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
4.99K+ 27.87% |
$383K - $437K
|
22.9K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
4.95K+ 3.66% |
$379K - $433K
|
140K
$8.74M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.76K+ 1273.53% |
$365K - $417K
|
5.14K
$320K
|
|
|
Aug 06, 2024
Q2 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.74K+ 373.54% |
$364K - $415K
|
6.01K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.69K+ 44.07% |
$360K - $411K
|
15.3K
$955K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.62K+ 2.42% |
$354K - $404K
|
196K
$12.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
4.42KNew |
$339K - $387K
|
4.42K
$275K
|
|
|
Aug 07, 2024
Q2 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
4.13KNew |
$316K - $361K
|
4.13K
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.13K+ 81.46% |
$316K - $361K
|
9.19K
$572K
|
|
|
Aug 13, 2024
Q2 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
3.81K+ 83.6% |
$292K - $334K
|
8.37K
$521K
|
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
3.77KNew |
$289K - $330K
|
3.77K
$235K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.77KNew |
$289K - $330K
|
3.77K
$235K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.57K+ 2552.14% |
$274K - $313K
|
3.71K
$231K
|
|
|
Nov 12, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
3.56K+ 52.59% |
$273K - $312K
|
10.3K
$644K
|
|
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.45KNew |
$264K - $302K
|
3.45K
$215K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.44KNew |
$264K - $301K
|
3.44K
$214K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.39K+ 2212.42% |
$259K - $296K
|
3.54K
$220K
|