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 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.44KNew |
$264K - $301K
|
3.44K
$208K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.39K+ 2212.42% |
$259K - $296K
|
3.54K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.38K+ 131.31% |
$259K - $296K
|
5.95K
$359K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
3.26KNew |
$250K - $285K
|
3.26K
$197K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
3.21K+ 24.84% |
$246K - $281K
|
16.1K
$974K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.18K+ 16.76% |
$244K - $278K
|
22.2K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.14KNew |
$241K - $275K
|
3.14K
$190K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.08K+ 61.71% |
$236K - $270K
|
8.08K
$488K
|
|
|
Jul 22, 2024
Q2 2024
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
2.98KNew |
$228K - $261K
|
2.98K
$180K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.94K+ 17.1% |
$225K - $257K
|
20.1K
$1.21M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.94K+ 17.1% |
$225K - $257K
|
20.1K
$1.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.86KNew |
$219K - $250K
|
2.86K
$173K
|
|
|
Jul 15, 2024
Q2 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.83K+ 7.93% |
$217K - $247K
|
38.5K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.79K+ 1.02% |
$214K - $244K
|
277K
$16.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.78K+ 3433.33% |
$213K - $243K
|
2.86K
$173K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.77K+ 58.14% |
$212K - $243K
|
7.54K
$455K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.71KNew |
$208K - $237K
|
2.71K
$163K
|
|
|
Aug 14, 2024
Q2 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
2.7KNew |
$207K - $236K
|
2.7K
$163K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.67K+ 19.25% |
$204K - $233K
|
16.5K
$997K
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.64KNew |
$202K - $231K
|
2.64K
$159K
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.61K+ 30.07% |
$200K - $228K
|
11.3K
$681K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.57KNew |
$197K - $225K
|
2.57K
$155K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.56KNew |
$196K - $224K
|
2.56K
$154K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.55KNew |
$195K - $223K
|
2.55K
$154K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
2.49K+ 24.4% |
$191K - $218K
|
12.7K
$767K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.43K+ 28.51% |
$187K - $213K
|
11K
$662K
|
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.37K+ 4.31% |
$182K - $207K
|
57.3K
$3.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
BUY
|
- |
2.36K+ 3.03% |
$181K - $207K
|
80.3K
$4.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.34K+ 4.26% |
$179K - $205K
|
57.3K
$3.46M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.33K+ 2.53% |
$179K - $204K
|
94.6K
$5.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.32K+ 8.72% |
$178K - $203K
|
28.9K
$1.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
2.3K+ 15.09% |
$176K - $201K
|
17.5K
$1.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.29K+ 10.03% |
$176K - $200K
|
25.1K
$1.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.25K+ 16.12% |
$172K - $197K
|
16.2K
$977K
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
BUY
|
- |
2.1K+ 0.96% |
$161K - $184K
|
220K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
2.06K+ 6.42% |
$158K - $180K
|
34.1K
$2.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.06K+ 13.51% |
$158K - $180K
|
17.3K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.04K+ 1.42% |
$156K - $178K
|
146K
$8.82M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.02K+ 36.59% |
$155K - $177K
|
7.54K
$455K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2K+ 3.58% |
$153K - $175K
|
57.8K
$3.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.99K+ 42.24% |
$153K - $174K
|
6.71K
$405K
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
1.99K+ 2.41% |
$152K - $174K
|
84.2K
$5.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.91K+ 46.3% |
$147K - $167K
|
6.05K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 21.4% |
$146K - $167K
|
10.8K
$652K
|
|
|
Aug 14, 2024
Q2 2024
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
1.89K+ 9.44% |
$145K - $166K
|
22K
$1.33M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.87K+ 29.52% |
$144K - $164K
|
8.22K
$496K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.78K+ 39.13% |
$136K - $156K
|
6.32K
$382K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.74KNew |
$133K - $152K
|
1.74K
$105K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.71K+ 70.98% |
$131K - $149K
|
4.11K
$248K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.63K+ 56.01% |
$125K - $143K
|
4.54K
$274K
|