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 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.47K+ 3.27% |
$113K - $129K
|
46.4K
$2.99M
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.46K+ 32.87% |
$112K - $127K
|
5.89K
$379K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.43K+ 13.35% |
$110K - $125K
|
12.2K
$782K
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.39K+ 23.13% |
$106K - $122K
|
7.4K
$476K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
1.35K+ 14.67% |
$104K - $118K
|
10.6K
$679K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.35K+ 9.17% |
$103K - $118K
|
16.1K
$1.03M
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.33K+ 57.77% |
$102K - $117K
|
3.64K
$234K
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
1.3K+ 39.38% |
$99.6K - $114K
|
4.6K
$296K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 140.57% |
$97.7K - $112K
|
2.18K
$140K
|
|
Aug 12, 2024
Q2 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
1.19K+ 23.09% |
$91.4K - $104K
|
6.35K
$409K
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 49.92% |
$90.7K - $104K
|
3.55K
$229K
|
|
Jul 25, 2024
Q2 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
1.17KNew |
$89.5K - $102K
|
1.17K
$75.1K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.13K+ 99.3% |
$86.8K - $99K
|
2.27K
$146K
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.09K+ 13.45% |
$83.6K - $95.5K
|
9.2K
$592K
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.04K+ 28.37% |
$79.8K - $91.1K
|
4.71K
$303K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.03K+ 3.03% |
$78.7K - $89.9K
|
34.9K
$2.25M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.02K+ 3.41% |
$78K - $89.1K
|
30.9K
$1.99M
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1K+ 54.5% |
$76.7K - $87.5K
|
2.84K
$182K
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
984+ 2.34% |
$75.4K - $86.1K
|
43K
$2.76M
|
|
Aug 07, 2024
Q2 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
950+ 4.86% |
$72.8K - $83.1K
|
20.5K
$1.32M
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
939+ 5.87% |
$72K - $82.2K
|
16.9K
$1.09M
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
921+ 10.07% |
$70.6K - $80.6K
|
10.1K
$647K
|
|
Aug 08, 2024
Q2 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
913+ 6.54% |
$70K - $79.9K
|
14.9K
$957K
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
911+ 2.52% |
$69.8K - $79.7K
|
37K
$2.38M
|
|
Aug 14, 2024
Q2 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
872+ 2.45% |
$66.8K - $76.3K
|
36.5K
$2.35M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
857+ 75.37% |
$65.7K - $75K
|
1.99K
$128K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
833+ 26.89% |
$63.8K - $72.9K
|
3.93K
$253K
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
790New |
$60.6K - $69.1K
|
790
$50.8K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
770+ 40.5% |
$59K - $67.4K
|
2.67K
$172K
|
|
Aug 14, 2024
Q2 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
766+ 3.11% |
$58.7K - $67K
|
25.4K
$1.63M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
762+ 3.36% |
$58.4K - $66.7K
|
23.5K
$1.51M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
761+ 32.07% |
$58.3K - $66.6K
|
3.13K
$202K
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
736+ 5.03% |
$56.4K - $64.4K
|
15.4K
$988K
|
|
Aug 13, 2024
Q2 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
690+ 0.74% |
$52.9K - $60.4K
|
94.1K
$6.06M
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
641+ 9.46% |
$49.1K - $56.1K
|
7.42K
$477K
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
641+ 25.98% |
$49.1K - $56.1K
|
3.11K
$200K
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
633+ 0.39% |
$48.5K - $55.4K
|
165K
$10.6M
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
627+ 4.49% |
$48.1K - $54.9K
|
14.6K
$938K
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
619+ 19.98% |
$47.4K - $54.2K
|
3.72K
$239K
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
612+ 0.03% |
$46.9K - $53.5K
|
1.95M
$125M
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
608+ 1.06% |
$46.6K - $53.2K
|
57.8K
$3.72M
|
|
Aug 13, 2024
Q2 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
600+ 1.4% |
$46K - $52.5K
|
43.3K
$2.79M
|
|
Aug 15, 2024
Q2 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
600+ 5.16% |
$46K - $52.5K
|
12.2K
$786K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
599+ 14975.0% |
$45.9K - $52.4K
|
603
$38.8K
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
572New |
$43.8K - $50K
|
572
$36.8K
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
538+ 10.83% |
$41.2K - $47.1K
|
5.5K
$354K
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
538+ 1379.49% |
$41.2K - $47.1K
|
577
$37.1K
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
530New |
$40.6K - $46.4K
|
530
$34.1K
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
523+ 2.21% |
$40.1K - $45.8K
|
24.2K
$1.56M
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
465+ 2.14% |
$35.6K - $40.7K
|
22.2K
$1.43M
|