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 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
436+ 0.42% |
$33.4K - $38.1K
|
104K
$6.47M
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
420+ 2.08% |
$32.2K - $36.7K
|
20.6K
$1.28M
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
411+ 12.38% |
$31.5K - $36K
|
3.73K
$232K
|
|
Jul 12, 2024
Q2 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
410+ 2.1% |
$31.4K - $35.9K
|
19.9K
$1.24M
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
408+ 4.26% |
$31.3K - $35.7K
|
9.98K
$621K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
396+ 8.27% |
$30.4K - $34.6K
|
5.18K
$323K
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
395+ 1.85% |
$30.3K - $34.6K
|
21.8K
$1.36M
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
370+ 1.06% |
$28.4K - $32.4K
|
35.2K
$2.19M
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
369+ 5.0% |
$28.3K - $32.3K
|
7.75K
$483K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
360+ 1440.0% |
$27.6K - $31.5K
|
385
$24K
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
354+ 4.41% |
$27.1K - $31K
|
8.37K
$521K
|
|
Aug 23, 2024
Q2 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
340+ 1.63% |
$26.1K - $29.7K
|
21.2K
$1.32M
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
335+ 11.66% |
$25.7K - $29.3K
|
3.21K
$200K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
316+ 1.87% |
$24.2K - $27.6K
|
17.2K
$1.07M
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
313+ 9.27% |
$24K - $27.4K
|
3.69K
$230K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
300New |
$23K - $26.2K
|
300
$18.7K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
299+ 5.19% |
$22.9K - $26.2K
|
6.06K
$377K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
296+ 93.97% |
$22.7K - $25.9K
|
611
$38K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
284+ 62.01% |
$21.8K - $24.8K
|
742
$46.2K
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
270+ 0.32% |
$20.7K - $23.6K
|
85.3K
$5.31M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
269+ 2.2% |
$20.6K - $23.5K
|
12.5K
$777K
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
268+ 0.76% |
$20.5K - $23.4K
|
35.6K
$2.22M
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
253+ 3.38% |
$19.4K - $22.1K
|
7.74K
$482K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
252+ 0.89% |
$19.3K - $22K
|
28.6K
$1.78M
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
250+ 8.03% |
$19.2K - $21.9K
|
3.37K
$210K
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
245+ 5.17% |
$18.8K - $21.4K
|
4.99K
$310K
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
239+ 1.72% |
$18.3K - $20.9K
|
14.2K
$882K
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
236+ 5.66% |
$18.1K - $20.6K
|
4.4K
$274K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
236+ 12.18% |
$18.1K - $20.6K
|
2.17K
$135K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
232+ 32.31% |
$17.8K - $20.3K
|
950
$59.2K
|
|
Aug 06, 2024
Q2 2024
|
Torray LLC
|
BUY
|
- |
231+ 0.14% |
$17.7K - $20.2K
|
162K
$10.1M
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
225+ 8.56% |
$17.2K - $19.7K
|
2.85K
$178K
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
218+ 4.41% |
$16.7K - $19.1K
|
5.16K
$321K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
217+ 0.37% |
$16.6K - $19K
|
59.4K
$3.7M
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
216+ 1.78% |
$16.6K - $18.9K
|
12.4K
$770K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
212+ 1.67% |
$16.2K - $18.5K
|
12.9K
$802K
|
|
Aug 12, 2024
Q2 2024
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
210+ 3.85% |
$16.1K - $18.4K
|
5.67K
$353K
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
209+ 103.98% |
$16K - $18.3K
|
410
$25.5K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
202+ 0.51% |
$15.5K - $17.7K
|
39.9K
$2.48M
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
202+ 9.18% |
$15.5K - $17.7K
|
2.4K
$150K
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
200+ 0.24% |
$15.3K - $17.5K
|
85.2K
$5.31M
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
193+ 49.87% |
$14.8K - $16.9K
|
580
$36.1K
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
188+ 3.98% |
$14.4K - $16.4K
|
4.92K
$306K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
188+ 15.22% |
$14.4K - $16.4K
|
1.42K
$88.6K
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
186+ 5.87% |
$14.3K - $16.3K
|
3.35K
$209K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
185+ 13.98% |
$14.2K - $16.2K
|
1.51K
$93.9K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
184New |
$14.1K - $16.1K
|
184
$11.5K
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
181+ 0.89% |
$13.9K - $15.8K
|
20.6K
$1.28M
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
181+ 2.3% |
$13.9K - $15.8K
|
8.05K
$501K
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
178+ 4.98% |
$13.6K - $15.6K
|
3.75K
$234K
|