Purchases and Sales Made in Q2 2024 in Berkley W R Corp (WRB)

WRB Quotes by TradingView

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
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
184
New
$14.1K - $16.1K
184 $12.8K
Jul 17, 2024 Q2 2024
Leavell Investment Management, Inc.

BUY
 -
181
+ 0.89%
$13.9K - $15.8K
20.6K $1.44M
Jul 29, 2024 Q2 2024
Umb Bank, N.A.

BUY
 -
181
+ 2.3%
$13.9K - $15.8K
8.05K $562K
Jul 26, 2024 Q2 2024
Hb Wealth Management, LLC

BUY
 -
178
+ 4.98%
$13.6K - $15.6K
3.75K $262K
Aug 01, 2024 Q2 2024
Tortoise Investment Management, LLC

BUY
 -
177
+ 61.67%
$13.6K - $15.5K
464 $32.4K
Aug 14, 2024 Q2 2024
Verition Fund Management LLC

Greenwich, CT
BUY
 -
171
+ 0.84%
$13.1K - $15K
20.5K $1.43M
Aug 14, 2024 Q2 2024
Wealthfront Advisers LLC

BUY
 -
167
+ 2.04%
$12.8K - $14.6K
8.35K $582K
Aug 14, 2024 Q2 2024
Brown Advisory Inc

BUY
 -
152
+ 2.82%
$11.7K - $13.3K
5.54K $387K
Aug 14, 2024 Q2 2024
Norinchukin Bank, The

Tokyo, M0
BUY
 -
151
+ 2.15%
$11.6K - $13.2K
7.16K $499K
Jul 29, 2024 Q2 2024
Crewe Advisors LLC

BUY
 -
149
+ 275.93%
$11.4K - $13K
203 $14.2K
Jul 08, 2024 Q2 2024
St Germain D J CO Inc

Springfield, MA
BUY
 -
133
New
$10.2K - $11.6K
133 $9.28K
Jul 22, 2024 Q2 2024
Greenleaf Trust

Kalamazoo, MI
BUY
 -
131
+ 2.67%
$10K - $11.5K
5.05K $352K
Jul 29, 2024 Q2 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
130
+ 1.21%
$9.96K - $11.4K
10.8K $756K
Aug 14, 2024 Q2 2024
Matrix Private Capital Group LLC

New York, NY
BUY
 -
130
+ 2.19%
$9.96K - $11.4K
6.06K $423K
Aug 06, 2024 Q2 2024
Metis Global Partners, LLC

BUY
 -
117
+ 1.22%
$8.97K - $10.2K
9.71K $677K
Jul 02, 2024 Q2 2024
Massmutual Trust CO Fsb

BUY
 -
116
+ 27.62%
$8.89K - $10.1K
536 $37.4K
Jul 25, 2024 Q2 2024
Firethorn Wealth Partners, LLC

BUY
 -
115
+ 4.2%
$8.81K - $10.1K
2.85K $199K
Aug 08, 2024 Q2 2024
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
108
New
$8.28K - $9.45K
108 $7.53K
Aug 05, 2024 Q2 2024
Sound View Wealth Advisors Group, LLC

BUY
 -
103
+ 0.33%
$7.89K - $9.01K
31K $2.16M
Jul 16, 2024 Q2 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
84
+ 1.13%
$6.44K - $7.35K
7.55K $526K
Aug 08, 2024 Q2 2024
Federated Hermes, Inc.

Pittsburgh, PA
BUY
 -
83
+ 7.71%
$6.36K - $7.26K
1.16K $80.9K
Jul 31, 2024 Q2 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
80
+ 16.03%
$6.13K - $7K
579 $40.4K
Aug 12, 2024 Q2 2024
Esl Trust Services, LLC

BUY
 -
76
New
$5.83K - $6.65K
76 $5.3K
Aug 05, 2024 Q2 2024
Cullen/Frost Bankers, Inc.

BUY
 -
69
+ 2.85%
$5.29K - $6.04K
2.49K $174K
Aug 14, 2024 Q2 2024
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
69
+ 1.13%
$5.29K - $6.04K
6.17K $430K
Jan 27, 2025 Q2 2024
Caitlin John, LLC

Brighton, MI
BUY
 -
68
+ 70.83%
$5.21K - $5.95K
164 $11.4K
Jul 08, 2024 Q2 2024
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
66
New
$5.06K - $5.77K
66 $4.6K
Aug 14, 2024 Q2 2024
Capstone Investment Advisors, LLC

New York, NY
BUY
 -
64
+ 1.73%
$4.91K - $5.6K
3.77K $263K
Aug 14, 2024 Q2 2024
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
62
New
$4.75K - $5.42K
62 $4.32K
Aug 14, 2024 Q2 2024
Axa S.A.

Paris, I0
BUY
 -
59
+ 0.28%
$4.52K - $5.16K
21.4K $1.49M
Feb 27, 2025 Q2 2024
Reap Financial Group, LLC

Austin, TX
BUY
 -
54
+ 72.0%
$4.14K - $4.72K
129 $9K
Aug 05, 2024 Q2 2024
New York Life Investment Management LLC

New York, NY
BUY
 -
53
+ 0.19%
$4.06K - $4.64K
27.8K $1.94M
Aug 02, 2024 Q2 2024
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
50
+ 65.79%
$3.83K - $4.37K
126 $8.79K
Jul 30, 2024 Q2 2024
Trinity Point Wealth, LLC

BUY
 -
50
+ 0.78%
$3.83K - $4.37K
6.46K $451K
Jul 29, 2024 Q2 2024
Burney CO

Reston, VA
BUY
 -
50
+ 0.06%
$3.83K - $4.37K
79.1K $5.52M
Aug 09, 2024 Q2 2024
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
50
+ 0.78%
$3.83K - $4.37K
6.5K $453K
Jul 19, 2024 Q2 2024
First Horizon Advisors, Inc.

BUY
 -
49
+ 39.52%
$3.76K - $4.29K
173 $12.1K
Aug 14, 2024 Q2 2024
Frontier Capital Management CO LLC

BUY
 -
43
+ 0.04%
$3.3K - $3.76K
105K $7.35M
Aug 06, 2024 Q2 2024
Sandy Spring Bank

BUY
 -
39
New
$2.99K - $3.41K
39 $2.72K
Jul 12, 2024 Q2 2024
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
38
+ 0.05%
$2.91K - $3.32K
81.7K $5.7M
Jul 30, 2024 Q2 2024
Ifp Advisors, Inc

BUY
 -
37
+ 1.81%
$2.84K - $3.24K
2.09K $145K
Jul 12, 2024 Q2 2024
Baldwin Brothers LLC

BUY
 -
35
New
$2.68K - $3.06K
35 $2.44K
Aug 07, 2024 Q2 2024
Sachetta, LLC

Lynnfield, MA
BUY
 -
35
+ 318.18%
$2.68K - $3.06K
46 $3.21K
Aug 13, 2024 Q2 2024
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
32
New
$2.45K - $2.8K
32 $2.23K
Aug 12, 2024 Q2 2024
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
28
+ 175.0%
$2.15K - $2.45K
44 $3.07K
Nov 12, 2024 Q2 2024
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
28
+ 22.22%
$2.15K - $2.45K
154 $10.7K
Jul 17, 2024 Q2 2024
Baader Bank Aktiengesellschaft

Unterschleissheim, 2M
BUY
 -
26
+ 0.33%
$1.99K - $2.27K
7.98K $556K
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
26
New
$1.99K - $2.27K
26 $1.81K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
25
New
$1.92K - $2.19K
25 $1.74K

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