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 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
177+ 61.67% |
$13.6K - $15.5K
|
464
$28.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
171+ 0.84% |
$13.1K - $15K
|
20.5K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
167+ 2.04% |
$12.8K - $14.6K
|
8.35K
$520K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
152+ 2.82% |
$11.7K - $13.3K
|
5.54K
$345K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
151+ 2.15% |
$11.6K - $13.2K
|
7.16K
$446K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
149+ 275.93% |
$11.4K - $13K
|
203
$12.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
135+ 8.72% |
$10.3K - $11.8K
|
1.68K
$105K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
133New |
$10.2K - $11.6K
|
133
$8.28K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
131+ 2.67% |
$10K - $11.5K
|
5.05K
$314K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
130+ 1.21% |
$9.96K - $11.4K
|
10.8K
$675K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
130+ 2.19% |
$9.96K - $11.4K
|
6.06K
$377K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
117+ 1.22% |
$8.97K - $10.2K
|
9.71K
$604K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
116+ 27.62% |
$8.89K - $10.1K
|
536
$33.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
115+ 4.2% |
$8.81K - $10.1K
|
2.85K
$178K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
108New |
$8.28K - $9.45K
|
108
$6.73K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
103+ 0.33% |
$7.89K - $9.01K
|
31K
$1.93M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
84+ 1.13% |
$6.44K - $7.35K
|
7.55K
$470K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
83+ 7.71% |
$6.36K - $7.26K
|
1.16K
$72.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
80+ 16.03% |
$6.13K - $7K
|
579
$36.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
76New |
$5.83K - $6.65K
|
76
$4.73K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
69+ 2.85% |
$5.29K - $6.04K
|
2.49K
$155K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
69+ 1.13% |
$5.29K - $6.04K
|
6.17K
$384K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
66New |
$5.06K - $5.77K
|
66
$4.11K
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
64+ 1.73% |
$4.91K - $5.6K
|
3.77K
$235K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
62New |
$4.75K - $5.42K
|
62
$3.86K
|
|
|
Aug 14, 2024
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
59+ 0.28% |
$4.52K - $5.16K
|
21.4K
$1.33M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
53+ 0.19% |
$4.06K - $4.64K
|
27.8K
$1.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
50+ 65.79% |
$3.83K - $4.37K
|
126
$7.85K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
50+ 0.78% |
$3.83K - $4.37K
|
6.5K
$405K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
50+ 0.78% |
$3.83K - $4.37K
|
6.46K
$402K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
50+ 0.06% |
$3.83K - $4.37K
|
79.1K
$4.93M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
49+ 39.52% |
$3.76K - $4.29K
|
173
$10.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Frontier Capital Management CO LLC
|
BUY
|
- |
43+ 0.04% |
$3.3K - $3.76K
|
105K
$6.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
39New |
$2.99K - $3.41K
|
39
$2.43K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
38+ 0.05% |
$2.91K - $3.32K
|
81.7K
$5.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
37+ 1.81% |
$2.84K - $3.24K
|
2.09K
$130K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
35+ 318.18% |
$2.68K - $3.06K
|
46
$2.86K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
35New |
$2.68K - $3.06K
|
35
$2.18K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
32New |
$2.45K - $2.8K
|
32
$1.99K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
28+ 22.22% |
$2.15K - $2.45K
|
154
$9.59K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
28+ 175.0% |
$2.15K - $2.45K
|
44
$2.74K
|
|
|
Jul 17, 2024
Q2 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
26+ 0.33% |
$1.99K - $2.27K
|
7.98K
$497K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
26New |
$1.99K - $2.27K
|
26
$1.62K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
25New |
$1.92K - $2.19K
|
25
$1.56K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
22+ 9.21% |
$1.69K - $1.92K
|
261
$16.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
19+ 9.69% |
$1.46K - $1.66K
|
215
$13.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
16New |
$1.23K - $1.4K
|
16
$996
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 1.96% |
$1.07K - $1.22K
|
730
$45.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
14+ 2.31% |
$1.07K - $1.22K
|
621
$38.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
14New |
$1.07K - $1.22K
|
14
$872
|