Purchases and Sales Made in Q2 2025 in Berkley W R Corp (WRB)
This table provides information about the institutional ownership of Berkley W R Corp (WRB) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27K+ 109.73% |
$1.74M - $2.03M
|
51.7K
$3.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.39KNew |
$604K - $706K
|
9.39K
$655K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
5.24KNew |
$337K - $394K
|
5.24K
$365K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4.39KNew |
$282K - $330K
|
4.39K
$306K
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.34K+ 6.29% |
$279K - $326K
|
73.3K
$5.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.56K+ 6.89% |
$229K - $268K
|
55.3K
$3.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.1K+ 19.5% |
$199K - $233K
|
19K
$1.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.86KNew |
$184K - $215K
|
2.86K
$200K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
2.74KNew |
$176K - $206K
|
2.74K
$191K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.15K+ 50.88% |
$138K - $162K
|
6.38K
$445K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.57K+ 19.01% |
$101K - $118K
|
9.85K
$687K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.47K+ 30.48% |
$94.4K - $110K
|
6.29K
$438K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
862+ 2.48% |
$55.4K - $64.8K
|
35.6K
$2.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
855+ 322.64% |
$55K - $64.3K
|
1.12K
$78.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
478+ 2.26% |
$30.7K - $35.9K
|
21.7K
$1.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
422+ 3.54% |
$27.1K - $31.7K
|
12.3K
$861K
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
300+ 10.0% |
$19.3K - $22.6K
|
3.3K
$230K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
294+ 4.82% |
$18.9K - $22.1K
|
6.39K
$446K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
280+ 3.24% |
$18K - $21K
|
8.92K
$622K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
193+ 11.67% |
$12.4K - $14.5K
|
1.85K
$129K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
186New |
$12K - $14K
|
186
$13K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
177+ 5.84% |
$11.4K - $13.3K
|
3.21K
$224K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
161+ 4.66% |
$10.3K - $12.1K
|
3.62K
$252K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
126+ 1.16% |
$8.1K - $9.47K
|
10.9K
$763K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
109+ 2.78% |
$7.01K - $8.19K
|
4.03K
$281K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
20+ 0.1% |
$1.29K - $1.5K
|
20.7K
$1.44M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 35.0% |
$450 - $526
|
27
$1.88K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
3+ 0.06% |
$193 - $226
|
5.25K
$366K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-5- 0.06% |
$321 - $376
|
8.16K
$569K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-18- 9.23% |
$1.16K - $1.35K
|
177
$12.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-68- 1.55% |
$4.37K - $5.11K
|
4.32K
$302K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-86- 2.06% |
$5.53K - $6.46K
|
4.09K
$285K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-93- 2.93% |
$5.98K - $6.99K
|
3.09K
$215K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-138- 4.55% |
$8.87K - $10.4K
|
2.89K
$202K
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
SELL
|
- |
-404- 31.86% |
$26K - $30.4K
|
864
$60.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-610- 8.47% |
$39.2K - $45.9K
|
6.59K
$460K
|
|
|
Jul 07, 2025
Q2 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-2.46K- 11.0% |
$158K - $185K
|
19.9K
$1.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-2.69K- 22.4% |
$173K - $202K
|
9.32K
$650K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-5.24K- 33.26% |
$337K - $394K
|
10.5K
$734K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-8.75K- 10.26% |
$562K - $658K
|
76.5K
$5.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-9.32K- 44.83% |
$599K - $700K
|
11.5K
$800K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-16.4K- 15.36% |
$1.06M - $1.24M
|
90.6K
$6.32M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-38.6K- 2.96% |
$2.48M - $2.9M
|
1.26M
$88.2M
|