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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-19- 35.85% |
$1.22K - $1.43K
|
34
$2.51K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-19- 0.08% |
$1.22K - $1.43K
|
23.5K
$1.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-20- 0.52% |
$1.29K - $1.5K
|
3.8K
$280K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-21- 42.0% |
$1.35K - $1.58K
|
29
$2.14K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-30- 0.12% |
$1.93K - $2.26K
|
24.2K
$1.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-30- 0.58% |
$1.93K - $2.26K
|
5.17K
$382K
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-31- 1.78% |
$1.99K - $2.33K
|
1.71K
$126K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-33- 0.88% |
$2.12K - $2.48K
|
3.71K
$274K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-34- 0.33% |
$2.19K - $2.56K
|
10.3K
$762K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
SELL
|
- |
-48- 1.1% |
$3.09K - $3.61K
|
4.31K
$318K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-52- 9.83% |
$3.34K - $3.91K
|
477
$35.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-57- 1.18% |
$3.66K - $4.28K
|
4.79K
$353K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-58- 1.93% |
$3.73K - $4.36K
|
2.94K
$217K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-62- 3.81% |
$3.99K - $4.66K
|
1.56K
$115K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-68- 1.55% |
$4.37K - $5.11K
|
4.32K
$319K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-80- 2.78% |
$5.14K - $6.01K
|
2.8K
$206K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-83- 11.39% |
$5.34K - $6.24K
|
646
$47.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-86- 2.06% |
$5.53K - $6.46K
|
4.09K
$302K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-93- 2.93% |
$5.98K - $6.99K
|
3.09K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-96- 0.81% |
$6.17K - $7.22K
|
11.8K
$871K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-97- 4.53% |
$6.24K - $7.29K
|
2.04K
$151K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-100- 6.78% |
$6.43K - $7.52K
|
1.38K
$102K
|
|
|
Aug 13, 2025
Q2 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-101- 0.48% |
$6.49K - $7.59K
|
21.1K
$1.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-105- 0.33% |
$6.75K - $7.89K
|
31.3K
$2.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-113- 2.08% |
$7.26K - $8.49K
|
5.32K
$393K
|
|
|
Jul 31, 2025
Q2 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-118- 0.53% |
$7.59K - $8.87K
|
22K
$1.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-119- 19.22% |
$7.65K - $8.95K
|
500
$36.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-124- 52.77% |
$7.97K - $9.32K
|
111
$8.19K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-129- 2.02% |
$8.29K - $9.7K
|
6.26K
$462K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-131- 0.07% |
$8.42K - $9.85K
|
189K
$14M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-131- 0.71% |
$8.42K - $9.85K
|
18.4K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-132- 1.65% |
$8.48K - $9.92K
|
7.87K
$581K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-138- 4.55% |
$8.87K - $10.4K
|
2.89K
$213K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-148- 34.82% |
$9.51K - $11.1K
|
277
$20.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-150- 9.17% |
$9.64K - $11.3K
|
1.49K
$110K
|
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-150- 1.01% |
$9.64K - $11.3K
|
14.6K
$1.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-155- 37.71% |
$9.96K - $11.7K
|
256
$18.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-156- 3.9% |
$10K - $11.7K
|
3.85K
$284K
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-163- 3.58% |
$10.5K - $12.3K
|
4.4K
$325K
|
|
|
Aug 05, 2025
Q2 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-168- 1.85% |
$10.8K - $12.6K
|
8.93K
$659K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-187- 0.95% |
$12K - $14.1K
|
19.5K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-193- 5.13% |
$12.4K - $14.5K
|
3.57K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-196- 4.23% |
$12.6K - $14.7K
|
4.44K
$328K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-210- 0.88% |
$13.5K - $15.8K
|
23.7K
$1.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-213- 0.33% |
$13.7K - $16K
|
64.3K
$4.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-213- 4.46% |
$13.7K - $16K
|
4.57K
$337K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-218- 6.6% |
$14K - $16.4K
|
3.09K
$228K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-219- 1.38% |
$14.1K - $16.5K
|
15.6K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-220- 5.57% |
$14.1K - $16.5K
|
3.73K
$275K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-224- 22.76% |
$14.4K - $16.8K
|
760
$56.1K
|