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 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-228- 3.52% |
$14.7K - $17.1K
|
6.24K
$461K
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-245- 8.01% |
$15.7K - $18.4K
|
2.81K
$208K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-253- 3.63% |
$16.3K - $19K
|
6.73K
$497K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-265- 4.29% |
$17K - $19.9K
|
5.91K
$436K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-265- 6.74% |
$17K - $19.9K
|
3.67K
$271K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-266- 3.6% |
$17.1K - $20K
|
7.12K
$525K
|
|
|
Aug 07, 2025
Q2 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
SELL
|
- |
-267- 0.52% |
$17.2K - $20.1K
|
51.4K
$3.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-281- 9.0% |
$18.1K - $21.1K
|
2.84K
$210K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-300- 4.55% |
$19.3K - $22.6K
|
6.29K
$464K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.86% |
$19.3K - $22.6K
|
15.8K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-311- 10.66% |
$20K - $23.4K
|
2.61K
$192K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-347- 5.09% |
$22.3K - $26.1K
|
6.47K
$478K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-356- 6.45% |
$22.9K - $26.8K
|
5.16K
$381K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-361- 1.74% |
$23.2K - $27.1K
|
20.4K
$1.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-363- 5.4% |
$23.3K - $27.3K
|
6.36K
$469K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-377- 8.97% |
$24.2K - $28.3K
|
3.83K
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-382- 6.25% |
$24.6K - $28.7K
|
5.73K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-404- 69.42% |
$26K - $30.4K
|
178
$13.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
SELL
|
- |
-404- 31.86% |
$26K - $30.4K
|
864
$63.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-412- 4.23% |
$26.5K - $31K
|
9.34K
$689K
|
|
|
Aug 14, 2025
Q2 2025
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-448- 0.3% |
$28.8K - $33.7K
|
150K
$11.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-451- 5.04% |
$29K - $33.9K
|
8.51K
$628K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-462- 0.98% |
$29.7K - $34.7K
|
46.8K
$3.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-467- 1.26% |
$30K - $35.1K
|
36.7K
$2.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-477- 5.86% |
$30.7K - $35.9K
|
7.66K
$565K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-478- 11.02% |
$30.7K - $35.9K
|
3.86K
$285K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-495- 30.9% |
$31.8K - $37.2K
|
1.11K
$81.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-500- 13.12% |
$32.1K - $37.6K
|
3.31K
$244K
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-519- 5.68% |
$33.4K - $39K
|
8.62K
$636K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-533- 7.18% |
$34.3K - $40.1K
|
6.89K
$509K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-549- 1.57% |
$35.3K - $41.3K
|
34.4K
$2.54M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-554- 6.48% |
$35.6K - $41.6K
|
7.99K
$590K
|
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-560- 13.61% |
$36K - $42.1K
|
3.55K
$262K
|
|
|
Aug 12, 2025
Q2 2025
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-575- 17.04% |
$37K - $43.2K
|
2.8K
$207K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-585- 11.07% |
$37.6K - $44K
|
4.7K
$347K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-610- 8.47% |
$39.2K - $45.9K
|
6.59K
$486K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-611- 4.42% |
$39.3K - $45.9K
|
13.2K
$976K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-651- 5.93% |
$41.8K - $48.9K
|
10.3K
$762K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-659- 17.57% |
$42.4K - $49.5K
|
3.09K
$228K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-665- 4.5% |
$42.7K - $50K
|
14.1K
$1.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-703- 1.85% |
$45.2K - $52.8K
|
37.2K
$2.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-709- 3.04% |
$45.6K - $53.3K
|
22.6K
$1.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-715- 10.26% |
$46K - $53.7K
|
6.25K
$462K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-717- 8.3% |
$46.1K - $53.9K
|
7.92K
$585K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-737- 1.79% |
$47.4K - $55.4K
|
40.4K
$2.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-750- 6.94% |
$48.2K - $56.4K
|
10.1K
$742K
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-762- 0.82% |
$49K - $57.3K
|
92K
$6.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-778- 46.36% |
$50K - $58.5K
|
900
$66.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-791- 17.21% |
$50.8K - $59.5K
|
3.8K
$281K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-793- 23.8% |
$51K - $59.6K
|
2.54K
$187K
|