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 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-824- 0.25% |
$53K - $61.9K
|
333K
$24.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-831- 10.29% |
$53.4K - $62.5K
|
7.24K
$535K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-846- 57.79% |
$54.4K - $63.6K
|
618
$45.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-857- 37.15% |
$55.1K - $64.4K
|
1.45K
$107K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-864- 11.9% |
$55.5K - $64.9K
|
6.39K
$472K
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-888- 17.82% |
$57.1K - $66.8K
|
4.1K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-936- 2.51% |
$60.2K - $70.4K
|
36.4K
$2.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-937- 10.83% |
$60.2K - $70.4K
|
7.72K
$570K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-944- 13.76% |
$60.7K - $71K
|
5.92K
$437K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-978- 6.64% |
$62.9K - $73.5K
|
13.7K
$1.01M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-984- 1.62% |
$63.3K - $74K
|
59.7K
$4.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.01K- 5.06% |
$64.8K - $75.8K
|
18.9K
$1.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.03K- 0.75% |
$66.2K - $77.4K
|
136K
$10M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.13K- 14.88% |
$72.5K - $84.8K
|
6.45K
$476K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.14K- 4.59% |
$73.5K - $86K
|
23.8K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-1.19K- 2.9% |
$76.4K - $89.4K
|
39.7K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-1.2K- 13.95% |
$77.1K - $90.2K
|
7.4K
$546K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.22K- 20.68% |
$78.2K - $91.5K
|
4.67K
$345K
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.23K- 6.15% |
$79.3K - $92.8K
|
18.8K
$1.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1.25K- 6.67% |
$80K - $93.6K
|
17.4K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.25K- 6.86% |
$80.5K - $94.1K
|
17K
$1.25M
|
|
|
Aug 15, 2025
Q2 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.29K- 7.71% |
$82.7K - $96.7K
|
15.4K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.35K- 5.6% |
$87K - $102K
|
22.8K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-1.36K- 0.56% |
$87.5K - $102K
|
243K
$18M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.39K- 3.32% |
$89K - $104K
|
40.3K
$2.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.4K- 8.92% |
$89.7K - $105K
|
14.3K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.4K- 19.42% |
$89.9K - $105K
|
5.81K
$429K
|
|
|
Aug 12, 2025
Q2 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-1.4K- 24.66% |
$90K - $105K
|
4.28K
$316K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.41K- 7.77% |
$90.8K - $106K
|
16.8K
$1.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.44K- 0.23% |
$92.6K - $108K
|
632K
$46.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Corbyn Investment Management Inc
|
SELL
|
- |
-1.47K- 1.12% |
$94.5K - $110K
|
130K
$9.59M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.49K- 1.53% |
$95.5K - $112K
|
95.4K
$7.04M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.49K- 2.46% |
$95.8K - $112K
|
59.2K
$4.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.49K- 2.81% |
$96K - $112K
|
51.7K
$3.82M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-1.5K- 69.38% |
$96.4K - $113K
|
662
$48.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.61K- 12.26% |
$104K - $121K
|
11.5K
$852K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.62K- 1.19% |
$104K - $122K
|
135K
$9.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-1.67K- 5.87% |
$107K - $125K
|
26.7K
$1.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.67K- 34.43% |
$107K - $125K
|
3.18K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.67K- 1.47% |
$107K - $126K
|
112K
$8.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.7K- 32.9% |
$109K - $128K
|
3.47K
$256K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.7K- 11.51% |
$110K - $128K
|
13.1K
$967K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.72K- 5.45% |
$110K - $129K
|
29.8K
$2.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.73K- 9.32% |
$111K - $130K
|
16.8K
$1.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-1.79K- 7.15% |
$115K - $135K
|
23.3K
$1.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Washington Capital Management Inc
|
SELL
|
- |
-1.8K- 19.15% |
$116K - $135K
|
7.6K
$561K
|
|
|
Aug 14, 2025
Q2 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-1.82K- 3.79% |
$117K - $136K
|
46.1K
$3.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.87K- 20.21% |
$120K - $141K
|
7.38K
$545K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.16K- 10.07% |
$139K - $163K
|
19.3K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.17K- 0.24% |
$139K - $163K
|
895K
$66.1M
|