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 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.18K+ 61.41% |
$140K - $164K
|
5.72K
$422K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.15K+ 50.88% |
$138K - $162K
|
6.38K
$471K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
2.08K+ 11.02% |
$134K - $156K
|
21K
$1.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
2.06K+ 0.79% |
$132K - $155K
|
261K
$19.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
1.97KNew |
$127K - $148K
|
1.97K
$145K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.95K+ 33.71% |
$126K - $147K
|
7.75K
$572K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.83K+ 0.68% |
$118K - $137K
|
271K
$20M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
1.79K+ 3.54% |
$115K - $134K
|
52.3K
$3.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.78K+ 18.82% |
$114K - $134K
|
11.2K
$828K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.74K+ 38.09% |
$112K - $131K
|
6.3K
$465K
|
|
|
Aug 14, 2025
Q2 2025
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
1.72K+ 5.65% |
$111K - $129K
|
32.2K
$2.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
1.61K+ 8.53% |
$104K - $121K
|
20.5K
$1.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.57K+ 19.01% |
$101K - $118K
|
9.85K
$727K
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.56K+ 16.17% |
$100K - $117K
|
11.2K
$827K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.48K+ 0.81% |
$95K - $111K
|
184K
$13.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.47K+ 6.33% |
$94.6K - $111K
|
24.7K
$1.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.47K+ 30.48% |
$94.4K - $110K
|
6.29K
$464K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.44K+ 3.95% |
$92.6K - $108K
|
37.9K
$2.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.43K+ 20.55% |
$91.9K - $107K
|
8.38K
$619K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.43K+ 13.96% |
$91.7K - $107K
|
11.6K
$859K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.37K+ 6.31% |
$88.1K - $103K
|
23.1K
$1.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.34K+ 7.63% |
$86K - $101K
|
18.9K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.33K+ 10.38% |
$85.7K - $100K
|
14.2K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.33K+ 24.97% |
$85.3K - $99.8K
|
6.64K
$490K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.27K+ 108.28% |
$81.6K - $95.4K
|
2.44K
$180K
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.21K+ 1.23% |
$78K - $91.2K
|
99.6K
$7.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.12K+ 18.2% |
$71.9K - $84K
|
7.26K
$536K
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.11K+ 7.09% |
$71.5K - $83.7K
|
16.8K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.07K+ 2.85% |
$68.9K - $80.6K
|
38.7K
$2.86M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.06K+ 12.04% |
$67.9K - $79.4K
|
9.83K
$725K
|
|
|
Aug 13, 2025
Q2 2025
|
Maren Capital LLC
Chicago, IL |
BUY
|
- |
1.05K+ 0.1% |
$67.6K - $79.1K
|
1.06M
$77.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.05K+ 26.6% |
$67.5K - $78.9K
|
5K
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.04K+ 19.68% |
$66.9K - $78.3K
|
6.33K
$467K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.03K+ 19.96% |
$66.4K - $77.7K
|
6.21K
$458K
|
|
|
Aug 06, 2025
Q2 2025
|
Ing Groep Nv
|
BUY
|
- |
1.03K+ 7.62% |
$66K - $77.1K
|
14.5K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.03K+ 7.46% |
$65.9K - $77K
|
14.8K
$1.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Tredje Ap Fonden
|
BUY
|
- |
1.02K+ 2.11% |
$65.3K - $76.4K
|
49.2K
$3.63M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.02K+ 25.11% |
$65.2K - $76.3K
|
5.06K
$373K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
979+ 45.3% |
$62.9K - $73.6K
|
3.14K
$232K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
970+ 0.62% |
$62.4K - $72.9K
|
158K
$11.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
958+ 5.21% |
$61.6K - $72K
|
19.3K
$1.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
944+ 6.33% |
$60.7K - $71K
|
15.9K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
940+ 11.44% |
$60.4K - $70.7K
|
9.16K
$676K
|
|
|
Aug 14, 2025
Q2 2025
|
7 G Capital Management, LLC
New York, NY |
BUY
|
- |
936+ 0.94% |
$60.2K - $70.4K
|
100K
$7.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
935+ 5.81% |
$60.1K - $70.3K
|
17K
$1.26M
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
885New |
$56.9K - $66.5K
|
885
$65.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
874+ 1.34% |
$56.2K - $65.7K
|
66.2K
$4.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
865+ 0.27% |
$55.6K - $65K
|
320K
$23.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
862+ 2.48% |
$55.4K - $64.8K
|
35.6K
$2.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
855+ 322.64% |
$55K - $64.3K
|
1.12K
$82.7K
|