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
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
301+ 0.62% |
$19.3K - $22.6K
|
48.9K
$3.61M
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
300+ 9.1% |
$19.3K - $22.6K
|
3.6K
$265K
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
300+ 10.0% |
$19.3K - $22.6K
|
3.3K
$244K
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
296+ 17.07% |
$19K - $22.3K
|
2.03K
$150K
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
295+ 2.95% |
$19K - $22.2K
|
10.3K
$760K
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
294+ 4.82% |
$18.9K - $22.1K
|
6.39K
$472K
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
290+ 9.99% |
$18.6K - $21.8K
|
3.19K
$236K
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
280+ 9.5% |
$18K - $21K
|
3.23K
$238K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
280+ 3.24% |
$18K - $21K
|
8.92K
$658K
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
278+ 0.33% |
$17.9K - $20.9K
|
85.3K
$6.29M
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
264New |
$17K - $19.8K
|
264
$19.5K
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
261+ 0.22% |
$16.8K - $19.6K
|
116K
$8.59M
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
260+ 25.67% |
$16.7K - $19.5K
|
1.27K
$94K
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
250+ 1.35% |
$16.1K - $18.8K
|
18.8K
$1.39M
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
246+ 6.86% |
$15.8K - $18.5K
|
3.83K
$283K
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
245+ 1.27% |
$15.7K - $18.4K
|
19.6K
$1.44M
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
242+ 21.92% |
$15.6K - $18.2K
|
1.35K
$99.4K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
241+ 1.72% |
$15.5K - $18.1K
|
14.2K
$1.05M
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
225New |
$14.5K - $16.9K
|
225
$16.6K
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
223+ 1.5% |
$14.3K - $16.8K
|
15.1K
$1.12M
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
222+ 2.55% |
$14.3K - $16.7K
|
8.93K
$659K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
202New |
$13K - $15.2K
|
202
$14.9K
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
201New |
$12.9K - $15.1K
|
201
$14.8K
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
199+ 6.82% |
$12.8K - $15K
|
3.12K
$230K
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
194New |
$12.5K - $14.6K
|
194
$14.3K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
193+ 11.67% |
$12.4K - $14.5K
|
1.85K
$136K
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
190New |
$12.2K - $14.3K
|
190
$14K
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
186New |
$12K - $14K
|
186
$13.7K
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
186+ 2.29% |
$12K - $14K
|
8.31K
$613K
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
183+ 2287.5% |
$11.8K - $13.8K
|
191
$14.1K
|
|
Aug 13, 2025
Q2 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
180New |
$11.6K - $13.5K
|
180
$13.3K
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
177+ 5.84% |
$11.4K - $13.3K
|
3.21K
$237K
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
173+ 2.11% |
$11.1K - $13K
|
8.39K
$619K
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
172+ 0.8% |
$11.1K - $12.9K
|
21.7K
$1.6M
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
169+ 3.01% |
$10.9K - $12.7K
|
5.78K
$427K
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
165+ 3.96% |
$10.6K - $12.4K
|
4.33K
$320K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
161+ 4.66% |
$10.3K - $12.1K
|
3.62K
$267K
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
160New |
$10.3K - $12K
|
160
$11.8K
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
158+ 4.43% |
$10.2K - $11.9K
|
3.72K
$275K
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
157+ 3.33% |
$10.1K - $11.8K
|
4.87K
$359K
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
153+ 2.89% |
$9.83K - $11.5K
|
5.44K
$402K
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
132+ 0.43% |
$8.48K - $9.92K
|
30.6K
$2.26M
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
129+ 2.01% |
$8.29K - $9.7K
|
6.54K
$483K
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
127+ 0.77% |
$8.16K - $9.55K
|
16.6K
$1.23M
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
126+ 1.16% |
$8.1K - $9.47K
|
10.9K
$808K
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
118+ 0.36% |
$7.59K - $8.87K
|
33K
$2.44M
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
117+ 2.22% |
$7.52K - $8.79K
|
5.39K
$398K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
113+ 9.94% |
$7.26K - $8.49K
|
1.25K
$92.3K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
109+ 2.78% |
$7.01K - $8.19K
|
4.03K
$297K
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
105+ 1.47% |
$6.75K - $7.89K
|
7.26K
$536K
|