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 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
100+ 1.56% |
$6.43K - $7.52K
|
6.51K
$481K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
100+ 1.85% |
$6.43K - $7.52K
|
5.5K
$406K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.39% |
$6.43K - $7.52K
|
25.9K
$1.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
100+ 3.02% |
$6.43K - $7.52K
|
3.41K
$252K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
97+ 15.47% |
$6.24K - $7.29K
|
724
$53.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
96+ 1.96% |
$6.17K - $7.22K
|
4.98K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
92+ 1.51% |
$5.91K - $6.92K
|
6.18K
$456K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
84New |
$5.4K - $6.31K
|
84
$6.2K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
82+ 1.86% |
$5.27K - $6.16K
|
4.5K
$332K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
78+ 36.28% |
$5.01K - $5.86K
|
293
$21.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
73+ 30.42% |
$4.69K - $5.49K
|
313
$23.1K
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
72+ 1.58% |
$4.63K - $5.41K
|
4.64K
$342K
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
70+ 0.22% |
$4.5K - $5.26K
|
32K
$2.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
69+ 0.83% |
$4.44K - $5.19K
|
8.38K
$619K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
69+ 0.9% |
$4.44K - $5.19K
|
7.74K
$571K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
69+ 0.67% |
$4.44K - $5.19K
|
10.4K
$770K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
68+ 1.65% |
$4.37K - $5.11K
|
4.2K
$310K
|
|
|
Aug 14, 2025
Q2 2025
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
66+ 0.05% |
$4.24K - $4.96K
|
124K
$9.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
64New |
$4.11K - $4.81K
|
64
$4.72K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
61New |
$3.92K - $4.59K
|
61
$4.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
61+ 1.51% |
$3.92K - $4.59K
|
4.1K
$303K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
61New |
$3.92K - $4.59K
|
61
$4.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
60+ 0.75% |
$3.86K - $4.51K
|
8.09K
$597K
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
58+ 1.78% |
$3.73K - $4.36K
|
3.32K
$245K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
53+ 0.28% |
$3.41K - $3.98K
|
18.8K
$1.39M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
52+ 1.72% |
$3.34K - $3.91K
|
3.08K
$227K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
52+ 4.44% |
$3.34K - $3.91K
|
1.22K
$90.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
43+ 30.28% |
$2.76K - $3.23K
|
185
$13.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
34New |
$2.19K - $2.56K
|
34
$2.51K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
33+ 27.05% |
$2.12K - $2.48K
|
155
$11.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
32+ 0.9% |
$2.06K - $2.41K
|
3.6K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
32+ 0.67% |
$2.06K - $2.41K
|
4.84K
$357K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
31New |
$1.99K - $2.33K
|
31
$2.29K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
31+ 0.82% |
$1.99K - $2.33K
|
3.83K
$282K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
28+ 140.0% |
$1.8K - $2.1K
|
48
$3.54K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
27New |
$1.74K - $2.03K
|
27
$1.99K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
24+ 2.74% |
$1.54K - $1.8K
|
899
$66.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
22+ 0.54% |
$1.41K - $1.65K
|
4.11K
$303K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
22+ 28.57% |
$1.41K - $1.65K
|
99
$7.31K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
21+ 0.88% |
$1.35K - $1.58K
|
2.41K
$178K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
21+ 3.3% |
$1.35K - $1.58K
|
657
$48.5K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
20+ 0.1% |
$1.29K - $1.5K
|
20.7K
$1.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
20+ 0.25% |
$1.29K - $1.5K
|
8.04K
$593K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
19+ 54.29% |
$1.22K - $1.43K
|
54
$3.99K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
18New |
$1.16K - $1.35K
|
18
$1.33K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
16New |
$1.03K - $1.2K
|
16
$1.18K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
16New |
$1.03K - $1.2K
|
16
$1.18K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
14+ 0.23% |
$900 - $1.05K
|
6.18K
$456K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
14New |
$900 - $1.05K
|
14
$1.03K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
13+ 8.84% |
$836 - $977
|
160
$11.8K
|