Purchases and Sales Made in Q3 2021 in Berkley W R Corp (WRB)
This table provides information about the institutional ownership of Berkley W R Corp (WRB) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
65+ 1.93% |
$3.1K - $3.32K
|
3.44K
$209K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
65+ 20.63% |
$3.1K - $3.32K
|
380
$23.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
60+ 0.85% |
$2.86K - $3.07K
|
7.16K
$435K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
58New |
$2.76K - $2.97K
|
58
$3.53K
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
50+ 40.32% |
$2.38K - $2.56K
|
174
$10.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
42New |
$2K - $2.15K
|
42
$2.55K
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
40+ 1.0% |
$1.91K - $2.05K
|
4.03K
$245K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
36New |
$1.72K - $1.84K
|
36
$2.19K
|
|
|
Oct 18, 2021
Q3 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
35+ 1.04% |
$1.67K - $1.79K
|
3.41K
$207K
|
|
|
Jan 18, 2022
Q3 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
31New |
$1.48K - $1.59K
|
31
$1.88K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
29New |
$1.38K - $1.48K
|
29
$1.76K
|
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
27New |
$1.29K - $1.38K
|
27
$1.64K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
23+ 0.65% |
$1.1K - $1.18K
|
3.57K
$217K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
23New |
$1.1K - $1.18K
|
23
$1.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
19+ 0.11% |
$905 - $972
|
17.6K
$1.07M
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
18+ 23.08% |
$858 - $921
|
96
$5.84K
|
|
|
Nov 12, 2021
Q3 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
17+ 0.17% |
$810 - $870
|
10.2K
$622K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
15+ 88.24% |
$715 - $767
|
32
$1.95K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
13+ 6.34% |
$619 - $665
|
218
$13.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
11+ 0.37% |
$524 - $563
|
3.02K
$184K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10+ 6.9% |
$477 - $512
|
155
$9.42K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7+ 1.3% |
$334 - $358
|
547
$33.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
6+ 0.09% |
$286 - $307
|
6.37K
$387K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5+ 1.03% |
$238 - $256
|
491
$29.9K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 1.15% |
$191 - $205
|
351
$21.3K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4+ 0.02% |
$191 - $205
|
20.5K
$1.25M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.19% |
$95.3 - $102
|
1.05K
$64K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.05% |
$95.3 - $102
|
4.35K
$265K
|
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.0% |
$47.7 - $51.2
|
23.4K
$1.43M
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 2.5% |
$47.7 - $51.2
|
41
$2.49K
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$47.7 - $51.2
|
10.1K
$617K
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-2- 2.5% |
$95.3 - $102
|
78
$4.74K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2- 0.03% |
$95.3 - $102
|
6.02K
$366K
|
|
|
Nov 10, 2021
Q3 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-3- 0.01% |
$143 - $153
|
27.1K
$1.65M
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4- 0.6% |
$191 - $205
|
665
$40.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-4- 0.05% |
$191 - $205
|
7.8K
$474K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5- 5.38% |
$238 - $256
|
88
$5.35K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-9- 12.86% |
$429 - $460
|
61
$3.71K
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-11- 0.3% |
$524 - $563
|
3.64K
$221K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-11Closed |
$524 - $563
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-12Closed |
$572 - $614
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-13- 11.21% |
$619 - $665
|
103
$6.26K
|
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
SELL
|
- |
-13- -0.0% |
$619 - $665
|
718K
$43.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-13- 0.47% |
$619 - $665
|
2.74K
$166K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-16- 76.19% |
$762 - $818
|
5
$304
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-16- 6.99% |
$762 - $818
|
213
$13K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-19- 7.17% |
$905 - $972
|
246
$15K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-19- 7.82% |
$905 - $972
|
224
$13.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-25- 1.08% |
$1.19K - $1.28K
|
2.28K
$139K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-26- 0.84% |
$1.24K - $1.33K
|
3.06K
$186K
|