Purchases and Sales Made in Q3 2022 in Berkley W R Corp (WRB)
This table provides information about the institutional ownership of Berkley W R Corp (WRB) during Q3 2022. 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 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
566+ 14.41% |
$13K - $39.3K
|
4.49K
$290K
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
565+ 8.01% |
$12.9K - $39.2K
|
7.62K
$492K
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
490+ 7.83% |
$11.2K - $34K
|
6.74K
$435K
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
479+ 21.15% |
$11K - $33.2K
|
2.74K
$177K
|
|
Nov 14, 2022
Q3 2022
|
Manchester Financial Inc
|
BUY
|
- |
478+ 1.33% |
$11K - $33.2K
|
36.5K
$2.35M
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
476+ 3.22% |
$10.9K - $33K
|
15.3K
$986K
|
|
Nov 14, 2022
Q3 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
464+ 4.69% |
$10.6K - $32.2K
|
10.4K
$668K
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
457New |
$10.5K - $31.7K
|
457
$29.5K
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
445+ 4.71% |
$10.2K - $30.9K
|
9.89K
$638K
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
444+ 2.6% |
$10.2K - $30.8K
|
17.5K
$1.13M
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
440+ 2.83% |
$10.1K - $30.5K
|
16K
$1.03M
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
425+ 297.2% |
$9.74K - $29.5K
|
568
$36.7K
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
420New |
$9.63K - $29.1K
|
420
$27.1K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
417+ 2.3% |
$9.56K - $28.9K
|
18.6K
$1.2M
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
414+ 6.98% |
$9.49K - $28.7K
|
6.34K
$409K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
413+ 3.38% |
$9.47K - $28.6K
|
12.6K
$815K
|
|
Nov 09, 2022
Q3 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
375+ 2.16% |
$8.6K - $26K
|
17.7K
$1.14M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
368+ 47.24% |
$8.43K - $25.5K
|
1.15K
$74K
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
362+ 0.8% |
$8.3K - $25.1K
|
45.7K
$2.95M
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
362+ 0.79% |
$8.3K - $25.1K
|
46.1K
$2.98M
|
|
Nov 01, 2022
Q3 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
355+ 2.8% |
$8.14K - $24.6K
|
13K
$842K
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
341New |
$7.82K - $23.7K
|
341
$22K
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
338+ 1.79% |
$7.75K - $23.4K
|
19.2K
$1.24M
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
322+ 33.61% |
$7.38K - $22.3K
|
1.28K
$82.6K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
300New |
$6.88K - $20.8K
|
300
$19.4K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
285+ 4071.43% |
$6.53K - $19.8K
|
292
$18.8K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
274+ 18.61% |
$6.28K - $19K
|
1.75K
$113K
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
272New |
$6.23K - $18.9K
|
272
$17.6K
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
260+ 8.88% |
$5.96K - $18K
|
3.19K
$206K
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
259+ 8.82% |
$5.94K - $18K
|
3.2K
$206K
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
250+ 0.43% |
$5.73K - $17.3K
|
58.7K
$3.79M
|
|
Oct 14, 2022
Q3 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
241+ 0.89% |
$5.52K - $16.7K
|
27.3K
$1.76M
|
|
Nov 14, 2022
Q3 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
236+ 7.89% |
$5.41K - $16.4K
|
3.23K
$208K
|
|
Nov 14, 2022
Q3 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
236+ 7.89% |
$5.41K - $16.4K
|
3.23K
$208K
|
|
Nov 03, 2022
Q3 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
210+ 5.13% |
$4.81K - $14.6K
|
4.31K
$278K
|
|
Oct 25, 2022
Q3 2022
|
Denali Advisors LLC
|
BUY
|
- |
200New |
$4.58K - $13.9K
|
200
$12.9K
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
197+ 1.83% |
$4.52K - $13.7K
|
11K
$708K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
184New |
$4.22K - $12.8K
|
184
$11.9K
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
181+ 3.66% |
$4.15K - $12.6K
|
5.13K
$331K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
181+ 0.72% |
$4.15K - $12.6K
|
25.4K
$1.64M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
174+ 238.36% |
$3.99K - $12.1K
|
247
$15.9K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
174+ 238.36% |
$3.99K - $12.1K
|
247
$15.9K
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
162+ 2.26% |
$3.71K - $11.2K
|
7.32K
$473K
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
150+ 2.51% |
$3.44K - $10.4K
|
6.13K
$395K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
150+ 7.81% |
$3.44K - $10.4K
|
2.07K
$134K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
145New |
$3.32K - $10.1K
|
145
$9.36K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
143+ 4.19% |
$3.28K - $9.92K
|
3.56K
$230K
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
136New |
$3.12K - $9.43K
|
136
$8.78K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
136+ 24.29% |
$3.12K - $9.43K
|
696
$44.9K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
136+ 43.17% |
$3.12K - $9.43K
|
451
$29.1K
|