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 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2- 0.03% |
$45.8 - $139
|
7.49K
$482K
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-3- 0.02% |
$68.8 - $208
|
17K
$1.09M
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-3- 0.02% |
$68.8 - $208
|
15.2K
$978K
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4- 1.67% |
$91.7 - $277
|
236
$15.2K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 8.77% |
$115 - $347
|
52
$3.35K
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-8- 6.84% |
$183 - $555
|
109
$7.01K
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-9- 6.21% |
$206 - $624
|
136
$8.75K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-11- 0.62% |
$252 - $763
|
1.76K
$113K
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-31- 0.45% |
$711 - $2.15K
|
6.81K
$438K
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-31- 0.07% |
$711 - $2.15K
|
42.4K
$2.73M
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-45- 1.02% |
$1.03K - $3.12K
|
4.37K
$281K
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-57- 2.11% |
$1.31K - $3.95K
|
2.65K
$170K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-58- 0.22% |
$1.33K - $4.02K
|
26.3K
$1.69M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-60- 5.52% |
$1.38K - $4.16K
|
1.03K
$66.1K
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-70- 3.98% |
$1.6K - $4.86K
|
1.69K
$109K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-85- 16.31% |
$1.95K - $5.9K
|
436
$28K
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-97- 0.56% |
$2.22K - $6.73K
|
17.1K
$1.1M
|
|
Nov 01, 2022
Q3 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-99- 50.0% |
$2.27K - $6.87K
|
99
$6.37K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-112Closed |
$2.57K - $7.77K
|
0
$0
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
SELL
|
- |
-117- 0.14% |
$2.68K - $8.12K
|
86.1K
$5.54M
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-122- 0.76% |
$2.8K - $8.46K
|
16K
$1.03M
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-150- 1.38% |
$3.44K - $10.4K
|
10.7K
$689K
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-151- 35.36% |
$3.46K - $10.5K
|
276
$17.8K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-178- 53.13% |
$4.08K - $12.3K
|
157
$10.1K
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-179- 2.01% |
$4.1K - $12.4K
|
8.71K
$560K
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-180- 2.38% |
$4.13K - $12.5K
|
7.39K
$476K
|
|
Nov 09, 2022
Q3 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-180- 4.0% |
$4.13K - $12.5K
|
4.32K
$278K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-183- 5.21% |
$4.19K - $12.7K
|
3.33K
$214K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-187- 93.5% |
$4.29K - $13K
|
13
$836
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.5% |
$4.58K - $13.9K
|
13.1K
$843K
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-200- 4.02% |
$4.58K - $13.9K
|
4.78K
$307K
|
|
Nov 03, 2022
Q3 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-219- 24.97% |
$5.02K - $15.2K
|
658
$42.3K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-221- 13.23% |
$5.07K - $15.3K
|
1.45K
$93.2K
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-223- 5.25% |
$5.11K - $15.5K
|
4.02K
$259K
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-267- 0.93% |
$6.12K - $18.5K
|
28.3K
$1.82M
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-268- 1.67% |
$6.14K - $18.6K
|
15.7K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-269- 2.49% |
$6.17K - $18.7K
|
10.6K
$679K
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-280- 1.66% |
$6.42K - $19.4K
|
16.6K
$1.07M
|
|
Nov 07, 2022
Q3 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-300- 3.44% |
$6.88K - $20.8K
|
8.43K
$542K
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-305- 13.45% |
$6.99K - $21.2K
|
1.96K
$126K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-322- 5.4% |
$7.38K - $22.3K
|
5.64K
$363K
|
|
Nov 01, 2022
Q3 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-325- 21.35% |
$7.45K - $22.5K
|
1.2K
$77K
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-326- 3.79% |
$7.47K - $22.6K
|
8.28K
$533K
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-340- 0.07% |
$7.79K - $23.6K
|
521K
$33.5M
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-346- 0.97% |
$7.93K - $24K
|
35.5K
$2.28M
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-375- 5.75% |
$8.6K - $26K
|
6.15K
$396K
|
|
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-397- 8.64% |
$9.1K - $27.5K
|
4.2K
$270K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-417- 10.98% |
$9.56K - $28.9K
|
3.38K
$217K
|
|
Nov 09, 2022
Q3 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-444- 7.5% |
$10.2K - $30.8K
|
5.48K
$352K
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-458- 3.63% |
$10.5K - $31.8K
|
12.2K
$782K
|