Purchases and Sales Made in Q3 2023 in Berkley W R Corp (WRB)
This table provides information about the institutional ownership of Berkley W R Corp (WRB) during Q3 2023. 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 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
732+ 4.61% |
$43.1K - $48.1K
|
16.6K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
670+ 0.6% |
$39.5K - $44K
|
112K
$6.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
663+ 9.15% |
$39.1K - $43.5K
|
7.91K
$493K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
658+ 11.68% |
$38.8K - $43.2K
|
6.29K
$392K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
650+ 0.34% |
$38.3K - $42.7K
|
194K
$12.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
641+ 10.5% |
$37.8K - $42.1K
|
6.75K
$420K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
602+ 16.64% |
$35.5K - $39.5K
|
4.22K
$263K
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
600+ 6.09% |
$35.4K - $39.4K
|
10.5K
$651K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
600+ 16.67% |
$35.4K - $39.4K
|
4.2K
$262K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
560+ 2.07% |
$33K - $36.8K
|
27.6K
$1.72M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
553+ 1.94% |
$32.6K - $36.3K
|
29.1K
$1.81M
|
|
|
Oct 27, 2023
Q3 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
545+ 3.06% |
$32.1K - $35.8K
|
18.3K
$1.14M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
538+ 129.64% |
$31.7K - $35.3K
|
953
$59.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
536+ 1.59% |
$31.6K - $35.2K
|
34.3K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
533+ 2.4% |
$31.4K - $35K
|
22.7K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
501+ 55.3% |
$29.5K - $32.9K
|
1.41K
$87.6K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
501+ 55.3% |
$29.5K - $32.9K
|
1.41K
$87.6K
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
500+ 0.91% |
$29.5K - $32.8K
|
55.7K
$3.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
481+ 29.6% |
$28.3K - $31.6K
|
2.11K
$131K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
473+ 11.98% |
$27.9K - $31.1K
|
4.42K
$275K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
459+ 2.42% |
$27K - $30.1K
|
19.5K
$1.21M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
456+ 4.94% |
$26.9K - $29.9K
|
9.68K
$603K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
422New |
$24.9K - $27.7K
|
422
$26.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
413+ 44.08% |
$24.3K - $27.1K
|
1.35K
$84.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
394+ 5.1% |
$23.2K - $25.9K
|
8.12K
$506K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
386+ 2.31% |
$22.7K - $25.3K
|
17.1K
$1.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
385New |
$22.7K - $25.3K
|
385
$24K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
363+ 0.8% |
$21.4K - $23.8K
|
46K
$2.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
356+ 7.02% |
$21K - $23.4K
|
5.43K
$338K
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
349+ 0.91% |
$20.6K - $22.9K
|
38.8K
$2.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
349+ 67.37% |
$20.6K - $22.9K
|
867
$54K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
339+ 52.56% |
$20K - $22.3K
|
984
$61.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
335+ 4.48% |
$19.7K - $22K
|
7.81K
$486K
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
324+ 2.57% |
$19.1K - $21.3K
|
12.9K
$804K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
317+ 2.54% |
$18.7K - $20.8K
|
12.8K
$796K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
311+ 7.89% |
$18.3K - $20.4K
|
4.25K
$265K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
304+ 7.71% |
$17.9K - $20K
|
4.25K
$264K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
283New |
$16.7K - $18.6K
|
283
$17.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
274+ 13.76% |
$16.1K - $18K
|
2.27K
$141K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
272+ 1.04% |
$16K - $17.9K
|
26.5K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
256+ 1.48% |
$15.1K - $16.8K
|
17.6K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
237+ 9.03% |
$14K - $15.6K
|
2.86K
$178K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
236+ 132.58% |
$13.9K - $15.5K
|
414
$25.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
236+ 2.32% |
$13.9K - $15.5K
|
10.4K
$649K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
233+ 6.61% |
$13.7K - $15.3K
|
3.76K
$234K
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
222+ 4.46% |
$13.1K - $14.6K
|
5.2K
$323K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
220+ 0.09% |
$13K - $14.4K
|
243K
$15.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
209+ 106.09% |
$12.3K - $13.7K
|
406
$25.3K
|
|
|
Jun 14, 2024
Q3 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
206+ 1.97% |
$12.1K - $13.5K
|
10.7K
$663K
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
202+ 1.2% |
$11.9K - $13.3K
|
17.1K
$1.06M
|