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 |
---|---|---|---|---|---|---|---|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 1.61% |
$11.8K - $13.1K
|
12.6K
$785K
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
188+ 3.36% |
$11.1K - $12.3K
|
5.78K
$360K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
179+ 4.34% |
$10.5K - $11.8K
|
4.3K
$268K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
147+ 1837.5% |
$8.66K - $9.65K
|
155
$9.65K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
145+ 2.63% |
$8.54K - $9.52K
|
5.66K
$352K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
142New |
$8.37K - $9.32K
|
142
$8.84K
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
134+ 3.09% |
$7.9K - $8.8K
|
4.47K
$278K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
130+ 26.21% |
$7.66K - $8.53K
|
626
$39K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
123+ 23.75% |
$7.25K - $8.07K
|
641
$39.9K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
102New |
$6.01K - $6.7K
|
102
$6.35K
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
100+ 1.52% |
$5.89K - $6.57K
|
6.69K
$417K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
99New |
$5.83K - $6.5K
|
99
$6.16K
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
93+ 0.18% |
$5.48K - $6.11K
|
52.6K
$3.28M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
87+ 1.37% |
$5.13K - $5.71K
|
6.42K
$400K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
85New |
$5.01K - $5.58K
|
85
$5.29K
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
84+ 0.18% |
$4.95K - $5.51K
|
46.7K
$2.91M
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
84+ 32.81% |
$4.95K - $5.51K
|
340
$21.2K
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
81+ 1.81% |
$4.77K - $5.32K
|
4.57K
$284K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
80+ 0.43% |
$4.71K - $5.25K
|
18.7K
$1.16M
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
73New |
$4.3K - $4.79K
|
73
$4.55K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
71+ 6.5% |
$4.18K - $4.66K
|
1.16K
$72.5K
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
69+ 0.5% |
$4.07K - $4.53K
|
13.8K
$859K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
69+ 1.07% |
$4.07K - $4.53K
|
6.54K
$407K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
63+ 1.05% |
$3.71K - $4.14K
|
6.09K
$379K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
61+ 0.95% |
$3.59K - $4K
|
6.51K
$405K
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
56+ 0.16% |
$3.3K - $3.68K
|
35.2K
$2.19M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
55+ 0.21% |
$3.24K - $3.61K
|
26.1K
$1.62M
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
50+ 96.15% |
$2.95K - $3.28K
|
102
$6.35K
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
48+ 0.26% |
$2.83K - $3.15K
|
18.7K
$1.16M
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
47+ 1.55% |
$2.77K - $3.09K
|
3.08K
$192K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
44+ 6.58% |
$2.59K - $2.89K
|
713
$44.4K
|
|
Nov 22, 2023
Q3 2023
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
43+ 0.17% |
$2.53K - $2.82K
|
25.7K
$1.6M
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
42+ 0.59% |
$2.48K - $2.76K
|
7.2K
$448K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
38+ 1.3% |
$2.24K - $2.49K
|
2.96K
$184K
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
35New |
$2.06K - $2.3K
|
35
$2.18K
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
34+ 425.0% |
$2K - $2.23K
|
42
$2.62K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
34New |
$2K - $2.23K
|
34
$2.12K
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
34+ 0.74% |
$2K - $2.23K
|
4.64K
$289K
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
27+ 0.3% |
$1.59K - $1.77K
|
9.03K
$562K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
25New |
$1.47K - $1.64K
|
25
$1.56K
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
24New |
$1.41K - $1.58K
|
24
$1.49K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
19New |
$1.12K - $1.25K
|
19
$1.18K
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
17+ 0.13% |
$1K - $1.12K
|
13.1K
$816K
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
10+ 0.25% |
$589 - $657
|
4.04K
$252K
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
8+ 0.14% |
$471 - $525
|
5.93K
$369K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
8+ 4.44% |
$471 - $525
|
188
$11.7K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8New |
$471 - $525
|
8
$498
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 88.89% |
$471 - $525
|
17
$1.06K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7+ 30.43% |
$413 - $460
|
30
$1.87K
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 12.77% |
$354 - $394
|
53
$3.3K
|