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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-314- 5.71% |
$18.5K - $20.6K
|
5.19K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-321- 0.37% |
$18.9K - $21.1K
|
86.3K
$5.21M
|
|
|
Nov 20, 2023
Q3 2023
|
Speece Thorson Capital Group Inc
|
SELL
|
- |
-322- 0.16% |
$19K - $21.1K
|
196K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-333- 3.81% |
$19.6K - $21.9K
|
8.42K
$508K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-346- 52.27% |
$20.4K - $22.7K
|
316
$19.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-365- 35.54% |
$21.5K - $24K
|
662
$40K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-366- 7.5% |
$21.6K - $24K
|
4.52K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-371- 0.67% |
$21.9K - $24.4K
|
55.3K
$3.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-422- 1.46% |
$24.9K - $27.7K
|
28.5K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-422- 10.76% |
$24.9K - $27.7K
|
3.5K
$211K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-431- 1.46% |
$25.4K - $28.3K
|
29.2K
$1.76M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-466- 3.21% |
$27.5K - $30.6K
|
14K
$847K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-476- 2.95% |
$28.1K - $31.2K
|
15.7K
$946K
|
|
|
Nov 14, 2023
Q3 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-477- 0.28% |
$28.1K - $31.3K
|
169K
$10.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-487- 3.11% |
$28.7K - $32K
|
15.2K
$917K
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-499- 4.01% |
$29.4K - $32.8K
|
11.9K
$720K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-503- 9.08% |
$29.6K - $33K
|
5.03K
$304K
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-515- 12.08% |
$30.3K - $33.8K
|
3.75K
$226K
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-525- 1.25% |
$30.9K - $34.5K
|
41.4K
$2.5M
|
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-545- 1.19% |
$32.1K - $35.8K
|
45.1K
$2.72M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-551- 3.75% |
$32.5K - $36.2K
|
14.1K
$852K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-593- 8.44% |
$34.9K - $38.9K
|
6.43K
$388K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-601- 1.04% |
$35.4K - $39.5K
|
56.9K
$3.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-628- 25.22% |
$37K - $41.2K
|
1.86K
$112K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-634- 28.71% |
$37.4K - $41.6K
|
1.57K
$95K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-650- 6.96% |
$38.3K - $42.7K
|
8.69K
$524K
|
|
|
Oct 18, 2023
Q3 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-658- 0.74% |
$38.8K - $43.2K
|
87.7K
$5.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-689- 0.54% |
$40.6K - $45.2K
|
126K
$7.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-697- 13.34% |
$41.1K - $45.8K
|
4.53K
$273K
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
SELL
|
- |
-701- 1.95% |
$41.3K - $46K
|
35.3K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-746- 1.56% |
$44K - $49K
|
47.1K
$2.84M
|
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-756- 2.73% |
$44.6K - $49.6K
|
27K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-776- 2.49% |
$45.7K - $50.9K
|
30.4K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-789- 44.7% |
$46.5K - $51.8K
|
976
$58.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-789- 7.59% |
$46.5K - $51.8K
|
9.61K
$580K
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-796- 3.97% |
$46.9K - $52.3K
|
19.2K
$1.16M
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-894- 5.36% |
$52.7K - $58.7K
|
15.8K
$952K
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-898- 1.75% |
$52.9K - $59K
|
50.3K
$3.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-898- 1.75% |
$52.9K - $59K
|
50.3K
$3.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-909- 0.76% |
$53.6K - $59.7K
|
118K
$7.12M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1K- 4.63% |
$58.9K - $65.7K
|
20.6K
$1.24M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.02K- 2.4% |
$60.2K - $67.1K
|
41.5K
$2.51M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.05K- 71.1% |
$62.1K - $69.1K
|
428
$25.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-1.06K- 0.99% |
$62.6K - $69.7K
|
107K
$6.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.06K- 3.66% |
$62.6K - $69.7K
|
27.9K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.06K- 84.29% |
$62.6K - $69.7K
|
198
$11.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.16K- 1.0% |
$68.1K - $75.9K
|
115K
$6.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.41K- 0.86% |
$82.8K - $92.2K
|
163K
$9.82M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.47K- 2.37% |
$86.8K - $96.7K
|
60.8K
$3.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-1.48K- 8.45% |
$87.4K - $97.4K
|
16.1K
$969K
|