Purchases and Sales Made in Q3 2024 in Berkley W R Corp (WRB)
This table provides information about the institutional ownership of Berkley W R Corp (WRB) during Q3 2024. 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 12, 2024
Q3 2024
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
3.26K+ 57.58% |
$168K - $260K
|
8.93K
$556K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.25K+ 49.95% |
$167K - $259K
|
9.75K
$607K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.22K+ 49.99% |
$166K - $256K
|
9.65K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.21K+ 48.93% |
$165K - $256K
|
9.77K
$609K
|
|
|
Nov 13, 2024
Q3 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
3.21K+ 50.46% |
$165K - $255K
|
9.56K
$595K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.17K+ 57.65% |
$164K - $253K
|
8.68K
$540K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.17K+ 50.14% |
$163K - $252K
|
9.49K
$591K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
3.1K+ 48.23% |
$160K - $247K
|
9.53K
$593K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.07K+ 114.86% |
$158K - $244K
|
5.74K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.07K+ 48.1% |
$158K - $244K
|
9.44K
$588K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
3.06K+ 50.69% |
$158K - $244K
|
9.11K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.06K+ 36.53% |
$158K - $244K
|
11.4K
$712K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.06K+ 214.83% |
$158K - $243K
|
4.48K
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3.04K+ 49.96% |
$157K - $242K
|
9.14K
$569K
|
|
|
Oct 16, 2024
Q3 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
3.03K+ 49.95% |
$156K - $241K
|
9.1K
$566K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
3.02K+ 48.59% |
$156K - $240K
|
9.24K
$575K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3K+ 68.17% |
$155K - $239K
|
7.41K
$461K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.98K+ 49.16% |
$154K - $237K
|
9.04K
$563K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.91K+ 41.48% |
$150K - $232K
|
9.93K
$618K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.91K+ 54.37% |
$150K - $231K
|
8.25K
$514K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.89K+ 88.09% |
$149K - $230K
|
6.18K
$385K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.87K+ 34.35% |
$148K - $228K
|
11.2K
$698K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.81KNew |
$145K - $223K
|
2.81K
$175K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.8K+ 44.65% |
$144K - $223K
|
9.06K
$564K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.78K+ 50.84% |
$143K - $221K
|
8.23K
$513K
|
|
|
Oct 23, 2024
Q3 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
2.67K+ 50.22% |
$138K - $213K
|
7.99K
$498K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.67K+ 35.2% |
$138K - $213K
|
10.3K
$639K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.63K+ 50.51% |
$135K - $209K
|
7.82K
$487K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.61KNew |
$135K - $208K
|
2.61K
$163K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.6KNew |
$134K - $207K
|
2.6K
$162K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.58K+ 49.98% |
$133K - $205K
|
7.73K
$482K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.54K+ 49.97% |
$131K - $202K
|
7.63K
$475K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.54K+ 31.51% |
$131K - $202K
|
10.6K
$659K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.53K+ 50.21% |
$131K - $202K
|
7.58K
$472K
|
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.53K+ 50.0% |
$130K - $201K
|
7.59K
$473K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2.5K+ 50.0% |
$129K - $199K
|
7.5K
$467K
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
BUY
|
- |
2.48K+ 50.0% |
$128K - $197K
|
7.43K
$462K
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.48K+ 50.0% |
$128K - $197K
|
7.43K
$462K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.46K+ 71.83% |
$127K - $196K
|
5.88K
$366K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.45K+ 50.0% |
$126K - $195K
|
7.34K
$457K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.41K+ 64.07% |
$124K - $192K
|
6.18K
$385K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
2.39K+ 48.02% |
$123K - $191K
|
7.38K
$459K
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.39K+ 36.64% |
$123K - $190K
|
8.9K
$554K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.37K+ 28.04% |
$122K - $189K
|
10.8K
$673K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.36K+ 21.49% |
$121K - $188K
|
13.3K
$830K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
2.32K+ 50.0% |
$120K - $185K
|
6.97K
$434K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.3K+ 51.65% |
$118K - $183K
|
6.74K
$420K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.27K+ 79.93% |
$117K - $180K
|
5.1K
$318K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.26K+ 50.0% |
$116K - $180K
|
6.77K
$421K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2.25K+ 50.0% |
$116K - $179K
|
6.75K
$420K
|