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 13, 2024
Q3 2024
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
3.53KNew |
$182K - $281K
|
3.53K
$246K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
3.51K+ 53.5% |
$181K - $279K
|
10.1K
$702K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.5K+ 41.36% |
$180K - $278K
|
11.9K
$833K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.44K+ 50.0% |
$177K - $274K
|
10.3K
$720K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.4K+ 43.39% |
$175K - $271K
|
11.3K
$785K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3.4K+ 56.02% |
$175K - $270K
|
9.46K
$660K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.38K+ 41.16% |
$174K - $269K
|
11.6K
$810K
|
|
|
Nov 04, 2024
Q3 2024
|
Gifford Fong Associates
Lafayette, CA |
BUY
|
- |
3.38K+ 50.0% |
$174K - $269K
|
10.1K
$706K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.34K+ 64.4% |
$172K - $266K
|
8.52K
$594K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.33K+ 50.74% |
$172K - $265K
|
9.89K
$690K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.29K+ 50.87% |
$169K - $262K
|
9.75K
$680K
|
|
|
Nov 12, 2024
Q3 2024
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
3.26K+ 57.58% |
$168K - $260K
|
8.93K
$623K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.25K+ 49.95% |
$167K - $259K
|
9.75K
$680K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.22K+ 49.99% |
$166K - $256K
|
9.65K
$673K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.21K+ 48.93% |
$165K - $256K
|
9.77K
$682K
|
|
|
Nov 13, 2024
Q3 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
3.21K+ 50.46% |
$165K - $255K
|
9.56K
$667K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.17K+ 57.65% |
$164K - $253K
|
8.68K
$605K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.17K+ 50.14% |
$163K - $252K
|
9.49K
$662K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
3.1K+ 48.23% |
$160K - $247K
|
9.53K
$665K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.07K+ 114.86% |
$158K - $244K
|
5.74K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.07K+ 48.1% |
$158K - $244K
|
9.44K
$658K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
3.06K+ 50.69% |
$158K - $244K
|
9.11K
$635K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.06K+ 36.53% |
$158K - $244K
|
11.4K
$797K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.06K+ 214.83% |
$158K - $243K
|
4.48K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3.04K+ 49.96% |
$157K - $242K
|
9.14K
$637K
|
|
|
Oct 16, 2024
Q3 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
3.03K+ 49.95% |
$156K - $241K
|
9.1K
$634K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
3.02K+ 48.59% |
$156K - $240K
|
9.24K
$644K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3K+ 68.17% |
$155K - $239K
|
7.41K
$517K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.98K+ 49.16% |
$154K - $237K
|
9.04K
$631K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.91K+ 41.48% |
$150K - $232K
|
9.93K
$692K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.91K+ 54.37% |
$150K - $231K
|
8.25K
$576K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.89K+ 88.09% |
$149K - $230K
|
6.18K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.87K+ 34.35% |
$148K - $228K
|
11.2K
$782K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.81KNew |
$145K - $223K
|
2.81K
$196K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.8K+ 44.65% |
$144K - $223K
|
9.06K
$632K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.78K+ 50.84% |
$143K - $221K
|
8.23K
$574K
|
|
|
Oct 23, 2024
Q3 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
2.67K+ 50.22% |
$138K - $213K
|
7.99K
$558K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.67K+ 35.2% |
$138K - $213K
|
10.3K
$715K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.63K+ 50.51% |
$135K - $209K
|
7.82K
$546K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.61KNew |
$135K - $208K
|
2.61K
$182K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.6KNew |
$134K - $207K
|
2.6K
$181K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.58K+ 49.98% |
$133K - $205K
|
7.73K
$539K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.54K+ 49.97% |
$131K - $202K
|
7.63K
$532K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.54K+ 31.51% |
$131K - $202K
|
10.6K
$739K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.53K+ 50.21% |
$131K - $202K
|
7.58K
$529K
|
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.53K+ 50.0% |
$130K - $201K
|
7.59K
$529K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2.5K+ 50.0% |
$129K - $199K
|
7.5K
$523K
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.48K+ 50.0% |
$128K - $197K
|
7.43K
$518K
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
BUY
|
- |
2.48K+ 50.0% |
$128K - $197K
|
7.43K
$518K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.46K+ 71.83% |
$127K - $196K
|
5.88K
$410K
|