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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
2.25K+ 49.96% |
$116K - $179K
|
6.75K
$420K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.24K+ 40.43% |
$116K - $178K
|
7.78K
$485K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.24K+ 49.99% |
$115K - $178K
|
6.71K
$418K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.22K+ 49.45% |
$115K - $177K
|
6.72K
$418K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.2KNew |
$113K - $175K
|
2.2K
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
2.19K+ 2.15% |
$113K - $174K
|
104K
$6.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.16KNew |
$111K - $172K
|
2.16K
$134K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.15K+ 83.74% |
$111K - $171K
|
4.72K
$294K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.07K+ 9.02% |
$106K - $164K
|
25K
$1.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.06K+ 49.99% |
$106K - $164K
|
6.19K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.04K+ 57.52% |
$105K - $162K
|
5.57K
$347K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
2.03K+ 49.68% |
$105K - $161K
|
6.11K
$380K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.02K+ 50.78% |
$104K - $161K
|
6K
$374K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
2.02K+ 68.82% |
$104K - $161K
|
4.96K
$309K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.01K+ 49.36% |
$104K - $160K
|
6.08K
$379K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
2K+ 50.0% |
$103K - $159K
|
6K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2K+ 2.0% |
$103K - $159K
|
102K
$6.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.99K+ 59.31% |
$102K - $158K
|
5.34K
$333K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.98K+ 46.88% |
$102K - $158K
|
6.22K
$387K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.97K+ 52.98% |
$101K - $157K
|
5.68K
$354K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.93K+ 47.02% |
$99.2K - $153K
|
6.02K
$375K
|
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.91K+ 66.78% |
$98.2K - $152K
|
4.76K
$296K
|
|
|
Oct 24, 2024
Q3 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.89K+ 49.99% |
$97.5K - $151K
|
5.68K
$354K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.87K+ 563.44% |
$96.1K - $148K
|
2.2K
$137K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.81K+ 49.07% |
$93.3K - $144K
|
5.5K
$343K
|
|
|
Oct 15, 2024
Q3 2024
|
Washington Capital Management Inc
|
BUY
|
- |
1.8K+ 23.68% |
$92.8K - $143K
|
9.4K
$585K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.8K+ 43.46% |
$92.8K - $143K
|
5.94K
$370K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.77K+ 37.55% |
$91.2K - $141K
|
6.48K
$404K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.77K+ 10.88% |
$91K - $141K
|
18K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.76K+ 49.99% |
$90.9K - $140K
|
5.29K
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
1.76K+ 48.26% |
$90.7K - $140K
|
5.41K
$337K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.76K+ 44.67% |
$90.5K - $140K
|
5.69K
$354K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.74K+ 55.62% |
$89.8K - $139K
|
4.88K
$304K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1.74K+ 50.0% |
$89.7K - $139K
|
5.22K
$325K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.74K+ 46.27% |
$89.5K - $138K
|
5.49K
$342K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.72K+ 60.38% |
$88.8K - $137K
|
4.57K
$285K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
BUY
|
- |
1.72K+ 49.6% |
$88.6K - $137K
|
5.19K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.71K+ 65.42% |
$88.2K - $136K
|
4.33K
$270K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1.7K+ 50.19% |
$87.7K - $135K
|
5.09K
$317K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.7K+ 120.82% |
$87.6K - $135K
|
3.11K
$193K
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.68K+ 50.0% |
$86.3K - $133K
|
5.03K
$313K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.63KNew |
$83.8K - $129K
|
1.63K
$101K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.6K+ 49.69% |
$82.3K - $127K
|
4.81K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.59KNew |
$82.1K - $127K
|
1.59K
$99.2K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.59K+ 56.48% |
$82K - $127K
|
4.41K
$274K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.58K+ 45.56% |
$81.2K - $125K
|
5.03K
$313K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.57K+ 46.63% |
$80.9K - $125K
|
4.93K
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.57K+ 42.2% |
$80.8K - $125K
|
5.28K
$329K
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.55K+ 50.0% |
$79.8K - $123K
|
4.64K
$289K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.55KNew |
$79.6K - $123K
|
1.55K
$96.2K
|