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 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.59K+ 56.48% |
$82K - $127K
|
4.41K
$266K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.58K+ 45.56% |
$81.2K - $125K
|
5.03K
$304K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.57K+ 46.63% |
$80.9K - $125K
|
4.93K
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.57K+ 42.2% |
$80.8K - $125K
|
5.28K
$319K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.57K+ 50.84% |
$80.7K - $125K
|
4.65K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.55K+ 50.0% |
$79.8K - $123K
|
4.64K
$280K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.55KNew |
$79.6K - $123K
|
1.55K
$93.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 50.69% |
$77.8K - $120K
|
4.49K
$271K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.5K+ 50.0% |
$77.4K - $120K
|
4.51K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.5K+ 4282.86% |
$77.3K - $119K
|
1.53K
$92.6K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
1.5KNew |
$77.1K - $119K
|
1.5K
$90.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.48K+ 30.0% |
$76.3K - $118K
|
6.41K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.48K+ 6.39% |
$76.1K - $118K
|
24.6K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
1.47K+ 39.95% |
$76K - $117K
|
5.16K
$312K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.47KNew |
$75.6K - $117K
|
1.47K
$88.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.45K+ 38.84% |
$74.7K - $115K
|
5.18K
$313K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.44K+ 50.52% |
$74.4K - $115K
|
4.3K
$260K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.44K+ 50.88% |
$74.4K - $115K
|
4.28K
$258K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.44K+ 49.98% |
$74.4K - $115K
|
4.33K
$261K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.43K+ 65.72% |
$73.9K - $114K
|
3.62K
$218K
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1.42K+ 49.98% |
$73K - $113K
|
4.25K
$257K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.41K+ 49.44% |
$72.8K - $112K
|
4.27K
$258K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.41K+ 52.3% |
$72.7K - $112K
|
4.11K
$248K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.38K+ 50.85% |
$71K - $110K
|
4.09K
$247K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.37K+ 49.69% |
$70.7K - $109K
|
4.13K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.37KNew |
$70.6K - $109K
|
1.37K
$82.7K
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.35K+ 50.0% |
$69.6K - $107K
|
4.05K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.35K+ 79.92% |
$69.3K - $107K
|
3.03K
$183K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.34K+ 623.72% |
$69.1K - $107K
|
1.56K
$93.9K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.32K+ 49.92% |
$67.9K - $105K
|
3.96K
$239K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.31K+ 49.91% |
$67.7K - $105K
|
3.95K
$238K
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.3KNew |
$67K - $104K
|
1.3K
$78.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.27K+ 50.86% |
$65.4K - $101K
|
3.76K
$227K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.25K+ 55.06% |
$64.5K - $99.6K
|
3.52K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.22K+ 49.98% |
$63K - $97.3K
|
3.67K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.19K+ 49.6% |
$61.4K - $94.9K
|
3.6K
$217K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.18K+ 34.39% |
$61K - $94.3K
|
4.63K
$279K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.18K+ 8.07% |
$61K - $94.2K
|
15.8K
$956K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1.18K+ 56.0% |
$60.9K - $94K
|
3.29K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.16K+ 39.84% |
$59.9K - $92.5K
|
4.08K
$246K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.15K+ 40.32% |
$59.5K - $91.9K
|
4.02K
$242K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.11K+ 50.0% |
$57.2K - $88.3K
|
3.33K
$201K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.1KNew |
$56.9K - $87.9K
|
1.1K
$66.6K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.1K+ 35.36% |
$56.6K - $87.5K
|
4.21K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.08K+ 14.25% |
$55.4K - $85.6K
|
8.62K
$520K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.02K+ 49.85% |
$52.7K - $81.5K
|
3.08K
$186K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.01K+ 41.76% |
$52K - $80.3K
|
3.43K
$207K
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1K+ 39.29% |
$51.6K - $79.8K
|
3.55K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
954+ 49.97% |
$49.2K - $76K
|
2.86K
$173K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
937+ 49.97% |
$48.3K - $74.6K
|
2.81K
$170K
|