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 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.1K+ 35.36% |
$56.6K - $87.5K
|
4.21K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.08K+ 14.25% |
$55.4K - $85.6K
|
8.62K
$601K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.02K+ 49.85% |
$52.7K - $81.5K
|
3.08K
$214K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.01K+ 41.76% |
$52K - $80.3K
|
3.43K
$239K
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1K+ 39.29% |
$51.6K - $79.8K
|
3.55K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
954+ 49.97% |
$49.2K - $76K
|
2.86K
$200K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
937+ 49.97% |
$48.3K - $74.6K
|
2.81K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
923+ 599.35% |
$47.6K - $73.5K
|
1.08K
$75.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
922+ 46.42% |
$47.5K - $73.4K
|
2.91K
$203K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
907+ 279.08% |
$46.7K - $72.2K
|
1.23K
$85.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
841New |
$43.3K - $67K
|
841
$58.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
824+ 20.06% |
$42.5K - $65.6K
|
4.93K
$344K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
821New |
$42.3K - $65.4K
|
821
$57.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
817+ 14.4% |
$42.1K - $65K
|
6.49K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
794+ 86.02% |
$40.9K - $63.2K
|
1.72K
$120K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
739+ 12.41% |
$38.1K - $58.8K
|
6.69K
$467K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
725+ 161.11% |
$37.4K - $57.7K
|
1.18K
$82K
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
705+ 4.34% |
$36.3K - $56.1K
|
16.9K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
675+ 90.97% |
$34.8K - $53.7K
|
1.42K
$98.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
671+ 20.91% |
$34.6K - $53.4K
|
3.88K
$271K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
643+ 6.01% |
$33.1K - $51.2K
|
11.3K
$791K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
642+ 51.24% |
$33.1K - $51.1K
|
1.9K
$132K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
634New |
$32.7K - $50.5K
|
634
$44.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
627+ 3.29% |
$32.3K - $49.9K
|
19.7K
$1.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
585+ 97.01% |
$30.2K - $46.6K
|
1.19K
$82.9K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
562+ 49.96% |
$29K - $44.7K
|
1.69K
$118K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
557+ 103.92% |
$28.7K - $44.3K
|
1.09K
$76.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
528+ 35.01% |
$27.2K - $42K
|
2.04K
$142K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
526+ 63.6% |
$27.1K - $41.9K
|
1.35K
$94.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
520+ 44.52% |
$26.8K - $41.4K
|
1.69K
$118K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
507+ 81.64% |
$26.1K - $40.4K
|
1.13K
$78.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
503+ 52.95% |
$25.9K - $40K
|
1.45K
$101K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
499+ 51.13% |
$25.7K - $39.7K
|
1.48K
$103K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
475+ 49.58% |
$24.5K - $37.8K
|
1.43K
$100K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
458+ 2.92% |
$23.6K - $36.5K
|
16.1K
$1.12M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
449+ 49.83% |
$23.1K - $35.7K
|
1.35K
$94.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
442+ 49.94% |
$22.8K - $35.2K
|
1.33K
$92.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
431New |
$22.2K - $34.3K
|
431
$30.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
428+ 50.12% |
$22.1K - $34.1K
|
1.28K
$89.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
416+ 108.05% |
$21.4K - $33.1K
|
801
$55.9K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
412New |
$21.2K - $32.8K
|
412
$28.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
380+ 48.1% |
$19.6K - $30.3K
|
1.17K
$81.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
374+ 6.65% |
$19.3K - $29.8K
|
6K
$419K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
370+ 50.0% |
$19.1K - $29.5K
|
1.11K
$77.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
348+ 50.14% |
$17.9K - $27.7K
|
1.04K
$72.7K
|
|
|
Nov 19, 2024
Q3 2024
|
Unigestion Holding Sa
|
BUY
|
- |
343+ 3.68% |
$17.7K - $27.3K
|
9.66K
$674K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
337+ 49.93% |
$17.4K - $26.8K
|
1.01K
$70.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
331+ 28.53% |
$17.1K - $26.4K
|
1.49K
$104K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
326+ 44.66% |
$16.8K - $26K
|
1.06K
$73.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
320+ 52.37% |
$16.5K - $25.5K
|
931
$64.9K
|