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
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
225New |
$11.6K - $17.9K
|
225
$14K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
219+ 50.0% |
$11.3K - $17.4K
|
657
$40.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
209+ 50.98% |
$10.8K - $16.6K
|
619
$38.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
206New |
$10.6K - $16.4K
|
206
$12.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
206+ 50.0% |
$10.6K - $16.4K
|
618
$38.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
192New |
$9.9K - $15.3K
|
192
$12K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
182+ 2.25% |
$9.38K - $14.5K
|
8.26K
$514K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
172New |
$8.86K - $13.7K
|
172
$10.7K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
169+ 97.69% |
$8.71K - $13.5K
|
342
$21.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
155+ 61.26% |
$7.99K - $12.3K
|
408
$25.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
140+ 49.3% |
$7.22K - $11.1K
|
424
$26.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
140+ 49.82% |
$7.22K - $11.1K
|
421
$26.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
138New |
$7.11K - $11K
|
138
$8.59K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
136+ 1236.36% |
$7.01K - $10.8K
|
147
$9.15K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
134+ 50.0% |
$6.91K - $10.7K
|
402
$25K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
132+ 49.81% |
$6.8K - $10.5K
|
397
$24.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
123+ 46.24% |
$6.34K - $9.79K
|
389
$24.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
121+ 49.79% |
$6.24K - $9.63K
|
364
$22.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
121+ 50.0% |
$6.24K - $9.63K
|
363
$22.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
119New |
$6.13K - $9.47K
|
119
$7.41K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
113+ 49.56% |
$5.82K - $9K
|
341
$21.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
112+ 49.78% |
$5.77K - $8.92K
|
337
$21K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
111+ 792.86% |
$5.72K - $8.84K
|
125
$7.78K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
100+ 50.0% |
$5.15K - $7.96K
|
300
$18.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
93+ 35.63% |
$4.79K - $7.4K
|
354
$22K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
93New |
$4.79K - $7.4K
|
93
$5.79K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
92+ 28.84% |
$4.74K - $7.33K
|
411
$25.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
87+ 48.88% |
$4.48K - $6.93K
|
265
$16.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
87+ 49.71% |
$4.48K - $6.93K
|
262
$16.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
77+ 50.0% |
$3.97K - $6.13K
|
231
$14.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
74+ 50.34% |
$3.81K - $5.89K
|
221
$13.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
73+ 48.67% |
$3.76K - $5.81K
|
223
$13.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
72+ 49.66% |
$3.71K - $5.73K
|
217
$13.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
68+ 50.0% |
$3.5K - $5.41K
|
204
$12.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
66+ 49.62% |
$3.4K - $5.25K
|
199
$12.4K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
66+ 49.62% |
$3.4K - $5.25K
|
199
$12.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
63+ 58.33% |
$3.25K - $5.02K
|
171
$10.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
60+ 34.29% |
$3.09K - $4.78K
|
235
$14.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
58+ 48.33% |
$2.99K - $4.62K
|
178
$11.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
54+ 49.54% |
$2.78K - $4.3K
|
163
$10.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
53New |
$2.73K - $4.22K
|
53
$3.3K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
53+ 49.53% |
$2.73K - $4.22K
|
160
$9.96K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
53New |
$2.73K - $4.22K
|
53
$3.3K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
41+ 50.0% |
$2.11K - $3.26K
|
123
$7.66K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
39New |
$2.01K - $3.11K
|
39
$2.43K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
38+ 50.0% |
$1.96K - $3.03K
|
114
$7.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
37+ 49.33% |
$1.91K - $2.95K
|
112
$6.97K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
36+ 49.32% |
$1.86K - $2.87K
|
109
$6.79K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
36+ 50.0% |
$1.86K - $2.87K
|
108
$6.73K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
35+ 50.72% |
$1.8K - $2.79K
|
104
$6.48K
|