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 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
319+ 49.92% |
$16.4K - $25.4K
|
958
$66.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
317+ 4.2% |
$16.3K - $25.2K
|
7.86K
$548K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
309+ 66.59% |
$15.9K - $24.6K
|
773
$53.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
303+ 606.0% |
$15.6K - $24.1K
|
353
$24.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
285+ 49.83% |
$14.7K - $22.7K
|
857
$59.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
281+ 48.7% |
$14.5K - $22.4K
|
858
$59.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
276+ 49.91% |
$14.2K - $22K
|
829
$57.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
270+ 144.39% |
$13.9K - $21.5K
|
457
$31.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
269New |
$13.9K - $21.4K
|
269
$18.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
264+ 45.6% |
$13.6K - $21K
|
843
$58.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
258+ 4.76% |
$13.3K - $20.5K
|
5.68K
$396K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
244+ 68.35% |
$12.6K - $19.4K
|
601
$41.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
243+ 51.05% |
$12.5K - $19.3K
|
719
$50.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
225New |
$11.6K - $17.9K
|
225
$15.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
225+ 50.0% |
$11.6K - $17.9K
|
675
$47.1K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
219+ 50.0% |
$11.3K - $17.4K
|
657
$45.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
209+ 50.98% |
$10.8K - $16.6K
|
619
$43.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
206+ 50.0% |
$10.6K - $16.4K
|
618
$43.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
206New |
$10.6K - $16.4K
|
206
$14.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
192New |
$9.9K - $15.3K
|
192
$13.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
182+ 2.25% |
$9.38K - $14.5K
|
8.26K
$576K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
172New |
$8.86K - $13.7K
|
172
$12K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
169+ 97.69% |
$8.71K - $13.5K
|
342
$23.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
155+ 61.26% |
$7.99K - $12.3K
|
408
$28.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
140+ 49.3% |
$7.22K - $11.1K
|
424
$29.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
140+ 49.82% |
$7.22K - $11.1K
|
421
$29.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
138New |
$7.11K - $11K
|
138
$9.63K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
136+ 1236.36% |
$7.01K - $10.8K
|
147
$10.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
134+ 50.0% |
$6.91K - $10.7K
|
402
$28K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
132+ 49.81% |
$6.8K - $10.5K
|
397
$27.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
123+ 46.24% |
$6.34K - $9.79K
|
389
$27.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
121+ 50.0% |
$6.24K - $9.63K
|
363
$25.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
121+ 49.79% |
$6.24K - $9.63K
|
364
$25.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
119New |
$6.13K - $9.47K
|
119
$8.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
113+ 49.56% |
$5.82K - $9K
|
341
$23.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
112+ 49.78% |
$5.77K - $8.92K
|
337
$23.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
111+ 792.86% |
$5.72K - $8.84K
|
125
$8.72K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
100+ 50.0% |
$5.15K - $7.96K
|
300
$20.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
93New |
$4.79K - $7.4K
|
93
$6.49K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
93+ 35.63% |
$4.79K - $7.4K
|
354
$24.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
92+ 28.84% |
$4.74K - $7.33K
|
411
$28.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
87+ 48.88% |
$4.48K - $6.93K
|
265
$18.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
87+ 49.71% |
$4.48K - $6.93K
|
262
$18.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
77+ 50.0% |
$3.97K - $6.13K
|
231
$16.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
74+ 50.34% |
$3.81K - $5.89K
|
221
$15.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
73+ 48.67% |
$3.76K - $5.81K
|
223
$15.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
72+ 49.66% |
$3.71K - $5.73K
|
217
$15.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
68+ 50.0% |
$3.5K - $5.41K
|
204
$14.2K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
66+ 49.62% |
$3.4K - $5.25K
|
199
$13.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
66+ 49.62% |
$3.4K - $5.25K
|
199
$13.9K
|