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 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
41+ 50.0% |
$2.11K - $3.26K
|
123
$7.42K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
39New |
$2.01K - $3.11K
|
39
$2.35K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
38+ 50.0% |
$1.96K - $3.03K
|
114
$6.88K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
37+ 49.33% |
$1.91K - $2.95K
|
112
$6.76K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
36+ 49.32% |
$1.86K - $2.87K
|
109
$6.58K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
36+ 50.0% |
$1.86K - $2.87K
|
108
$6.52K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
35+ 50.72% |
$1.8K - $2.79K
|
104
$6.28K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
32+ 51.61% |
$1.65K - $2.55K
|
94
$5.67K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
32+ 72.73% |
$1.65K - $2.55K
|
76
$4.59K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
26+ 46.43% |
$1.34K - $2.07K
|
82
$4.95K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
26New |
$1.34K - $2.07K
|
26
$1.57K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
22+ 50.0% |
$1.13K - $1.75K
|
66
$3.98K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
21New |
$1.08K - $1.67K
|
21
$1.27K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 34.48% |
$1.03K - $1.59K
|
78
$4.71K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
19+ 48.72% |
$979 - $1.51K
|
58
$3.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
18+ 48.65% |
$928 - $1.43K
|
55
$3.32K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
17+ 50.0% |
$876 - $1.35K
|
51
$3.08K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
14+ 48.28% |
$722 - $1.11K
|
43
$2.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
11New |
$567 - $876
|
11
$664
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
9+ 50.0% |
$464 - $717
|
27
$1.63K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
8+ 0.01% |
$412 - $637
|
85.3K
$5.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 50.0% |
$412 - $637
|
24
$1.45K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6New |
$309 - $478
|
6
$362
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
6+ 46.15% |
$309 - $478
|
19
$1.15K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4+ 28.57% |
$206 - $318
|
18
$1.09K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 50.0% |
$155 - $239
|
9
$543
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
3New |
$155 - $239
|
3
$181
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
2+ 50.0% |
$103 - $159
|
6
$362
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 50.0% |
$103 - $159
|
6
$362
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 8.7% |
$103 - $159
|
25
$1.51K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 40.0% |
$103 - $159
|
7
$422
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$51.5 - $79.6
|
2
$121
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Grace & White Inc
|
SELL
|
- |
-1- -0.0% |
$51.5 - $79.6
|
24.9K
$1.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1- 0.05% |
$51.5 - $79.6
|
1.99K
$120K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-27- 0.06% |
$1.39K - $2.15K
|
48.5K
$2.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-36- 60.0% |
$1.86K - $2.87K
|
24
$1.45K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-108- 2.38% |
$5.57K - $8.6K
|
4.44K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-138- 26.04% |
$7.11K - $11K
|
392
$23.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-167- 53.18% |
$8.61K - $13.3K
|
147
$8.87K
|
|
|
Nov 12, 2024
Q3 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-195- 2.77% |
$10.1K - $15.5K
|
6.84K
$413K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-259- 21.78% |
$13.3K - $20.6K
|
930
$56.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-321- 7.35% |
$16.5K - $25.6K
|
4.05K
$244K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-664- 14.41% |
$34.2K - $52.9K
|
3.94K
$238K
|
|
|
Nov 05, 2024
Q3 2024
|
Speece Thorson Capital Group Inc
|
SELL
|
- |
-754- 0.33% |
$38.9K - $60K
|
230K
$13.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.27K- 26.11% |
$65.2K - $101K
|
3.58K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.32K- 5.08% |
$68.1K - $105K
|
24.7K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-1.38K- 12.64% |
$71K - $110K
|
9.53K
$575K
|
|
|
Nov 14, 2024
Q3 2024
|
Lrt Capital Management, LLC
Austin, TX |
SELL
|
- |
-2.25K- 10.23% |
$116K - $179K
|
19.7K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-2.46K- 8.29% |
$127K - $196K
|
27.2K
$1.64M
|