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 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
63+ 58.33% |
$3.25K - $5.02K
|
171
$11.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
60+ 34.29% |
$3.09K - $4.78K
|
235
$16.4K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
58+ 44.96% |
$2.99K - $4.62K
|
187
$13K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
58+ 48.33% |
$2.99K - $4.62K
|
178
$12.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
54+ 49.54% |
$2.78K - $4.3K
|
163
$11.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
53New |
$2.73K - $4.22K
|
53
$3.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
53New |
$2.73K - $4.22K
|
53
$3.7K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
53+ 49.53% |
$2.73K - $4.22K
|
160
$11.2K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
41+ 50.0% |
$2.11K - $3.26K
|
123
$8.58K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
39New |
$2.01K - $3.11K
|
39
$2.72K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
38+ 50.0% |
$1.96K - $3.03K
|
114
$7.95K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
37+ 49.33% |
$1.91K - $2.95K
|
112
$7.81K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
36+ 49.32% |
$1.86K - $2.87K
|
109
$7.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
36+ 50.0% |
$1.86K - $2.87K
|
108
$7.53K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
35+ 50.72% |
$1.8K - $2.79K
|
104
$7.25K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
32+ 72.73% |
$1.65K - $2.55K
|
76
$5.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
32+ 51.61% |
$1.65K - $2.55K
|
94
$6.56K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
26New |
$1.34K - $2.07K
|
26
$1.81K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
26+ 46.43% |
$1.34K - $2.07K
|
82
$5.72K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
22+ 50.0% |
$1.13K - $1.75K
|
66
$4.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
21New |
$1.08K - $1.67K
|
21
$1.46K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 34.48% |
$1.03K - $1.59K
|
78
$5.44K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
19+ 48.72% |
$979 - $1.51K
|
58
$4.05K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
18+ 48.65% |
$928 - $1.43K
|
55
$3.84K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
17+ 50.0% |
$876 - $1.35K
|
51
$3.56K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
14+ 48.28% |
$722 - $1.11K
|
43
$3K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
11New |
$567 - $876
|
11
$767
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
9+ 50.0% |
$464 - $717
|
27
$1.88K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
8+ 0.01% |
$412 - $637
|
85.3K
$5.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 50.0% |
$412 - $637
|
24
$1.67K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6New |
$309 - $478
|
6
$419
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
6+ 46.15% |
$309 - $478
|
19
$1.33K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4+ 28.57% |
$206 - $318
|
18
$1.26K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
3New |
$155 - $239
|
3
$209
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 50.0% |
$155 - $239
|
9
$628
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 8.7% |
$103 - $159
|
25
$1.74K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 40.0% |
$103 - $159
|
7
$488
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 50.0% |
$103 - $159
|
6
$419
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
2+ 50.0% |
$103 - $159
|
6
$419
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$51.5 - $79.6
|
2
$140
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1- 0.05% |
$51.5 - $79.6
|
1.99K
$139K
|
|
|
Oct 21, 2024
Q3 2024
|
Grace & White Inc
|
SELL
|
- |
-1- -0.0% |
$51.5 - $79.6
|
24.9K
$1.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-27- 0.06% |
$1.39K - $2.15K
|
48.5K
$3.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-36- 60.0% |
$1.86K - $2.87K
|
24
$1.67K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-108- 2.38% |
$5.57K - $8.6K
|
4.44K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-138- 26.04% |
$7.11K - $11K
|
392
$27.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-167- 53.18% |
$8.61K - $13.3K
|
147
$10.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-195- 2.77% |
$10.1K - $15.5K
|
6.84K
$477K
|