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
|
Ieq Capital, LLC
|
BUY
|
- |
6.23K+ 167.47% |
$321K - $496K
|
9.94K
$619K
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
6.18K+ 73.85% |
$319K - $492K
|
14.6K
$906K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6.16K+ 49.22% |
$318K - $491K
|
18.7K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.1K+ 49.99% |
$314K - $486K
|
18.3K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.98K+ 47.93% |
$308K - $476K
|
18.5K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.92KNew |
$305K - $471K
|
5.92K
$369K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.89K+ 46.35% |
$304K - $469K
|
18.6K
$1.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
5.88K+ 2.1% |
$303K - $468K
|
285K
$17.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
5.85K+ 99.34% |
$301K - $466K
|
11.7K
$731K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.84K+ 77.38% |
$301K - $465K
|
13.4K
$834K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.83K+ 58.42% |
$300K - $464K
|
15.8K
$984K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.83K+ 53.8% |
$300K - $464K
|
16.7K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.82K+ 47.08% |
$300K - $463K
|
18.2K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
5.79K+ 86.31% |
$298K - $461K
|
12.5K
$778K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
5.74KNew |
$296K - $457K
|
5.74K
$358K
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
5.72K+ 37.61% |
$295K - $456K
|
20.9K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
5.72K+ 58.88% |
$295K - $455K
|
15.4K
$960K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.66K+ 45.9% |
$292K - $451K
|
18K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
5.6K+ 121.71% |
$289K - $446K
|
10.2K
$635K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5.51K+ 50.0% |
$284K - $439K
|
16.5K
$1.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
5.5K+ 48.25% |
$283K - $438K
|
16.9K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
5.48K+ 44.98% |
$282K - $436K
|
17.7K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
5.42K+ 44.37% |
$280K - $432K
|
17.6K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.37K+ 200.19% |
$277K - $427K
|
8.05K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.37K+ 210.64% |
$277K - $427K
|
7.91K
$493K
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
5.31K+ 74.11% |
$274K - $423K
|
12.5K
$776K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.3K+ 43.62% |
$273K - $422K
|
17.5K
$1.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Pensionfund Sabic
|
BUY
|
- |
5.25K+ 36.21% |
$271K - $418K
|
19.8K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.2K+ 55.64% |
$268K - $414K
|
14.5K
$906K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
5.09K+ 44.14% |
$262K - $405K
|
16.6K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.07K+ 68.4% |
$261K - $404K
|
12.5K
$778K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.07KNew |
$261K - $404K
|
5.07K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.02K+ 43.47% |
$259K - $399K
|
16.6K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
4.99K+ 27.87% |
$257K - $398K
|
22.9K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4.93KNew |
$254K - $392K
|
4.93K
$307K
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
4.92K+ 50.0% |
$254K - $392K
|
14.8K
$919K
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
BUY
|
- |
4.91K+ 49.99% |
$253K - $391K
|
14.7K
$918K
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
4.91K+ 54.59% |
$253K - $391K
|
13.9K
$865K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.85K+ 46.7% |
$250K - $386K
|
15.2K
$949K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.72K+ 84.67% |
$243K - $375K
|
10.3K
$640K
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
4.69K+ 1.99% |
$242K - $373K
|
241K
$15M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.69KNew |
$241K - $373K
|
4.69K
$292K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.62K+ 48.85% |
$238K - $368K
|
14.1K
$877K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.62KNew |
$238K - $368K
|
4.62K
$288K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
4.58K+ 49.74% |
$236K - $364K
|
13.8K
$858K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
4.57K+ 59.91% |
$235K - $364K
|
12.2K
$759K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
4.56K+ 29.64% |
$235K - $363K
|
19.9K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
4.53K+ 44.15% |
$233K - $360K
|
14.8K
$920K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.51K+ 50.14% |
$233K - $359K
|
13.5K
$841K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
4.44K+ 49.97% |
$229K - $354K
|
13.3K
$830K
|