Purchases and Sales Made in Q4 2022 in Berkley W R Corp (WRB)
This table provides information about the institutional ownership of Berkley W R Corp (WRB) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.96K+ 10.63% |
$197K - $226K
|
30.8K
$2.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.95KNew |
$196K - $225K
|
2.95K
$206K
|
|
|
Feb 10, 2023
Q4 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
2.95KNew |
$196K - $225K
|
2.95K
$206K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
2.95KNew |
$196K - $225K
|
2.95K
$205K
|
|
|
Feb 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
2.92K+ 4.55% |
$194K - $223K
|
67.2K
$4.68M
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
2.89KNew |
$192K - $220K
|
2.89K
$201K
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.89KNew |
$192K - $220K
|
2.89K
$201K
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
2.87KNew |
$191K - $219K
|
2.87K
$200K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.87KNew |
$191K - $219K
|
2.87K
$200K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.85K+ 3.86% |
$189K - $217K
|
76.6K
$5.35M
|
|
|
Jan 20, 2023
Q4 2022
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
2.84KNew |
$188K - $216K
|
2.84K
$198K
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
BUY
|
- |
2.82KNew |
$187K - $215K
|
2.82K
$197K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.81KNew |
$187K - $214K
|
2.81K
$196K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.81KNew |
$187K - $214K
|
2.81K
$196K
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.8KNew |
$186K - $213K
|
2.8K
$195K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.57KNew |
$171K - $196K
|
2.57K
$179K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.5K+ 614.5% |
$166K - $191K
|
2.91K
$203K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
2.5K+ 9.74% |
$166K - $191K
|
28.2K
$1.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.43K+ 0.33% |
$162K - $186K
|
743K
$51.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2.41K+ 31.79% |
$160K - $184K
|
10K
$697K
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.37K+ 22.04% |
$157K - $181K
|
13.1K
$915K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.35KNew |
$156K - $179K
|
2.35K
$164K
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
2.23K+ 24.5% |
$148K - $170K
|
11.3K
$791K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.22K+ 39.41% |
$148K - $170K
|
7.87K
$549K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.15K+ 39.34% |
$143K - $164K
|
7.61K
$531K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.13K+ 17.55% |
$141K - $162K
|
14.3K
$995K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.1K+ 3.78% |
$139K - $160K
|
57.6K
$4.02M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.06K+ 15.93% |
$137K - $157K
|
15K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1.85K+ 2.9% |
$123K - $141K
|
65.8K
$4.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
1.82K+ 3.12% |
$121K - $139K
|
60.1K
$4.19M
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.76K+ 1.66% |
$117K - $134K
|
108K
$7.52M
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.73K+ 0.82% |
$115K - $132K
|
213K
$14.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.68K+ 1.87% |
$112K - $128K
|
91.4K
$6.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.64K+ 94.48% |
$109K - $125K
|
3.38K
$236K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.62K+ 11.2% |
$108K - $124K
|
16.1K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.6K+ 26.11% |
$106K - $122K
|
7.73K
$539K
|
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
1.6K+ 35.5% |
$106K - $122K
|
6.09K
$425K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.56K+ 0.1% |
$103K - $119K
|
1.63M
$114M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.53K+ 20.95% |
$101K - $117K
|
8.82K
$615K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.44K+ 12.33% |
$95.3K - $109K
|
13.1K
$912K
|
|
|
Feb 14, 2023
Q4 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.38K+ 3.49% |
$91.7K - $105K
|
40.9K
$2.85M
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.37K+ 1.54% |
$90.9K - $104K
|
90.5K
$6.32M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.36KNew |
$90.1K - $103K
|
1.36K
$94.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.28K+ 10.2% |
$85K - $97.6K
|
13.8K
$965K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.26K+ 4.3% |
$83.5K - $95.8K
|
30.5K
$2.13M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.24KNew |
$82.1K - $94.3K
|
1.24K
$86.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.14K+ 17.31% |
$75.6K - $86.8K
|
7.72K
$538K
|
|
|
Feb 01, 2023
Q4 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.08K+ 1.26% |
$71.9K - $82.6K
|
87.3K
$6.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1K+ 27.24% |
$66.4K - $76.3K
|
4.67K
$326K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
937+ 2.21% |
$62.2K - $71.4K
|
43.4K
$3.03M
|