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 |
---|---|---|---|---|---|---|---|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
203+ 390.38% |
$13.5K - $15.5K
|
255
$15.5K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
200+ 1.58% |
$13.3K - $15.3K
|
12.8K
$780K
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
200New |
$13.3K - $15.3K
|
200
$12.2K
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
191+ 0.8% |
$12.7K - $14.6K
|
23.9K
$1.45M
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
191+ 4.21% |
$12.7K - $14.6K
|
4.72K
$287K
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
187+ 2.5% |
$12.4K - $14.3K
|
7.68K
$467K
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
186+ 326.32% |
$12.3K - $14.2K
|
243
$14.8K
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
179+ 0.29% |
$11.9K - $13.6K
|
61.3K
$3.72M
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
175New |
$11.6K - $13.3K
|
175
$10.6K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
173+ 62.68% |
$11.5K - $13.2K
|
449
$27.3K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
162New |
$10.8K - $12.4K
|
162
$9.85K
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
160+ 13.37% |
$10.6K - $12.2K
|
1.36K
$82.5K
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
160+ 1.02% |
$10.6K - $12.2K
|
15.9K
$967K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
156New |
$10.4K - $11.9K
|
156
$9.48K
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
151+ 0.91% |
$10K - $11.5K
|
16.7K
$1.02M
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
150+ 1.3% |
$9.96K - $11.4K
|
11.7K
$709K
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
145+ 0.1% |
$9.63K - $11.1K
|
146K
$8.9M
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
143+ 0.85% |
$9.49K - $10.9K
|
16.9K
$1.03M
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
142+ 0.49% |
$9.43K - $10.8K
|
29K
$1.77M
|
|
Feb 09, 2023
Q4 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
139+ 1.07% |
$9.23K - $10.6K
|
13.2K
$801K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
133+ 6.94% |
$8.83K - $10.1K
|
2.05K
$125K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
128+ 3.84% |
$8.5K - $9.76K
|
3.46K
$210K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
118+ 16.91% |
$7.83K - $9K
|
816
$49.6K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
112New |
$7.44K - $8.54K
|
112
$6.81K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
109New |
$7.24K - $8.31K
|
109
$6.63K
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
108+ 0.24% |
$7.17K - $8.24K
|
45.6K
$2.77M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
108+ 1.51% |
$7.17K - $8.24K
|
7.25K
$441K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
107New |
$7.1K - $8.16K
|
107
$6.51K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
106+ 18.66% |
$7.04K - $8.08K
|
674
$41K
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.76% |
$6.64K - $7.63K
|
13.2K
$803K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100+ 2.95% |
$6.64K - $7.63K
|
3.49K
$212K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
99New |
$6.57K - $7.55K
|
99
$6.02K
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
97+ 0.15% |
$6.44K - $7.4K
|
62.9K
$3.82M
|
|
Feb 14, 2023
Q4 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
85+ 0.48% |
$5.64K - $6.48K
|
17.8K
$1.08M
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
75New |
$4.98K - $5.72K
|
75
$4.56K
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
75+ 50.0% |
$4.98K - $5.72K
|
225
$13.7K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
70+ 7.97% |
$4.65K - $5.34K
|
948
$57.6K
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
70+ 0.44% |
$4.65K - $5.34K
|
16.1K
$976K
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
67+ 0.64% |
$4.45K - $5.11K
|
10.6K
$643K
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
57New |
$3.78K - $4.35K
|
57
$3.47K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
56+ 12.84% |
$3.72K - $4.27K
|
492
$29.9K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
56+ 0.86% |
$3.72K - $4.27K
|
6.59K
$401K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
54+ 0.05% |
$3.59K - $4.12K
|
106K
$6.47M
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
50New |
$3.32K - $3.81K
|
50
$3.04K
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
48+ 0.17% |
$3.19K - $3.66K
|
29K
$1.76M
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
46+ 0.57% |
$3.05K - $3.51K
|
8.1K
$492K
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
40+ 0.25% |
$2.66K - $3.05K
|
16.3K
$992K
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
40+ 0.99% |
$2.66K - $3.05K
|
4.06K
$247K
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
35+ 0.28% |
$2.32K - $2.67K
|
12.5K
$757K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
30+ 16.3% |
$1.99K - $2.29K
|
214
$13K
|