Purchases and Sales Made in Q4 2023 in Berkley W R Corp (WRB)
This table provides information about the institutional ownership of Berkley W R Corp (WRB) during Q4 2023. 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 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
49.5K+ 36.6% |
$3.09M - $3.65M
|
185K
$11.9M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
47.8KNew |
$2.98M - $3.52M
|
47.8K
$3.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
BUY
|
- |
41.9K+ 70.36% |
$2.62M - $3.09M
|
101K
$6.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
41.2KNew |
$2.57M - $3.03M
|
41.2K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
40.7KNew |
$2.54M - $3M
|
40.7K
$2.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
39.6K+ 1.98% |
$2.47M - $2.92M
|
2.04M
$131M
|
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
36.4K+ 3.17% |
$2.28M - $2.68M
|
1.18M
$76.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
32.2K+ 180.99% |
$2.01M - $2.37M
|
50.1K
$3.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
30.8KNew |
$1.92M - $2.27M
|
30.8K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
28.2K+ 25.36% |
$1.76M - $2.08M
|
139K
$8.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
25.9K+ 50.16% |
$1.62M - $1.91M
|
77.4K
$4.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
25.5KNew |
$1.59M - $1.88M
|
25.5K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
24.5K+ 13.6% |
$1.53M - $1.8M
|
205K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Eulav Asset Management
|
BUY
|
- |
24K+ 2.54% |
$1.5M - $1.77M
|
969K
$62.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23K+ 21.12% |
$1.43M - $1.69M
|
132K
$8.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22K+ 30.65% |
$1.37M - $1.62M
|
93.6K
$6.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
21.5K+ 2.88% |
$1.34M - $1.59M
|
769K
$49.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
20.7KNew |
$1.29M - $1.53M
|
20.7K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
20.7KNew |
$1.29M - $1.52M
|
20.7K
$1.33M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.4K+ 11.7% |
$1.21M - $1.43M
|
185K
$11.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
19.3KNew |
$1.2M - $1.42M
|
19.3K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
19.2K+ 2.03% |
$1.2M - $1.41M
|
964K
$62M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
19K+ 2.67% |
$1.19M - $1.4M
|
730K
$47M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
16.1KNew |
$1M - $1.18M
|
16.1K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
15.5K+ 360.16% |
$967K - $1.14M
|
19.8K
$1.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
15K+ 38.7% |
$938K - $1.11M
|
53.9K
$3.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.9K+ 108.1% |
$932K - $1.1M
|
28.7K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
14.6K+ 44.8% |
$914K - $1.08M
|
47.3K
$3.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Imc Chicago, LLC
|
BUY
|
- |
14.4KNew |
$901K - $1.06M
|
14.4K
$928K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
14.4K+ 20261.97% |
$898K - $1.06M
|
14.5K
$930K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
14.2K+ 6.95% |
$887K - $1.05M
|
218K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14K+ 34.02% |
$875K - $1.03M
|
55.2K
$3.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
13.7K+ 14.91% |
$854K - $1.01M
|
105K
$6.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
13.3KNew |
$831K - $980K
|
13.3K
$856K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
13.3K+ 17.03% |
$828K - $976K
|
91.1K
$5.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
12.9K+ 2.87% |
$806K - $950K
|
462K
$29.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
12.1K+ 29.63% |
$758K - $894K
|
53.1K
$3.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
11.5KNew |
$719K - $849K
|
11.5K
$741K
|
|
|
Feb 12, 2024
Q4 2023
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
11.3KNew |
$709K - $836K
|
11.3K
$730K
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
BUY
|
- |
11.2K+ 147.67% |
$701K - $827K
|
18.8K
$1.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 9.07% |
$668K - $788K
|
129K
$8.28M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
10.6K+ 128.97% |
$659K - $777K
|
18.7K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
10.4KNew |
$648K - $765K
|
10.4K
$668K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
9.69KNew |
$605K - $713K
|
9.69K
$623K
|
|
|
Feb 14, 2024
Q4 2023
|
Unigestion Holding Sa
|
BUY
|
- |
9.32KNew |
$582K - $686K
|
9.32K
$599K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.12K+ 17.68% |
$569K - $672K
|
60.7K
$3.9M
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
8.53K+ 71.48% |
$533K - $628K
|
20.5K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
7.55K+ 2.88% |
$471K - $556K
|
270K
$17.4M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.54K+ 478.84% |
$471K - $555K
|
9.11K
$586K
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
7.47K+ 265.82% |
$466K - $550K
|
10.3K
$661K
|