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 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
3.71KNew |
$232K - $273K
|
3.71K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
3.71K+ 9.06% |
$231K - $273K
|
44.6K
$2.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
3.63K+ 3.41% |
$226K - $267K
|
110K
$7.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.56K+ 13.58% |
$222K - $262K
|
29.8K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
3.44KNew |
$215K - $254K
|
3.44K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.41K+ 50.24% |
$213K - $251K
|
10.2K
$656K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
3.41KNew |
$213K - $251K
|
3.41K
$219K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.37KNew |
$210K - $248K
|
3.37K
$217K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
3.34K+ 108.4% |
$209K - $246K
|
6.43K
$413K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
3.33KNew |
$208K - $245K
|
3.33K
$214K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.3K+ 12.64% |
$206K - $243K
|
29.4K
$1.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3.29K+ 8.63% |
$206K - $243K
|
41.5K
$2.67M
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
3.27K+ 1.26% |
$204K - $241K
|
264K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
3.18KNew |
$199K - $235K
|
3.18K
$205K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.17KNew |
$198K - $234K
|
3.17K
$204K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
3.12K+ 9.91% |
$195K - $229K
|
34.5K
$2.22M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3.11KNew |
$194K - $229K
|
3.11K
$200K
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3.11KNew |
$194K - $229K
|
3.11K
$200K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.1KNew |
$194K - $229K
|
3.1K
$200K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.1KNew |
$193K - $228K
|
3.1K
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
3.1KNew |
$193K - $228K
|
3.1K
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.08KNew |
$192K - $227K
|
3.08K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.03K+ 83.89% |
$189K - $223K
|
6.63K
$427K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.02K+ 11.15% |
$189K - $223K
|
30.1K
$1.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
3K+ 17.65% |
$187K - $221K
|
20K
$1.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
3KNew |
$187K - $221K
|
3K
$193K
|
|
|
Feb 12, 2024
Q4 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
3K+ 1.87% |
$187K - $221K
|
163K
$10.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
3KNew |
$187K - $221K
|
3K
$193K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.99KNew |
$187K - $220K
|
2.99K
$192K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.99K+ 87.45% |
$187K - $220K
|
6.41K
$412K
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
2.97KNew |
$186K - $219K
|
2.97K
$191K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
2.94KNew |
$184K - $217K
|
2.94K
$189K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
2.94K+ 8.08% |
$183K - $216K
|
39.3K
$2.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.93KNew |
$183K - $216K
|
2.93K
$189K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2.89KNew |
$180K - $212K
|
2.89K
$186K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
2.87KNew |
$179K - $212K
|
2.87K
$185K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.85KNew |
$178K - $210K
|
2.85K
$183K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.84KNew |
$178K - $209K
|
2.84K
$183K
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
2.84KNew |
$177K - $209K
|
2.84K
$182K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2.77K+ 34662.5% |
$173K - $204K
|
2.78K
$179K
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.71K+ 4.89% |
$169K - $200K
|
58.1K
$3.74M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.7KNew |
$169K - $199K
|
2.7K
$174K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
2.53K+ 23.77% |
$158K - $186K
|
13.2K
$847K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.48K+ 45.37% |
$155K - $182K
|
7.94K
$511K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.45K+ 21.64% |
$153K - $180K
|
13.7K
$884K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.44KNew |
$152K - $179K
|
2.44K
$157K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.27KNew |
$142K - $167K
|
2.27K
$146K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
2.25K+ 1.22% |
$140K - $165K
|
186K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.19K+ 12.63% |
$137K - $161K
|
19.5K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.98K+ 21.76% |
$123K - $146K
|
11.1K
$711K
|