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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.85K+ 3.77% |
$116K - $137K
|
51K
$3.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
1.83K+ 646.29% |
$114K - $135K
|
2.11K
$132K
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
1.77K+ 53.38% |
$111K - $130K
|
5.09K
$317K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1.73KNew |
$108K - $127K
|
1.73K
$107K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
1.7KNew |
$106K - $125K
|
1.7K
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.65K+ 4.41% |
$103K - $122K
|
39.1K
$2.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
1.65K+ 21.13% |
$103K - $121K
|
9.45K
$589K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.63K+ 3.32% |
$102K - $120K
|
50.8K
$3.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
1.63K+ 16.27% |
$102K - $120K
|
11.7K
$726K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.6K+ 1.32% |
$99.7K - $118K
|
122K
$7.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.54KNew |
$96.3K - $114K
|
1.54K
$96.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.35KNew |
$84.5K - $99.6K
|
1.35K
$84.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.34K+ 35.79% |
$83.4K - $98.4K
|
5.07K
$316K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
1.19K+ 4.46% |
$74.2K - $87.5K
|
27.8K
$1.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
1.19K+ 0.61% |
$74K - $87.3K
|
195K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.16KNew |
$72.3K - $85.3K
|
1.16K
$72.1K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.15K+ 268.22% |
$71.7K - $84.6K
|
1.58K
$98.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.14K+ 18.17% |
$71.4K - $84.2K
|
7.44K
$463K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.13KNew |
$70.2K - $82.9K
|
1.13K
$70.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.12KNew |
$70.1K - $82.7K
|
1.12K
$69.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.1K+ 5.02% |
$68.7K - $81K
|
23K
$1.43M
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.08K+ 1.53% |
$67.6K - $79.8K
|
71.7K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
1.08K+ 5.26% |
$67.4K - $79.5K
|
21.6K
$1.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.07K+ 315.38% |
$66.6K - $78.5K
|
1.4K
$87.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.06K+ 14.42% |
$66.2K - $78.1K
|
8.41K
$524K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
969+ 22.97% |
$60.5K - $71.4K
|
5.19K
$323K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
961+ 1.85% |
$60K - $70.8K
|
52.9K
$3.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
932+ 62.13% |
$58.2K - $68.6K
|
2.43K
$151K
|
|
|
Feb 23, 2024
Q4 2023
|
Speece Thorson Capital Group Inc
|
BUY
|
- |
901+ 0.46% |
$56.3K - $66.4K
|
197K
$12.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
889+ 13.86% |
$55.5K - $65.5K
|
7.3K
$455K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
875+ 13.81% |
$54.6K - $64.4K
|
7.21K
$449K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
873+ 23.23% |
$54.5K - $64.3K
|
4.63K
$288K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
849+ 0.78% |
$53K - $62.5K
|
110K
$6.87M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
830New |
$51.8K - $61.1K
|
830
$51.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
827New |
$51.6K - $60.9K
|
827
$51.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
753+ 16.85% |
$47K - $55.5K
|
5.22K
$325K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
740New |
$46.2K - $54.5K
|
740
$46.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
715+ 17.31% |
$44.6K - $52.7K
|
4.85K
$302K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
709+ 5.49% |
$44.3K - $52.2K
|
13.6K
$848K
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
674+ 14.12% |
$42.1K - $49.6K
|
5.45K
$339K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
674New |
$42.1K - $49.6K
|
674
$42K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
657+ 24.04% |
$41K - $48.4K
|
3.39K
$211K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
655+ 3.41% |
$40.9K - $48.2K
|
19.9K
$1.24M
|
|
|
Feb 20, 2024
Q4 2023
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
645+ 2.51% |
$40.3K - $47.5K
|
26.3K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
639+ 15.07% |
$39.9K - $47.1K
|
4.88K
$304K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
631+ 4.03% |
$39.4K - $46.5K
|
16.3K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
589+ 10.05% |
$36.8K - $43.4K
|
6.45K
$402K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
585+ 4.4% |
$36.5K - $43.1K
|
13.9K
$864K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
545+ 2.4% |
$34K - $40.1K
|
23.2K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
536New |
$33.5K - $39.5K
|
536
$33.4K
|