Purchases and Sales Made in Q4 2023 in Berkley W R Corp (WRB)

WRB Quotes by TradingView

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 14, 2024 Q4 2023
Planning Capital Management Corp

Paoli, PA
BUY
 -
536
New
$33.5K - $39.5K
536 $34.5K
Feb 06, 2024 Q4 2023
Amalgamated Bank

New York, NY
BUY
 -
527
+ 1.0%
$32.9K - $38.8K
53.1K $3.42M
Feb 13, 2024 Q4 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
522
+ 3.77%
$32.6K - $38.4K
14.4K $924K
Feb 14, 2024 Q4 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
499
+ 6.14%
$31.2K - $36.8K
8.62K $555K
Mar 06, 2024 Q4 2023
Alamar Capital Management, LLC

BUY
 -
495
+ 1.41%
$30.9K - $36.5K
35.6K $2.29M
Feb 01, 2024 Q4 2023
Sumitomo Mitsui Ds Asset Management Company, LTD

BUY
 -
493
+ 2.86%
$30.8K - $36.3K
17.7K $1.14M
Feb 23, 2024 Q4 2023
Neo Ivy Capital Management

New York, NY
BUY
 -
493
New
$30.8K - $36.3K
493 $31.7K
Feb 12, 2024 Q4 2023
Inspire Investing, LLC

Meridian, ID
BUY
 -
435
+ 2.07%
$27.2K - $32K
21.4K $1.38M
Feb 09, 2024 Q4 2023
Commerce Bank

Kansas City, MO
BUY
 -
422
+ 5.34%
$26.3K - $31.1K
8.33K $536K
Jan 31, 2024 Q4 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
418
+ 8.92%
$26.1K - $30.8K
5.1K $328K
Feb 08, 2024 Q4 2023
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
387
New
$24.2K - $28.5K
387 $24.9K
Jan 10, 2024 Q4 2023
Bkm Wealth Management, LLC

Brookfield, WI
BUY
 -
378
New
$23.6K - $27.8K
378 $24.3K
Jan 10, 2024 Q4 2023
Bruce G. Allen Investments, LLC

Denver, CO
BUY
 -
357
New
$22.3K - $26.3K
357 $23K
Jan 19, 2024 Q4 2023
Mendota Financial Group, LLC

Madison, WI
BUY
 -
335
+ 32.21%
$20.9K - $24.7K
1.38K $88.5K
Feb 12, 2024 Q4 2023
Keebeck Alpha, LP

Stamford, CT
BUY
 -
328
+ 9.85%
$20.5K - $24.2K
3.66K $235K
Feb 07, 2024 Q4 2023
Hutchinson Capital Management

San Rafael, CA
BUY
 -
319
+ 0.2%
$19.9K - $23.5K
163K $10.5M
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
314
New
$19.6K - $23.1K
314 $20.2K
Feb 15, 2024 Q4 2023
Empire Financial Management Company, LLC

New York, NY
BUY
 -
314
+ 4.69%
$19.6K - $23.1K
7K $451K
Feb 01, 2024 Q4 2023
Parkside Financial Bank & Trust

BUY
 -
312
+ 76.85%
$19.5K - $23K
718 $46.2K
Jan 31, 2024 Q4 2023
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
308
+ 0.89%
$19.2K - $22.7K
35K $2.25M
Feb 06, 2024 Q4 2023
Lincoln National Corp

BUY
 -
302
+ 4.96%
$18.9K - $22.2K
6.39K $411K
Jan 17, 2024 Q4 2023
Ifg Advisory, LLC

BUY
 -
296
+ 8.26%
$18.5K - $21.8K
3.88K $250K
Feb 14, 2024 Q4 2023
Lm Advisors LLC

San Diego, CA
BUY
 -
263
New
$16.4K - $19.4K
263 $16.9K
Jan 26, 2024 Q4 2023
Turtle Creek Wealth Advisors, LLC

Dallas, TX
BUY
 -
263
New
$16.4K - $19.4K
263 $16.9K
Feb 08, 2024 Q4 2023
Kentucky Retirement Systems Insurance Trust Fund

Frankfort, KY
BUY
 -
262
+ 3.74%
$16.4K - $19.3K
7.26K $467K
Jan 16, 2024 Q4 2023
Cva Family Office, LLC

BUY
 -
260
New
$16.2K - $19.1K
260 $16.7K
Jan 31, 2024 Q4 2023
Lindbrook Capital, LLC

BUY
 -
240
+ 70.59%
$15K - $17.7K
580 $37.3K
Feb 06, 2024 Q4 2023
M&T Bank Corp

BUY
 -
234
+ 2.53%
$14.6K - $17.2K
9.47K $609K
Feb 14, 2024 Q4 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
233
+ 37.22%
$14.5K - $17.2K
859 $55.3K
Feb 09, 2024 Q4 2023
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
225
New
$14K - $16.6K
225 $14.5K
Jan 12, 2024 Q4 2023
Financial Management Professionals, Inc.

BUY
 -
214
+ 713.33%
$13.4K - $15.8K
244 $15.7K
Feb 14, 2024 Q4 2023
Prelude Capital Management, LLC

New York, NY
BUY
 -
202
+ 5.84%
$12.6K - $14.9K
3.66K $235K
Feb 08, 2024 Q4 2023
Private Wealth Management Group, LLC

Princeton, NJ
BUY
 -
200
New
$12.5K - $14.7K
200 $12.9K
Feb 06, 2024 Q4 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
199
+ 20.22%
$12.4K - $14.7K
1.18K $76.1K
Feb 09, 2024 Q4 2023
Glassman Wealth Services

BUY
 -
197
+ 123.13%
$12.3K - $14.5K
357 $23K
Jan 24, 2024 Q4 2023
Allworth Financial LP

BUY
 -
177
+ 18.57%
$11.1K - $13K
1.13K $72.7K
Jan 31, 2024 Q4 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
175
+ 5.25%
$10.9K - $12.9K
3.51K $226K
Feb 08, 2024 Q4 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
172
+ 5.17%
$10.7K - $12.7K
3.5K $225K
Feb 13, 2024 Q4 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
157
+ 2.49%
$9.8K - $11.6K
6.45K $415K
Jan 22, 2024 Q4 2023
Claro Advisors LLC

Boston, MA
BUY
 -
156
+ 1.61%
$9.74K - $11.5K
9.83K $632K
Feb 14, 2024 Q4 2023
Zacks Investment Management

Chicago, IL
BUY
 -
154
+ 0.14%
$9.62K - $11.3K
112K $7.23M
Jan 25, 2024 Q4 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
148
+ 0.87%
$9.24K - $10.9K
17.2K $1.11M
Jan 23, 2024 Q4 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
147
+ 1.63%
$9.18K - $10.8K
9.18K $591K
Feb 08, 2024 Q4 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
144
+ 6.84%
$8.99K - $10.6K
2.25K $145K
Feb 14, 2024 Q4 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
140
+ 3.29%
$8.74K - $10.3K
4.39K $283K
Feb 08, 2024 Q4 2023
Ing Groep Nv

BUY
 -
128
+ 1.7%
$7.99K - $9.43K
7.67K $493K
Feb 14, 2024 Q4 2023
Frontier Capital Management CO LLC

BUY
 -
127
+ 0.12%
$7.93K - $9.35K
107K $6.87M
Jan 04, 2024 Q4 2023
Baron Wealth Management LLC

Troy, MI
BUY
 -
127
+ 2.74%
$7.93K - $9.35K
4.77K $307K
Feb 13, 2024 Q4 2023
Jones Financial Companies Lllp

BUY
 -
126
New
$7.87K - $9.28K
126 $8.11K

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