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 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
122+ 8.67% |
$7.62K - $8.99K
|
1.53K
$95.2K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
122+ 0.92% |
$7.62K - $8.99K
|
13.4K
$832K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
122+ 4.26% |
$7.62K - $8.99K
|
2.98K
$186K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
121+ 5.96% |
$7.56K - $8.91K
|
2.15K
$134K
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
119+ 0.94% |
$7.43K - $8.76K
|
12.7K
$793K
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
117+ 1.86% |
$7.31K - $8.62K
|
6.4K
$399K
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
115+ 3.14% |
$7.18K - $8.47K
|
3.77K
$235K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
113+ 99.12% |
$7.06K - $8.32K
|
227
$14.1K
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
111+ 0.94% |
$6.93K - $8.18K
|
11.9K
$743K
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
103+ 0.32% |
$6.43K - $7.59K
|
31.9K
$1.99M
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.63% |
$6.24K - $7.37K
|
15.9K
$989K
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
100New |
$6.24K - $7.37K
|
100
$6.23K
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
100+ 2.19% |
$6.24K - $7.37K
|
4.67K
$291K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
93+ 0.92% |
$5.81K - $6.85K
|
10.2K
$633K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
86+ 1.85% |
$5.37K - $6.33K
|
4.73K
$295K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
86+ 2.94% |
$5.37K - $6.33K
|
3.01K
$187K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
68New |
$4.25K - $5.01K
|
68
$4.23K
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
63+ 0.22% |
$3.93K - $4.64K
|
28.6K
$1.78M
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
58+ 1.28% |
$3.62K - $4.27K
|
4.58K
$285K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
54New |
$3.37K - $3.98K
|
54
$3.36K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
54+ 1.1% |
$3.37K - $3.98K
|
4.96K
$309K
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
52+ 0.69% |
$3.25K - $3.83K
|
7.57K
$472K
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
46+ 0.93% |
$2.87K - $3.39K
|
4.97K
$309K
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
46New |
$2.87K - $3.39K
|
46
$2.86K
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
44+ 1.85% |
$2.75K - $3.24K
|
2.42K
$151K
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
43+ 24.57% |
$2.68K - $3.17K
|
218
$13.6K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
42New |
$2.62K - $3.09K
|
42
$2.62K
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
40+ 17.54% |
$2.5K - $2.95K
|
268
$16.7K
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
40+ 17.54% |
$2.5K - $2.95K
|
268
$16.7K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 3.26% |
$2.37K - $2.8K
|
1.2K
$74.8K
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
38+ 0.02% |
$2.37K - $2.8K
|
243K
$15.1M
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
37+ 22.42% |
$2.31K - $2.73K
|
202
$12.6K
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
37+ 0.28% |
$2.31K - $2.73K
|
13.1K
$818K
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
35New |
$2.19K - $2.58K
|
35
$2.18K
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
35+ 5.23% |
$2.19K - $2.58K
|
704
$43.8K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
33New |
$2.06K - $2.43K
|
33
$2.05K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
31+ 19.87% |
$1.94K - $2.28K
|
187
$11.6K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
31New |
$1.94K - $2.28K
|
31
$1.93K
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
29New |
$1.81K - $2.14K
|
29
$1.81K
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
26+ 0.06% |
$1.62K - $1.91K
|
42.1K
$2.62M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
26+ 0.4% |
$1.62K - $1.91K
|
6.45K
$402K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
26+ 1.4% |
$1.62K - $1.91K
|
1.89K
$118K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
25New |
$1.56K - $1.84K
|
25
$1.56K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
24+ 1.26% |
$1.5K - $1.77K
|
1.93K
$120K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22+ 6.3% |
$1.37K - $1.62K
|
371
$23.1K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
21+ 0.22% |
$1.31K - $1.55K
|
9.76K
$607K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20+ 1.63% |
$1.25K - $1.47K
|
1.24K
$77.5K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 11.43% |
$999 - $1.18K
|
156
$9.71K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15New |
$937 - $1.1K
|
15
$934
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15New |
$937 - $1.1K
|
15
$934
|