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 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15New |
$937 - $1.1K
|
15
$1.05K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15New |
$937 - $1.1K
|
15
$1.05K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
12+ 0.17% |
$749 - $884
|
7K
$488K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
11New |
$687 - $810
|
11
$767
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
11+ 0.27% |
$687 - $810
|
4.13K
$288K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
8+ 1.72% |
$500 - $589
|
472
$32.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 20.0% |
$437 - $516
|
42
$2.93K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
7+ 4.09% |
$437 - $516
|
178
$12.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
5+ 0.59% |
$312 - $368
|
853
$59.5K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
5+ 0.59% |
$312 - $368
|
853
$59.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5+ 0.55% |
$312 - $368
|
920
$64.2K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4New |
$250 - $295
|
4
$279
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.27% |
$187 - $221
|
1.1K
$76.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 0.49% |
$125 - $147
|
411
$28.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 1.01% |
$125 - $147
|
200
$14K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 3.77% |
$125 - $147
|
55
$3.84K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2New |
$125 - $147
|
2
$140
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.5% |
$62.4 - $73.7
|
201
$14K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 3.13% |
$62.4 - $73.7
|
33
$2.3K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1+ 0.0% |
$62.4 - $73.7
|
21.9K
$1.53M
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1- 0.02% |
$62.4 - $73.7
|
5.78K
$403K
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-2- 0.06% |
$125 - $147
|
3.38K
$236K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3- 7.14% |
$187 - $221
|
39
$2.72K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-4- 0.09% |
$250 - $295
|
4.51K
$315K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-4- 0.06% |
$250 - $295
|
6.51K
$454K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-4- 0.08% |
$250 - $295
|
5.03K
$351K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-5- 0.12% |
$312 - $368
|
4.26K
$297K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-6- 8.0% |
$375 - $442
|
69
$4.81K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.17% |
$562 - $663
|
5.18K
$361K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18- 4.68% |
$1.12K - $1.33K
|
367
$25.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-22- 0.39% |
$1.37K - $1.62K
|
5.64K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-24- 0.81% |
$1.5K - $1.77K
|
2.93K
$205K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-26- 0.08% |
$1.62K - $1.91K
|
34.1K
$2.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-34- 0.92% |
$2.12K - $2.5K
|
3.66K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-34- 5.05% |
$2.12K - $2.5K
|
639
$44.6K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-44- 91.67% |
$2.75K - $3.24K
|
4
$279
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-49- 0.98% |
$3.06K - $3.61K
|
4.94K
$344K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-50- 0.46% |
$3.12K - $3.68K
|
10.7K
$749K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-50- 49.02% |
$3.12K - $3.68K
|
52
$3.63K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-52- 1.22% |
$3.25K - $3.83K
|
4.19K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-53- 1.16% |
$3.31K - $3.9K
|
4.51K
$314K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-54- 0.15% |
$3.37K - $3.98K
|
35.2K
$2.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-58- 1.14% |
$3.62K - $4.27K
|
5.02K
$350K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-60- 1.48% |
$3.75K - $4.42K
|
3.98K
$278K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-69- 16.67% |
$4.31K - $5.08K
|
345
$24.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-81- 23.21% |
$5.06K - $5.97K
|
268
$18.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-93- 1.82% |
$5.81K - $6.85K
|
5.02K
$350K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-99- 45.21% |
$6.18K - $7.29K
|
120
$8.37K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-100- 1.49% |
$6.24K - $7.37K
|
6.59K
$460K
|