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 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-108- 16.85% |
$6.74K - $7.95K
|
533
$37.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-110- 0.64% |
$6.87K - $8.1K
|
17K
$1.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-115- 9.74% |
$7.18K - $8.47K
|
1.07K
$74.4K
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-119- 0.06% |
$7.43K - $8.76K
|
211K
$14.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-122- 9.04% |
$7.62K - $8.99K
|
1.23K
$85.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-126- 1.5% |
$7.87K - $9.28K
|
8.29K
$578K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-132- 0.16% |
$8.24K - $9.72K
|
83.7K
$5.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-140- 1.46% |
$8.74K - $10.3K
|
9.47K
$661K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-153- 7.01% |
$9.55K - $11.3K
|
2.03K
$142K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-157- 27.74% |
$9.8K - $11.6K
|
409
$28.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-166- 1.17% |
$10.4K - $12.2K
|
14.1K
$982K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-170- 6.2% |
$10.6K - $12.5K
|
2.57K
$180K
|
|
|
Feb 02, 2024
Q4 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-172- 0.2% |
$10.7K - $12.7K
|
87.5K
$6.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-174- 1.23% |
$10.9K - $12.8K
|
14K
$973K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-179- 4.16% |
$11.2K - $13.2K
|
4.13K
$288K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-181- 0.62% |
$11.3K - $13.3K
|
28.9K
$2.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-190- 0.92% |
$11.9K - $14K
|
20.4K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-197- 3.27% |
$12.3K - $14.5K
|
5.84K
$407K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-200- 0.57% |
$12.5K - $14.7K
|
34.7K
$2.42M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-211- 6.24% |
$13.2K - $15.5K
|
3.17K
$221K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-219- 3.02% |
$13.7K - $16.1K
|
7.04K
$491K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-229- 1.88% |
$14.3K - $16.9K
|
11.9K
$833K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-237- 33.24% |
$14.8K - $17.5K
|
476
$33.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-250- 5.1% |
$15.6K - $18.4K
|
4.65K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-256- 7.32% |
$16K - $18.9K
|
3.24K
$226K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-274- 12.1% |
$17.1K - $20.2K
|
1.99K
$139K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-285- 2.03% |
$17.8K - $21K
|
13.8K
$960K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-291- 5.36% |
$18.2K - $21.4K
|
5.13K
$358K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-294- 0.52% |
$18.4K - $21.7K
|
56.6K
$3.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 2.38% |
$18.7K - $22.1K
|
12.3K
$858K
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
SELL
|
- |
-305- 2.13% |
$19K - $22.5K
|
14K
$978K
|
|
|
Apr 08, 2025
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-316- 1.52% |
$19.7K - $23.3K
|
20.5K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-349- 15.9% |
$21.8K - $25.7K
|
1.85K
$129K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-363- 86.02% |
$22.7K - $26.7K
|
59
$4.12K
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-385- 2.4% |
$24K - $28.4K
|
15.7K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-389- 0.19% |
$24.3K - $28.6K
|
202K
$14.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-395- 1.12% |
$24.7K - $29.1K
|
34.9K
$2.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-412- 12.1% |
$25.7K - $30.3K
|
2.99K
$209K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-413- 2.21% |
$25.8K - $30.4K
|
18.3K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Srb Corp
Boston, MA |
SELL
|
- |
-436- 5.79% |
$27.2K - $32.1K
|
7.1K
$495K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-440- 99.1% |
$27.5K - $32.4K
|
4
$279
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-500- 1.26% |
$31.2K - $36.8K
|
39.3K
$2.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-520- 5.16% |
$32.5K - $38.3K
|
9.57K
$667K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-549- 0.7% |
$34.3K - $40.4K
|
78K
$5.44M
|
|
|
Feb 12, 2024
Q4 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-553- 0.19% |
$34.5K - $40.7K
|
289K
$20.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-558- 0.49% |
$34.8K - $41.1K
|
114K
$7.96M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-559- 3.36% |
$34.9K - $41.2K
|
16.1K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-570- 0.34% |
$35.6K - $42K
|
168K
$11.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-579- 11.15% |
$36.2K - $42.6K
|
4.62K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-598- 0.84% |
$37.3K - $44K
|
70.5K
$4.92M
|