Purchases and Sales Made in Q4 2024 in Berkley W R Corp (WRB)
This table provides information about the institutional ownership of Berkley W R Corp (WRB) during Q4 2024. 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 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.26K+ 5.5% |
$70.9K - $81.5K
|
24.1K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
1.21K+ 0.36% |
$68.3K - $78.6K
|
335K
$20.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.14K+ 121.91% |
$64.1K - $73.7K
|
2.07K
$127K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
956+ 3.11% |
$54K - $62.1K
|
31.7K
$1.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
939+ 66.27% |
$53K - $61K
|
2.36K
$145K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
901+ 7.3% |
$50.9K - $58.5K
|
13.2K
$815K
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
856+ 0.21% |
$48.3K - $55.6K
|
400K
$24.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
813+ 17.35% |
$45.9K - $52.8K
|
5.5K
$338K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
787+ 2.37% |
$44.4K - $51.1K
|
34K
$2.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
780+ 5.54% |
$44.1K - $50.7K
|
14.9K
$914K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
773+ 4.41% |
$43.7K - $50.2K
|
18.3K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
764+ 0.83% |
$43.2K - $49.6K
|
93.3K
$5.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
763+ 215.54% |
$43.1K - $49.5K
|
1.12K
$68.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
726New |
$41K - $47.1K
|
726
$44.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
707+ 3.16% |
$39.9K - $45.9K
|
23.1K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
681+ 7.85% |
$38.5K - $44.2K
|
9.36K
$576K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
676+ 3.23% |
$38.2K - $43.9K
|
21.6K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
665+ 9.83% |
$37.6K - $43.2K
|
7.43K
$457K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
661+ 3.0% |
$37.3K - $42.9K
|
22.7K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
650+ 11.45% |
$36.7K - $42.2K
|
6.33K
$389K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
600New |
$33.9K - $39K
|
600
$36.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
585+ 1.45% |
$33K - $38K
|
41K
$2.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
579+ 0.08% |
$32.7K - $37.6K
|
738K
$45.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
578+ 10.53% |
$32.6K - $37.5K
|
6.07K
$373K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
540+ 69.86% |
$30.5K - $35.1K
|
1.31K
$80.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
530+ 0.6% |
$29.9K - $34.4K
|
88.4K
$5.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
524+ 2.91% |
$29.6K - $34K
|
18.5K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
512+ 12.38% |
$28.9K - $33.2K
|
4.65K
$286K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
485+ 1.28% |
$27.4K - $31.5K
|
38.2K
$2.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
482+ 5.04% |
$27.2K - $31.3K
|
10K
$618K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
469+ 0.8% |
$26.5K - $30.5K
|
59.2K
$3.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
461+ 2.99% |
$26K - $29.9K
|
15.9K
$977K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
450+ 7.5% |
$25.4K - $29.2K
|
6.45K
$397K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
445+ 3.39% |
$25.1K - $28.9K
|
13.6K
$834K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
437+ 16.74% |
$24.7K - $28.4K
|
3.05K
$187K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
426+ 3.39% |
$24.1K - $27.7K
|
13K
$800K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
395+ 23.01% |
$22.3K - $25.7K
|
2.11K
$130K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
369+ 0.92% |
$20.8K - $24K
|
40.4K
$2.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
355+ 4.3% |
$20.1K - $23.1K
|
8.62K
$530K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
300+ 0.35% |
$16.9K - $19.5K
|
86.3K
$5.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
289+ 6.75% |
$16.3K - $18.8K
|
4.57K
$281K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
284+ 1.09% |
$16K - $18.4K
|
26.5K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
283New |
$16K - $18.4K
|
283
$17.4K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
271+ 6.15% |
$15.3K - $17.6K
|
4.68K
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
257+ 1.2% |
$14.5K - $16.7K
|
21.6K
$1.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
242+ 1.81% |
$13.7K - $15.7K
|
13.6K
$838K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
235+ 1.53% |
$13.3K - $15.3K
|
15.6K
$962K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
202+ 118.13% |
$11.4K - $13.1K
|
373
$22.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
188+ 3.69% |
$10.6K - $12.2K
|
5.29K
$325K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
183New |
$10.3K - $11.9K
|
183
$11.3K
|