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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
8.9KNew |
$503K - $578K
|
8.9K
$621K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
8.63KNew |
$488K - $561K
|
8.63K
$602K
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
8.54K+ 25.47% |
$482K - $555K
|
42.1K
$2.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
8.4K+ 6.9% |
$475K - $546K
|
130K
$9.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
8.21K+ 9.08% |
$464K - $533K
|
98.6K
$6.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
8.04KNew |
$454K - $522K
|
8.04K
$561K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.95K+ 8.54% |
$449K - $516K
|
101K
$7.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
7.75K+ 39.32% |
$438K - $503K
|
27.5K
$1.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.72KNew |
$436K - $501K
|
7.72K
$538K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
7.52KNew |
$425K - $488K
|
7.52K
$525K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.4K+ 19.57% |
$418K - $481K
|
45.2K
$3.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
7.34KNew |
$414K - $476K
|
7.34K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
7.11K+ 13.89% |
$402K - $462K
|
58.3K
$4.07M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.08K+ 15.06% |
$400K - $460K
|
54.1K
$3.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.93K+ 17.06% |
$392K - $450K
|
47.6K
$3.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.88K+ 236.38% |
$389K - $447K
|
9.79K
$683K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.79K+ 33.1% |
$383K - $441K
|
27.3K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
6.75K+ 27.02% |
$381K - $438K
|
31.7K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.61KNew |
$373K - $429K
|
6.61K
$461K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.45KNew |
$364K - $419K
|
6.45K
$450K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
6.29K+ 45.79% |
$355K - $408K
|
20K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
6.2K+ 55.33% |
$350K - $403K
|
17.4K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
6.14KNew |
$347K - $399K
|
6.14K
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
5.54KNew |
$313K - $360K
|
5.54K
$387K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.54K+ 42.91% |
$313K - $360K
|
18.4K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
5.51K+ 7.86% |
$311K - $358K
|
75.6K
$5.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.51KNew |
$311K - $358K
|
5.51K
$384K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.46KNew |
$308K - $355K
|
5.46K
$381K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
5.39KNew |
$304K - $350K
|
5.39K
$376K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
5.33KNew |
$301K - $346K
|
5.33K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.22K+ 3.64% |
$295K - $339K
|
149K
$10.4M
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
5.19KNew |
$293K - $337K
|
5.19K
$362K
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
5.17KNew |
$292K - $336K
|
5.17K
$361K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.12K+ 41.03% |
$289K - $333K
|
17.6K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.97K+ 1.48% |
$281K - $323K
|
341K
$23.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.97KNew |
$280K - $322K
|
4.97K
$346K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
4.94K+ 130.76% |
$279K - $321K
|
8.73K
$609K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.93K+ 125.1% |
$279K - $320K
|
8.88K
$619K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.69KNew |
$265K - $305K
|
4.69K
$327K
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
4.58K+ 1.6% |
$259K - $297K
|
290K
$20.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.5K+ 1095.86% |
$254K - $292K
|
4.92K
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4.45K+ 0.95% |
$251K - $289K
|
471K
$32.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
4.45KNew |
$251K - $289K
|
4.45K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
4.4KNew |
$248K - $286K
|
4.4K
$307K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.36K+ 3.8% |
$246K - $283K
|
119K
$8.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
4.29K+ 4.21% |
$243K - $279K
|
106K
$7.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Unigestion Holding Sa
|
BUY
|
- |
4.22K+ 43.72% |
$238K - $274K
|
13.9K
$968K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.16K+ 10.64% |
$235K - $270K
|
43.2K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
4.13K+ 20.99% |
$233K - $268K
|
23.8K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.1K+ 645.9% |
$231K - $266K
|
4.73K
$330K
|