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 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
787+ 2.37% |
$44.4K - $51.1K
|
34K
$2.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
780+ 5.54% |
$44.1K - $50.7K
|
14.9K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
777+ 6.8% |
$43.9K - $50.5K
|
12.2K
$852K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
773+ 4.41% |
$43.7K - $50.2K
|
18.3K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
764+ 0.83% |
$43.2K - $49.6K
|
93.3K
$6.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
763+ 215.54% |
$43.1K - $49.5K
|
1.12K
$77.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
726New |
$41K - $47.1K
|
726
$50.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
721+ 48.36% |
$40.7K - $46.8K
|
2.21K
$154K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
717+ 1.73% |
$40.5K - $46.6K
|
42.1K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
710+ 49.55% |
$40.1K - $46.1K
|
2.14K
$149K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
707+ 3.16% |
$39.9K - $45.9K
|
23.1K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
706+ 1.9% |
$39.9K - $45.8K
|
37.8K
$2.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
688+ 1.59% |
$38.9K - $44.7K
|
43.9K
$3.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
681+ 7.85% |
$38.5K - $44.2K
|
9.36K
$653K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
680+ 6.63% |
$38.4K - $44.2K
|
10.9K
$763K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
676+ 3.23% |
$38.2K - $43.9K
|
21.6K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
665+ 9.83% |
$37.6K - $43.2K
|
7.43K
$518K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
661+ 3.0% |
$37.3K - $42.9K
|
22.7K
$1.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
650+ 11.45% |
$36.7K - $42.2K
|
6.33K
$441K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
644+ 10.84% |
$36.4K - $41.8K
|
6.59K
$459K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
628New |
$35.5K - $40.8K
|
628
$43.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
616+ 9.49% |
$34.8K - $40K
|
7.11K
$496K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
600New |
$33.9K - $39K
|
600
$41.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
594+ 0.14% |
$33.5K - $38.6K
|
413K
$28.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
585+ 1.45% |
$33K - $38K
|
41K
$2.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
579+ 0.08% |
$32.7K - $37.6K
|
738K
$51.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
578+ 0.59% |
$32.6K - $37.5K
|
98.8K
$6.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
578+ 10.53% |
$32.6K - $37.5K
|
6.07K
$423K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
540+ 69.86% |
$30.5K - $35.1K
|
1.31K
$91.6K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
532+ 12.0% |
$30K - $34.5K
|
4.97K
$346K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
530+ 0.6% |
$29.9K - $34.4K
|
88.4K
$6.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
524+ 2.91% |
$29.6K - $34K
|
18.5K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
512+ 12.38% |
$28.9K - $33.2K
|
4.65K
$324K
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
500+ 0.21% |
$28.2K - $32.5K
|
239K
$16.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
485+ 1.28% |
$27.4K - $31.5K
|
38.2K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
484+ 2.03% |
$27.3K - $31.4K
|
24.3K
$1.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
482+ 5.04% |
$27.2K - $31.3K
|
10K
$700K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
473+ 3.55% |
$26.7K - $30.7K
|
13.8K
$963K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
469+ 0.8% |
$26.5K - $30.5K
|
59.2K
$4.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
461+ 2.99% |
$26K - $29.9K
|
15.9K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
460+ 2.61% |
$26K - $29.9K
|
18.1K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
450+ 7.5% |
$25.4K - $29.2K
|
6.45K
$450K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
445+ 3.39% |
$25.1K - $28.9K
|
13.6K
$946K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
437+ 16.74% |
$24.7K - $28.4K
|
3.05K
$213K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
426+ 3.39% |
$24.1K - $27.7K
|
13K
$907K
|
|
|
Feb 12, 2025
Q4 2024
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
400+ 4.48% |
$22.6K - $26K
|
9.33K
$651K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
395+ 23.01% |
$22.3K - $25.7K
|
2.11K
$147K
|
|
|
Feb 14, 2025
Q4 2024
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
388+ 1.32% |
$21.9K - $25.2K
|
29.7K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
376+ 1.96% |
$21.2K - $24.4K
|
19.6K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
373New |
$21.1K - $24.2K
|
373
$26K
|