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 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
369+ 0.92% |
$20.8K - $24K
|
40.4K
$2.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
365+ 79.87% |
$20.6K - $23.7K
|
822
$57.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
359+ 8.29% |
$20.3K - $23.3K
|
4.69K
$327K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
355+ 4.3% |
$20.1K - $23.1K
|
8.62K
$601K
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
352+ 0.08% |
$19.9K - $22.9K
|
428K
$29.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
337New |
$19K - $21.9K
|
337
$23.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
328+ 6.89% |
$18.5K - $21.3K
|
5.09K
$355K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
300+ 0.35% |
$16.9K - $19.5K
|
86.3K
$6.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
291New |
$16.4K - $18.9K
|
291
$20.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
289+ 6.75% |
$16.3K - $18.8K
|
4.57K
$319K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
284+ 1.09% |
$16K - $18.4K
|
26.5K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
283New |
$16K - $18.4K
|
283
$19.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
278+ 9.18% |
$15.7K - $18.1K
|
3.31K
$231K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
271+ 6.15% |
$15.3K - $17.6K
|
4.68K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
261+ 3.06% |
$14.7K - $16.9K
|
8.78K
$613K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
257+ 1.2% |
$14.5K - $16.7K
|
21.6K
$1.51M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
242+ 1.81% |
$13.7K - $15.7K
|
13.6K
$951K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
235+ 1.53% |
$13.3K - $15.3K
|
15.6K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
221+ 107.28% |
$12.5K - $14.4K
|
427
$29.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
202+ 118.13% |
$11.4K - $13.1K
|
373
$26K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
188+ 3.69% |
$10.6K - $12.2K
|
5.29K
$369K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
183New |
$10.3K - $11.9K
|
183
$12.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
181+ 2.3% |
$10.2K - $11.8K
|
8.04K
$561K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
163+ 1.16% |
$9.21K - $10.6K
|
14.3K
$995K
|
|
|
Feb 12, 2025
Q4 2024
|
Corbyn Investment Management Inc
|
BUY
|
- |
162+ 0.12% |
$9.15K - $10.5K
|
130K
$9.08M
|
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
161+ 0.71% |
$9.09K - $10.5K
|
23K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
160New |
$9.04K - $10.4K
|
160
$11.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
159+ 1.63% |
$8.98K - $10.3K
|
9.91K
$691K
|
|
|
Feb 10, 2025
Q4 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
158+ 0.59% |
$8.92K - $10.3K
|
27K
$1.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
150+ 2.34% |
$8.47K - $9.74K
|
6.56K
$458K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
149+ 10.25% |
$8.42K - $9.68K
|
1.6K
$112K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
148+ 3.55% |
$8.36K - $9.61K
|
4.32K
$301K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
147New |
$8.3K - $9.55K
|
147
$10.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
131+ 10.63% |
$7.4K - $8.51K
|
1.36K
$95.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
130+ 3.21% |
$7.34K - $8.44K
|
4.18K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
129+ 67.19% |
$7.29K - $8.38K
|
321
$22.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
124+ 0.92% |
$7K - $8.05K
|
13.6K
$951K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
113+ 1.37% |
$6.38K - $7.34K
|
8.35K
$582K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
111+ 0.61% |
$6.27K - $7.21K
|
18.3K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
110+ 0.35% |
$6.21K - $7.14K
|
31.3K
$2.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
108+ 1.31% |
$6.1K - $7.01K
|
8.36K
$583K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
100+ 1.76% |
$5.65K - $6.49K
|
5.79K
$404K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
98+ 2.71% |
$5.54K - $6.36K
|
3.71K
$259K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
94+ 8.6% |
$5.31K - $6.1K
|
1.19K
$82.8K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
93+ 0.5% |
$5.25K - $6.04K
|
18.6K
$1.29M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
91+ 23.39% |
$5.14K - $5.91K
|
480
$33.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
91+ 21.11% |
$5.14K - $5.91K
|
522
$36.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
87+ 457.89% |
$4.91K - $5.65K
|
106
$7.39K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
86+ 0.13% |
$4.86K - $5.58K
|
64.6K
$4.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
85+ 10.61% |
$4.8K - $5.52K
|
886
$61.8K
|