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 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
82+ 2.29% |
$4.63K - $5.33K
|
3.67K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
79New |
$4.46K - $5.13K
|
79
$5.51K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
78+ 1.26% |
$4.41K - $5.07K
|
6.27K
$437K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
78+ 0.4% |
$4.41K - $5.07K
|
19.7K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
73+ 1.29% |
$4.12K - $4.74K
|
5.75K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
71+ 20.11% |
$4.01K - $4.61K
|
424
$29.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
65+ 1.59% |
$3.67K - $4.22K
|
4.14K
$289K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
64+ 1.55% |
$3.61K - $4.16K
|
4.19K
$293K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
63+ 0.83% |
$3.56K - $4.09K
|
7.64K
$533K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
58+ 1.29% |
$3.28K - $3.77K
|
4.54K
$317K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
54+ 1.32% |
$3.05K - $3.51K
|
4.14K
$289K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
54New |
$3.05K - $3.51K
|
54
$3.77K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
54+ 1.45% |
$3.05K - $3.51K
|
3.78K
$264K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
52+ 0.66% |
$2.94K - $3.38K
|
7.87K
$549K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
47+ 0.96% |
$2.65K - $3.05K
|
4.92K
$343K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
46+ 13.45% |
$2.6K - $2.99K
|
388
$27.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
45+ 25.28% |
$2.54K - $2.92K
|
223
$15.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
36+ 0.98% |
$2.03K - $2.34K
|
3.71K
$259K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
35+ 0.93% |
$1.98K - $2.27K
|
3.8K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
32+ 0.7% |
$1.81K - $2.08K
|
4.61K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
31+ 7.52% |
$1.75K - $2.01K
|
443
$30.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
31+ 0.33% |
$1.75K - $2.01K
|
9.56K
$667K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
31+ 0.71% |
$1.75K - $2.01K
|
4.4K
$307K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
30+ 0.12% |
$1.69K - $1.95K
|
25.8K
$1.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
27+ 0.46% |
$1.52K - $1.75K
|
5.96K
$416K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
26+ 6.55% |
$1.47K - $1.69K
|
423
$29.5K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
24New |
$1.36K - $1.56K
|
24
$1.67K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
24New |
$1.36K - $1.56K
|
24
$1.67K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
23+ 92.0% |
$1.3K - $1.49K
|
48
$3.35K
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
22+ 0.28% |
$1.24K - $1.43K
|
8.02K
$559K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
21New |
$1.19K - $1.36K
|
21
$1.46K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
19+ 1.29% |
$1.07K - $1.23K
|
1.49K
$104K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
19+ 0.36% |
$1.07K - $1.23K
|
5.36K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
16+ 59.26% |
$904 - $1.04K
|
43
$3K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 2.66% |
$904 - $1.04K
|
617
$43K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.84% |
$904 - $1.04K
|
1.91K
$133K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 8.72% |
$847 - $974
|
187
$13K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
14+ 26.42% |
$791 - $909
|
67
$4.67K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
14+ 0.06% |
$791 - $909
|
23.9K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
14+ 26.42% |
$791 - $909
|
67
$4.67K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
13New |
$734 - $844
|
13
$907
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
13+ 0.05% |
$734 - $844
|
24K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
13+ 0.17% |
$734 - $844
|
7.8K
$544K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
12+ 0.03% |
$678 - $779
|
47.9K
$3.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
12+ 10.08% |
$678 - $779
|
131
$9.14K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
12+ 0.16% |
$678 - $779
|
7.64K
$533K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12+ 0.59% |
$678 - $779
|
2.05K
$143K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
12+ 0.06% |
$678 - $779
|
18.7K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11+ 0.14% |
$621 - $714
|
7.92K
$553K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$565 - $649
|
10
$698
|