A detailed history of Fiduciary Alliance LLC transactions in Berkley W R Corp stock. As of the latest transaction made, Fiduciary Alliance LLC holds 6,765 shares of WRB stock, worth $398,932. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,765
Previous 4,510 50.0%
Holding current value
$398,932
Previous $357 Million 7.43%
% of portfolio
0.05%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$51.54 - $79.62 $116,222 - $179,543
2,255 Added 50.0%
6,765 $384 Million
Q1 2024

Apr 17, 2024

SELL
$72.0 - $88.44 $7,632 - $9,374
-106 Reduced 2.3%
4,510 $395 Million
Q4 2023

Jan 17, 2024

SELL
$62.44 - $73.65 $36,152 - $42,643
-579 Reduced 11.15%
4,616 $326 Million
Q3 2023

Oct 18, 2023

BUY
$58.93 - $65.65 $13,082 - $14,574
222 Added 4.46%
5,195 $330 Million
Q2 2023

Jul 18, 2023

BUY
$55.68 - $63.36 $20,100 - $22,872
361 Added 7.83%
4,973 $296 Million
Q4 2022

Jan 19, 2023

BUY
$66.39 - $76.25 $306,190 - $351,665
4,612 New
4,612 $335 Million

Others Institutions Holding WRB

About BERKLEY W R CORP


  • Ticker WRB
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Property & Casualty
  • Shares Outstandng 265,802,000
  • Market Cap $15.7B
  • Description
  • W. R. Berkley Corporation, an insurance holding company, operates as a commercial lines writer in the United States and internationally. It operates in two segments, Insurance and Reinsurance & Monoline Excess. The Insurance segment underwrites commercial insurance business, including premises operations, commercial automobile, property, pro...
More about WRB
Track This Portfolio

Track Fiduciary Alliance LLC Portfolio

Follow Fiduciary Alliance LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Alliance LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Alliance LLC with notifications on news.