Heritage Wealth Management, LLC Berkley W R Corp Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
A detailed history of Heritage Wealth Management, LLC transactions in Berkley W R Corp stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 5,458 shares of WRB stock, worth $341,452. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,458
Previous 6,136
11.05%
Holding current value
$341,452
Previous $542,000
21.03%
% of portfolio
0.24%
Previous 0.27%
Shares
9 transactions
Others Institutions Holding WRB
# of Institutions
928Shares Held
263MCall Options Held
172KPut Options Held
105K-
Vanguard Group Inc Valley Forge, PA36.4MShares$2.28 Billion0.04% of portfolio
-
Morgan Stanley New York, NY18.4MShares$1.15 Billion0.08% of portfolio
-
Black Rock Inc. New York, NY15.8MShares$990 Million0.03% of portfolio
-
State Street Corp Boston, MA15.1MShares$945 Million0.04% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA11.7MShares$733 Million1.63% of portfolio
About BERKLEY W R CORP
- Ticker WRB
- Exchange NYSE
- Sector Financial Services
- Industry Insurance—Property & Casualty
- Shares Outstandng 265,802,000
- Market Cap $16.6B
- 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...