A detailed history of Summit Trail Advisors, LLC transactions in Berkley W R Corp stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 14,103 shares of WRB stock, worth $1.09 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,103
Previous 3,842 267.07%
Holding current value
$1.09 Million
Previous $282,000 282.98%
% of portfolio
0.02%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$67.78 - $76.62 $695,490 - $786,197
10,261 Added 267.07%
14,103 $1.08 Million
Q2 2025

Aug 14, 2025

BUY
$64.28 - $75.17 $246,963 - $288,803
3,842 New
3,842 $282,000
Q4 2018

Feb 13, 2019

SELL
$30.92 - $35.27 $64,159 - $73,185
-2,075 Closed
0 $0
Q3 2018

Nov 14, 2018

SELL
$31.95 - $35.75 $167,194 - $187,079
-5,233 Reduced 71.61%
2,075 $167,000
Q1 2018

May 21, 2018

BUY
$30.12 - $32.64 $216,502 - $234,616
7,188 Added 5990.0%
7,308 $7,000
Q4 2017

Feb 14, 2018

BUY
$29.42 - $31.9 $3,530 - $3,828
120
120 $9,000

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 $20.5B
  • 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
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