Latest Institutional Transactions on Berkley W R Corp (WRB)
This table provides information on the latest institutional transactions involving Berkley W R Corp (WRB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-16- 1.78% |
$1.14K - $1.26K
|
883
$68K
|
|
|
Jan 20, 2026
Q4 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
770New |
$54.9K - $60.4K
|
770
$59.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-1.6K- 8.0% |
$114K - $126K
|
18.4K
$1.42M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
12.4K+ 29.2% |
$881K - $969K
|
54.7K
$4.21M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.78K+ 234.43% |
$127K - $140K
|
2.55K
$196K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-36- 1.04% |
$2.57K - $2.82K
|
3.42K
$264K
|
|
|
Jan 20, 2026
Q4 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
5.1KNew |
$363K - $400K
|
5.1K
$392K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
280+ 5.52% |
$20K - $22K
|
5.35K
$412K
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
5New |
$357 - $392
|
5
$385
|
|
|
Jan 20, 2026
Q4 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-189- 0.86% |
$13.5K - $14.8K
|
21.8K
$1.68M
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-56- 0.28% |
$4K - $4.39K
|
19.8K
$1.52M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-140- 2.48% |
$9.99K - $11K
|
5.5K
$424K
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
278+ 0.95% |
$19.8K - $21.8K
|
29.7K
$2.28M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-102- 3.65% |
$7.28K - $8K
|
2.69K
$207K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-166- 0.97% |
$11.8K - $13K
|
17K
$1.31M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
20+ 0.47% |
$1.43K - $1.57K
|
4.31K
$332K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
2+ 0.13% |
$143 - $157
|
1.5K
$116K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 2.55% |
$28.5K - $31.4K
|
15.3K
$1.18M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-6.24K- 3.3% |
$445K - $490K
|
183K
$14.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
180+ 107.14% |
$12.8K - $14.1K
|
348
$26.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4.32K+ 3.84% |
$308K - $339K
|
117K
$9M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-53- 0.08% |
$3.78K - $4.16K
|
63.9K
$4.92M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-176- 1.29% |
$12.6K - $13.8K
|
13.4K
$1.03M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-15- 0.17% |
$1.07K - $1.18K
|
8.74K
$673K
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2.18K- 16.14% |
$155K - $171K
|
11.3K
$871K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-371- 6.0% |
$26.5K - $29.1K
|
5.81K
$447K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.72K+ 1.45% |
$194K - $213K
|
191K
$14.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-12- 0.94% |
$856 - $942
|
1.26K
$97.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
62+ 1.59% |
$4.42K - $4.86K
|
3.97K
$306K
|
|
|
Jan 15, 2026
Q4 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
4.79KNew |
$342K - $376K
|
4.79K
$369K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
12.4K+ 49.56% |
$883K - $972K
|
37.4K
$2.88M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
11+ 1.5% |
$785 - $863
|
745
$57.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-437- 8.93% |
$31.2K - $34.3K
|
4.46K
$343K
|
|
|
Jan 14, 2026
Q4 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
18.8K+ 18.81% |
$1.34M - $1.48M
|
119K
$9.15M
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
4+ 0.12% |
$285 - $314
|
3.43K
$264K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-290- 2.09% |
$20.7K - $22.8K
|
13.6K
$1.05M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-687- 5.55% |
$49K - $53.9K
|
11.7K
$901K
|
|
|
Jan 14, 2026
Q4 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-79- 2.1% |
$5.64K - $6.2K
|
3.69K
$284K
|
|
|
Jan 14, 2026
Q4 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-573- 4.62% |
$40.9K - $45K
|
11.8K
$911K
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
11New |
$785 - $863
|
11
$847
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.88K- 93.66% |
$206K - $226K
|
195
$15K
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-184- 2.87% |
$13.1K - $14.4K
|
6.22K
$479K
|
|
|
Jan 14, 2026
Q4 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-142- 0.65% |
$10.1K - $11.1K
|
21.6K
$1.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
2.78K+ 13.99% |
$199K - $218K
|
22.7K
$1.75M
|
|
|
Jan 14, 2026
Q4 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-603- 0.19% |
$43K - $47.3K
|
318K
$24.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
SELL
|
- |
-57- 1.84% |
$4.07K - $4.47K
|
3.03K
$234K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-95- 4.25% |
$6.78K - $7.45K
|
2.14K
$165K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13+ 36.11% |
$927 - $1.02K
|
49
$3.77K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
136+ 2.32% |
$9.7K - $10.7K
|
6.01K
$462K
|
|
|
Jan 14, 2026
Q4 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
3.95K+ 1.49% |
$282K - $310K
|
270K
$20.8M
|
|