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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
13K+ 37.11% |
$734K - $844K
|
48K
$2.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
108+ 1.31% |
$6.1K - $7.01K
|
8.36K
$492K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
38.5K+ 69.36% |
$2.17M - $2.5M
|
93.9K
$5.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.89K+ 11.8% |
$163K - $187K
|
27.3K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.12MNew |
$233M - $268M
|
4.12M
$242M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
726New |
$41K - $47.1K
|
726
$42.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-87- 5.15% |
$4.91K - $5.65K
|
1.6K
$94.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
194K+ 15.18% |
$10.9M - $12.6M
|
1.47M
$86.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.21K+ 4.63% |
$125K - $143K
|
50K
$2.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-982- 8.73% |
$55.5K - $63.8K
|
10.3K
$604K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
13+ 0.05% |
$734 - $844
|
24K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-10.7K- 1.64% |
$604K - $694K
|
641K
$37.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
163+ 1.16% |
$9.21K - $10.6K
|
14.3K
$840K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.23K+ 18.35% |
$126K - $145K
|
14.4K
$847K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
87+ 457.89% |
$4.91K - $5.65K
|
106
$6.24K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
79New |
$4.46K - $5.13K
|
79
$4.65K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-28.5K- 6.6% |
$1.61M - $1.85M
|
403K
$23.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.17KNew |
$123K - $141K
|
2.17K
$128K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
149+ 10.25% |
$8.42K - $9.68K
|
1.6K
$94.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
257+ 1.2% |
$14.5K - $16.7K
|
21.6K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
18.7K+ 187.86% |
$1.05M - $1.21M
|
28.6K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.91KNew |
$164K - $189K
|
2.91K
$171K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
8.4K+ 6.9% |
$475K - $546K
|
130K
$7.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5- 0.11% |
$282 - $325
|
4.72K
$278K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.12K- 52.26% |
$176K - $203K
|
2.85K
$168K
|
|
|
Jan 30, 2025
Q4 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
1.13MNew |
$63.7M - $73.3M
|
1.13M
$66.4M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-29.4K- 10.36% |
$1.66M - $1.91M
|
254K
$15M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.22K- 2.0% |
$182K - $209K
|
158K
$9.29M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 2.71% |
$22.6K - $26K
|
14.4K
$846K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-55- 0.33% |
$3.11K - $3.57K
|
16.6K
$977K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-18.7K- 3.1% |
$1.06M - $1.22M
|
585K
$34.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-850- 0.96% |
$48K - $55.2K
|
88K
$5.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.72KNew |
$436K - $501K
|
7.72K
$454K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.56K+ 128.55% |
$145K - $166K
|
4.56K
$268K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.47K+ 55.22% |
$140K - $161K
|
6.95K
$409K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
271+ 6.15% |
$15.3K - $17.6K
|
4.68K
$275K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.84% |
$904 - $1.04K
|
1.91K
$112K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-17K- 24.26% |
$960K - $1.1M
|
53.1K
$3.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 66.67% |
$226 - $260
|
10
$588
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-330- 7.62% |
$18.6K - $21.4K
|
4K
$235K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
183New |
$10.3K - $11.9K
|
183
$10.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.23% |
$169 - $195
|
1.29K
$75.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 4.14% |
$39.5K - $45.5K
|
16.2K
$953K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-643- 3.32% |
$36.3K - $41.8K
|
18.7K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
110+ 0.35% |
$6.21K - $7.14K
|
31.3K
$1.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
3+ 0.06% |
$169 - $195
|
5.41K
$318K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.39K+ 2.25% |
$135K - $155K
|
109K
$6.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
23+ 92.0% |
$1.3K - $1.49K
|
48
$2.82K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-500- 6.81% |
$28.2K - $32.5K
|
6.84K
$402K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
91+ 21.11% |
$5.14K - $5.91K
|
522
$30.7K
|