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 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.05K+ 6.96% |
$146K - $161K
|
31.5K
$2.42M
|
|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
BUY
|
- |
456+ 8.71% |
$32.5K - $35.8K
|
5.69K
$438K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-176- 1.99% |
$12.6K - $13.8K
|
8.69K
$669K
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-885- 15.21% |
$63.1K - $69.4K
|
4.93K
$380K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.9K+ 17.37% |
$1.78M - $1.96M
|
168K
$13M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-65- 14.07% |
$4.64K - $5.1K
|
397
$30.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.43K- 3.91% |
$102K - $112K
|
35.1K
$2.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
11+ 0.02% |
$785 - $863
|
46.8K
$3.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-352- 17.42% |
$25.1K - $27.6K
|
1.67K
$129K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-18- 9.09% |
$1.28K - $1.41K
|
180
$13.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
105+ 1.94% |
$7.49K - $8.24K
|
5.51K
$424K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-263- 3.5% |
$18.8K - $20.6K
|
7.24K
$558K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
40+ 2.96% |
$2.85K - $3.14K
|
1.39K
$107K
|
|
|
Jan 07, 2026
Q4 2025
|
Tealwood Asset Management Inc
|
BUY
|
- |
113+ 0.29% |
$8.06K - $8.87K
|
38.6K
$2.97M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-41- 5.01% |
$2.92K - $3.22K
|
778
$59.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.8K- 18.05% |
$128K - $141K
|
8.16K
$628K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1.37K- 12.65% |
$97.5K - $107K
|
9.44K
$727K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-211- 1.59% |
$15.1K - $16.6K
|
13K
$1M
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
11.7K+ 92.86% |
$835K - $918K
|
24.3K
$1.87M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-267- 3.31% |
$19K - $20.9K
|
7.8K
$601K
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
39+ 0.19% |
$2.78K - $3.06K
|
20.5K
$1.58M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
714+ 5.3% |
$50.9K - $56K
|
14.2K
$1.09M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-50K- 4.06% |
$3.57M - $3.93M
|
1.18M
$91M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
181+ 1.49% |
$12.9K - $14.2K
|
12.4K
$951K
|
|
| Q3 2025 | |||||||
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
160+ 1777.78% |
$10.8K - $12.3K
|
169
$13K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-500- 3.55% |
$33.9K - $38.3K
|
13.6K
$1.05M
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
BUY
|
- |
24+ 0.45% |
$1.63K - $1.84K
|
5.38K
$414K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-348- 9.15% |
$23.6K - $26.7K
|
3.46K
$266K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
153+ 4.82% |
$10.4K - $11.7K
|
3.33K
$256K
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
2.85KNew |
$193K - $218K
|
2.85K
$219K
|
|
|
Nov 21, 2025
Q3 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
2.87K+ 10.42% |
$195K - $220K
|
30.4K
$2.34M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-50.3K- 54.78% |
$3.41M - $3.85M
|
41.5K
$3.19M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
374+ 0.9% |
$25.3K - $28.7K
|
41.8K
$3.22M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
112+ 56.28% |
$7.59K - $8.58K
|
311
$23.9K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.7K- 76.54% |
$115K - $130K
|
521
$40.1K
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-10.8K- 26.34% |
$733K - $828K
|
30.2K
$2.33M
|
|
|
Nov 20, 2025
Q3 2025
|
Speece Thorson Capital Group Inc
|
SELL
|
- |
-1.75K- 1.13% |
$119K - $134K
|
153K
$11.8M
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.01K+ 530.37% |
$68.7K - $77.6K
|
1.2K
$92.7K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
24K+ 310.85% |
$1.63M - $1.84M
|
31.7K
$2.44M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.93K- 0.51% |
$334K - $378K
|
953K
$73.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-171- 1.45% |
$11.6K - $13.1K
|
11.6K
$895K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
50New |
$3.39K - $3.83K
|
50
$3.85K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-24.8K- 9.87% |
$1.68M - $1.9M
|
226K
$17.4M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
9.04K+ 15.15% |
$613K - $693K
|
68.7K
$5.29M
|
|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
38K+ 376.14% |
$2.58M - $2.91M
|
48.1K
$3.71M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.23K+ 1.24% |
$219K - $247K
|
264K
$20.3M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
192New |
$13K - $14.7K
|
192
$14.8K
|
|
|
Nov 17, 2025
Q3 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-532K- 87.35% |
$36M - $40.7M
|
77K
$5.93M
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
125+ 0.32% |
$8.47K - $9.58K
|
39.4K
$3.04M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-585- 13.52% |
$39.7K - $44.8K
|
3.74K
$288K
|
|