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
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
3.33K+ 2.8% |
$188K - $216K
|
122K
$7.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.34K- 7.18% |
$132K - $152K
|
30.3K
$1.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
13.6KNew |
$768K - $884K
|
13.6K
$800K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-6.66K- 0.67% |
$376K - $433K
|
981K
$57.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-285- 1.36% |
$16.1K - $18.5K
|
20.7K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
13.1K+ 3.76% |
$743K - $854K
|
363K
$21.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
17.8KNew |
$1.01M - $1.16M
|
17.8K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
6+ 0.1% |
$339 - $390
|
5.89K
$346K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
5.39KNew |
$304K - $350K
|
5.39K
$317K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-23- 5.72% |
$1.3K - $1.49K
|
379
$22.3K
|
|
|
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
|