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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.15K+ 52.66% |
$77.7K - $87.9K
|
3.33K
$256K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.65KNew |
$180K - $203K
|
2.65K
$204K
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
6+ 0.19% |
$407 - $460
|
3.09K
$238K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
306+ 8.0% |
$20.7K - $23.4K
|
4.13K
$318K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-11.2K- 15.56% |
$762K - $861K
|
61K
$4.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-141- 2.95% |
$9.56K - $10.8K
|
4.64K
$358K
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-89- 0.22% |
$6.03K - $6.82K
|
40.7K
$3.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
2.61KNew |
$177K - $200K
|
2.61K
$201K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
57+ 9.0% |
$3.86K - $4.37K
|
690
$53.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-619- 9.57% |
$42K - $47.4K
|
5.85K
$451K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
150New |
$10.2K - $11.5K
|
150
$11.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.6K+ 13.03% |
$855K - $967K
|
109K
$8.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-12.8K- 19.32% |
$867K - $980K
|
53.4K
$4.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
12.1K+ 10.81% |
$817K - $924K
|
124K
$9.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.33K- 10.81% |
$90.4K - $102K
|
11K
$847K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
243K+ 4.85% |
$16.4M - $18.6M
|
5.24M
$404M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
7.04K+ 132.32% |
$477K - $539K
|
12.4K
$952K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
470+ 8.21% |
$31.9K - $36K
|
6.19K
$477K
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
26+ 0.88% |
$1.76K - $1.99K
|
2.97K
$229K
|
|
|
Nov 04, 2025
Q3 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-4.69K- 25.44% |
$318K - $359K
|
13.7K
$1.06M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
9New |
$610 - $690
|
9
$693
|
|
|
Nov 04, 2025
Q3 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
SELL
|
- |
-395- 0.77% |
$26.8K - $30.3K
|
51K
$3.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-7.68K- 61.87% |
$520K - $588K
|
4.73K
$364K
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.69K+ 11.44% |
$318K - $359K
|
45.6K
$3.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
11.8K+ 126.25% |
$802K - $906K
|
21.2K
$1.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
10New |
$678 - $766
|
10
$770
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-58.3K- 31.73% |
$3.95M - $4.47M
|
125K
$9.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-33- 5.11% |
$2.24K - $2.53K
|
613
$47.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-5.41K- 15.51% |
$367K - $415K
|
29.5K
$2.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
150+ 40.21% |
$10.2K - $11.5K
|
523
$40.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 4.17% |
$136 - $153
|
50
$3.85K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
337New |
$22.8K - $25.8K
|
337
$25.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-469- 2.55% |
$31.8K - $35.9K
|
17.9K
$1.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
24+ 1.48% |
$1.63K - $1.84K
|
1.65K
$127K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
264+ 100.0% |
$17.9K - $20.2K
|
528
$40.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.17K+ 101.63% |
$418K - $472K
|
12.2K
$942K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-209- 1.15% |
$14.2K - $16K
|
18K
$1.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
583+ 198.98% |
$39.5K - $44.7K
|
876
$67.5K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
993+ 33.31% |
$67.3K - $76.1K
|
3.97K
$306K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-122K- 8.86% |
$8.28M - $9.36M
|
1.26M
$96.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-107- 2.47% |
$7.25K - $8.2K
|
4.23K
$325K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-4- 7.41% |
$271 - $306
|
50
$3.85K
|
|
|
Nov 03, 2025
Q3 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
4.59K+ 1.76% |
$311K - $352K
|
266K
$20.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-34.1K- 2.58% |
$2.31M - $2.61M
|
1.29M
$99.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-257- 15.04% |
$17.4K - $19.7K
|
1.45K
$112K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
151+ 3.26% |
$10.2K - $11.6K
|
4.79K
$369K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.6K+ 10.1% |
$244K - $276K
|
39.2K
$3.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
3.43KNew |
$232K - $263K
|
3.43K
$264K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
600+ 0.38% |
$40.7K - $46K
|
160K
$12.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
176+ 1.16% |
$11.9K - $13.5K
|
15.3K
$1.18M
|
|