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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.51K- 13.13% |
$102K - $115K
|
9.96K
$767K
|
|
|
Oct 27, 2025
Q3 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
SELL
|
- |
-959- 1.9% |
$65K - $73.5K
|
49.4K
$3.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-863- 6.12% |
$58.5K - $66.1K
|
13.2K
$1.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-109- 0.31% |
$7.39K - $8.35K
|
35.4K
$2.73M
|
|
|
Oct 24, 2025
Q3 2025
|
Parnassus Investments, LLC
|
SELL
|
- |
-33.6K- 3.75% |
$2.27M - $2.57M
|
861K
$66.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 11.48% |
$474 - $536
|
68
$5.24K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-48- 57.14% |
$3.25K - $3.68K
|
36
$2.77K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-907- 28.89% |
$61.5K - $69.5K
|
2.23K
$172K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.01% |
$67.8 - $76.6
|
7.12K
$548K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-1.65K- 53.11% |
$112K - $126K
|
1.46K
$112K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
16New |
$1.08K - $1.23K
|
16
$1.23K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
8.96K+ 3.45% |
$607K - $687K
|
269K
$20.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
19.8KNew |
$1.34M - $1.52M
|
19.8K
$1.53M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
43New |
$2.91K - $3.29K
|
43
$3.31K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
476+ 10.31% |
$32.3K - $36.5K
|
5.09K
$392K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.7K+ 43.98% |
$115K - $130K
|
5.55K
$428K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.24K+ 7.75% |
$152K - $171K
|
31.1K
$2.39M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-29Closed |
$1.97K - $2.22K
|
0
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.2K- 7.68% |
$81.3K - $91.9K
|
14.4K
$1.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
53.7K+ 49.1% |
$3.64M - $4.11M
|
163K
$12.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
136KNew |
$9.19M - $10.4M
|
136K
$10.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-770- 5.4% |
$52.2K - $59K
|
13.5K
$1.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-96- 2.22% |
$6.51K - $7.36K
|
4.23K
$325K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-83- 0.71% |
$5.63K - $6.36K
|
11.6K
$890K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
4.12K+ 9.53% |
$279K - $315K
|
47.3K
$3.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.08K+ 53.72% |
$72.9K - $82.4K
|
3.08K
$237K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-19.5K- 44.76% |
$1.32M - $1.49M
|
24K
$1.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
735+ 0.58% |
$49.8K - $56.3K
|
126K
$9.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
66+ 0.5% |
$4.47K - $5.06K
|
13.2K
$1.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.11K- 4.91% |
$75.2K - $85K
|
21.5K
$1.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
15+ 0.22% |
$1.02K - $1.15K
|
6.9K
$532K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
49New |
$3.32K - $3.75K
|
49
$3.77K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-10.9K- 5.45% |
$736K - $832K
|
188K
$14.5M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.7K- 2.87% |
$115K - $130K
|
57.5K
$4.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
8.31K+ 32.1% |
$563K - $637K
|
34.2K
$2.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.11K+ 27.96% |
$143K - $161K
|
9.63K
$742K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3.01K+ 2.22% |
$204K - $231K
|
138K
$10.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-43.2K- 31.84% |
$2.93M - $3.31M
|
92.5K
$7.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.19K+ 28.07% |
$80.8K - $91.3K
|
5.44K
$419K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
1+ 16.67% |
$67.8 - $76.6
|
7
$539
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-9- 0.16% |
$610 - $690
|
5.46K
$420K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.03K- 4.37% |
$69.5K - $78.5K
|
22.4K
$1.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-14.3K- 21.35% |
$968K - $1.09M
|
52.6K
$4.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-757- 4.0% |
$51.3K - $58K
|
18.1K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
3.83KNew |
$260K - $294K
|
3.83K
$295K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-230- 9.53% |
$15.6K - $17.6K
|
2.18K
$168K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
81+ 1.4% |
$5.49K - $6.21K
|
5.89K
$453K
|
|
|
Oct 22, 2025
Q3 2025
|
Corbyn Investment Management Inc
|
SELL
|
- |
-1.68K- 1.3% |
$114K - $129K
|
128K
$9.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-272- 8.72% |
$18.4K - $20.8K
|
2.85K
$219K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.63% |
$6.78K - $7.66K
|
15.7K
$1.21M
|
|