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 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.9K+ 8.93% |
$197K - $222K
|
35.4K
$2.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-670- 67.4% |
$45.4K - $51.3K
|
324
$24.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-93- 1.87% |
$6.3K - $7.13K
|
4.89K
$376K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-90- 9.9% |
$6.1K - $6.9K
|
819
$63.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
74.4K+ 20.88% |
$5.05M - $5.7M
|
431K
$33.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
20.4K+ 25.09% |
$1.38M - $1.56M
|
102K
$7.82M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
38+ 23.75% |
$2.58K - $2.91K
|
198
$15.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-639- 6.8% |
$43.3K - $49K
|
8.75K
$674K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
126+ 3.87% |
$8.54K - $9.65K
|
3.38K
$260K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.25K+ 24.21% |
$559K - $632K
|
42.3K
$3.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
71+ 0.8% |
$4.81K - $5.44K
|
9K
$693K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
2+ 0.13% |
$136 - $153
|
1.5K
$115K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
58+ 200.0% |
$3.93K - $4.44K
|
87
$6.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
8.49KNew |
$575K - $650K
|
8.49K
$654K
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
6.14K+ 3.13% |
$416K - $470K
|
202K
$15.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-97- 1.88% |
$6.57K - $7.43K
|
5.07K
$391K
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-4.86K- 46.21% |
$329K - $372K
|
5.66K
$436K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
771New |
$52.3K - $59.1K
|
771
$59.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
7+ 1.04% |
$474 - $536
|
682
$52.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-273- 24.66% |
$18.5K - $20.9K
|
834
$64.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
5.53K+ 61.88% |
$374K - $423K
|
14.5K
$1.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
486+ 0.54% |
$32.9K - $37.2K
|
91.1K
$7.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.23K- 24.57% |
$83.2K - $94.1K
|
3.77K
$290K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
9.87KNew |
$669K - $756K
|
9.87K
$760K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-178- 2.8% |
$12.1K - $13.6K
|
6.18K
$476K
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-1.01K- 3.78% |
$68.5K - $77.4K
|
25.7K
$1.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-88.3K- 21.71% |
$5.99M - $6.77M
|
318K
$24.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
358+ 0.47% |
$24.3K - $27.4K
|
76.8K
$5.92M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.88K- 13.16% |
$127K - $144K
|
12.4K
$954K
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-302- 4.89% |
$20.5K - $23.1K
|
5.87K
$452K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-185- 2.81% |
$12.5K - $14.2K
|
6.4K
$493K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
292+ 2.21% |
$19.8K - $22.4K
|
13.5K
$1.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
537+ 0.61% |
$36.4K - $41.1K
|
88.7K
$6.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
4.56KNew |
$309K - $349K
|
4.56K
$351K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-214- 1.55% |
$14.5K - $16.4K
|
13.6K
$1.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.02KNew |
$204K - $231K
|
3.02K
$232K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
241New |
$16.3K - $18.5K
|
241
$18.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
166New |
$11.3K - $12.7K
|
166
$12.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.01K+ 17.04% |
$68.4K - $77.3K
|
6.93K
$534K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.02KNew |
$272K - $308K
|
4.02K
$310K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-529- 13.75% |
$35.9K - $40.5K
|
3.32K
$255K
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-153- 5.29% |
$10.4K - $11.7K
|
2.74K
$211K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-140- 1.28% |
$9.49K - $10.7K
|
10.8K
$832K
|
|
|
Oct 17, 2025
Q3 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-1.24K- 3.12% |
$84K - $95K
|
38.5K
$2.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-517- 1.13% |
$35K - $39.6K
|
45.3K
$3.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
643+ 3.7% |
$43.6K - $49.3K
|
18K
$1.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
826+ 9.79% |
$56K - $63.3K
|
9.26K
$713K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-15- 1.16% |
$1.02K - $1.15K
|
1.27K
$98K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-292- 9.46% |
$19.8K - $22.4K
|
2.8K
$215K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-800- 8.15% |
$54.2K - $61.3K
|
9.02K
$694K
|
|