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 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
36.1K+ 50.0% |
$1.86M - $2.88M
|
108K
$6.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.27K- 26.11% |
$65.2K - $101K
|
3.58K
$220K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
138New |
$7.11K - $11K
|
138
$8.49K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
8.73K+ 30.27% |
$450K - $695K
|
37.6K
$2.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
80.7K+ 17.45% |
$4.16M - $6.42M
|
543K
$33.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
54+ 49.54% |
$2.78K - $4.3K
|
163
$10K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
38+ 50.0% |
$1.96K - $3.03K
|
114
$7.01K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
907+ 279.08% |
$46.7K - $72.2K
|
1.23K
$75.8K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
3New |
$155 - $239
|
3
$185
|
|
|
Nov 01, 2024
Q3 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
20.3K+ 50.0% |
$1.04M - $1.61M
|
60.8K
$3.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.1KNew |
$56.9K - $87.9K
|
1.1K
$67.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.43K+ 50.0% |
$331K - $512K
|
19.3K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.1K+ 49.99% |
$314K - $486K
|
18.3K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-259- 21.78% |
$13.3K - $20.6K
|
930
$57.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13.7K- 34.33% |
$705K - $1.09M
|
26.2K
$1.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.31K+ 49.91% |
$67.7K - $105K
|
3.95K
$243K
|
|
|
Oct 31, 2024
Q3 2024
|
Bloomberg Sen Inc.
Toronto, A6 |
BUY
|
- |
254K+ 50.0% |
$13.1M - $20.2M
|
762K
$46.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
2.25K+ 49.96% |
$116K - $179K
|
6.75K
$415K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.8KNew |
$196K - $302K
|
3.8K
$234K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
87+ 49.71% |
$4.48K - $6.93K
|
262
$16.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.68K+ 50.0% |
$86.3K - $133K
|
5.03K
$309K
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
20.2K+ 48.79% |
$1.04M - $1.6M
|
61.5K
$3.78M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.2KNew |
$113K - $175K
|
2.2K
$135K
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.3KNew |
$67K - $104K
|
1.3K
$80K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.7K+ 50.09% |
$191K - $295K
|
11.1K
$683K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
100+ 50.0% |
$5.15K - $7.96K
|
300
$18.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
BUY
|
- |
29.4K+ 139.87% |
$1.51M - $2.34M
|
50.4K
$3.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5.51K+ 50.0% |
$284K - $439K
|
16.5K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.48K+ 50.0% |
$128K - $197K
|
7.43K
$457K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.4K+ 55.89% |
$535K - $826K
|
28.9K
$1.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-36- 60.0% |
$1.86K - $2.87K
|
24
$1.48K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
416+ 108.05% |
$21.4K - $33.1K
|
801
$49.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
4.33K+ 49.98% |
$223K - $345K
|
13K
$799K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 50.0% |
$103 - $159
|
6
$369
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.43K+ 65.72% |
$73.9K - $114K
|
3.62K
$222K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
35+ 50.72% |
$1.8K - $2.79K
|
104
$6.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
68+ 50.0% |
$3.5K - $5.41K
|
204
$12.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.81KNew |
$145K - $223K
|
2.81K
$173K
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
10.4KNew |
$538K - $831K
|
10.4K
$642K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
370+ 50.0% |
$19.1K - $29.5K
|
1.11K
$68.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.89K+ 46.35% |
$304K - $469K
|
18.6K
$1.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.9K+ 47.88% |
$615K - $950K
|
36.9K
$2.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
77+ 50.0% |
$3.97K - $6.13K
|
231
$14.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
8+ 0.01% |
$412 - $637
|
85.3K
$5.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 34.48% |
$1.03K - $1.59K
|
78
$4.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
7.11K+ 45.31% |
$366K - $566K
|
22.8K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
326+ 44.66% |
$16.8K - $26K
|
1.06K
$65K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.85K+ 46.7% |
$250K - $386K
|
15.2K
$938K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
11New |
$567 - $876
|
11
$677
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2.25K+ 50.0% |
$116K - $179K
|
6.75K
$415K
|