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 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
|
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
|
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 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
|
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
|
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
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-1.34K- 1.15% |
$91K - $103K
|
115K
$8.86M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.14% |
$67.8 - $76.6
|
734
$56.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-578- 7.83% |
$39.2K - $44.3K
|
6.81K
$524K
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-199- 7.07% |
$13.5K - $15.2K
|
2.61K
$201K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.28K+ 130.7% |
$493K - $557K
|
12.8K
$989K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.41K- 21.52% |
$231K - $261K
|
12.4K
$958K
|
|
|
Oct 15, 2025
Q3 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
12.4KNew |
$841K - $951K
|
12.4K
$955K
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-4.31K- 37.07% |
$292K - $330K
|
7.32K
$563K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-170- 2.72% |
$11.5K - $13K
|
6.07K
$468K
|
|
|
Oct 15, 2025
Q3 2025
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
35+ 0.18% |
$2.37K - $2.68K
|
20K
$1.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
783+ 14.28% |
$53.1K - $60K
|
6.27K
$483K
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
21.2KNew |
$1.44M - $1.63M
|
21.2K
$1.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-11.5K- 73.99% |
$780K - $881K
|
4.04K
$311K
|
|
|
Oct 15, 2025
Q3 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-89- 1.68% |
$6.03K - $6.82K
|
5.2K
$400K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-253- 1.04% |
$17.1K - $19.4K
|
24.1K
$1.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-315- 69.69% |
$21.4K - $24.1K
|
137
$10.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-773- 0.25% |
$52.4K - $59.2K
|
306K
$23.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.32K- 4.06% |
$89.7K - $101K
|
31.2K
$2.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
SELL
|
- |
-66- 1.61% |
$4.47K - $5.06K
|
4.02K
$310K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-5.11K- 26.93% |
$347K - $392K
|
13.9K
$1.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Coho Partners, Ltd.
|
SELL
|
- |
-293K- 43.06% |
$19.9M - $22.5M
|
388K
$29.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4New |
$271 - $306
|
4
$308
|
|