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 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
|
Davenport & CO LLC
|
SELL
|
- |
-1.31K- 5.73% |
$88.9K - $101K
|
21.6K
$1.66M
|
|
|
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
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-3.91K- 41.71% |
$265K - $300K
|
5.47K
$421K
|
|
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-32.8K- 2.59% |
$2.22M - $2.51M
|
1.23M
$94.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
40.5K+ 164.51% |
$2.74M - $3.1M
|
65.1K
$5.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
SELL
|
- |
-2.82K- 3.4% |
$191K - $216K
|
80.1K
$6.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.63K+ 18.23% |
$110K - $125K
|
10.5K
$812K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-300- 1.72% |
$20.3K - $23K
|
17.1K
$1.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
7.28K+ 19.55% |
$493K - $557K
|
44.5K
$3.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 1.75% |
$67.8 - $76.6
|
56
$4.31K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
405+ 0.73% |
$27.5K - $31K
|
55.7K
$4.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.93K- 14.56% |
$131K - $148K
|
11.3K
$870K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.65KNew |
$180K - $203K
|
2.65K
$204K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-408- 10.74% |
$27.7K - $31.3K
|
3.39K
$261K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-811- 22.52% |
$55K - $62.1K
|
2.79K
$215K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
7New |
$474 - $536
|
7
$539
|
|
|
Oct 09, 2025
Q3 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
88+ 0.41% |
$5.96K - $6.74K
|
21.7K
$1.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
908+ 22.53% |
$61.5K - $69.6K
|
4.94K
$380K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 23.81% |
$339 - $383
|
26
$2K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-20.8K- 23.08% |
$1.41M - $1.59M
|
69.3K
$5.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
6.5K+ 106.56% |
$441K - $498K
|
12.6K
$970K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-558- 21.98% |
$37.8K - $42.8K
|
1.98K
$153K
|
|
|
Oct 09, 2025
Q3 2025
|
Rydar Equities, Inc.
Weatherford, TX |
BUY
|
- |
1.4K+ 17.9% |
$94.6K - $107K
|
9.19K
$708K
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.85K+ 3.89% |
$193K - $218K
|
76.1K
$5.86M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-989- 10.04% |
$67K - $75.8K
|
8.86K
$682K
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.27K+ 6.51% |
$86.3K - $97.5K
|
20.8K
$1.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
20+ 0.37% |
$1.36K - $1.53K
|
5.41K
$416K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-38- 7.6% |
$2.58K - $2.91K
|
462
$35.6K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-407- 4.99% |
$27.6K - $31.2K
|
7.75K
$597K
|
|