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 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-75- 0.9% |
$5.08K - $5.75K
|
8.26K
$636K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 25.93% |
$474 - $536
|
34
$2.62K
|
|
|
Oct 08, 2025
Q3 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-150- 0.41% |
$10.2K - $11.5K
|
36.5K
$2.81M
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-99- 1.67% |
$6.71K - $7.59K
|
5.82K
$448K
|
|
|
Oct 07, 2025
Q3 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-222- 1.07% |
$15K - $17K
|
20.5K
$1.58M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-5.62K- 88.06% |
$381K - $430K
|
761
$58.6K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-1.03K- 10.08% |
$69.8K - $78.9K
|
9.19K
$707K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
2+ 0.04% |
$136 - $153
|
5.26K
$405K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
15+ 0.39% |
$1.02K - $1.15K
|
3.91K
$301K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
183+ 9.3% |
$12.4K - $14K
|
2.15K
$166K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
54New |
$3.66K - $4.14K
|
54
$4.16K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
206+ 3.22% |
$14K - $15.8K
|
6.6K
$508K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.67K+ 52.04% |
$113K - $128K
|
4.88K
$375K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
954+ 8.5% |
$64.7K - $73.1K
|
12.2K
$937K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-81.1K- 10.43% |
$5.21M - $6.09M
|
696K
$53.6M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.4K- 1.34% |
$1.44M - $1.68M
|
1.65M
$127M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.62K+ 47.29% |
$104K - $122K
|
5.06K
$389K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
496+ 2.86% |
$31.9K - $37.3K
|
17.8K
$1.37M
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
13New |
$836 - $977
|
13
$1K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-12.2K- 36.81% |
$784K - $917K
|
20.9K
$1.61M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
708New |
$45.5K - $53.2K
|
708
$54.5K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-6.52K- 56.63% |
$419K - $490K
|
4.99K
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
64New |
$4.11K - $4.81K
|
64
$4.93K
|
|
|
Aug 14, 2025
Q2 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
940+ 11.44% |
$60.4K - $70.7K
|
9.16K
$705K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-6.32K- 6.9% |
$406K - $475K
|
85.3K
$6.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-9.72K- 42.53% |
$625K - $731K
|
13.1K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
275KNew |
$17.6M - $20.6M
|
275K
$21.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-193- 5.13% |
$12.4K - $14.5K
|
3.57K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-281- 9.0% |
$18.1K - $21.1K
|
2.84K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Lrt Capital Management, LLC
Austin, TX |
SELL
|
- |
-13.3K- 37.02% |
$857K - $1M
|
22.7K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Interval Partners, LP
New York, NY |
BUY
|
- |
2.49K+ 7.81% |
$160K - $187K
|
34.4K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
14.4K+ 32.28% |
$929K - $1.09M
|
59.2K
$4.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-100- 6.78% |
$6.43K - $7.52K
|
1.38K
$106K
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.04K+ 19.68% |
$66.9K - $78.3K
|
6.33K
$487K
|
|
|
Aug 14, 2025
Q2 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
370K+ 47.66% |
$23.8M - $27.8M
|
1.15M
$88.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
75.8KNew |
$4.87M - $5.7M
|
75.8K
$5.83M
|
|
|
Aug 14, 2025
Q2 2025
|
New Vernon Investment Management LLC
Highland Park, IL |
BUY
|
- |
46.1K+ 100.0% |
$2.96M - $3.47M
|
92.2K
$7.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-404- 69.42% |
$26K - $30.4K
|
178
$13.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-19- 35.85% |
$1.22K - $1.43K
|
34
$2.62K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.13K- 15.44% |
$330K - $386K
|
28.1K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
7 G Capital Management, LLC
New York, NY |
BUY
|
- |
936+ 0.94% |
$60.2K - $70.4K
|
100K
$7.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-16.5K- 17.74% |
$1.06M - $1.24M
|
76.5K
$5.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.44K+ 3.95% |
$92.6K - $108K
|
37.9K
$2.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
65.4K+ 248.78% |
$4.21M - $4.92M
|
91.7K
$7.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-5.5K- 79.35% |
$353K - $413K
|
1.43K
$110K
|
|
|
Aug 14, 2025
Q2 2025
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
1.72K+ 5.65% |
$111K - $129K
|
32.2K
$2.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-7.81K- 33.81% |
$502K - $587K
|
15.3K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-888- 17.82% |
$57.1K - $66.8K
|
4.1K
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-778- 46.36% |
$50K - $58.5K
|
900
$69.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 40.0% |
$257 - $301
|
14
$1.08K
|
|