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, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
157KNew |
$8.08M - $12.5M
|
157K
$9.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
13.8K+ 31.72% |
$711K - $1.1M
|
57.3K
$3.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
BUY
|
- |
4.91K+ 49.99% |
$253K - $391K
|
14.7K
$895K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.63KNew |
$83.8K - $129K
|
1.63K
$98.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
21New |
$1.08K - $1.67K
|
21
$1.28K
|
|
|
Oct 21, 2024
Q3 2024
|
Grace & White Inc
|
SELL
|
- |
-1- -0.0% |
$51.5 - $79.6
|
24.9K
$1.51M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
66+ 49.62% |
$3.4K - $5.25K
|
199
$12.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
491K+ 58.22% |
$25.3M - $39.1M
|
1.33M
$81M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.3K+ 48.95% |
$1.46M - $2.25M
|
86.1K
$5.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4.3K+ 49.98% |
$222K - $343K
|
12.9K
$784K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.91K+ 41.48% |
$150K - $232K
|
9.93K
$603K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 50.0% |
$412 - $637
|
24
$1.46K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 50.0% |
$155 - $239
|
9
$547
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-27- 0.06% |
$1.39K - $2.15K
|
48.5K
$2.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 40.0% |
$103 - $159
|
7
$425
|
|
|
Oct 16, 2024
Q3 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
3.03K+ 49.95% |
$156K - $241K
|
9.1K
$552K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
5.48K+ 44.98% |
$282K - $436K
|
17.7K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
937+ 49.97% |
$48.3K - $74.6K
|
2.81K
$171K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
4.44K+ 49.97% |
$229K - $354K
|
13.3K
$810K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.6KNew |
$134K - $207K
|
2.6K
$158K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.5K+ 50.0% |
$77.4K - $120K
|
4.51K
$274K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
18+ 48.65% |
$928 - $1.43K
|
55
$3.34K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
41+ 50.0% |
$2.11K - $3.26K
|
123
$7.47K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
121+ 49.79% |
$6.24K - $9.63K
|
364
$22.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
140+ 49.3% |
$7.22K - $11.1K
|
424
$25.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.67K+ 35.2% |
$138K - $213K
|
10.3K
$623K
|
|
|
Oct 15, 2024
Q3 2024
|
Washington Capital Management Inc
|
BUY
|
- |
1.8K+ 23.68% |
$92.8K - $143K
|
9.4K
$571K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
140+ 49.82% |
$7.22K - $11.1K
|
421
$25.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
17.7K+ 50.0% |
$914K - $1.41M
|
53.2K
$3.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
66+ 49.62% |
$3.4K - $5.25K
|
199
$12.1K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
1.5KNew |
$77.1K - $119K
|
1.5K
$90.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.5K+ 4282.86% |
$77.3K - $119K
|
1.53K
$93.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
209+ 50.98% |
$10.8K - $16.6K
|
619
$37.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
206+ 50.0% |
$10.6K - $16.4K
|
618
$37.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27.5K+ 59.31% |
$1.42M - $2.19M
|
74K
$4.49M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.87K+ 563.44% |
$96.1K - $148K
|
2.2K
$133K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
528+ 35.01% |
$27.2K - $42K
|
2.04K
$124K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
276+ 49.91% |
$14.2K - $22K
|
829
$50.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
225+ 50.0% |
$11.6K - $17.9K
|
675
$41K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
2+ 50.0% |
$103 - $159
|
6
$364
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
60+ 34.29% |
$3.09K - $4.78K
|
235
$14.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
922+ 46.42% |
$47.5K - $73.4K
|
2.91K
$177K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
73+ 48.67% |
$3.76K - $5.81K
|
223
$13.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2.5K+ 50.0% |
$129K - $199K
|
7.5K
$456K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
14+ 48.28% |
$722 - $1.11K
|
43
$2.61K
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1.42K+ 49.98% |
$73K - $113K
|
4.25K
$258K
|
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.53K+ 50.0% |
$130K - $201K
|
7.59K
$461K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
449+ 49.83% |
$23.1K - $35.7K
|
1.35K
$82K
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1K+ 39.29% |
$51.6K - $79.8K
|
3.55K
$216K
|