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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3KNew |
$193K - $226K
|
3K
$231K
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-7.6K- 79.96% |
$489K - $571K
|
1.91K
$147K
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-38.3K- 74.48% |
$2.46M - $2.88M
|
13.1K
$1.01M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
52+ 1.72% |
$3.34K - $3.91K
|
3.08K
$237K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
347+ 1.49% |
$22.3K - $26.1K
|
23.6K
$1.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-4.83K- 22.42% |
$310K - $363K
|
16.7K
$1.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-14- 20.9% |
$900 - $1.05K
|
53
$4.08K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-14- 20.9% |
$900 - $1.05K
|
53
$4.08K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
383+ 77.37% |
$24.6K - $28.8K
|
878
$67.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1- 3.7% |
$64.3 - $75.2
|
26
$2K
|
|
|
Aug 05, 2025
Q2 2025
|
Torray LLC
|
SELL
|
- |
-132K- 60.1% |
$8.5M - $9.94M
|
87.8K
$6.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.7K- 32.9% |
$109K - $128K
|
3.47K
$267K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
9+ 6.98% |
$579 - $677
|
138
$10.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
190New |
$12.2K - $14.3K
|
190
$14.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-2.43K- 18.7% |
$156K - $183K
|
10.6K
$813K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.35KNew |
$215K - $252K
|
3.35K
$258K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
8New |
$514 - $601
|
8
$616
|
|
|
Aug 01, 2025
Q2 2025
|
Australian Super Pty LTD
|
BUY
|
- |
127KNew |
$8.17M - $9.56M
|
127K
$9.79M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-34- 0.33% |
$2.19K - $2.56K
|
10.3K
$795K
|
|
|
Aug 01, 2025
Q2 2025
|
Trust Investment Advisors
|
BUY
|
- |
2.89KNew |
$186K - $218K
|
2.89K
$223K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
8New |
$514 - $601
|
8
$616
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
758+ 5.41% |
$48.7K - $57K
|
14.8K
$1.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
368+ 148.39% |
$23.7K - $27.7K
|
616
$47.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-105- 0.33% |
$6.75K - $7.89K
|
31.3K
$2.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-1.5K- 69.38% |
$96.4K - $113K
|
662
$51K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
278+ 0.33% |
$17.9K - $20.9K
|
85.3K
$6.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
513+ 17.18% |
$33K - $38.6K
|
3.5K
$269K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-864- 11.9% |
$55.5K - $64.9K
|
6.39K
$492K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$64.3 - $75.2
|
1
$77
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
225New |
$14.5K - $16.9K
|
225
$17.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.49K- 2.81% |
$96K - $112K
|
51.7K
$3.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
16New |
$1.03K - $1.2K
|
16
$1.23K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
10New |
$643 - $752
|
10
$770
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
2.77KNew |
$178K - $208K
|
2.77K
$213K
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
12+ 0.04% |
$771 - $902
|
29.4K
$2.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
21+ 3.3% |
$1.35K - $1.58K
|
657
$50.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-500- 13.12% |
$32.1K - $37.6K
|
3.31K
$255K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.03K+ 7.46% |
$65.9K - $77K
|
14.8K
$1.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
14New |
$900 - $1.05K
|
14
$1.08K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4.29KNew |
$276K - $322K
|
4.29K
$330K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
24+ 2.74% |
$1.54K - $1.8K
|
899
$69.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Philo Smith Capital Corp
Stamford, CT |
SELL
|
- |
-30K- 10.33% |
$1.93M - $2.26M
|
260K
$20M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
27KNew |
$1.74M - $2.03M
|
27K
$2.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
11.4KNew |
$735K - $860K
|
11.4K
$881K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-300- 4.55% |
$19.3K - $22.6K
|
6.29K
$484K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-824- 0.25% |
$53K - $61.9K
|
333K
$25.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Washington Capital Management Inc
|
SELL
|
- |
-1.8K- 19.15% |
$116K - $135K
|
7.6K
$585K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-124- 52.77% |
$7.97K - $9.32K
|
111
$8.55K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-80- 2.78% |
$5.14K - $6.01K
|
2.8K
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5New |
$321 - $376
|
5
$385
|
|