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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
60.3KNew |
$3.4M - $3.91M
|
60.3K
$3.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-12.1K- 12.21% |
$684K - $787K
|
87.2K
$5.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
9.7K+ 7.59% |
$548K - $630K
|
138K
$8.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 2.66% |
$904 - $1.04K
|
617
$38K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-62.5K- 4.6% |
$3.53M - $4.06M
|
1.3M
$79.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
4+ 0.08% |
$226 - $260
|
5.22K
$321K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
150+ 2.34% |
$8.47K - $9.74K
|
6.56K
$404K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-957- 2.58% |
$54.1K - $62.1K
|
36.1K
$2.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
51.5KNew |
$2.91M - $3.34M
|
51.5K
$3.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
461+ 2.99% |
$26K - $29.9K
|
15.9K
$977K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
773+ 4.41% |
$43.7K - $50.2K
|
18.3K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
82+ 2.29% |
$4.63K - $5.33K
|
3.67K
$226K
|
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-135- 1.97% |
$7.62K - $8.77K
|
6.71K
$413K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.14K+ 121.91% |
$64.1K - $73.7K
|
2.07K
$127K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
188+ 3.69% |
$10.6K - $12.2K
|
5.29K
$325K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
7+ 0.14% |
$395 - $455
|
5.1K
$314K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
939+ 66.27% |
$53K - $61K
|
2.36K
$145K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
24New |
$1.36K - $1.56K
|
24
$1.48K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-1K- 0.68% |
$56.5K - $64.9K
|
147K
$9.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-47.3K- 78.31% |
$2.67M - $3.07M
|
13.1K
$806K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
27+ 0.46% |
$1.52K - $1.75K
|
5.96K
$367K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.57KNew |
$202K - $232K
|
3.57K
$220K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-7.57K- 2.26% |
$428K - $492K
|
327K
$20.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
12+ 0.06% |
$678 - $779
|
18.7K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
13New |
$734 - $844
|
13
$800
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-186- 14.02% |
$10.5K - $12.1K
|
1.14K
$70.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
5.17KNew |
$292K - $336K
|
5.17K
$318K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-207K- 57.72% |
$11.7M - $13.5M
|
152K
$9.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
469+ 0.8% |
$26.5K - $30.5K
|
59.2K
$3.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
30+ 0.12% |
$1.69K - $1.95K
|
25.8K
$1.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-6.97K- 43.23% |
$394K - $453K
|
9.15K
$563K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
661+ 3.0% |
$37.3K - $42.9K
|
22.7K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.88K+ 236.38% |
$389K - $447K
|
9.79K
$602K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.62K+ 3.91% |
$204K - $235K
|
96K
$5.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
512+ 12.38% |
$28.9K - $33.2K
|
4.65K
$286K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
64+ 1.55% |
$3.61K - $4.16K
|
4.19K
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
369+ 0.92% |
$20.8K - $24K
|
40.4K
$2.48M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-33.2K- 5.61% |
$1.88M - $2.16M
|
559K
$34.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
600New |
$33.9K - $39K
|
600
$36.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
13K+ 37.11% |
$734K - $844K
|
48K
$2.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
108+ 1.31% |
$6.1K - $7.01K
|
8.36K
$514K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
38.5K+ 69.36% |
$2.17M - $2.5M
|
93.9K
$5.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
3.33K+ 2.8% |
$188K - $216K
|
122K
$7.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.34K- 7.18% |
$132K - $152K
|
30.3K
$1.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
13.6KNew |
$768K - $884K
|
13.6K
$837K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-6.66K- 0.67% |
$376K - $433K
|
981K
$60.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-285- 1.36% |
$16.1K - $18.5K
|
20.7K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
13.1K+ 3.76% |
$743K - $854K
|
363K
$22.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
17.8KNew |
$1.01M - $1.16M
|
17.8K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
6+ 0.1% |
$339 - $390
|
5.89K
$362K
|