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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4K- 21.6% |
$306K - $350K
|
14.5K
$922K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
5.07KNew |
$388K - $443K
|
5.07K
$322K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
16New |
$1.23K - $1.4K
|
16
$1.02K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
66New |
$5.06K - $5.77K
|
66
$4.2K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
219+ 228.13% |
$15.8K - $19.4K
|
315
$20K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-75Closed |
$5.4K - $6.63K
|
0
$0
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 50.0% |
$144 - $177
|
6
$382
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
2.29KNew |
$165K - $203K
|
2.29K
$146K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-69- 5.31% |
$4.97K - $6.1K
|
1.23K
$78.3K
|
|
|
May 15, 2024
Q1 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
8.55KNew |
$616K - $756K
|
8.55K
$544K
|
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-47.2K- 18.7% |
$3.4M - $4.18M
|
205K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-4.24K- 64.19% |
$305K - $375K
|
2.36K
$150K
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-8.86K- 76.89% |
$638K - $784K
|
2.66K
$169K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.82KNew |
$203K - $249K
|
2.82K
$179K
|
|
|
May 15, 2024
Q1 2024
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
469KNew |
$33.8M - $41.5M
|
469K
$29.8M
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.33KNew |
$168K - $206K
|
2.33K
$148K
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
3.27KNew |
$235K - $289K
|
3.27K
$208K
|
|
|
May 15, 2024
Q1 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-13.8K- 20.8% |
$996K - $1.22M
|
52.7K
$3.35M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4.39KNew |
$316K - $389K
|
4.39K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-4.34K- 31.31% |
$312K - $383K
|
9.51K
$605K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.64KNew |
$262K - $322K
|
3.64K
$232K
|
|
|
May 14, 2024
Q1 2024
|
Srb Corp
Boston, MA |
BUY
|
- |
1.21K+ 17.03% |
$87K - $107K
|
8.31K
$528K
|
|
|
May 14, 2024
Q1 2024
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
20K+ 33.33% |
$1.44M - $1.77M
|
80K
$5.09M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-783- 6.56% |
$56.4K - $69.2K
|
11.2K
$709K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-118- 1.42% |
$8.5K - $10.4K
|
8.17K
$520K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.45KNew |
$464K - $570K
|
6.45K
$410K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.29K- 12.59% |
$165K - $202K
|
15.9K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.9KNew |
$788K - $968K
|
10.9K
$696K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
121New |
$8.71K - $10.7K
|
121
$7.69K
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
SELL
|
- |
-4.5K- 32.11% |
$324K - $398K
|
9.52K
$605K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
125KNew |
$9M - $11.1M
|
125K
$7.95M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-408- 0.76% |
$29.4K - $36.1K
|
53K
$3.37M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.77K- 99.71% |
$200K - $245K
|
8
$509
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
286+ 14300.0% |
$20.6K - $25.3K
|
288
$18.3K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
7.8K+ 17.29% |
$562K - $690K
|
52.9K
$3.37M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
20.4K+ 4.6% |
$1.47M - $1.81M
|
464K
$29.5M
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-7.27K- 42.27% |
$523K - $643K
|
9.93K
$631K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.73KNew |
$197K - $242K
|
2.73K
$174K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
40New |
$2.88K - $3.54K
|
40
$2.54K
|
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-5.07K- 68.55% |
$365K - $449K
|
2.33K
$148K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
37.4KNew |
$2.69M - $3.31M
|
37.4K
$2.38M
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-985- 25.47% |
$70.9K - $87.1K
|
2.88K
$183K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3New |
$216 - $265
|
3
$191
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-208- 3.75% |
$15K - $18.4K
|
5.33K
$339K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
999+ 16.87% |
$71.9K - $88.4K
|
6.92K
$440K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
753+ 11.78% |
$54.2K - $66.6K
|
7.15K
$454K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
489+ 10.43% |
$35.2K - $43.2K
|
5.18K
$329K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.26KNew |
$90.7K - $111K
|
1.26K
$80.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
203+ 1.05% |
$14.6K - $18K
|
19.5K
$1.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$72 - $88.4
|
1
$63.6
|
|