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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
90+ 8.06% |
$5.1K - $6.41K
|
1.21K
$92.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-7.48K- 49.87% |
$424K - $533K
|
7.52K
$579K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-199- 24.24% |
$11.3K - $14.2K
|
622
$47.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-121- 0.89% |
$6.86K - $8.62K
|
13.5K
$1.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
331New |
$18.8K - $23.6K
|
331
$25.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3New |
$170 - $214
|
3
$231
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
73New |
$4.14K - $5.2K
|
73
$5.62K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
45New |
$2.55K - $3.21K
|
45
$3.47K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-10.7K- 36.46% |
$608K - $765K
|
18.7K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
41New |
$2.32K - $2.92K
|
41
$3.16K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
424New |
$24K - $30.2K
|
424
$32.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
94+ 1342.86% |
$5.33K - $6.7K
|
101
$7.78K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-733- 6.21% |
$41.6K - $52.2K
|
11.1K
$853K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-294- 69.34% |
$16.7K - $21K
|
130
$10K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-11- 0.05% |
$624 - $784
|
20K
$1.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-9.1K- 7.48% |
$516K - $649K
|
113K
$8.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
525+ 2.15% |
$29.8K - $37.4K
|
24.9K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
400+ 12.12% |
$22.7K - $28.5K
|
3.7K
$285K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
CALL |
3.1KNew |
$176K - $221K
|
3.1K
$239K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.82KNew |
$160K - $201K
|
2.82K
$217K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.47% |
$284 - $356
|
1.06K
$81.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-7.88K- 68.31% |
$447K - $562K
|
3.66K
$281K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
482New |
$27.3K - $34.4K
|
482
$37.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
15.8K+ 113.66% |
$894K - $1.12M
|
29.7K
$2.28M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
6New |
$340 - $428
|
6
$462
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
34+ 18.18% |
$1.93K - $2.42K
|
221
$17K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-9.32K- 14.91% |
$529K - $665K
|
53.2K
$4.1M
|
|
| Q4 2024 | |||||||
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
93+ 0.5% |
$5.25K - $6.04K
|
18.6K
$1.43M
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-238- 6.03% |
$13.4K - $15.5K
|
3.71K
$286K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
24New |
$1.36K - $1.56K
|
24
$1.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
3.32K+ 20.29% |
$188K - $216K
|
19.7K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-415- 0.07% |
$23.4K - $27K
|
626K
$48.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
159+ 1.63% |
$8.98K - $10.3K
|
9.91K
$763K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
9.43KNew |
$533K - $612K
|
9.43K
$726K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-211K- 95.93% |
$11.9M - $13.7M
|
8.95K
$689K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
7.52KNew |
$425K - $488K
|
7.52K
$579K
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-16.5K- 48.81% |
$932K - $1.07M
|
17.3K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
800+ 30.77% |
$45.2K - $52K
|
3.4K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-36.7K- 90.79% |
$2.07M - $2.38M
|
3.72K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-2.03K- 31.43% |
$115K - $132K
|
4.43K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
10.1KNew |
$568K - $654K
|
10.1K
$775K
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
56.9KNew |
$3.21M - $3.7M
|
56.9K
$4.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
CALL |
6.9KNew |
$390K - $448K
|
6.9K
$531K
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-3.02K- 19.83% |
$170K - $196K
|
12.2K
$939K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-15.2K- 45.26% |
$858K - $987K
|
18.4K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
9.31KNew |
$526K - $604K
|
9.31K
$716K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
337New |
$19K - $21.9K
|
337
$25.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-873- 9.81% |
$49.3K - $56.7K
|
8.03K
$618K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
9New |
$508 - $584
|
9
$693
|
|