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 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-18- 2.7% |
$1.3K - $1.59K
|
649
$41.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.95K+ 39.77% |
$141K - $173K
|
6.87K
$437K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.93KNew |
$211K - $259K
|
2.93K
$187K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-4.02K- 63.19% |
$289K - $355K
|
2.34K
$149K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.51KNew |
$181K - $222K
|
2.51K
$160K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
19.7KNew |
$1.42M - $1.74M
|
19.7K
$1.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-8.34K- 57.26% |
$600K - $737K
|
6.22K
$396K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
15+ 1.81% |
$1.08K - $1.33K
|
845
$53.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
155New |
$11.2K - $13.7K
|
155
$9.86K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
383+ 563.24% |
$27.6K - $33.9K
|
451
$28.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
240New |
$17.3K - $21.2K
|
240
$15.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
91.6KNew |
$6.59M - $8.1M
|
91.6K
$5.82M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
25New |
$1.8K - $2.21K
|
25
$1.59K
|
|
| Q4 2023 | |||||||
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3.11KNew |
$194K - $229K
|
3.11K
$198K
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-10.7KClosed |
$665K - $785K
|
0
$0
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
5.27KNew |
$329K - $388K
|
5.27K
$335K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.15K+ 268.22% |
$71.7K - $84.6K
|
1.58K
$100K
|
|
|
Feb 14, 2024
Q4 2023
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
600New |
$37.5K - $44.2K
|
600
$38.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
275KNew |
$17.2M - $20.3M
|
275K
$17.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
202+ 5.84% |
$12.6K - $14.9K
|
3.66K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-6.3K- 49.01% |
$393K - $464K
|
6.56K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
6.1KNew |
$381K - $450K
|
6.1K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.99KNew |
$187K - $220K
|
2.99K
$190K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-256- 7.32% |
$16K - $18.9K
|
3.24K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-61.5K- 48.27% |
$3.84M - $4.53M
|
65.9K
$4.19M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.16KNew |
$72.3K - $85.3K
|
1.16K
$73.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
536New |
$33.5K - $39.5K
|
536
$34.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
263New |
$16.4K - $19.4K
|
263
$16.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
40.7KNew |
$2.54M - $3M
|
40.7K
$2.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
100New |
$6.24K - $7.37K
|
100
$6.36K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-642KClosed |
$40.1M - $47.3M
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
328+ 9.85% |
$20.5K - $24.2K
|
3.66K
$233K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.27% |
$187 - $221
|
1.1K
$69.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
3KNew |
$187K - $221K
|
3K
$191K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-644- 9.07% |
$40.2K - $47.4K
|
6.45K
$410K
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-4.25K- 35.93% |
$265K - $313K
|
7.57K
$482K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
197+ 123.13% |
$12.3K - $14.5K
|
357
$22.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
961+ 1.85% |
$60K - $70.8K
|
52.9K
$3.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
46New |
$2.87K - $3.39K
|
46
$2.93K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-779- 11.95% |
$48.6K - $57.4K
|
5.74K
$365K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.53K- 10.52% |
$95.7K - $113K
|
13K
$829K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
26+ 1.4% |
$1.62K - $1.91K
|
1.89K
$120K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
9.69KNew |
$605K - $713K
|
9.69K
$616K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-110- 0.64% |
$6.87K - $8.1K
|
17K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
42New |
$2.62K - $3.09K
|
42
$2.67K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
263New |
$16.4K - $19.4K
|
263
$16.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15New |
$937 - $1.1K
|
15
$954
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
1.83K+ 646.29% |
$114K - $135K
|
2.11K
$134K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
31New |
$1.94K - $2.28K
|
31
$1.97K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
35New |
$2.19K - $2.58K
|
35
$2.23K
|
|