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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
370+ 50.0% |
$19.1K - $29.5K
|
1.11K
$85.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.89K+ 46.35% |
$304K - $469K
|
18.6K
$1.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
77+ 50.0% |
$3.97K - $6.13K
|
231
$17.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 34.48% |
$1.03K - $1.59K
|
78
$6.01K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.85K+ 46.7% |
$250K - $386K
|
15.2K
$1.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
11New |
$567 - $876
|
11
$847
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2.25K+ 50.0% |
$116K - $179K
|
6.75K
$520K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
37+ 49.33% |
$1.91K - $2.95K
|
112
$8.62K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
562+ 49.96% |
$29K - $44.7K
|
1.69K
$130K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.3K+ 51.65% |
$118K - $183K
|
6.74K
$519K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.11K+ 50.0% |
$57.2K - $88.3K
|
3.33K
$256K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
157KNew |
$8.08M - $12.5M
|
157K
$12.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
BUY
|
- |
4.91K+ 49.99% |
$253K - $391K
|
14.7K
$1.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
21New |
$1.08K - $1.67K
|
21
$1.62K
|
|
|
Oct 21, 2024
Q3 2024
|
Grace & White Inc
|
SELL
|
- |
-1- -0.0% |
$51.5 - $79.6
|
24.9K
$1.91M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
66+ 49.62% |
$3.4K - $5.25K
|
199
$15.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
491K+ 58.22% |
$25.3M - $39.1M
|
1.33M
$103M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.3K+ 48.95% |
$1.46M - $2.25M
|
86.1K
$6.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.91K+ 41.48% |
$150K - $232K
|
9.93K
$764K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 50.0% |
$412 - $637
|
24
$1.85K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 50.0% |
$155 - $239
|
9
$693
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.6KNew |
$134K - $207K
|
2.6K
$200K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.5K+ 50.0% |
$77.4K - $120K
|
4.51K
$347K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
41+ 50.0% |
$2.11K - $3.26K
|
123
$9.47K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
121+ 49.79% |
$6.24K - $9.63K
|
364
$28K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
140+ 49.82% |
$7.22K - $11.1K
|
421
$32.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.5K+ 4282.86% |
$77.3K - $119K
|
1.53K
$118K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
206+ 50.0% |
$10.6K - $16.4K
|
618
$47.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.87K+ 563.44% |
$96.1K - $148K
|
2.2K
$169K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
276+ 49.91% |
$14.2K - $22K
|
829
$63.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
225+ 50.0% |
$11.6K - $17.9K
|
675
$52K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
2+ 50.0% |
$103 - $159
|
6
$462
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
14+ 48.28% |
$722 - $1.11K
|
43
$3.31K
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1.42K+ 49.98% |
$73K - $113K
|
4.25K
$327K
|
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.53K+ 50.0% |
$130K - $201K
|
7.59K
$584K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
449+ 49.83% |
$23.1K - $35.7K
|
1.35K
$104K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
219+ 50.0% |
$11.3K - $17.4K
|
657
$50.6K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
2K+ 50.0% |
$103K - $159K
|
6K
$462K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
53+ 49.53% |
$2.73K - $4.22K
|
160
$12.3K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
184New |
$14.1K - $16.1K
|
184
$14.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
96.6KNew |
$7.4M - $8.45M
|
96.6K
$7.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-15.5K- 8.66% |
$1.19M - $1.35M
|
163K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
500KNew |
$38.3M - $43.7M
|
500K
$38.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-6- 6.98% |
$460 - $525
|
80
$6.16K
|
|
|
Aug 14, 2024
Q2 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
13.6KNew |
$1.04M - $1.19M
|
13.6K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
2.7KNew |
$207K - $236K
|
2.7K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkley W R Corp
Greenwich, CT |
BUY
|
- |
269KNew |
$20.6M - $23.5M
|
269K
$20.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.33K+ 57.77% |
$102K - $117K
|
3.64K
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.45KNew |
$264K - $302K
|
3.45K
$265K
|
|