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 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
1.06MNew |
$69.9M - $76.6M
|
1.06M
$64.4M
|
|
| Q1 2022 | |||||||
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-27Closed |
$1.46K - $1.81K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-206- 85.83% |
$11.2K - $13.8K
|
34
$2.07K
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-48Closed |
$2.6K - $3.22K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
30+ 50.0% |
$1.63K - $2.01K
|
90
$5.47K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
32+ 50.0% |
$1.73K - $2.15K
|
96
$5.83K
|
|
|
May 16, 2022
Q1 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-2.44KClosed |
$132K - $164K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-24.2KClosed |
$1.31M - $1.62M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
9New |
$488 - $604
|
9
$547
|
|
|
May 13, 2022
Q1 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
8.68K+ 50.0% |
$470K - $582K
|
26K
$1.58M
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-7.18KClosed |
$389K - $481K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
2.11KNew |
$114K - $141K
|
2.11K
$128K
|
|
|
May 13, 2022
Q1 2022
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
1.27K+ 50.0% |
$69K - $85.5K
|
3.82K
$232K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-3.35KClosed |
$182K - $225K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-68KClosed |
$3.69M - $4.56M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-6.55KClosed |
$355K - $439K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
38+ 48.72% |
$2.06K - $2.55K
|
116
$7.05K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-176Closed |
$9.53K - $11.8K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
32+ 48.48% |
$1.73K - $2.15K
|
98
$5.95K
|
|
|
May 06, 2022
Q1 2022
|
American Financial Group Inc
|
SELL
|
- |
-176KClosed |
$9.51M - $11.8M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 33.33% |
$54.2 - $67.1
|
4
$243
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-8Closed |
$433 - $537
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Manteio Capital LLC
|
SELL
|
- |
-3.78KClosed |
$205K - $253K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
479+ 49.95% |
$25.9K - $32.1K
|
1.44K
$87.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-82Closed |
$4.44K - $5.5K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-184Closed |
$9.97K - $12.3K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
13+ 52.0% |
$704 - $872
|
38
$2.31K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
38+ 50.0% |
$2.06K - $2.55K
|
114
$6.92K
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-10.9KClosed |
$591K - $732K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Value Partners Investments Inc.
|
SELL
|
- |
-4KClosed |
$217K - $268K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 05, 2024
Q4 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-5.9KClosed |
$291K - $332K
|
0
$0
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-40Closed |
$1.97K - $2.25K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-337Closed |
$16.6K - $19K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mkp Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-43.4KClosed |
$2.14M - $2.44M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-590Closed |
$29.1K - $33.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-60.6KClosed |
$2.99M - $3.41M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.02KClosed |
$149K - $170K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-149- 3.09% |
$7.35K - $8.39K
|
4.68K
$284K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-262Closed |
$12.9K - $14.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-342Closed |
$16.9K - $19.3K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
84New |
$4.14K - $4.73K
|
84
$5.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
SELL
|
- |
-9.1KClosed |
$449K - $512K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.27KClosed |
$62.6K - $71.5K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-52Closed |
$2.56K - $2.93K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-15.6KClosed |
$742K - $797K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-12Closed |
$572 - $614
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Hourglass Capital, LLC
|
SELL
|
- |
-3.15KClosed |
$150K - $161K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-11Closed |
$524 - $563
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-10.8KClosed |
$514K - $552K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-4.06KClosed |
$193K - $207K
|
0
$0
|
|