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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
243New |
$11.6K - $12.4K
|
243
$18.7K
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-150KClosed |
$7.14M - $7.67M
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-136Closed |
$6.48K - $6.96K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-56Closed |
$2.72K - $3.04K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-2.79KClosed |
$135K - $151K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-112Closed |
$5.43K - $6.08K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
SELL
|
- |
-145KClosed |
$7.05M - $7.89M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-925Closed |
$44.9K - $50.2K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-1MClosed |
$48.6M - $54.4M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-82Closed |
$3.98K - $4.45K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-4.63KClosed |
$225K - $252K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.83KClosed |
$186K - $208K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-87Closed |
$4.22K - $4.72K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-24Closed |
$1.16K - $1.3K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
3.28KNew |
$159K - $178K
|
3.28K
$252K
|
|
|
Jul 13, 2021
Q2 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.41KClosed |
$165K - $185K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Feb 13, 2024
Q1 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
40New |
$1.64K - $2.06K
|
40
$3.08K
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-77Closed |
$3.16K - $3.96K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-8.2KClosed |
$337K - $421K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-4.52KClosed |
$186K - $232K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-11.8KClosed |
$485K - $607K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-94Closed |
$3.86K - $4.83K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-19.4KClosed |
$798K - $998K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3.22KClosed |
$132K - $165K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-18.7KClosed |
$767K - $960K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-84Closed |
$3.45K - $4.32K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
207New |
$8.51K - $10.6K
|
207
$15.9K
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-8Closed |
$329 - $411
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-21.1KClosed |
$865K - $1.08M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-234Closed |
$9.62K - $12K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-282Closed |
$11.6K - $14.5K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
James Hambro & Partners
|
SELL
|
- |
-4.18KClosed |
$172K - $215K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-257Closed |
$10.6K - $13.2K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Scout Investments, Inc.
|
SELL
|
- |
-147KClosed |
$6.06M - $7.57M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-30Closed |
$1.2K - $1.41K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-779Closed |
$31.2K - $36.7K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.56KClosed |
$183K - $215K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Gam Holding Ag
|
SELL
|
- |
-77.2KClosed |
$3.09M - $3.63M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-465Closed |
$18.6K - $21.9K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
750New |
$30.1K - $35.3K
|
750
$57.8K
|
|
|
Feb 05, 2021
Q4 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-16Closed |
$641 - $753
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-108Closed |
$4.33K - $5.08K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Canton Hathaway, LLC
|
SELL
|
- |
-5.45KClosed |
$218K - $256K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
5.1K+ 84.02% |
$204K - $240K
|
11.2K
$860K
|
|