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 07, 2019
Q3 2019
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-70KClosed |
$3.1M - $3.41M
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-7.96KClosed |
$352K - $387K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.2KClosed |
$142K - $156K
|
0
$0
|
|
|
Oct 24, 2019
Q3 2019
|
St. James Investment Company, LLC
|
SELL
|
- |
-399KClosed |
$17.6M - $19.4M
|
0
$0
|
|
| Q2 2019 | |||||||
|
Oct 15, 2019
Q2 2019
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.52KClosed |
$207K - $246K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-266Closed |
$10K - $11.9K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Parametrica Management LTD
|
SELL
|
- |
-4.23KClosed |
$159K - $189K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-16Closed |
$601 - $713
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-115Closed |
$4.32K - $5.13K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-140Closed |
$5.26K - $6.24K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-700Closed |
$26.3K - $31.2K
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Boston Trust Walden Corp
|
SELL
|
- |
-50.3KClosed |
$1.89M - $2.24M
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-4.7KClosed |
$177K - $210K
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-36Closed |
$1.35K - $1.61K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-3.08KClosed |
$97.3K - $116K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Roof Eidam & Maycock
|
SELL
|
- |
-13.9KClosed |
$440K - $524K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-116Closed |
$3.59K - $4.09K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-19.1KClosed |
$592K - $675K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-59- 8.94% |
$1.82K - $2.08K
|
601
$46.3K
|
|
|
Feb 13, 2019
Q4 2018
|
Washington Trust Bank
|
SELL
|
- |
-50Closed |
$1.55K - $1.76K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Parisi Gray Wealth Management
|
SELL
|
- |
-300Closed |
$9.28K - $10.6K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-300Closed |
$9.28K - $10.6K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Arcus Capital Partners, LLC
|
BUY
|
- |
15.4KNew |
$476K - $543K
|
15.4K
$1.18M
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-274Closed |
$8.47K - $9.66K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-22Closed |
$680 - $776
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Cutler Group LP
|
SELL
|
PUT |
-800Closed |
$24.7K - $28.2K
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
True Private Wealth Advisors
|
SELL
|
- |
-160Closed |
$4.95K - $5.64K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-13Closed |
$415 - $465
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Patten Group, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
34.5KNew |
$1.1M - $1.24M
|
34.5K
$2.66M
|
|
|
Nov 14, 2018
Q3 2018
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.1KClosed |
$35K - $39.1K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-3.22KClosed |
$103K - $115K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-4.97KClosed |
$159K - $178K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-1.2KClosed |
$38.3K - $42.9K
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-9.28KClosed |
$297K - $332K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-200Closed |
$6.39K - $7.15K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 15, 2018
Q2 2018
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-92Closed |
$2.92K - $3.2K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Holistic Financial Partners
|
SELL
|
- |
-53Closed |
$1.68K - $1.84K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-95Closed |
$3.02K - $3.31K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-5.72KClosed |
$182K - $199K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-33Closed |
$1.05K - $1.15K
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Brightworth
|
SELL
|
- |
-3.15KClosed |
$100K - $109K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-7.22K- 56.48% |
$217K - $236K
|
5.56K
$428K
|
|
|
May 15, 2018
Q1 2018
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-18Closed |
$542 - $588
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-50Closed |
$1.51K - $1.63K
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Cutler Group LP
|
BUY
|
- |
300+ 44.51% |
$9.04K - $9.79K
|
974
$75K
|
|
|
May 02, 2018
Q1 2018
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-67Closed |
$2.02K - $2.19K
|
0
$0
|
|
|
Apr 12, 2018
Q1 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.13KNew |
$33.9K - $36.7K
|
1.13K
$86.6K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-348KClosed |
$10.2M - $11.1M
|
0
$0
|
|
|
Feb 12, 2018
Q4 2017
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-8.03KClosed |
$236K - $256K
|
0
$0
|
|