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 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-105- 1.48% |
$7.12K - $8.05K
|
7.01K
$540K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.86K- 2.25% |
$126K - $142K
|
80.7K
$6.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-75.7K- 22.88% |
$5.13M - $5.8M
|
255K
$19.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-8.66K- 44.24% |
$587K - $663K
|
10.9K
$840K
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
163+ 3.35% |
$11K - $12.5K
|
5.03K
$387K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
658K+ 21.53% |
$44.6M - $50.4M
|
3.71M
$286M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
15KNew |
$1.02M - $1.15M
|
15K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.75K- 0.74% |
$119K - $134K
|
235K
$18.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
1.8K+ 9.04% |
$122K - $138K
|
21.7K
$1.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-1.55K- 2.1% |
$105K - $118K
|
72K
$5.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-8.76K- 40.27% |
$594K - $671K
|
13K
$1M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-53.3K- 5.95% |
$3.61M - $4.08M
|
842K
$64.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.03K+ 18.53% |
$273K - $309K
|
25.8K
$1.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-40.9K- 6.37% |
$2.77M - $3.14M
|
602K
$46.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
5.02K+ 95.1% |
$341K - $385K
|
10.3K
$794K
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
211+ 917.39% |
$14.3K - $16.2K
|
234
$18K
|
|
|
Nov 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-4.5K- 4.89% |
$305K - $345K
|
87.5K
$6.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.93K- 21.74% |
$266K - $301K
|
14.1K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
852+ 11.75% |
$57.7K - $65.3K
|
8.1K
$624K
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-3.86K- 2.66% |
$262K - $296K
|
141K
$10.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.37K- 9.66% |
$92.9K - $105K
|
12.8K
$987K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-184K- 13.34% |
$12.4M - $14.1M
|
1.19M
$91.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
98+ 0.41% |
$6.64K - $7.51K
|
23.9K
$1.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-26- 13.4% |
$1.76K - $1.99K
|
168
$12.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-7.9K- 50.8% |
$536K - $606K
|
7.65K
$589K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
8.91MNew |
$604M - $683M
|
8.91M
$686M
|
|
|
Nov 12, 2025
Q3 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-18K- 34.2% |
$1.22M - $1.38M
|
34.6K
$2.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.07K+ 5.64% |
$72.4K - $81.8K
|
20K
$1.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
386+ 10.67% |
$26.2K - $29.6K
|
4K
$308K
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-12.6K- 2.76% |
$856K - $968K
|
445K
$34.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.94K+ 70.95% |
$267K - $302K
|
9.49K
$731K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
101K+ 8.98% |
$6.85M - $7.74M
|
1.23M
$94.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
518+ 11.67% |
$35.1K - $39.7K
|
4.96K
$382K
|
|
|
Nov 10, 2025
Q3 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-218- 2.53% |
$14.8K - $16.7K
|
8.4K
$647K
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-41- 14.8% |
$2.78K - $3.14K
|
236
$18.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-2.53K- 1.18% |
$172K - $194K
|
211K
$16.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
223New |
$15.1K - $17.1K
|
223
$17.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
95+ 0.4% |
$6.44K - $7.28K
|
24.1K
$1.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Tredje Ap Fonden
|
SELL
|
- |
-20.9K- 42.46% |
$1.42M - $1.6M
|
28.3K
$2.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
11.5K+ 12.34% |
$779K - $881K
|
105K
$8.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
64.2K+ 19.39% |
$4.35M - $4.92M
|
395K
$30.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-2.1K- 2.87% |
$142K - $161K
|
71.2K
$5.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
39+ 0.89% |
$2.64K - $2.99K
|
4.44K
$341K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.74KNew |
$186K - $210K
|
2.74K
$211K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
52+ 0.5% |
$3.52K - $3.98K
|
10.4K
$799K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.11KNew |
$211K - $239K
|
3.11K
$240K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.55K+ 14.98% |
$241K - $272K
|
27.3K
$2.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.93K+ 0.54% |
$673K - $761K
|
1.86M
$143M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
304+ 7.88% |
$20.6K - $23.3K
|
4.16K
$321K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.86K+ 2.99% |
$194K - $219K
|
98.5K
$7.58M
|
|