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, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
160+ 4.3% |
$10.8K - $12.3K
|
3.88K
$299K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-431- 6.89% |
$29.2K - $33K
|
5.83K
$449K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
141+ 2.0% |
$9.56K - $10.8K
|
7.18K
$553K
|
|
|
Nov 07, 2025
Q3 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-28- 0.59% |
$1.9K - $2.15K
|
4.68K
$361K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.39KNew |
$501K - $566K
|
7.39K
$569K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 44.73% |
$84K - $95K
|
4.01K
$309K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.77KNew |
$188K - $212K
|
2.77K
$213K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-167- 4.5% |
$11.3K - $12.8K
|
3.55K
$273K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.62K- 1.7% |
$110K - $124K
|
93.8K
$7.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-65- 0.78% |
$4.41K - $4.98K
|
8.32K
$641K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-131K- 25.08% |
$8.87M - $10M
|
391K
$30.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
13.3KNew |
$904K - $1.02M
|
13.3K
$1.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
21.8K+ 682.25% |
$1.48M - $1.67M
|
25K
$1.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-179- 96.76% |
$12.1K - $13.7K
|
6
$462
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
19.3K+ 705.6% |
$1.31M - $1.48M
|
22K
$1.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.42K+ 11.24% |
$164K - $185K
|
23.9K
$1.84M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.0% |
$67.8 - $76.6
|
126K
$9.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
24New |
$1.63K - $1.84K
|
24
$1.85K
|
|
|
Nov 06, 2025
Q3 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
60+ 0.64% |
$4.07K - $4.6K
|
9.38K
$722K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-4.49K- 34.15% |
$304K - $344K
|
8.65K
$666K
|
|
|
Nov 06, 2025
Q3 2025
|
Ing Groep Nv
|
SELL
|
- |
-461- 3.18% |
$31.2K - $35.3K
|
14K
$1.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.71K- 37.47% |
$116K - $131K
|
2.86K
$220K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
964+ 3.08% |
$65.3K - $73.9K
|
32.3K
$2.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.74K+ 0.27% |
$118K - $134K
|
659K
$50.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
45+ 1.32% |
$3.05K - $3.45K
|
3.46K
$266K
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-22.8K- 1.23% |
$1.54M - $1.75M
|
1.83M
$141M
|
|
|
Nov 06, 2025
Q3 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
207K+ 27.28% |
$14M - $15.9M
|
966K
$74.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
SELL
|
- |
-397- 13.19% |
$26.9K - $30.4K
|
2.61K
$201K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
86+ 277.42% |
$5.83K - $6.59K
|
117
$9.01K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
9.75K+ 9.34% |
$661K - $747K
|
114K
$8.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-876- 5.21% |
$59.4K - $67.1K
|
15.9K
$1.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.3K- 10.22% |
$697K - $788K
|
90.3K
$6.96M
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
2.85K+ 4.62% |
$193K - $219K
|
64.6K
$4.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.55K- 55.33% |
$105K - $119K
|
1.25K
$96.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-942- 5.54% |
$63.8K - $72.2K
|
16.1K
$1.24M
|
|
|
Nov 06, 2025
Q3 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-8K- 1.27% |
$542K - $613K
|
624K
$48.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
75.1K+ 54.56% |
$5.09M - $5.76M
|
213K
$16.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.11K+ 550.5% |
$75.4K - $85.2K
|
1.31K
$101K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.16K+ 451.56% |
$78.4K - $88.6K
|
1.41K
$109K
|
|
|
Nov 06, 2025
Q3 2025
|
Abrdn PLC
|
SELL
|
- |
-1.51K- 0.79% |
$102K - $116K
|
189K
$14.6M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.98K- 1.56% |
$134K - $151K
|
125K
$9.62M
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
18K+ 133.52% |
$1.22M - $1.38M
|
31.5K
$2.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.81K+ 15.22% |
$122K - $138K
|
13.7K
$1.05M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-29- 18.71% |
$1.97K - $2.22K
|
126
$9.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.98K- 42.33% |
$134K - $151K
|
2.69K
$207K
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-782- 16.65% |
$53K - $59.9K
|
3.92K
$302K
|
|
|
Nov 05, 2025
Q3 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-134- 15.24% |
$9.08K - $10.3K
|
745
$57.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
86+ 1.46% |
$5.83K - $6.59K
|
5.99K
$462K
|
|
|
Nov 05, 2025
Q3 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-15.8K- 44.47% |
$1.07M - $1.21M
|
19.7K
$1.52M
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-500- 0.58% |
$33.9K - $38.3K
|
85.2K
$6.56M
|
|