Latest Institutional Purchases of Berkley W R Corp (WRB)
This list provides information on the latest institutional transactions involving Berkley W R Corp (WRB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.35KNew |
$76.5K - $96.2K
|
1.35K
$104K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.31KNew |
$74.1K - $93.1K
|
1.31K
$101K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.22K+ 10.47% |
$69.1K - $86.8K
|
12.9K
$990K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.17KNew |
$66.2K - $83.2K
|
1.17K
$89.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.12KNew |
$63.5K - $79.8K
|
1.12K
$86.2K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
582New |
$33K - $41.5K
|
582
$44.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
525+ 2.15% |
$29.8K - $37.4K
|
24.9K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
501New |
$28.4K - $35.7K
|
501
$38.6K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
482New |
$27.3K - $34.4K
|
482
$37.1K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
431+ 41.13% |
$24.4K - $30.7K
|
1.48K
$114K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
424New |
$24K - $30.2K
|
424
$32.6K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
407New |
$23.1K - $29K
|
407
$31.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
400+ 12.12% |
$22.7K - $28.5K
|
3.7K
$285K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
331New |
$18.8K - $23.6K
|
331
$25.5K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
120New |
$6.8K - $8.55K
|
120
$9.24K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
113+ 43.13% |
$6.41K - $8.05K
|
375
$28.9K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
108New |
$6.12K - $7.7K
|
108
$8.32K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
94+ 1342.86% |
$5.33K - $6.7K
|
101
$7.78K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
90+ 8.06% |
$5.1K - $6.41K
|
1.21K
$92.9K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
85New |
$4.82K - $6.06K
|
85
$6.55K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
73New |
$4.14K - $5.2K
|
73
$5.62K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
70New |
$3.97K - $4.99K
|
70
$5.39K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
49+ 64.47% |
$2.78K - $3.49K
|
125
$9.63K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
45New |
$2.55K - $3.21K
|
45
$3.47K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
41New |
$2.32K - $2.92K
|
41
$3.16K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
34New |
$1.93K - $2.42K
|
34
$2.62K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
34+ 18.18% |
$1.93K - $2.42K
|
221
$17K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
31New |
$1.76K - $2.21K
|
31
$2.39K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
25New |
$1.42K - $1.78K
|
25
$1.93K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
20+ 200.0% |
$1.13K - $1.43K
|
30
$2.31K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
16New |
$907 - $1.14K
|
16
$1.23K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
12New |
$680 - $855
|
12
$924
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
8New |
$454 - $570
|
8
$616
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
7+ 0.14% |
$397 - $499
|
5.1K
$393K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
6New |
$340 - $428
|
6
$462
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.47% |
$284 - $356
|
1.06K
$81.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3New |
$170 - $214
|
3
$231
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
1.68MNew |
$95M - $109M
|
1.68M
$130M
|
|
|
Feb 13, 2025
Q4 2024
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
543KNew |
$30.7M - $35.3M
|
543K
$41.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
91.2KNew |
$5.15M - $5.92M
|
91.2K
$7.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
60.3KNew |
$3.4M - $3.91M
|
60.3K
$4.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
56.9KNew |
$3.21M - $3.7M
|
56.9K
$4.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
32KNew |
$1.81M - $2.08M
|
32K
$2.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
24.2K+ 47.64% |
$1.37M - $1.57M
|
75K
$5.78M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
18.5KNew |
$1.05M - $1.2M
|
18.5K
$1.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
18.1KNew |
$1.02M - $1.18M
|
18.1K
$1.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
17.8KNew |
$1.01M - $1.16M
|
17.8K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
16.8KNew |
$948K - $1.09M
|
16.8K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
14.4K+ 156.52% |
$813K - $935K
|
23.6K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
14.2KNew |
$800K - $920K
|
14.2K
$1.09M
|
|