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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
3.32K+ 20.29% |
$188K - $216K
|
19.7K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.17KNew |
$123K - $141K
|
2.17K
$167K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.4KNew |
$79.1K - $90.9K
|
1.4K
$108K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1.01KNew |
$57.2K - $65.7K
|
1.01K
$77.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
800+ 30.77% |
$45.2K - $52K
|
3.4K
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
426+ 3.39% |
$24.1K - $27.7K
|
13K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
337New |
$19K - $21.9K
|
337
$25.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
283New |
$16K - $18.4K
|
283
$21.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
159+ 1.63% |
$8.98K - $10.3K
|
9.91K
$763K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
93+ 0.5% |
$5.25K - $6.04K
|
18.6K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
87+ 457.89% |
$4.91K - $5.65K
|
106
$8.16K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
79New |
$4.46K - $5.13K
|
79
$6.08K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
54New |
$3.05K - $3.51K
|
54
$4.16K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
24New |
$1.36K - $1.56K
|
24
$1.85K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
21New |
$1.19K - $1.36K
|
21
$1.62K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
13New |
$734 - $844
|
13
$1K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
12+ 10.08% |
$678 - $779
|
131
$10.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
9New |
$508 - $584
|
9
$693
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
7New |
$395 - $455
|
7
$539
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
6New |
$339 - $390
|
6
$462
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3New |
$169 - $195
|
3
$231
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
491K+ 58.22% |
$25.3M - $39.1M
|
1.33M
$103M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
157KNew |
$8.08M - $12.5M
|
157K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
142K+ 50.0% |
$7.29M - $11.3M
|
425K
$32.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
BUY
|
- |
137K+ 109.33% |
$7.04M - $10.9M
|
261K
$20.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.3K+ 48.95% |
$1.46M - $2.25M
|
86.1K
$6.63M
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
25.5KNew |
$1.31M - $2.03M
|
25.5K
$1.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
20.3K+ 50.0% |
$1.04M - $1.61M
|
60.8K
$4.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
20.2K+ 48.79% |
$1.04M - $1.6M
|
61.5K
$4.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
18.2K+ 50.0% |
$937K - $1.45M
|
54.5K
$4.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
15.2KNew |
$781K - $1.21M
|
15.2K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
14.8K+ 51.57% |
$760K - $1.17M
|
43.4K
$3.34M
|
|
|
Jul 25, 2025
Q3 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
11K+ 49.99% |
$565K - $873K
|
32.9K
$2.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
10.4KNew |
$538K - $831K
|
10.4K
$804K
|
|
|
Nov 14, 2024
Q3 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
10.1KNew |
$522K - $806K
|
10.1K
$780K
|
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
9.51KNew |
$490K - $757K
|
9.51K
$732K
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
7.78K+ 64.13% |
$401K - $620K
|
19.9K
$1.53M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
7.73KNew |
$399K - $616K
|
7.73K
$595K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.01KNew |
$361K - $558K
|
7.01K
$539K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.92KNew |
$305K - $471K
|
5.92K
$456K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.89K+ 46.35% |
$304K - $469K
|
18.6K
$1.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
4.99K+ 27.87% |
$257K - $398K
|
22.9K
$1.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
BUY
|
- |
4.91K+ 49.99% |
$253K - $391K
|
14.7K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.85K+ 46.7% |
$250K - $386K
|
15.2K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.11KNew |
$212K - $327K
|
4.11K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
4.1KNew |
$211K - $326K
|
4.1K
$316K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.85KNew |
$199K - $307K
|
3.85K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.75K+ 50.0% |
$193K - $299K
|
11.3K
$867K
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
3.6KNew |
$186K - $287K
|
3.6K
$277K
|
|
|
Nov 04, 2024
Q3 2024
|
Gifford Fong Associates
Lafayette, CA |
BUY
|
- |
3.38K+ 50.0% |
$174K - $269K
|
10.1K
$780K
|
|