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 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.82KNew |
$203K - $249K
|
2.82K
$160K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.8KNew |
$202K - $248K
|
2.8K
$159K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.73KNew |
$197K - $242K
|
2.73K
$155K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.51KNew |
$181K - $222K
|
2.51K
$142K
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.33KNew |
$168K - $206K
|
2.33K
$132K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
2.29KNew |
$165K - $203K
|
2.29K
$130K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.95K+ 39.77% |
$141K - $173K
|
6.87K
$389K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.26KNew |
$90.7K - $111K
|
1.26K
$71.4K
|
|
|
May 14, 2024
Q1 2024
|
Srb Corp
Boston, MA |
BUY
|
- |
1.21K+ 17.03% |
$87K - $107K
|
8.31K
$471K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
999+ 16.87% |
$71.9K - $88.4K
|
6.92K
$392K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
753+ 11.78% |
$54.2K - $66.6K
|
7.15K
$405K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
489+ 10.43% |
$35.2K - $43.2K
|
5.18K
$294K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
383+ 563.24% |
$27.6K - $33.9K
|
451
$25.6K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
286+ 14300.0% |
$20.6K - $25.3K
|
288
$16.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
240New |
$17.3K - $21.2K
|
240
$13.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
203+ 1.05% |
$14.6K - $18K
|
19.5K
$1.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
155New |
$11.2K - $13.7K
|
155
$8.79K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
121New |
$8.71K - $10.7K
|
121
$6.86K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
40New |
$2.88K - $3.54K
|
40
$2.27K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
25New |
$1.8K - $2.21K
|
25
$1.42K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
15+ 1.81% |
$1.08K - $1.33K
|
845
$47.9K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3New |
$216 - $265
|
3
$170
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 50.0% |
$144 - $177
|
6
$340
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$72 - $88.4
|
1
$56.7
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
275KNew |
$17.2M - $20.3M
|
275K
$15.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
40.7KNew |
$2.54M - $3M
|
40.7K
$2.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
9.69KNew |
$605K - $713K
|
9.69K
$549K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.45K+ 8.97% |
$403K - $475K
|
78.4K
$4.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
6.1KNew |
$381K - $450K
|
6.1K
$346K
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
5.27KNew |
$329K - $388K
|
5.27K
$299K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.25KNew |
$265K - $313K
|
4.25K
$241K
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3.11KNew |
$194K - $229K
|
3.11K
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.08KNew |
$192K - $227K
|
3.08K
$175K
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
3KNew |
$187K - $221K
|
3K
$170K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.99KNew |
$187K - $220K
|
2.99K
$170K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
2.87KNew |
$179K - $212K
|
2.87K
$163K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
1.83K+ 646.29% |
$114K - $135K
|
2.11K
$120K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.16KNew |
$72.3K - $85.3K
|
1.16K
$65.7K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.15K+ 268.22% |
$71.7K - $84.6K
|
1.58K
$89.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.06K+ 14.42% |
$66.2K - $78.1K
|
8.41K
$477K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
961+ 1.85% |
$60K - $70.8K
|
52.9K
$3M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
674New |
$42.1K - $49.6K
|
674
$38.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
655+ 3.41% |
$40.9K - $48.2K
|
19.9K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
600New |
$37.5K - $44.2K
|
600
$34K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
536New |
$33.5K - $39.5K
|
536
$30.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
378New |
$23.6K - $27.8K
|
378
$21.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
328+ 9.85% |
$20.5K - $24.2K
|
3.66K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
263New |
$16.4K - $19.4K
|
263
$14.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
263New |
$16.4K - $19.4K
|
263
$14.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
202+ 5.84% |
$12.6K - $14.9K
|
3.66K
$207K
|
|