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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
70New |
$1.6K - $4.86K
|
70
$3.97K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
55New |
$1.26K - $3.81K
|
55
$3.12K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6New |
$138 - $416
|
6
$340
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
1.06MNew |
$69.9M - $76.6M
|
1.06M
$60.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Segantii Capital Management LTD
|
BUY
|
- |
28.4KNew |
$1.87M - $2.05M
|
28.4K
$1.61M
|
|
|
Jul 25, 2022
Q2 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
22.3K+ 358.45% |
$1.47M - $1.61M
|
28.5K
$1.61M
|
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
BUY
|
- |
14KNew |
$926K - $1.01M
|
14K
$796K
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
9.1KNew |
$600K - $658K
|
9.1K
$516K
|
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
6.83KNew |
$450K - $493K
|
6.83K
$387K
|
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
5.07KNew |
$334K - $366K
|
5.07K
$287K
|
|
|
Jul 22, 2022
Q2 2022
|
Trust Investment Advisors
|
BUY
|
- |
3.02KNew |
$199K - $218K
|
3.02K
$171K
|
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.48KNew |
$164K - $179K
|
2.48K
$141K
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
1.52KNew |
$99.9K - $109K
|
1.52K
$85.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
557+ 8.3% |
$36.7K - $40.3K
|
7.27K
$412K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
335New |
$22.1K - $24.2K
|
335
$19K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
282+ 6.66% |
$18.6K - $20.4K
|
4.52K
$256K
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
175+ 2.85% |
$11.5K - $12.6K
|
6.32K
$358K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
97New |
$6.4K - $7.01K
|
97
$5.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
31New |
$2.04K - $2.24K
|
31
$1.76K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
19New |
$1.25K - $1.37K
|
19
$1.08K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
14+ 48.28% |
$923 - $1.01K
|
43
$2.44K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7New |
$462 - $506
|
7
$397
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
8.68K+ 50.0% |
$470K - $582K
|
26K
$1.48M
|
|
|
Dec 09, 2024
Q1 2022
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
3.28K+ 49.99% |
$178K - $220K
|
9.84K
$558K
|
|
|
May 13, 2022
Q1 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
2.11KNew |
$114K - $141K
|
2.11K
$119K
|
|
|
May 13, 2022
Q1 2022
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
1.27K+ 50.0% |
$69K - $85.5K
|
3.82K
$217K
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
479+ 49.95% |
$25.9K - $32.1K
|
1.44K
$81.5K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
38+ 48.72% |
$2.06K - $2.55K
|
116
$6.58K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
38+ 50.0% |
$2.06K - $2.55K
|
114
$6.46K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
32+ 50.0% |
$1.73K - $2.15K
|
96
$5.44K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
32+ 48.48% |
$1.73K - $2.15K
|
98
$5.56K
|
|
|
May 16, 2022
Q1 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
30+ 50.0% |
$1.63K - $2.01K
|
90
$5.1K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
13+ 52.0% |
$704 - $872
|
38
$2.15K
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
9New |
$488 - $604
|
9
$510
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 33.33% |
$54.2 - $67.1
|
4
$227
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
84New |
$4.14K - $4.73K
|
84
$4.76K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
243New |
$11.6K - $12.4K
|
243
$13.8K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
3.28KNew |
$159K - $178K
|
3.28K
$186K
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
207New |
$8.51K - $10.6K
|
207
$11.7K
|
|
|
Feb 13, 2024
Q1 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
40New |
$1.64K - $2.06K
|
40
$2.27K
|
|
| Q4 2020 | |||||||
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
5.1K+ 84.02% |
$204K - $240K
|
11.2K
$633K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
750New |
$30.1K - $35.3K
|
750
$42.5K
|
|
| Q2 2020 | |||||||
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
185KNew |
$5.78M - $8.06M
|
185K
$10.5M
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
58+ 3.89% |
$1.81K - $2.53K
|
1.55K
$87.8K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
BUY
|
PUT |
900+ 90.0% |
$26K - $47.7K
|
1.9K
$108K
|
|
| Q4 2018 | |||||||
|
Feb 11, 2019
Q4 2018
|
Arcus Capital Partners, LLC
|
BUY
|
- |
15.4KNew |
$476K - $543K
|
15.4K
$872K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
34.5KNew |
$1.1M - $1.24M
|
34.5K
$1.96M
|
|
| Q1 2018 | |||||||
|
Apr 12, 2018
Q1 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.13KNew |
$33.9K - $36.7K
|
1.13K
$63.8K
|
|
|
May 11, 2018
Q1 2018
|
Cutler Group LP
|
BUY
|
- |
300+ 44.51% |
$9.04K - $9.79K
|
974
$55.2K
|
|