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 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
174+ 9.42% |
$11.8K - $13.3K
|
2.02K
$156K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
168New |
$11.4K - $12.9K
|
168
$12.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
166New |
$11.3K - $12.7K
|
166
$12.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
163+ 3.35% |
$11K - $12.5K
|
5.03K
$387K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
160+ 4.3% |
$10.8K - $12.3K
|
3.88K
$299K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
153+ 4.82% |
$10.4K - $11.7K
|
3.33K
$256K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
151+ 3.26% |
$10.2K - $11.6K
|
4.79K
$369K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
150New |
$10.2K - $11.5K
|
150
$11.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
150+ 40.21% |
$10.2K - $11.5K
|
523
$40.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
143+ 476.67% |
$9.69K - $11K
|
173
$13.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
141+ 2.0% |
$9.56K - $10.8K
|
7.18K
$553K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
138+ 2.01% |
$9.35K - $10.6K
|
7.02K
$541K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
138+ 22.33% |
$9.35K - $10.6K
|
756
$58.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
136New |
$9.22K - $10.4K
|
136
$10.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
130+ 3.71% |
$8.81K - $9.96K
|
3.63K
$280K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
126+ 3.87% |
$8.54K - $9.65K
|
3.38K
$260K
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
125+ 0.32% |
$8.47K - $9.58K
|
39.4K
$3.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
116+ 1.6% |
$7.86K - $8.89K
|
7.38K
$568K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
112+ 56.28% |
$7.59K - $8.58K
|
311
$23.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Empirical Finance, LLC
|
BUY
|
- |
104+ 1.0% |
$7.05K - $7.97K
|
10.5K
$811K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
104+ 4.26% |
$7.05K - $7.97K
|
2.55K
$196K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
102+ 6.52% |
$6.91K - $7.82K
|
1.67K
$128K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
101+ 7.5% |
$6.85K - $7.74K
|
1.45K
$111K
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
98+ 0.41% |
$6.64K - $7.51K
|
23.9K
$1.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
98New |
$6.64K - $7.51K
|
98
$7.55K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
97New |
$6.57K - $7.43K
|
97
$7.47K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
96New |
$6.51K - $7.36K
|
96
$7.39K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
96+ 1.75% |
$6.51K - $7.36K
|
5.59K
$431K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
95+ 0.4% |
$6.44K - $7.28K
|
24.1K
$1.85M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
93+ 0.2% |
$6.3K - $7.13K
|
46.9K
$3.61M
|
|
|
Oct 09, 2025
Q3 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
88+ 0.41% |
$5.96K - $6.74K
|
21.7K
$1.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
86+ 0.91% |
$5.83K - $6.59K
|
9.5K
$731K
|
|
|
Nov 12, 2025
Q3 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
86+ 2.69% |
$5.83K - $6.59K
|
3.28K
$253K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
86+ 277.42% |
$5.83K - $6.59K
|
117
$9.01K
|
|
|
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 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
82New |
$5.56K - $6.28K
|
82
$6.31K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
81+ 1.4% |
$5.49K - $6.21K
|
5.89K
$453K
|
|
|
Nov 14, 2025
Q3 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
73+ 0.47% |
$4.95K - $5.59K
|
15.5K
$1.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
71+ 0.8% |
$4.81K - $5.44K
|
9K
$693K
|
|
|
Nov 12, 2025
Q3 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
70+ 0.07% |
$4.74K - $5.36K
|
99.7K
$7.68M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
67+ 155.81% |
$4.54K - $5.13K
|
110
$8.47K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
66+ 0.5% |
$4.47K - $5.06K
|
13.2K
$1.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
62+ 2.38% |
$4.2K - $4.75K
|
2.67K
$205K
|
|
|
Nov 06, 2025
Q3 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
60+ 0.64% |
$4.07K - $4.6K
|
9.38K
$722K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
58+ 200.0% |
$3.93K - $4.44K
|
87
$6.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
57+ 9.0% |
$3.86K - $4.37K
|
690
$53.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
54New |
$3.66K - $4.14K
|
54
$4.16K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
54New |
$3.66K - $4.14K
|
54
$4.16K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
52+ 0.5% |
$3.52K - $3.98K
|
10.4K
$799K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
51+ 16.29% |
$3.46K - $3.91K
|
364
$28K
|
|