Purchases and Sales Made in Q2 2024 in Berkley W R Corp (WRB)
This table provides information about the institutional ownership of Berkley W R Corp (WRB) during Q2 2024. The information is specifically focused on institutions that hold shares of BERKLEY W R CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
19+ 9.69% |
$1.46K - $1.66K
|
215
$15.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
16New |
$1.23K - $1.4K
|
16
$1.14K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
14New |
$1.07K - $1.22K
|
14
$996
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
14+ 2.31% |
$1.07K - $1.22K
|
621
$44.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
14New |
$1.07K - $1.22K
|
14
$996
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 1.96% |
$1.07K - $1.22K
|
730
$51.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
13New |
$996 - $1.14K
|
13
$925
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 600.0% |
$920 - $1.05K
|
14
$996
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
11New |
$843 - $962
|
11
$783
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
10+ 0.14% |
$767 - $875
|
7.38K
$525K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.35% |
$767 - $875
|
2.86K
$203K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
10+ 0.08% |
$767 - $875
|
11.9K
$849K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.64% |
$613 - $700
|
1.25K
$89.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
7+ 0.13% |
$537 - $612
|
5.32K
$379K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7+ 0.25% |
$537 - $612
|
2.82K
$200K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6New |
$460 - $525
|
6
$427
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 35.29% |
$460 - $525
|
23
$1.64K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 2.31% |
$460 - $525
|
266
$18.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
5+ 0.15% |
$383 - $437
|
3.39K
$241K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5+ 0.17% |
$383 - $437
|
3K
$214K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 15.63% |
$383 - $437
|
37
$2.63K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5+ 0.52% |
$383 - $437
|
958
$68.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
4New |
$307 - $350
|
4
$285
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3+ 0.11% |
$230 - $262
|
2.86K
$203K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 0.63% |
$230 - $262
|
476
$33.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2+ 0.01% |
$153 - $175
|
16K
$1.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.22% |
$153 - $175
|
923
$65.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
2+ 0.05% |
$153 - $175
|
3.65K
$260K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.23% |
$153 - $175
|
854
$60.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$76.7 - $87.5
|
412
$29.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.0% |
$76.7 - $87.5
|
84.3K
$6M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 5.88% |
$76.7 - $87.5
|
18
$1.28K
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$76.7 - $87.5
|
4.61K
$328K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-1- 2.86% |
$76.7 - $87.5
|
34
$2.42K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 1.75% |
$76.7 - $87.5
|
56
$3.98K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 2.5% |
$76.7 - $87.5
|
39
$2.78K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3- 0.93% |
$230 - $262
|
319
$22.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-3- 0.05% |
$230 - $262
|
6.43K
$457K
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
SELL
|
- |
-4- 0.12% |
$307 - $350
|
3.47K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-5- -0.0% |
$383 - $437
|
137K
$9.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-5- 0.15% |
$383 - $437
|
3.42K
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-6- 6.98% |
$460 - $525
|
80
$5.69K
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-6- 0.21% |
$460 - $525
|
2.89K
$205K
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-8- 0.09% |
$613 - $700
|
8.61K
$613K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-9- 13.24% |
$690 - $787
|
59
$4.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-12- 5.0% |
$920 - $1.05K
|
228
$16.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14- 0.22% |
$1.07K - $1.22K
|
6.26K
$446K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-15- 0.07% |
$1.15K - $1.31K
|
22.5K
$1.6M
|