Purchases and Sales Made in Q3 2023 in Berkley W R Corp (WRB)
This table provides information about the institutional ownership of Berkley W R Corp (WRB) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
7.8KNew |
$460K - $512K
|
7.8K
$480K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.66K+ 21.47% |
$451K - $503K
|
43.3K
$2.66M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.64K+ 7.42% |
$450K - $502K
|
111K
$6.81M
|
|
|
Nov 03, 2023
Q3 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
7.54KNew |
$444K - $495K
|
7.54K
$464K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.38K+ 11.49% |
$435K - $484K
|
71.6K
$4.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
7.35KNew |
$433K - $483K
|
7.35K
$452K
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
7.34K+ 80.16% |
$432K - $482K
|
16.5K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.25KNew |
$427K - $476K
|
7.25K
$446K
|
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
7.11K+ 33.21% |
$419K - $467K
|
28.5K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Sciencast Management LP
|
BUY
|
- |
7.01KNew |
$413K - $460K
|
7.01K
$431K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6.99KNew |
$412K - $459K
|
6.99K
$430K
|
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
6.87K+ 16.83% |
$405K - $451K
|
47.7K
$2.93M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
6.86K+ 15.24% |
$404K - $450K
|
51.8K
$3.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.79KNew |
$400K - $446K
|
6.79K
$418K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.55K+ 10.03% |
$386K - $430K
|
71.9K
$4.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
6.52KNew |
$384K - $428K
|
6.52K
$401K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.42K+ 4.03% |
$378K - $421K
|
166K
$10.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.37K+ 3.99% |
$375K - $418K
|
166K
$10.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.33KNew |
$373K - $416K
|
6.33K
$390K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.33KNew |
$373K - $416K
|
6.33K
$389K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.29K+ 25.21% |
$371K - $413K
|
31.2K
$1.92M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.03KNew |
$356K - $396K
|
6.03K
$371K
|
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
5.89K+ 16.81% |
$347K - $386K
|
40.9K
$2.52M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
5.67K+ 11.81% |
$334K - $372K
|
53.7K
$3.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
5.17KNew |
$305K - $339K
|
5.17K
$318K
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.04K+ 124.78% |
$297K - $331K
|
9.08K
$558K
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.92KNew |
$290K - $323K
|
4.92K
$303K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.89KNew |
$288K - $321K
|
4.89K
$301K
|
|
|
Nov 15, 2023
Q3 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
4.83K+ 9.66% |
$285K - $317K
|
54.9K
$3.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
4.8K+ 4.51% |
$283K - $315K
|
111K
$6.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.74KNew |
$279K - $311K
|
4.74K
$291K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.69KNew |
$276K - $308K
|
4.69K
$288K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.63KNew |
$273K - $304K
|
4.63K
$284K
|
|
|
Nov 07, 2023
Q3 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
4.3KNew |
$253K - $282K
|
4.3K
$264K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
4.26KNew |
$251K - $280K
|
4.26K
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.24KNew |
$250K - $278K
|
4.24K
$261K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.2K+ 9.34% |
$247K - $276K
|
49.1K
$3.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
4.13KNew |
$243K - $271K
|
4.13K
$254K
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
4.12KNew |
$243K - $270K
|
4.12K
$253K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.07K+ 8.57% |
$240K - $267K
|
51.6K
$3.17M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.04K+ 2297.16% |
$238K - $265K
|
4.22K
$260K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4KNew |
$236K - $263K
|
4K
$246K
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
3.84K+ 5.96% |
$226K - $252K
|
68.3K
$4.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3.72K+ 10.8% |
$219K - $244K
|
38.2K
$2.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
3.69KNew |
$217K - $242K
|
3.69K
$227K
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
3.66KNew |
$216K - $240K
|
3.66K
$225K
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.61KNew |
$213K - $237K
|
3.61K
$222K
|
|
|
Nov 29, 2023
Q3 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
3.61K+ 11.45% |
$213K - $237K
|
35.1K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.58KNew |
$211K - $235K
|
3.58K
$220K
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
3.51K+ 6.78% |
$207K - $231K
|
55.4K
$3.4M
|