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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$295 - $328
|
5
$308
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 12.9% |
$236 - $263
|
35
$2.15K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
4+ 0.11% |
$236 - $263
|
3.73K
$230K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 80.0% |
$236 - $263
|
9
$554
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.18% |
$236 - $263
|
2.18K
$134K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3+ 0.01% |
$177 - $197
|
47.7K
$2.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.01% |
$118 - $131
|
17.1K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$118 - $131
|
1.1K
$67.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2New |
$118 - $131
|
2
$123
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2+ 0.06% |
$118 - $131
|
3.42K
$210K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1+ 0.0% |
$58.9 - $65.7
|
21.9K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1- 0.01% |
$58.9 - $65.7
|
16.8K
$1.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-2- 0.24% |
$118 - $131
|
848
$52.2K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-2- 0.24% |
$118 - $131
|
848
$52.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3- 2.56% |
$177 - $197
|
114
$7.01K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4- 0.2% |
$236 - $263
|
2.03K
$125K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12- 13.79% |
$707 - $788
|
75
$4.61K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 0.21% |
$825 - $919
|
6.54K
$402K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16- 2.75% |
$943 - $1.05K
|
566
$34.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-19- 0.02% |
$1.12K - $1.25K
|
83.9K
$5.16M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-27- 5.73% |
$1.59K - $1.77K
|
444
$27.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-40- 3.05% |
$2.36K - $2.63K
|
1.27K
$78.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-44- 0.98% |
$2.59K - $2.89K
|
4.47K
$275K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-49- 0.28% |
$2.89K - $3.22K
|
17.2K
$1.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
SELL
|
- |
-50- 1.0% |
$2.95K - $3.28K
|
4.95K
$304K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-56- 93.33% |
$3.3K - $3.68K
|
4
$246
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-64- 58.18% |
$3.77K - $4.2K
|
46
$2.83K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-65- 1.1% |
$3.83K - $4.27K
|
5.86K
$361K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-69- 0.16% |
$4.07K - $4.53K
|
42K
$2.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-110- 0.86% |
$6.48K - $7.22K
|
12.6K
$776K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-111- 4.81% |
$6.54K - $7.29K
|
2.2K
$135K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-112- 1.4% |
$6.6K - $7.35K
|
7.87K
$484K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-117- 4.11% |
$6.89K - $7.68K
|
2.73K
$168K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-130- 3.81% |
$7.66K - $8.53K
|
3.29K
$202K
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-140- 0.35% |
$8.25K - $9.19K
|
39.8K
$2.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-149- 3.16% |
$8.78K - $9.78K
|
4.56K
$280K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-150- 1.8% |
$8.84K - $9.85K
|
8.18K
$503K
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-161- 12.0% |
$9.49K - $10.6K
|
1.18K
$72.6K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-166- 0.44% |
$9.78K - $10.9K
|
37.4K
$2.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-166- 2.42% |
$9.78K - $10.9K
|
6.69K
$412K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-168- 1.36% |
$9.9K - $11K
|
12.2K
$748K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-178- 5.0% |
$10.5K - $11.7K
|
3.38K
$208K
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
SELL
|
- |
-198- 2.54% |
$11.7K - $13K
|
7.61K
$468K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-212- 2.94% |
$12.5K - $13.9K
|
7K
$430K
|
|
|
Nov 14, 2023
Q3 2023
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-245- 0.15% |
$14.4K - $16.1K
|
160K
$9.86M
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-276- 6.45% |
$16.3K - $18.1K
|
4K
$246K
|
|
|
Oct 27, 2023
Q3 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-289- 1.44% |
$17K - $19K
|
19.8K
$1.22M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-308- 1.96% |
$18.2K - $20.2K
|
15.4K
$946K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-308- 2.18% |
$18.2K - $20.2K
|
13.8K
$850K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-312- 5.79% |
$18.4K - $20.5K
|
5.08K
$312K
|