Purchases and Sales Made in Q4 2024 in Berkley W R Corp (WRB)
This table provides information about the institutional ownership of Berkley W R Corp (WRB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.12MNew |
$233M - $268M
|
4.12M
$254M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.53MNew |
$86.6M - $99.5M
|
1.53M
$94.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
1.13MNew |
$63.7M - $73.3M
|
1.13M
$69.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
445K+ 43.08% |
$25.1M - $28.9M
|
1.48M
$90.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
194K+ 15.18% |
$10.9M - $12.6M
|
1.47M
$90.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
60.3KNew |
$3.4M - $3.91M
|
60.3K
$3.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
56.1KNew |
$3.17M - $3.64M
|
56.1K
$3.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
53.6K+ 102.81% |
$3.03M - $3.48M
|
106K
$6.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
51.5KNew |
$2.91M - $3.34M
|
51.5K
$3.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
50.8K+ 2.91% |
$2.87M - $3.3M
|
1.8M
$111M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
41.5KNew |
$2.34M - $2.69M
|
41.5K
$2.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
38.5K+ 69.36% |
$2.17M - $2.5M
|
93.9K
$5.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
35.5K+ 329.92% |
$2M - $2.3M
|
46.2K
$2.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
33.5KNew |
$1.89M - $2.17M
|
33.5K
$2.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
29.4KNew |
$1.66M - $1.91M
|
29.4K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
26KNew |
$1.47M - $1.69M
|
26K
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
21.7K+ 75.56% |
$1.23M - $1.41M
|
50.5K
$3.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
19.6KNew |
$1.11M - $1.27M
|
19.6K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
18.7K+ 187.86% |
$1.05M - $1.21M
|
28.6K
$1.76M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
18.5KNew |
$1.05M - $1.2M
|
18.5K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
18.1KNew |
$1.02M - $1.18M
|
18.1K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
17.8KNew |
$1.01M - $1.16M
|
17.8K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
16.8KNew |
$948K - $1.09M
|
16.8K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
16.5K+ 87.41% |
$932K - $1.07M
|
35.4K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
15KNew |
$847K - $974K
|
15K
$923K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
14.8KNew |
$834K - $959K
|
14.8K
$908K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
14.7K+ 6.1% |
$829K - $953K
|
255K
$15.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
13.6KNew |
$768K - $884K
|
13.6K
$837K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
13.1K+ 3.76% |
$743K - $854K
|
363K
$22.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
13K+ 37.11% |
$734K - $844K
|
48K
$2.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
10.7KNew |
$602K - $692K
|
10.7K
$655K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
9.7K+ 7.59% |
$548K - $630K
|
138K
$8.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
9.66KNew |
$545K - $627K
|
9.66K
$594K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.57KNew |
$541K - $622K
|
9.57K
$589K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
8.4K+ 6.9% |
$475K - $546K
|
130K
$8M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
8.21K+ 9.08% |
$464K - $533K
|
98.6K
$6.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
8.04KNew |
$454K - $522K
|
8.04K
$494K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.72KNew |
$436K - $501K
|
7.72K
$475K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.88K+ 236.38% |
$389K - $447K
|
9.79K
$602K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.79K+ 33.1% |
$383K - $441K
|
27.3K
$1.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.45KNew |
$364K - $419K
|
6.45K
$397K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
6.29K+ 45.79% |
$355K - $408K
|
20K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.54K+ 42.91% |
$313K - $360K
|
18.4K
$1.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
5.39KNew |
$304K - $350K
|
5.39K
$331K
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
5.17KNew |
$292K - $336K
|
5.17K
$318K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.12K+ 41.03% |
$289K - $333K
|
17.6K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.97KNew |
$280K - $322K
|
4.97K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
4.94K+ 130.76% |
$279K - $321K
|
8.73K
$537K
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
4.58K+ 1.6% |
$259K - $297K
|
290K
$17.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.5K+ 1095.86% |
$254K - $292K
|
4.92K
$302K
|