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 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.36K+ 3.8% |
$246K - $283K
|
119K
$7.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.03K+ 6.58% |
$228K - $262K
|
65.3K
$4.01M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
4K+ 20.25% |
$226K - $260K
|
23.8K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
3.96KNew |
$224K - $257K
|
3.96K
$244K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.62K+ 3.91% |
$204K - $235K
|
96K
$5.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.6K+ 22.71% |
$203K - $234K
|
19.4K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.57KNew |
$202K - $232K
|
3.57K
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.55KNew |
$200K - $230K
|
3.55K
$218K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.54KNew |
$200K - $230K
|
3.54K
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.43KNew |
$194K - $223K
|
3.43K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.41K+ 1.94% |
$193K - $221K
|
179K
$11M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
3.33K+ 2.8% |
$188K - $216K
|
122K
$7.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.16K+ 3.44% |
$179K - $205K
|
95.1K
$5.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.08K+ 49.83% |
$174K - $200K
|
9.26K
$569K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.91KNew |
$164K - $189K
|
2.91K
$179K
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.89K+ 11.8% |
$163K - $187K
|
27.3K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.73K+ 4.16% |
$154K - $177K
|
68.4K
$4.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.6K+ 2.18% |
$147K - $169K
|
122K
$7.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.56K+ 128.55% |
$145K - $166K
|
4.56K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.47K+ 55.22% |
$140K - $161K
|
6.95K
$428K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.45K+ 69.46% |
$138K - $159K
|
5.97K
$367K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.43K+ 26.71% |
$137K - $158K
|
11.5K
$710K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.39K+ 2.25% |
$135K - $155K
|
109K
$6.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.38K+ 3.8% |
$135K - $155K
|
65.1K
$4M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.23K+ 18.35% |
$126K - $145K
|
14.4K
$885K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.21K+ 4.63% |
$125K - $143K
|
50K
$3.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.17KNew |
$123K - $141K
|
2.17K
$134K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.13K+ 180.85% |
$120K - $138K
|
3.3K
$203K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.01KNew |
$113K - $130K
|
2.01K
$123K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.89K+ 32.9% |
$107K - $123K
|
7.63K
$469K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.67K+ 46.94% |
$94.4K - $109K
|
5.23K
$322K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.48K+ 6.26% |
$83.5K - $96K
|
25.1K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.47K+ 12.65% |
$82.9K - $95.3K
|
13.1K
$804K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.4KNew |
$79.1K - $90.9K
|
1.4K
$86.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.4K+ 13.19% |
$78.9K - $90.7K
|
12K
$737K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.34KNew |
$75.8K - $87.1K
|
1.34K
$82.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.31K+ 3.37% |
$73.8K - $84.9K
|
40K
$2.46M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
1.3K+ 7.96% |
$73.1K - $84.1K
|
17.6K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.26K+ 4.9% |
$71.3K - $82K
|
27K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.26K+ 5.5% |
$70.9K - $81.5K
|
24.1K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
1.21K+ 0.36% |
$68.3K - $78.6K
|
335K
$20.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.14K+ 121.91% |
$64.1K - $73.7K
|
2.07K
$127K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
956+ 3.11% |
$54K - $62.1K
|
31.7K
$1.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
939+ 66.27% |
$53K - $61K
|
2.36K
$145K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
901+ 7.3% |
$50.9K - $58.5K
|
13.2K
$815K
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
856+ 0.21% |
$48.3K - $55.6K
|
400K
$24.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
813+ 17.35% |
$45.9K - $52.8K
|
5.5K
$338K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
787+ 2.37% |
$44.4K - $51.1K
|
34K
$2.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
780+ 5.54% |
$44.1K - $50.7K
|
14.9K
$914K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
773+ 4.41% |
$43.7K - $50.2K
|
18.3K
$1.13M
|