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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
82+ 2.29% |
$4.63K - $5.33K
|
3.67K
$226K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
79New |
$4.46K - $5.13K
|
79
$4.86K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
78+ 1.26% |
$4.41K - $5.07K
|
6.27K
$385K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
64+ 1.55% |
$3.61K - $4.16K
|
4.19K
$258K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
63+ 0.83% |
$3.56K - $4.09K
|
7.64K
$470K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
54New |
$3.05K - $3.51K
|
54
$3.32K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
54+ 1.32% |
$3.05K - $3.51K
|
4.14K
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
52+ 0.66% |
$2.94K - $3.38K
|
7.87K
$484K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
47+ 0.96% |
$2.65K - $3.05K
|
4.92K
$303K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
46+ 13.45% |
$2.6K - $2.99K
|
388
$23.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
45+ 25.28% |
$2.54K - $2.92K
|
223
$13.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
35+ 0.93% |
$1.98K - $2.27K
|
3.8K
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
32+ 0.7% |
$1.81K - $2.08K
|
4.61K
$283K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
30+ 0.12% |
$1.69K - $1.95K
|
25.8K
$1.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
27+ 0.46% |
$1.52K - $1.75K
|
5.96K
$367K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
26+ 6.55% |
$1.47K - $1.69K
|
423
$26K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
24New |
$1.36K - $1.56K
|
24
$1.48K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
23+ 92.0% |
$1.3K - $1.49K
|
48
$2.95K
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
22+ 0.28% |
$1.24K - $1.43K
|
8.02K
$493K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
21New |
$1.19K - $1.36K
|
21
$1.29K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
19+ 0.36% |
$1.07K - $1.23K
|
5.36K
$330K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 2.66% |
$904 - $1.04K
|
617
$38K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.84% |
$904 - $1.04K
|
1.91K
$118K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 8.72% |
$847 - $974
|
187
$11.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
14+ 0.06% |
$791 - $909
|
23.9K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
13New |
$734 - $844
|
13
$800
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
13+ 0.05% |
$734 - $844
|
24K
$1.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
12+ 0.06% |
$678 - $779
|
18.7K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
12+ 0.03% |
$678 - $779
|
47.9K
$2.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
12+ 0.16% |
$678 - $779
|
7.64K
$470K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
10+ 1.19% |
$565 - $649
|
851
$52.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
7+ 0.14% |
$395 - $455
|
5.1K
$314K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
7+ 0.97% |
$395 - $455
|
726
$44.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
6+ 0.1% |
$339 - $390
|
5.89K
$362K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
6New |
$339 - $390
|
6
$369
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 66.67% |
$226 - $260
|
10
$615
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
4+ 0.08% |
$226 - $260
|
5.22K
$321K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
4New |
$226 - $260
|
4
$246
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3New |
$169 - $195
|
3
$185
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.23% |
$169 - $195
|
1.29K
$79K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
3+ 0.06% |
$169 - $195
|
5.41K
$333K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1+ 0.03% |
$56.5 - $64.9
|
3.55K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$56.5 - $64.9
|
3
$185
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5- 0.11% |
$282 - $325
|
4.72K
$290K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5- 0.29% |
$282 - $325
|
1.73K
$106K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6- 1.47% |
$339 - $390
|
402
$24.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8- 0.95% |
$452 - $520
|
835
$51.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-8- 0.01% |
$452 - $520
|
126K
$7.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 17.24% |
$565 - $649
|
48
$2.95K
|