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 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-850- 0.96% |
$48K - $55.2K
|
88K
$5.41M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-934- 1.16% |
$52.8K - $60.7K
|
79.3K
$4.88M
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-952- 9.26% |
$53.8K - $61.8K
|
9.33K
$574K
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-953- 18.37% |
$53.8K - $61.9K
|
4.24K
$260K
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-957- 2.58% |
$54.1K - $62.1K
|
36.1K
$2.22M
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-982- 8.73% |
$55.5K - $63.8K
|
10.3K
$632K
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-1K- 0.68% |
$56.5K - $64.9K
|
147K
$9.02M
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.02K- 20.63% |
$57.5K - $66.1K
|
3.92K
$241K
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.07K- 20.66% |
$60.4K - $69.5K
|
4.11K
$253K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.3K- 0.46% |
$73.2K - $84.2K
|
280K
$17.2M
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.39K- 6.97% |
$78.5K - $90.2K
|
18.5K
$1.14M
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.41K- 3.63% |
$79.7K - $91.7K
|
37.5K
$2.31M
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-1.75K- 28.66% |
$98.9K - $114K
|
4.36K
$268K
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.1K- 8.3% |
$119K - $137K
|
23.2K
$1.43M
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.12K- 10.18% |
$120K - $137K
|
18.7K
$1.15M
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.34K- 7.18% |
$132K - $152K
|
30.3K
$1.86M
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-2.38K- 2.17% |
$134K - $154K
|
107K
$6.58M
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-2.45K- 1.07% |
$138K - $159K
|
226K
$13.9M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.66K- 16.94% |
$150K - $173K
|
13K
$802K
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.86K- 27.01% |
$161K - $185K
|
7.72K
$475K
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.09K- 22.15% |
$175K - $201K
|
10.9K
$669K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.12K- 52.26% |
$176K - $203K
|
2.85K
$175K
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.22K- 2.0% |
$182K - $209K
|
158K
$9.72M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.25K- 30.17% |
$240K - $276K
|
9.83K
$605K
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-5.85K- 5.25% |
$330K - $380K
|
106K
$6.49M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.23K- 18.82% |
$352K - $405K
|
26.9K
$1.65M
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-6.66K- 0.67% |
$376K - $433K
|
981K
$60.4M
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-6.76K- 9.75% |
$382K - $439K
|
62.5K
$3.85M
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-6.97K- 43.23% |
$394K - $453K
|
9.15K
$563K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-7.57K- 2.26% |
$428K - $492K
|
327K
$20.1M
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-7.92K- 34.59% |
$447K - $514K
|
15K
$921K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.33K- 3.88% |
$527K - $606K
|
231K
$14.2M
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-9.35K- 14.92% |
$528K - $607K
|
53.3K
$3.28M
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-10.2K- 73.49% |
$577K - $663K
|
3.69K
$227K
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-10.7K- 1.64% |
$604K - $694K
|
641K
$39.4M
|
|
Feb 05, 2025
Q4 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-12.1K- 12.21% |
$684K - $787K
|
87.2K
$5.36M
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-12.1K- 19.51% |
$685K - $788K
|
50.1K
$3.08M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.4K- 9.09% |
$701K - $806K
|
124K
$7.64M
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-13.7K- 8.76% |
$774K - $890K
|
143K
$8.78M
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-17K- 24.26% |
$960K - $1.1M
|
53.1K
$3.27M
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-18K- 36.31% |
$1.02M - $1.17M
|
31.6K
$1.95M
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-18.7K- 3.1% |
$1.06M - $1.22M
|
585K
$36M
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-22.1K- 24.04% |
$1.25M - $1.44M
|
69.9K
$4.3M
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-26.8K- 23.92% |
$1.52M - $1.74M
|
85.3K
$5.25M
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-26.9K- 1.97% |
$1.52M - $1.74M
|
1.34M
$82.2M
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-28.5K- 6.6% |
$1.61M - $1.85M
|
403K
$24.8M
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-29.4K- 10.36% |
$1.66M - $1.91M
|
254K
$15.6M
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-33.2K- 5.61% |
$1.88M - $2.16M
|
559K
$34.4M
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-42.1K- 18.96% |
$2.38M - $2.74M
|
180K
$11.1M
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-47.3K- 78.31% |
$2.67M - $3.07M
|
13.1K
$806K
|