Empire Financial Management Company’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
17,022
+935
| +6% | +$68.7K | 0.36% | 86 |
|
|
2025
Q1 | $1.14M | Buy |
16,087
+1,325
| +9% | +$94.3K | 0.35% | 85 |
|
|
2024
Q4 | $864K | Buy |
14,762
+986
| +7% | +$57.7K | 0.27% | 105 |
|
|
2024
Q3 | $782K | Sell |
13,776
-24
| -0.2% | -$1.36K | 0.24% | 116 |
|
|
2024
Q2 | $723K | Buy |
13,800
+1,636
| +13% | +$85.7K | 0.24% | 112 |
|
|
2024
Q1 | $717K | Buy |
12,164
+1,658
| +16% | +$97.8K | 0.24% | 111 |
|
|
2023
Q4 | $495K | Buy |
10,506
+471
| +5% | +$22.2K | 0.19% | 129 |
|
|
2023
Q3 | $425K | Buy |
10,035
+150
| +2% | +$6.35K | 0.19% | 134 |
|
|
2023
Q2 | $393K | Buy |
+9,885
| New | +$393K | 0.16% | 137 |
|