Empire Financial Management Company’s W.R. Berkley WRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.56M	Buy	23,604 +1,446	+7%	+$99.6K	0.35%	82
2025 Q4	$1.55M	Buy	22,158 +215	+1%	+$15.8K	0.34%	85
2025 Q3	$1.68M	Buy	21,943 +4,921	+29%	+$350K	0.39%	80
2025 Q2	$1.25M	Buy	17,022 +935	+6%	+$67K	0.36%	86
2025 Q1	$1.14M	Buy	16,087 +1,325	+9%	+$81.2K	0.35%	85
2024 Q4	$864K	Buy	14,762 +986	+7%	+$59.1K	0.27%	105
2024 Q3	$782K	Sell	13,776 -24	-0.2%	-$1.35K	0.24%	116
2024 Q2	$723K	Buy	13,800 +1,636	+13%	+$87.6K	0.24%	112
2024 Q1	$717K	Buy	12,164 +1,658	+16%	+$89.7K	0.24%	111
2023 Q4	$495K	Buy	10,506 +471	+5%	+$21.5K	0.19%	129
2023 Q3	$425K	Buy	10,035 +150	+2%	+$6.21K	0.19%	134
2023 Q2	$393K	Buy	+9,885	New	+$389K	0.16%	137