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

Empire Financial Management Company’s Portfolio WRB Stock Details WRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.69M	Buy	23,968 +364	+2%	+$24.4K	0.67%	49
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

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Empire Financial Management Company's WRB Position: Q2 2026 in Review

Empire Financial Management Company increased its W.R. Berkley (WRB) stake by 1.5% in Q2 2026, buying an estimated $24.4K and bringing the position to 23,968 shares worth $1.69M. The position accounts for 0.67% of the portfolio, ranked #49.

Empire Financial Management Company first reported a position in WRB in Q2 2023 and has held it in 13 quarters since. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Empire Financial Management Company held 23,968 shares of W.R. Berkley worth $1.69M as of Q2 2026.
Empire Financial Management Company bought 364 W.R. Berkley shares in Q2 2026, an estimated $24.4K.
W.R. Berkley made up 0.67% of Empire Financial Management Company's portfolio in Q2 2026, its #49 holding.
Empire Financial Management Company first reported a position in W.R. Berkley in Q2 2023 and has held it in 13 quarters since.
949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.