EAM
Empirical Asset Management’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $848K | Sell |
11,540
-1,613
| -12% | -$119K | 0.26% | 108 |
|
|
2025
Q1 | $936K | Sell |
13,153
-1,474
| -10% | -$105K | 0.32% | 83 |
|
|
2024
Q4 | $856K | Sell |
14,627
-18
| -0.1% | -$1.05K | 0.28% | 104 |
|
|
2024
Q3 | $831K | Buy |
14,645
+8,558
| +141% | +$313K | 0.3% | 97 |
|
|
2024
Q2 | $478K | Buy |
+6,087
| New | +$478K | 0.18% | 167 |
|
|
2023
Q3 | – | Sell |
-12,064
| Closed | -$719K | – | 191 |
|
|
2023
Q2 | $719K | Buy |
+12,064
| New | +$719K | 0.64% | 51 |
|
|
2022
Q3 | – | Sell |
-6,505
| Closed | -$444K | – | 180 |
|
|
2022
Q2 | $444K | Buy |
+6,505
| New | +$444K | 0.47% | 75 |
|