Empirical Asset Management’s W.R. Berkley WRB Stock Holding History

Empirical Asset Management’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	–	Sell	-10,373	Closed	-$688K	–	502
2026 Q1	$688K	Sell	10,373 -593	-5%	-$40.8K	0.18%	154
2025 Q4	$769K	Buy	10,966 +2,061	+23%	+$152K	0.22%	128
2025 Q3	$682K	Sell	8,905 -2,635	-23%	-$188K	0.19%	178
2025 Q2	$848K	Sell	11,540 -1,613	-12%	-$116K	0.26%	108
2025 Q1	$936K	Sell	13,153 -1,474	-10%	-$90.3K	0.32%	83
2024 Q4	$856K	Sell	14,627 -18	-0.1%	-$1.08K	0.28%	104
2024 Q3	$831K	Buy	14,645 +5,514	+60%	+$310K	0.3%	97
2024 Q2	$478K	Buy	+9,131	New	+$489K	0.18%	167
2023 Q3	–	Sell	-18,096	Closed	-$719K	–	191
2023 Q2	$719K	Buy	+18,096	New	+$711K	0.64%	51
2022 Q3	–	Sell	-9,758	Closed	-$444K	–	180
2022 Q2	$444K	Buy	+9,758	New	+$444K	0.47%	75

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

Empirical Asset Management's WRB Position: Q2 2026 in Review

Empirical Asset Management sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 10,373 shares — an estimated $688K sold.

Empirical Asset Management first reported a position in WRB in Q2 2022 and held it in 10 quarters. The position peaked at $936K in Q1 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Empirical Asset Management reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
Empirical Asset Management sold 10,373 W.R. Berkley shares in Q2 2026, an estimated $688K.
Empirical Asset Management first reported a position in W.R. Berkley in Q2 2022 and held it in 10 quarters.
Empirical Asset Management's W.R. Berkley position peaked at $936K in Q1 2025.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.