EF
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Empirical Finance’s W.R. Berkley WRB Stock Holding History

Empirical Finance’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
Q1 		$668K Sell
10,076
-11
-0.1% -$758 0.03% 366
2025
Q4 		$707K Sell
10,087
-451
-4% -$33.2K 0.03% 350
2025
Q3 		$807K Buy
10,538
+104
+1% +$7.4K 0.04% 352
2025
Q2 		$767K Buy
10,434
+69
+0.7% +$4.95K 0.04% 356
2025
Q1 		$738K Buy
10,365
+414
+4% +$25.4K 0.04% 334
2024
Q4 		$582K Sell
9,951
-114
-1% -$6.83K 0.03% 380
2024
Q3 		$571K Buy
10,065
+229
+2% +$12.9K 0.03% 395
2024
Q2 		$515K Sell
9,836
-732
-7% -$39.2K 0.03% 403
2024
Q1 		$623K Buy
10,568
+368
+4% +$19.9K 0.04% 372
2023
Q4 		$481K Buy
10,200
+79
+0.8% +$3.6K 0.03% 406
2023
Q3 		$428K Buy
10,121
+962
+11% +$39.9K 0.03% 420
2023
Q2 		$364K Buy
9,159
+1,087
+13% +$42.7K 0.03% 437
2023
Q1 		$335K Buy
8,072
+417
+5% +$18.7K 0.03% 432
2022
Q4 		$370K Buy
7,655
+608
+9% +$29.3K 0.04% 401
2022
Q3 		$303K Buy
7,047
+1,237
+21% +$53.7K 0.04% 421
2022
Q2 		$264K Buy
5,810
+924
+19% +$42K 0.03% 428
2022
Q1 		$217K Buy
+4,886
New +$195K 0.02% 465

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Empirical Finance's WRB Position: Q1 2026 in Review

Empirical Finance reduced its W.R. Berkley (WRB) stake by 0.11% in Q1 2026, selling an estimated $758 and leaving 10,076 shares worth $668K. The position accounts for 0.03% of the portfolio, ranked #366.

Empirical Finance first reported a position in WRB in Q1 2022 and has held it in 17 quarters since. The position peaked at $807K in Q3 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Empirical Finance held 10,076 shares of W.R. Berkley worth $668K as of Q1 2026.
  • Empirical Finance sold 11 W.R. Berkley shares in Q1 2026, an estimated $758.
  • W.R. Berkley made up 0.03% of Empirical Finance's portfolio in Q1 2026, its #366 holding.
  • Empirical Finance first reported a position in W.R. Berkley in Q1 2022 and has held it in 17 quarters since.
  • Empirical Finance's W.R. Berkley position peaked at $807K in Q3 2025.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.