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

Empirical Wealth 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
2025 Q2	$235K	Buy
2025 Q1	$207K	Buy
2023 Q1	–	Sell
2022 Q4	$295K	Buy
2022 Q3	$260K	Sell
2022 Q2	$290K	Buy
2022 Q1	$226K	Sell
2021 Q4	$247K	Buy