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
2026 Q2	$4.21M	Buy	59,722 +19,876	+50%	+$1.33M	0.06%	178
2026 Q1	$2.64M	Buy	39,846 +2,478	+7%	+$171K	0.05%	223
2025 Q4	$2.62M	Buy	37,368 +12,383	+50%	+$913K	0.05%	217
2025 Q3	$1.91M	Buy	24,985 +21,791	+682%	+$1.55M	0.04%	250
2025 Q2	$235K	Buy	3,194 +290	+10%	+$20.8K	0.01%	589
2025 Q1	$207K	Buy	+2,904	New	+$178K	0.01%	602
2023 Q1	–	Sell	-6,095	Closed	-$295K	–	486
2022 Q4	$295K	Buy	6,095 +60	+1%	+$2.89K	0.01%	377
2022 Q3	$260K	Sell	6,035 -334	-5%	-$14.5K	0.01%	402
2022 Q2	$290K	Buy	6,369 +1,269	+25%	+$57.7K	0.02%	393
2022 Q1	$226K	Sell	5,100 -1,646	-24%	-$65.6K	0.01%	451
2021 Q4	$247K	Buy	+6,746	New	+$239K	0.01%	451

Other funds holding WRB

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWP

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Empirical Wealth Management increased its W.R. Berkley (WRB) stake by 50% in Q2 2026, buying an estimated $1.33M and bringing the position to 59,722 shares worth $4.21M. The position accounts for 0.06% of the portfolio, ranked #178.

Empirical Wealth Management first reported a position in WRB in Q4 2021 and has held it in 11 quarters since. 326 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Empirical Wealth Management held 59,722 shares of W.R. Berkley worth $4.21M as of Q2 2026.
Empirical Wealth Management bought 19,876 W.R. Berkley shares in Q2 2026, an estimated $1.33M.
W.R. Berkley made up 0.06% of Empirical Wealth Management's portfolio in Q2 2026, its #178 holding.
Empirical Wealth Management first reported a position in W.R. Berkley in Q4 2021 and has held it in 11 quarters since.
326 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.