Empower Advisory Group’s W.R. Berkley WRB Stock Holding History

Empower Advisory Group’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	$763K	Buy	10,815 +16	+0.1%	+$1.07K	﹤0.01%	286
2026 Q1	$716K	Sell	10,799 -9,758	-47%	-$672K	﹤0.01%	279
2025 Q4	$1.44M	Buy	20,557 +9,799	+91%	+$722K	﹤0.01%	226
2025 Q3	$824K	Buy	10,758 +20	+0.2%	+$1.42K	﹤0.01%	271
2025 Q2	$789K	Buy	10,738 +9	+0.1%	+$645	﹤0.01%	269
2025 Q1	$763K	Sell	10,729 -70	-0.6%	-$4.29K	﹤0.01%	263
2024 Q4	$632K	Hold	10,799	–	–	﹤0.01%	293
2024 Q3	$613K	Sell	10,799 -1	-0%	-$56	﹤0.01%	290
2024 Q2	$566K	Hold	10,800	–	–	﹤0.01%	291
2024 Q1	$637K	Hold	10,800	–	–	﹤0.01%	275
2023 Q4	$509K	Hold	10,800	–	–	﹤0.01%	295
2023 Q3	$457K	Buy	10,800 +63	+0.6%	+$2.61K	﹤0.01%	304
2023 Q2	$426K	Sell	10,737 -9	-0.1%	-$354	﹤0.01%	330
2023 Q1	$450K	Buy	+10,746	New	+$481K	﹤0.01%	323

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Empower Advisory Group's WRB Position: Q2 2026 in Review

Empower Advisory Group increased its W.R. Berkley (WRB) stake by 0.15% in Q2 2026, buying an estimated $1.07K and bringing the position to 10,815 shares worth $763K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Empower Advisory Group first reported a position in WRB in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.44M in Q4 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Empower Advisory Group held 10,815 shares of W.R. Berkley worth $763K as of Q2 2026.
Empower Advisory Group bought 16 W.R. Berkley shares in Q2 2026, an estimated $1.07K.
W.R. Berkley made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #286 holding.
Empower Advisory Group first reported a position in W.R. Berkley in Q1 2023 and has held it in 14 quarters since.
Empower Advisory Group's W.R. Berkley position peaked at $1.44M in Q4 2025.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.