EF
WRB icon

Empowered Funds’s W.R. Berkley WRB Stock Holding History

Empowered Funds’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 		$3.21M Buy
45,461
+19,620
+76% +$1.31M 0.02% 929
2026
Q1 		$1.71M Buy
+25,841
New +$1.78M 0.01% 1185
2025
Q4 		– Sell
-12,408
Closed -$951K – 1930
2025
Q3 		$951K Sell
12,408
-19,124
-61% -$1.36M 0.01% 1197
2025
Q2 		$2.32M Sell
31,532
-2,458
-7% -$176K 0.03% 756
2025
Q1 		$2.42M Buy
33,990
+3,013
+10% +$185K 0.03% 651
2024
Q4 		$1.81M Sell
30,977
-195
-0.6% -$11.7K 0.03% 776
2024
Q3 		$1.77M Buy
31,172
+9,918
+47% +$557K 0.03% 715
2024
Q2 		$1.11M Buy
21,254
+359
+2% +$19.2K 0.02% 825
2024
Q1 		$1.23M Sell
20,895
-19,620
-48% -$1.06M 0.02% 792
2023
Q4 		$1.91M Buy
40,515
+15,865
+64% +$723K 0.05% 534
2023
Q3 		$1.04M Buy
+24,650
New +$1.02M 0.03% 656

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Empowered Funds's WRB Position: Q2 2026 in Review

Empowered Funds increased its W.R. Berkley (WRB) stake by 76% in Q2 2026, buying an estimated $1.31M and bringing the position to 45,461 shares worth $3.21M. The position accounts for 0.02% of the portfolio, ranked #929.

Empowered Funds first reported a position in WRB in Q3 2023 and has held it in 11 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Empowered Funds held 45,461 shares of W.R. Berkley worth $3.21M as of Q2 2026.
  • Empowered Funds bought 19,620 W.R. Berkley shares in Q2 2026, an estimated $1.31M.
  • W.R. Berkley made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #929 holding.
  • Empowered Funds first reported a position in W.R. Berkley in Q3 2023 and has held it in 11 quarters since.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.