Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in WRB — Berkley W R Corp
CIK 1510434
Seattle, WA
Position in WRB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,212,191
+$1,571,199 QoQ
Shares Held
59,722
+49.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#222
of 950 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $17,954,996 across 15 Insurance - Property & Casualty names. WRB ranks #1 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRB |
Berkley W R Corp
This page
|
59,722 | $4,212,191 | |
| 2 | TRV |
Travelers Companies, Inc.
|
5,813 | $1,918,987 | |
| 3 | ORI |
Old Republic International Corp
|
42,965 | $1,758,127 | |
| 4 | PGR |
Progressive Corp/Oh/
|
7,633 | $1,667,428 | |
| 5 | UVE |
Universal Insurance Holdings, Inc.
|
34,294 | $1,418,399 | |
| 6 | ALL |
Allstate Corp
|
5,936 | $1,412,411 | |
| 7 | CB |
Chubb Ltd
|
3,377 | $1,150,678 | |
| 8 | DGICA |
Donegal Group Inc
|
44,875 | $846,342 |
All Filings in WRB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,212,191 | 59,722 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,640,992 | 39,846 | Shares | Other | 2026-05-04 | |
| 2025-12-31 | $2,620,243 | 37,368 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $1,914,350 | 24,985 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $234,662 | 3,194 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $206,648 | 2,904 | Shares | Sole | 2025-05-08 | |
| 2022-12-31 | $294,851 | 4,063 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $259,805 | 4,023 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $289,832 | 4,246 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $226,405 | 3,400 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $247,005 | 2,998 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||