Empire Financial Management Company, LLC

Position in WRB — Berkley W R Corp

CIK 1971875 NEW YORK, NY

Position in WRB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,690,463

+$125,990 QoQ

Shares Held

23,968

+1.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#337

of 947 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Empire Financial Management Company, LLC holds $8,567,104 across 3 Insurance - Property & Casualty names. WRB ranks #3 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	12,433	$4,104,381
2	CB	Chubb Ltd	8,136	$2,772,260
3	WRB	Berkley W R Corp This page	23,968	$1,690,463

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,690,463	23,968	+1.5%	Shares	Sole	2026-08-14
2026-03-31	$1,564,473	23,604	+6.5%	Shares	Sole	2026-05-18
2025-12-31	$1,553,718	22,158	+1.0%	Shares	Sole	2026-02-12
2025-09-30	$1,681,272	21,943	+28.9%	Shares	Sole	2025-11-14
2025-06-30	$1,250,606	17,022	+5.8%	Shares	Sole	2025-08-13
2025-03-31	$1,144,750	16,087	+9.0%	Shares	Sole	2025-05-14
2024-12-31	$863,872	14,762	+7.2%	Shares	Sole	2025-02-14
2024-09-30	$781,512	13,776	+49.7%	Shares	Sole	2024-11-18
2024-06-30	$722,936	9,200	+13.5%	Shares	Sole	2024-08-13
2024-03-31	$717,159	8,109	+15.8%	Shares	Sole	2024-05-14
2023-12-31	$495,323	7,004	+4.7%	Shares	Sole	2024-02-15
2023-09-30	$424,748	6,690	+1.5%	Shares	Sole	2023-11-13
2023-06-30	$392,500	6,590	—	Shares	Sole	2023-07-27
No filing history on record for this holder in this stock.