Elevate Capital Advisors’s W.R. Berkley WRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.7M	Sell	50,383 -3,164	-6%	-$232K	2.95%	5
2025 Q1	$3.81M	Sell	53,547 -2,563	-5%	-$182K	3.52%	7
2024 Q4	$3.28M	Buy	+56,110	New	+$3.28M	2.89%	9