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

Elevate Capital Advisors’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 		$5.32M Buy
75,430
+8,057
+12% +$540K 2.92% 8
2026
Q1 		$4.47M Buy
67,373
+17,949
+36% +$1.24M 2.89% 9
2025
Q4 		$3.47M Hold
49,424
– – 2.29% 12
2025
Q3 		$3.79M Sell
49,424
-959
-2% -$68.3K 2.64% 7
2025
Q2 		$3.7M Sell
50,383
-3,164
-6% -$227K 2.95% 5
2025
Q1 		$3.81M Sell
53,547
-2,563
-5% -$157K 3.52% 7
2024
Q4 		$3.28M Buy
+56,110
New +$3.36M 2.89% 9

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

Elevate Capital Advisors's WRB Position: Q2 2026 in Review

Elevate Capital Advisors increased its W.R. Berkley (WRB) stake by 12% in Q2 2026, buying an estimated $540K and bringing the position to 75,430 shares worth $5.32M. The position accounts for 2.92% of the portfolio, ranked #8.

Elevate Capital Advisors first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Elevate Capital Advisors held 75,430 shares of W.R. Berkley worth $5.32M as of Q2 2026.
  • Elevate Capital Advisors bought 8,057 W.R. Berkley shares in Q2 2026, an estimated $540K.
  • W.R. Berkley made up 2.92% of Elevate Capital Advisors's portfolio in Q2 2026, its #8 holding.
  • Elevate Capital Advisors first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Elevate Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.