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Elevation Wealth Partners’s W.R. Berkley WRB Stock Holding History

Elevation Wealth Partners’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 		$4.23K Buy
60
+38
+173% +$2.55K ﹤0.01% 1056
2026
Q1 		$1.46K Buy
22
+18
+450% +$1.24K ﹤0.01% 960
2025
Q4 		$281 Hold
4
– – ﹤0.01% 931
2025
Q3 		$307 Buy
+4
New +$285 ﹤0.01% 840
2024
Q3 		– Sell
-99
Closed -$5.19K – 541
2024
Q2 		$5.19K Buy
+99
New +$5.3K ﹤0.01% 381

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

Elevation Wealth Partners's WRB Position: Q2 2026 in Review

Elevation Wealth Partners increased its W.R. Berkley (WRB) stake by 173% in Q2 2026, buying an estimated $2.55K and bringing the position to 60 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Elevation Wealth Partners first reported a position in WRB in Q2 2024 and has held it in 5 quarters since. The position peaked at $5.19K in Q2 2024. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Elevation Wealth Partners held 60 shares of W.R. Berkley worth $4.23K as of Q2 2026.
  • Elevation Wealth Partners bought 38 W.R. Berkley shares in Q2 2026, an estimated $2.55K.
  • W.R. Berkley made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1056 holding.
  • Elevation Wealth Partners first reported a position in W.R. Berkley in Q2 2024 and has held it in 5 quarters since.
  • Elevation Wealth Partners's W.R. Berkley position peaked at $5.19K in Q2 2024.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.