Elevation Wealth Partners
WRB icon

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
Q3 		$4.05K Hold
60
– – ﹤0.01% 1140
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

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Elevation Wealth Partners's WRB Position: Q3 2026 in Review

Elevation Wealth Partners held its W.R. Berkley (WRB) position steady in Q3 2026 at 60 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

Elevation Wealth Partners first reported a position in WRB in Q2 2024 and has held it in 6 quarters since. The position peaked at $5.19K in Q2 2024. 333 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Elevation Wealth Partners held 60 shares of W.R. Berkley worth $4.05K as of Q3 2026.
  • Elevation Wealth Partners left its W.R. Berkley share count unchanged in Q3 2026.
  • W.R. Berkley made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1140 holding.
  • Elevation Wealth Partners first reported a position in W.R. Berkley in Q2 2024 and has held it in 6 quarters since.
  • Elevation Wealth Partners's W.R. Berkley position peaked at $5.19K in Q2 2024.
  • 333 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.