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Elm3 Financial Group’s W.R. Berkley WRB Stock Holding History

Elm3 Financial Group’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 		– Sell
-21,679
Closed -$1.53M – 161
2026
Q2 		$1.53M Sell
21,679
-1,601
-7% -$107K 1.05% 25
2026
Q1 		$1.54M Sell
23,280
-956
-4% -$65.8K 1.3% 20
2025
Q4 		$1.7M Sell
24,236
-1,450
-6% -$107K 1.41% 16
2025
Q3 		$1.97M Sell
25,686
-1,010
-4% -$71.9K 1.61% 17
2025
Q2 		$1.96M Sell
26,696
-1,666
-6% -$119K 1.63% 14
2025
Q1 		$2.02M Sell
28,362
-5,127
-15% -$314K 1.77% 14
2024
Q4 		$1.96M Buy
+33,489
New +$2.01M 1.67% 14

Other funds holding WRB

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elm3 Financial Group's WRB Position: Q3 2026 in Review

Elm3 Financial Group sold out of W.R. Berkley (WRB) in Q3 2026, closing a stake of 21,679 shares — an estimated $1.53M sold.

Elm3 Financial Group first reported a position in WRB in Q4 2024 and held it in 7 quarters. The position peaked at $2.02M in Q1 2025. 20 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Elm3 Financial Group reported no remaining W.R. Berkley position as of Q3 2026 after selling out during the quarter.
  • Elm3 Financial Group sold 21,679 W.R. Berkley shares in Q3 2026, an estimated $1.53M.
  • Elm3 Financial Group first reported a position in W.R. Berkley in Q4 2024 and held it in 7 quarters.
  • Elm3 Financial Group's W.R. Berkley position peaked at $2.02M in Q1 2025.
  • 20 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.