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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
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

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

Elm3 Financial Group's WRB Position: Q2 2026 in Review

Elm3 Financial Group reduced its W.R. Berkley (WRB) stake by 6.9% in Q2 2026, selling an estimated $107K and leaving 21,679 shares worth $1.53M. The position accounts for 1.05% of the portfolio, ranked #25.

Elm3 Financial Group first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.02M in Q1 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Elm3 Financial Group held 21,679 shares of W.R. Berkley worth $1.53M as of Q2 2026.
  • Elm3 Financial Group sold 1,601 W.R. Berkley shares in Q2 2026, an estimated $107K.
  • W.R. Berkley made up 1.05% of Elm3 Financial Group's portfolio in Q2 2026, its #25 holding.
  • Elm3 Financial Group first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
  • Elm3 Financial Group's W.R. Berkley position peaked at $2.02M in Q1 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.