SEC 13F Intelligence

Elevate Capital Advisors, LLC / WRB

Elevate Capital Advisors, LLC’s Berkley W R Corp Position

Does Elevate Capital Advisors, LLC own Berkley W R Corp (WRB)? Yes — 67.4K shares worth $4M (+2.89% of its 13F portfolio) as of Q1 2026, up from 49.4K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
67.4K
% of Portfolio
+2.89%
Quarters Held
6
currently held

Position History WRB

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202667.4K$4M+2.89%
Q4 202549.4K$3M+2.29%
Q3 202549.4K$4M+2.64%
Q2 202550.4K$4M+2.95%
Q1 202553.5K$4M+3.52%
Q4 202456.1K$3M+2.89%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Elevate Capital Advisors, LLC’s full portfolio or all institutional holders of WRB.