SEC 13F Intelligence

Elm3 Financial Group, LLC / WRB

Elm3 Financial Group, LLC’s Berkley W R Corp Position

Does Elm3 Financial Group, LLC own Berkley W R Corp (WRB)? Yes — 23.3K shares worth $2M (+1.30% of its 13F portfolio) as of Q1 2026, down from 24.2K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
23.3K
% of Portfolio
+1.30%
Quarters Held
6
currently held

Position History WRB

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202623.3K$2M+1.30%
Q4 202524.2K$2M+1.41%
Q3 202525.7K$2M+1.61%
Q2 202526.7K$2M+1.63%
Q1 202528.4K$2M+1.77%
Q4 202433.5K$2M+1.67%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Elm3 Financial Group, LLC’s full portfolio or all institutional holders of WRB.