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Elevate Capital Advisors, LLC

SEC CIK
0001909571
Latest filing
Jul 31, 2026

WRB holding history

Berkley W R Corp in every 13F filed by Elevate Capital Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WRB overviewAll 13F holders of WRBFull Q2 2026 holdings

Shares (Q2 2026)
75,430
Value
$5.32M
% of portfolio
2.9%
Quarters held
7
Since Q4 2024
Holdings of WRB by Elevate Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202675,430$5.32M2.9%+8,057+12.0%AddedHolders
Q1 202667,373$4.47M2.9%+17,949+36.3%AddedHolders
Q4 202549,424$3.47M2.3%00.0%UnchangedHolders
Q3 202549,424$3.79M2.6%−959−1.9%ReducedHolders
Q2 202550,383$3.70M3.0%−3,164−5.9%ReducedHolders
Q1 202553,547$3.81M3.5%−2,563−4.6%ReducedHolders
Q4 202456,110$3.28M2.9%–No prior filingHolders