Position in WRB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,320,077
+$854,595 QoQ
Shares Held
75,430
+12.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
4.57%
of 13F equity value
Holder Rank
#189
of 947 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Elevate Capital Advisors, LLC holds $15,333,249 across 3 Insurance - Property & Casualty names. WRB ranks #1 (34.7% of the industry book) .
All Filings in WRB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,320,077 | 75,430 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,465,482 | 67,373 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,465,610 | 49,424 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,786,866 | 49,424 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,701,639 | 50,383 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,810,404 | 53,547 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,283,557 | 56,110 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||