Q2 2026 13F · SEC CIK 11544

Berkley W R Corp

Insurance companyFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.0B
Reported positions: 336
Top holdings a year, 3 yrs: +8.3%
Average holding period: 3.7 yrs

Berkley W R Corp is an insurance company that reported 336 positions worth $2.0B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Enterprise Prods Partners L (EPD, 12.8%), Energy Transfer L P (ETPC, 8.0%), Kinder Morgan Inc Del (KMI, 4.6%). A portfolio copying its top holdings returned 8.3% a year over the last 3 years, against 20.4% for the S&P 500.

Berkley W R Corp holdings largest 50 of 336 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Berkley W R Corp 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
EPDEnterprise Prods Partners L	12.8%	13.9%	6,825,000	+0.0%	$250.9M
ETPCEnergy Transfer L P	8.0%	8.6%	8,250,000	+0.0%	$157.7M
KMIKinder Morgan Inc Del	4.6%	5.1%	2,837,206	+0.0%	$90.7M
PAAPlains All American Pipeline LP	3.6%	3.2%	3,184,307	+18.6%	$70.9M
ONOn Semiconductor Corp	3.5%	2.4%	731,118	+0.0%	$69.1M
MSFTMicrosoft Corp	2.8%	—	149,400	—	$55.7M
PGRProgressive Corp	2.3%	2.2%	207,589	+0.0%	$45.3M
ANSCAgriculture & Nat Sol Acq Co	1.9%	1.6%	3,265,181	+24.3%	$37.1M
NVDANvidia Corporation	1.3%	—	124,800	—	$25.0M
DRDBRoman Dbdr Acquisition Corp	1.2%	1.0%	2,276,587	+26.4%	$24.0M
TSMTaiwan Semiconductor Manufac	1.2%	—	49,700	—	$23.7M
PFEPfizer Inc	1.2%	—	965,537	—	$23.3M
IPCXInflection Point Acquisiti-A	1.2%	1.0%	2,211,677	+25.0%	$22.8M
TSLATesla Inc	1.1%	—	50,000	—	$21.0M
SBXDSilverbox Corp Iv-A	1.1%	0.9%	1,930,127	+27.4%	$20.9M
EVACEqv Ventures Ac Corp. II	1.0%	1.0%	1,880,883	+1.6%	$19.1M
LPAALaunch One Acquisition Corp	0.9%	0.9%	1,675,043	+12.6%	$18.2M
KCHVKochav Defense Acqui Co	0.9%	0.9%	1,690,352	+0.0%	$17.5M
MCGAYorkville Acquisition Corp-A	0.9%	0.9%	1,645,570	+0.0%	$16.8M
GTERAGloba Terra Acquisition Cor	0.8%	0.6%	1,561,028	+47.0%	$16.1M
MBAVUM3-Brigade Acquisition V-A	0.8%	0.6%	1,429,725	+48.4%	$15.5M
CEPOCantor Equity Partners I Inc	0.8%	0.7%	1,444,647	+18.2%	$15.4M
JOESt Joe Company	0.7%	0.7%	209,542	+0.0%	$13.1M
GIWGigcapital8 Corp Cmn Class A	0.7%	0.7%	1,289,470	+0.0%	$13.0M
TACOBerto Acquisition Corp	0.7%	1.0%	1,225,999	-32.7%	$12.9M
XRPNArmada Acquisition Corp II	0.7%	0.7%	1,233,735	+0.0%	$12.9M
CRACCrown Resv Acquisition Corp	0.6%	—	1,217,433	—	$12.3M
FACTFact II Acquisition Corp	0.6%	—	1,153,140	—	$12.3M
NPACNew Providence Acquisition-A	0.6%	—	1,179,542	—	$12.2M
AMZNAmazon Com Inc	0.6%	—	50,000	—	$11.9M
KFIIK&f Growth Acquisition Corp	0.6%	0.6%	1,124,156	+4.6%	$11.9M
HVIIHennessy Capital Investment	0.6%	—	1,101,473	—	$11.5M
QSEAQuartzsea Acquisition Corp	0.6%	—	1,094,190	—	$11.5M
COPLCopley Acquisition Corp	0.6%	0.6%	1,084,469	+5.5%	$11.3M
IPEXInflection Point Acqu Corp V	0.6%	0.5%	1,060,952	+8.1%	$11.1M
JACSJackson Acquisition Co II	0.5%	—	927,836	—	$9.9M
FGIIFg Imperii Acquisition Corp	0.5%	0.5%	992,100	+0.0%	$9.9M
CHARCharlton Aria Acquisition Co	0.5%	0.5%	878,975	+0.0%	$9.5M
XSLLXsolla SPAC 1	0.5%	0.5%	920,190	+0.0%	$9.1M
LPBBLaunch Two Acquisition Corp.	0.5%	0.5%	847,934	+3.8%	$9.1M
QUMSQuantumsphere Acquisition Corp	0.5%	—	881,402	—	$9.0M
RFAIRf Acquisition Corp II	0.5%	0.4%	814,851	+6.3%	$9.0M
SOULSoulpower Acquisition Corp	0.5%	0.5%	866,764	+0.0%	$9.0M
AEXAAmerican Exceptionalism Acqu	0.5%	—	747,779	—	$8.8M
GIXGigCapital9 Corp.	0.4%	0.5%	882,431	+0.0%	$8.8M
SZZLSizzle Acquisition Corp. II	0.4%	—	843,448	—	$8.7M
MACIMelar Acquisition Corp. I	0.4%	0.6%	795,916	-20.3%	$8.7M
SDHISiddhi Acquisition Corp	0.4%	—	826,986	—	$8.6M
PLMKPlum Acquisition Corp IV	0.4%	0.5%	805,592	+0.2%	$8.6M
ETHMDynamix Corp (cayman Islands) Cmn Class	0.4%	0.4%	775,489	-1.9%	$8.4M

What Berkley W R Corp bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.7% /yr; S&P 500 +20.1%
3 years: +8.3% /yr; S&P 500 +20.4%
5 years: +7.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.0B	336
Q1 2026	$1.9B	344
Q4 2025	$1.8B	274
Q3 2025	$1.5B	225
Q2 2025	$1.6B	208
Q1 2025	$1.4B	146
Q4 2024	$1.8B	139
Q3 2024	$1.4B	142
Q2 2024	$1.8B	142
Q1 2024	$1.6B	149
Q4 2023	$1.4B	185
Q3 2023	$1.5B	210

Questions about Berkley W R Corp's portfolio

What stocks does Berkley W R Corp own?

Berkley W R Corp's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 336 positions worth $2.0B. The largest are Enterprise Prods Partners L (EPD) at 12.8%, Energy Transfer L P (ETPC) at 8.0%, Kinder Morgan Inc Del (KMI) at 4.6%, Plains All American Pipeline LP (PAA) at 3.6% and On Semiconductor Corp (ON) at 3.5%.

What did Berkley W R Corp buy last quarter?

In Q2 2026, Berkley W R Corp added M3-Brigade Acquisition V-A (MBAVU) (+48.4% shares), Globa Terra Acquisition Cor (GTERA) (+47.0% shares) and Silverbox Corp Iv-A (SBXD) (+27.4% shares), compared with its Q1 2026 filing.

What did Berkley W R Corp sell last quarter?

In Q2 2026, Berkley W R Corp cut from its top 50 Western Midstream Partners LP (WES), cut from its top 50 Haymaker Acquisition Corp IV (HYAC), cut from its top 50 Global Indemnity Group LLC (GBLI), cut from its top 50 Cantor Equity Partners III I (CAEP), cut from its top 50 Mountain Lake Acquisition Co, Berto Acquisition Corp (TACO) (-32.7% shares) and Melar Acquisition Corp. I (MACI) (-20.3% shares), compared with its Q1 2026 filing.

How has Berkley W R Corp's portfolio performed?

A portfolio copying Berkley W R Corp's 20 largest 13F holdings each quarter, from the day each filing was public, returned +8.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.7% against +20.1%. Over 5 years: +7.9% a year against +11.6%.

When is Berkley W R Corp's next 13F filing due?

13F filings are due 45 days after each quarter ends. Berkley W R Corp's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.