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Filers›Family Office›BERKLEY W R CORP
DOSSIER · 13F-HR · Q1 2026

BERKLEY W R CORP

BERKLEY W R's family office based in San Francisco, CA — $1.9B in tracked AUM across 345 positions as of Q1 2026.

BW
BERKLEY W R·San Francisco, CA·Family Office
CIK 0000011544 · last filed Mar 31, 2026
Total AUM
$1.9B
▲ 10.8%
vs prior
Holdings
345
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
Top sector
Financials
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of BERKLEY W R CORP SEC 13F Filing
Portfolio Overview

The filing for BERKLEY W R CORP (CIK: 0000011544) reveals a substantial contraction in portfolio value and a distinct shift in investment strategy for the quarter ending September 30, 2025. The total portfolio value decreased by 36.2%, dropping from $1.91 billion to $1.22 billion. This reduction is not solely attributable to market performance but is largely driven by significant capital reallocation, evidenced by...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
EPD
ENTERPRISE PRODS PARTNERS L
$258M6.8M13.9%
02
ET
ENERGY TRANSFER L P
$159M8.3M8.6%
03
KMI
KINDER MORGAN INC DEL
$95M2.8M5.1%
04
PAA
PLAINS ALL AMERN PIPELINE L
$60M2.7M3.2%
05
WES
WESTERN MIDSTREAM PARTNERS L
$52M1.3M2.8%
06
ON
ON SEMICONDUCTOR CORP
$45M731K2.4%
07
PGR
PROGRESSIVE CORP
$41M208K2.2%
08
G0131Y100
AGRICULTURE & NAT SOL ACQ CO
$30M2.6M1.6%
09
G4375F108
HAYMAKER ACQUISITION CORP IV
$27M2.3M1.4%
10
GBLI
GLOBAL INDEMNITY GROUP LLC
$25M920K1.3%

Filing history

Filing history loading…
AI Agent · grounded in BERKLEY
haiku-4-5 · 345 positions indexed
Sector mix
  • Financials6%
  • Health Care37%
  • Cons. Disc.7%
  • Industrials13%
  • Energy22%
  • Other15%
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