Follow The Filings

Berkley W R Corp.

Greenwich, CT 5 processed 13Fs on this site, 2025 Q3 to 2026 Q2

  • $2.1B
  • 264 holdings
  • 2026 Q2
  • +12.7% QoQ
  • Top 5 30.5%

Berkley W R's biggest moves in 2026 Q2 were opening Microsoft and Nvidia, adding to Fact II Acquisition and Crown Resv Acquisition, trimming Churchill Capital Corporation IX and Lionheart, and selling out of West Pharmaceutical and Global Indemnity Group.

Portfolio

2026 Q2, filed 8/14/2026, top 12 of 264 holdings

Top 5 30.5%, top 10 39.5%

AUM over time

2026 Q2 $2.1B +12.7% QoQ
2025 Q3: $1.7B 2025 Q3: $1.7B
Q3 2025
2025 Q4: $2.1B, +22.5% QoQ 2025 Q4: $2.1B, +22.5% QoQ
Q4
2026 Q1: $1.9B, −12.4% QoQ 2026 Q1: $1.9B, −12.4% QoQ
Q1 2026
2026 Q2: $2.1B, +12.7% QoQ 2026 Q2: $2.1B, +12.7% QoQ
Q2

Latest book

2026 Q2 2026 Q1, filed 14 Aug, long equity only

EPD, Enterprise Products Partners 11.96% Hold 6,825,000 $36.76 $251M — —
ET, Energy Transfer 7.52% Hold 8,250,000 $19.12 $158M — —
KMI, Kinder Morgan 4.32% Hold 2,837,206 $31.97 $91M — —
PAA, Plains All American Pipeline 3.38%, was 3.22% Add +18.6% 3,184,307 $22.26 $71M +500,000 +$11M
ON, ON Semiconductor 3.30% Hold 731,118 $94.54 $69M — —
MSFT, Microsoft 2.66% New 149,400 $373.02 $56M +149,400 +$56M
PGR, Progressive 2.16% Hold 207,589 $218.45 $45M — —
Agriculture & Natural Sol Acq 1.77%, was 1.59% Add +24.3% 3,265,181 $11.35 $37M +638,649 +$7.4M
NVDA, Nvidia 1.19% New 124,800 $200.09 $25M +124,800 +$25M
Roman Dbdr Acquisition 1.14%, was 1.01% Add +26.4% 2,276,587 $10.54 $24M +475,757 +$5.1M
TSM, Taiwan Semiconductor 1.13% New 49,700 $477.57 $24M +49,700 +$24M
PFE, Pfizer 1.11% New 965,537 $24.08 $23M +965,537 +$23M
Inflection PT Acquisition 1.09%, was 0.97% Add +25.0% 2,211,677 $10.32 $23M +442,054 +$4.7M
TSLA, Tesla 1.00% New 50,000 $420.60 $21M +50,000 +$21M
Silverbox Corporation IV 0.99%, was 0.87% Add +27.4% 1,930,127 $10.81 $21M +415,554 +$4.7M
Eqv Ventures Ac Corporation II 0.91% Add +1.6% 1,880,883 $10.18 $19M +29,408 +$466K
Launch One Acquisition 0.87%, was 0.86% Add +12.6% 1,675,043 $10.86 $18M +187,918 +$2.3M
Kochav Defense Acqui 0.84% Hold 1,690,352 $10.37 $18M — —
Yorkville Acquisition 0.80% Hold 1,645,570 $10.21 $17M — —
Globa Terra Acquisition Cor 0.77%, was 0.58% Add +47.0% 1,561,028 $10.31 $16M +498,843 +$5.2M
M3brigade Acquisition 0.74%, was 0.56% Add +48.4% 1,429,725 $10.83 $15M +466,050 +$5.1M
Cantor Equity Partners 0.73%, was 0.69% Add +18.2% 1,444,647 $10.63 $15M +222,210 +$2.5M
JOE, St Joe 0.63% Hold 209,542 $62.63 $13M — —
Gigcapital8 0.62% Hold 1,289,470 $10.06 $13M — —
Berto Acquisition 0.61%, was 1.00% Reduce −32.7% 1,225,999 $10.49 $13M −596,599 −$5.8M
ARM, Armada Acquisition Corporation II 0.61% Hold 1,233,735 $10.42 $13M — —
CCK, Crown Resv Acquisition 0.59%, was 0.24% Add +169.5% 1,217,433 $10.11 $12M +765,710 +$7.8M
Fact II Acquisition 0.58%, was 0.18% Add +254.3% 1,153,140 $10.63 $12M +827,695 +$8.8M
Holding 0.58%, was 0.36% Add +82.8% 1,179,542 $10.38 $12M +534,113 +$5.6M
AMZN, Amazon 0.57% New 50,000 $238.34 $12M +50,000 +$12M
K&F Growth Acquisition 0.57% Add +4.6% 1,124,156 $10.56 $12M +49,301 +$660K
Hennessy Cap Investment Corporation VII 0.55%, was 0.41% Add +51.2% 1,101,473 $10.45 $12M +372,814 +$4M
Quartzsea Acquisition 0.55%, was 0.23% Add +169.8% 1,094,190 $10.51 $12M +688,641 +$7.3M
Copley Acquisition 0.54% Add +5.5% 1,084,469 $10.43 $11M +56,845 +$711K
Holding 0.53% Add +8.1% 1,060,952 $10.50 $11M +79,856 +$937K
Jackson Acquisition Co. II 0.47%, was 0.24% Add +115.6% 927,836 $10.64 $9.9M +497,474 +$5.3M
FG Imperii Acquisition 0.47% Hold 992,100 $9.93 $9.9M — —
Charlton Aria Acquisition 0.45% Hold 878,975 $10.79 $9.5M — —
Xsolla Spac 1 0.44% Hold 920,190 $9.93 $9.1M — —
Launch Two Acquisition 0.43% Add +3.8% 847,934 $10.72 $9.1M +31,217 +$416K
Quantumsphere Acquisition 0.43%, was 0.28% Add +73.3% 881,402 $10.22 $9M +372,862 +$3.9M
RF Acquisition Corporation II 0.43% Add +6.3% 814,851 $11.02 $9M +48,426 +$614K
Soulpower Acquisition 0.43% Hold 866,764 $10.35 $9M — —
AIG, American International Group 0.42%, was 0.25% Add +77.6% 747,779 $11.82 $8.8M +326,620 +$4.3M
Gigcapital9 0.42% Hold 882,431 $9.94 $8.8M — —
Sizzle Acquisition Corporation II 0.42%, was 0.22% Add +112.6% 843,448 $10.37 $8.7M +446,680 +$4.7M
Melar Acquisition 0.42%, was 0.58% Reduce −20.3% 795,916 $10.94 $8.7M −203,047 −$2.1M
Siddhi Acquisition 0.41%, was 0.26% Add +74.6% 826,986 $10.40 $8.6M +353,368 +$3.7M
Plum Acquisition Corporation IV 0.41% Add +0.2% 805,592 $10.66 $8.6M +1,400 +$95K
Dynamix 0.40%, was 0.44% Reduce −1.9% 775,489 $10.79 $8.4M −15,014 +$91K

Showing top 50 of 264 by value

Exits / last held

Gone since 2026 Q1, shown at their last reported size.

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
WST, West Pharmaceutical 2.80% Exit 0 $41.17 $52M −1,266,970 −$52M
Holding 1.44% Exit 0 $11.51 $27M −2,321,633 −$27M
Global Indemnity Group 1.35% Exit 0 $27.23 $25M −919,661 −$25M
Holding 1.24% Exit 0 $10.31 $23M −2,229,948 −$23M
Mountain Lake Acquisition 1.06% Exit 0 $10.53 $20M −1,877,833 −$20M
Gigcapital7 0.99% Exit 0 $10.65 $18M −1,735,682 −$18M
Legato Merger Corporation III 0.87% Exit 0 $10.99 $16M −1,466,215 −$16M
Voyager Acquisition 0.75% Exit 0 $10.68 $14M −1,303,583 −$14M
Centurion Acquisition 0.67% Exit 0 $10.76 $12M −1,157,544 −$12M
Sim Acquisition 0.53% Exit 0 $10.72 $9.8M −912,286 −$9.8M
Vine Hill Cap Investment 0.38% Exit 0 $10.68 $7.1M −661,663 −$7.1M
Live Oak Acquisition 0.36% Exit 0 $10.40 $6.7M −647,661 −$6.7M
Suma Acquisition 0.29% Exit 0 $10.02 $5.5M −546,810 −$5.5M
Holding 0.29% Exit 0 $9.99 $5.4M −540,732 −$5.4M
Holding 0.27% Exit 0 $9.99 $5M −497,000 −$5M
Blue Acquisition 0.24% Exit 0 $10.21 $4.5M −441,650 −$4.5M
Best Spac I Acquisition 0.24% Exit 0 $10.24 $4.5M −437,808 −$4.5M
Cartesian Growth Corporation III 0.22% Exit 0 $10.26 $4M −393,552 −$4M
Holding 0.21% Exit 0 $10.75 $4M −371,104 −$4M
Proem Acquisition 0.21% Exit 0 $9.99 $4M −397,720 −$4M
TRG Latin Amer Acquis 0.21% Exit 0 $9.95 $4M −397,600 −$4M
ILMN, Illumination Acquisitio 0.17% Exit 0 $9.92 $3.2M −323,050 −$3.2M
A Paradise Acquisition 0.17% Exit 0 $10.17 $3.1M −306,725 −$3.1M
Kensington Cap Acquist 0.16% Exit 0 $10.04 $3M −298,232 −$3M
Pono Cap Four 0.16% Exit 0 $9.98 $3M −298,260 −$3M
Apex Tech Acquisition 0.13% Exit 0 $10.00 $2.5M −248,500 −$2.5M
Galaxyedge Acquisition 0.13% Exit 0 $10.00 $2.5M −248,525 −$2.5M
Willow Lane Acquisition CRP 0.13% Exit 0 $10.10 $2.5M −245,702 −$2.5M
D. Boral Arc Acq 0.12% Exit 0 $10.12 $2.3M −226,854 −$2.3M
Holding 0.12% Exit 0 $10.43 $2.2M −208,065 −$2.2M
Holding 0.11% Exit 0 $10.04 $2M −198,860 −$2M
Oak Woods Acquisition 0.10% Exit 0 $12.20 $1.8M −151,237 −$1.8M
Churchill Cap Corporation XI 0.09% Exit 0 $10.16 $1.7M −168,240 −$1.7M
Abony Acquisition 0.09% Exit 0 $9.95 $1.6M −160,097 −$1.6M
Holding 0.08% Exit 0 $9.92 $1.5M −149,160 −$1.5M
Idea Acquisition 0.06% Exit 0 $9.91 $1M −104,615 −$1M
Inflection PT Acquisit 0.05% Exit 0 $10.12 $1M −99,418 −$1M
HCM IV Acquisition 0.05% Exit 0 $10.03 $997K −99,432 −$997K
Bhav Acquisition 0.05% Exit 0 $9.98 $992K −99,440 −$992K
Qdro Acquisition 0.05% Exit 0 $9.91 $985K −99,420 −$985K
Metals Acquisition Corporation II 0.03% Exit 0 $10.10 $502K −49,709 −$502K
Mozayyx Acquisition 0.03% Exit 0 $9.96 $495K −49,700 −$495K
Selective Insurance Group 0.02% Exit 0 $75.29 $384K −5,100 −$384K

Weight bar: held both quarters added sold at this quarter’s reported price

* Reported price is value ÷ shares from the 13F as of period end, not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2026 Q1. Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top. Exit opens the last-held block below.

Filings history

4 periods, with AUM normalized

Period Holds AUM QoQ Form Filed Filing ID
empty — — 13F-HR/A 8/24/2026 000089914026000955
2026 Q2 342 $2.1B +12.7% 13F-HR 8/14/2026 000089914026000887
2026 Q1 345 $1.9B −12.4% 13F-HR 5/15/2026 000089914026000586
2025 Q4 285 $2.1B +22.5% 13F-HR 2/13/2026 000089914026000194
2025 Q3 235 $1.7B — 13F-HR 11/14/2025 000089914025001317

About

Berkley W R Corp.

5 processed 13Fs on this site, 2025 Q3 to 2026 Q2

SEC filing name
BERKLEY W R CORP
Location
Greenwich, CT
All SEC filings
View on sec.gov

Further reading

As an Amazon Associate, FollowTheFilings earns from qualifying purchases.

  • The Essays of Warren Buffett, 8th Ed., Warren Buffett, Lawrence A. Cunningham View on Amazon
  • One Up On Wall Street (Lynch), Peter Lynch View on Amazon

More on the shelf