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Berkley W R Corp 13F Filings, Portfolio & Analysis

CIK: 0000011544
Greenwich 475 Steamboat Road
Zip Code: 06830
Latest Portfolio Value
$1.86 B
-12.42%
Total Holdings
344
59
Latest Report Date
Q1 2026
Top 10 Concentration
43.87%

Berkley W R Corp — Portfolio Overview & Company Profile

Berkley W R Corp (CIK: 0000011544) is a financial institution headquartered at 475 Steamboat Road, , Greenwich, Connecticut 06830. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $1.86 B, comprising 344 distinct securities. Over its filing history, it has submitted 112 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 43.9%. Quarterly turnover: 24.7%. ▲ 63 new, +73 added, −12 reduced, ×17 exited.

Portfolio Summary (Q1 2026)

Top Sells

Q1 2026

Asset Allocation

Stocks/ETFs
+5.61%
$1.81 B 97.05%
Options
$0 0.00%
Debt
$0 0.00%
Other
+27.76%
$54.89 M 2.95%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
6.82 M $258.26 M 13.87%
8.25 M $159.22 M 8.55%
2.84 M $95.13 M 5.11%
2.68 M $59.94 M 3.22%
1.27 M $52.16 M 2.80% ▲ 379,807 Add 42.8%
731,118 $45.27 M 2.43%
207,589 $41.15 M 2.21% ▲ 100,000 Add 93.0%
2.63 M $29.65 M 1.59% ▲ 100,954 Add 4.0%
2.32 M $26.72 M 1.44% ▲ 357,426 Add 18.2%
919,661 $25.04 M 1.35%

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