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BERKLEY W R CORP — 13F Holdings & Portfolio

CIK 11544 · latest 13F-HR filed 2026-05-15

Backtest portfolio

BERKLEY W R CORP manages $1.86B in 13F-reported U.S. long-equity assets across 345 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are EPD (13.87%), ET (8.55%), KMI (5.11%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 122 new positions, exited 55, added to 84, and trimmed 59.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$1.86B

Long-equity book

Holdings

345

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+122 / −55 / ↑84 / ↓59

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ENTERPRISE PRODS PARTNERS L$39.4M +18.0%
  • ENERGY TRANSFER L P$23.2M +17.0%
  • KINDER MORGAN INC DEL$17.1M +22.0%
  • WESTERN MIDSTREAM PARTNERS L$17.1M +48.8%
  • PROGRESSIVE CORP$16.7M +68.0%
Show all 84 →

Top Trims

  • KEEN VISION ACQUISITION CORP-$7.6M -86.3%
  • VOYAGER ACQUISITION CORP-$5.3M -27.5%
  • CAYSON ACQUISITION CORP-$2.7M -32.6%
  • RIBBON ACQUISITION CORP-$1.7M -34.9%
  • SPRING VY ACQUISITION CORP I-$1.6M -80.0%
Show all 59 →

New Positions

  • FG IMPERII ACQUISITION CORP$9.8M
  • XSOLLA SPAC 1$9.0M
  • GIGCAPITAL9 CORP$8.7M
  • PRAETORIAN ACQUISITION CORP$7.8M
  • DIGITAL ASSET ACQUISITION CO$7.8M
Show all 122 →

Exited Positions

  • NVIDIA CORPORATION$82.6M
  • MICROSOFT CORP$73.8M
  • ALPHABET INC$68.7M
  • TESLA INC$59.9M
  • AA MISSION ACQUISITION CORP$34.5M
Show all 55 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ENTERPRISE PRODS PARTNERS L EPD 293792107 $258.3M 13.87% 6,825,000 SH
2 ENERGY TRANSFER L P ET 29273V100 $159.2M 8.55% 8,250,000 SH
3 KINDER MORGAN INC DEL KMI 49456B101 $95.1M 5.11% 2,837,206 SH
4 PLAINS ALL AMERN PIPELINE L PAA 726503105 $59.9M 3.22% 2,684,307 SH
5 WESTERN MIDSTREAM PARTNERS L WES 958669103 $52.2M 2.80% 1,266,970 SH
6 ON SEMICONDUCTOR CORP ON 682189105 $45.3M 2.43% 731,118 SH
7 PROGRESSIVE CORP PGR 743315103 $41.2M 2.21% 207,589 SH
8 AGRICULTURE & NAT SOL ACQ CO ANSC G0131Y100 $29.7M 1.59% 2,626,532 SH
9 HAYMAKER ACQUISITION CORP IV HYAC G4375F108 $26.7M 1.44% 2,321,633 SH
10 GLOBAL INDEMNITY GROUP LLC GBLI 37959R103 $25.0M 1.35% 919,661 SH
11 CANTOR EQUITY PARTNERS III I CAEP G1828A108 $23.0M 1.24% 2,229,948 SH
12 MOUNTAIN LAKE ACQUISITION CO MLAC G6301B101 $19.8M 1.06% 1,877,833 SH
13 CHURCHILL CAPITAL CORP IX CCIX G21301109 $19.3M 1.04% 1,810,437 SH
14 ROMAN DBDR ACQUISITION CORP DRDB G7633M104 $18.9M 1.01% 1,800,830 SH
15 BERTO ACQUISITION CORP TACO G1051H101 $18.7M 1.00% 1,822,598 SH
16 EQV VENTURES AC CORP. II EVAC G3106Q102 $18.7M 1.00% 1,851,475 SH
17 GIGCAPITAL7 CORP GIG G38648104 $18.5M 0.99% 1,735,682 SH
18 INFLECTION PT ACQUISITION CO IPCX G47875102 $18.1M 0.97% 1,769,623 SH
19 KOCHAV DEFENSE ACQUI CO KCHV G5304D106 $17.3M 0.93% 1,690,352 SH
20 YORKVILLE ACQUISITION CORP. MCGA G98659116 $16.6M 0.89% 1,645,570 SH
21 SILVERBOX CORP IV SBXD G81354105 $16.2M 0.87% 1,514,573 SH
22 LEGATO MERGER CORP III LEGT G5451A103 $16.1M 0.87% 1,466,215 SH
23 LAUNCH ONE ACQUISITION CORP LPAA G5S86M100 $15.9M 0.86% 1,487,125 SH
24 VOYAGER ACQUISITION CORP VACH G93A7H104 $13.9M 0.75% 1,303,583 SH
25 ST JOE CO JOE 790148100 $13.2M 0.71% 209,542 SH
26 GIGCAPITAL8 CORP GIW G3864J100 $12.9M 0.69% 1,289,470 SH
27 CANTOR EQUITY PARTNERS I INC CEPO G1827K107 $12.8M 0.69% 1,222,437 SH
28 ARMADA ACQUISITION CORP II XRPN G0R38G104 $12.7M 0.68% 1,233,735 SH
29 CENTURION ACQUISITION CORP ALF G20315100 $12.5M 0.67% 1,157,544 SH
30 K&F GROWTH ACQUISITION CORP KFII G52258111 $11.2M 0.60% 1,074,855 SH
31 GLOBA TERRA ACQUISITION COR GTERA G3933N116 $10.9M 0.58% 1,062,185 SH
32 MELAR ACQUISITION CORP. I MACI G6004G100 $10.8M 0.58% 998,963 SH
33 COPLEY ACQUISITION CORP COPL G24243100 $10.6M 0.57% 1,027,624 SH
34 M3BRIGADE ACQUISITION V CORP MBAV G63212107 $10.3M 0.56% 963,675 SH
35 INFLECTION POINT ACQU CORP V IPEX G6001J107 $10.2M 0.55% 981,096 SH
36 LIONHEART HOLDINGS CUB G5501C109 $9.9M 0.53% 916,973 SH
37 FG IMPERII ACQUISITION CORP FGII G3R41C102 $9.8M 0.53% 992,100 SH
38 SIM ACQUISITION CORP. I SIMA G8431T101 $9.8M 0.53% 912,286 SH
39 CHARLTON ARIA ACQUISITION CO CHAR G9877L107 $9.3M 0.50% 878,975 SH
40 GP-ACT III ACQUISITION CORP GPAT G4035N103 $9.2M 0.49% 846,823 SH
41 PANTAGES CAPITAL ACQUISITION PGAC G8089R100 $9.2M 0.49% 874,411 SH
42 XSOLLA SPAC 1 XSLL G9833K102 $9.0M 0.49% 920,190 SH
43 SOULPOWER ACQUISITION CORP SOUL G82745103 $8.9M 0.48% 866,764 SH
44 GIGCAPITAL9 CORP GIX G3865B114 $8.7M 0.47% 882,431 SH
45 LAUNCH TWO ACQUISITION CORP. LPBB G5S87A105 $8.7M 0.47% 816,717 SH
46 PLUM ACQUISITION CORP IV PLMK G7134A104 $8.5M 0.46% 804,192 SH
47 RF ACQUISITION CORP II RFAI G75389109 $8.4M 0.45% 766,425 SH
48 DYNAMIX CORP DYNC G2949D104 $8.3M 0.44% 790,503 SH
49 CANTOR EQUITY PARTNERS V INC CEPV G1828S109 $8.0M 0.43% 792,962 SH
50 VERIZON COMMUNICATIONS INC VZ 92343V104 $7.9M 0.43% 157,666 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $1.86B 345 0000899140-26-000586
2025-12-31 2026-02-13 $2.13B 285 0000899140-26-000194
2025-09-30 2025-11-14 $1.74B 235 0000899140-25-001317