13F filer
Berkley W R
13F Value
$2.18B
Positions
344
Top Position
EPD11.5%
Top 5
29.4%
Latest filing changes
vs Mar 31, 2026Holdings344
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | EPD | 11.5% | $250.9M | — | 6.83M | 13.9% | Common Stock | |
| 2 | ET | 7.2% | $157.7M | — | 8.25M | 8.6% | Partnership Unit | |
| 3 | KMI | 4.2% | $90.7M | — | 2.84M | 5.1% | Common Stock | |
| 4 | PAA | 3.3% | $70.9M | +18.6% | 3.18M | 3.2% | Partnership Unit | |
| 5 | ON | 3.2% | $69.1M | — | 731.1K | 2.4% | Common Stock | |
| 6 | MSFT | 2.6% | $55.7M | NEW | 149.4K | — | Common Stock | |
| 7 | MSFT · PUT | 2.6% | $55.7M | NEW | 149.4K | — | Put | |
| 8 | WES | 2.5% | $55.4M | — | 1.27M | 2.8% | Partnership Unit | |
| 9 | PGR | 2.1% | $45.3M | — | 207.6K | 2.2% | Common Stock | |
| 10 | AGRICULTURE & NAT SOL ACQ CO — SHS CL A | 1.7% | $37.1M | +24.3% | 3.27M | 1.6% | Equity | |
| 11 | NVDA | 1.1% | $25.0M | NEW | 124.8K | — | Common Stock | |
| 12 | NVDA · PUT | 1.1% | $25.0M | NEW | 124.8K | — | Put | |
| 13 | DRDB | 1.1% | $24.0M | +26.4% | 2.28M | 1.0% | Common Stock | |
| 14 | TSM | 1.1% | $23.7M | NEW | 49.7K | — | ADR | |
| 15 | TSM · PUT | 1.1% | $23.7M | NEW | 49.7K | — | Put | |
| 16 | PFE | 1.1% | $23.3M | NEW | 965.5K | — | Common Stock | |
| 17 | GBLI | 1.1% | $23.0M | — | 919.7K | 1.3% | Common Stock | |
| 18 | IPCX | 1.0% | $22.8M | +25.0% | 2.21M | 1.0% | Equity | |
| 19 | TSLA | 1.0% | $21.0M | NEW | 50.0K | — | Common Stock | |
| 20 | TSLA · PUT | 1.0% | $21.0M | NEW | 50.0K | — | Put |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing91
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.