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Livermore
Livermore
ZHEN

Berkley W R Corp

SEC CIK
0000011544
Latest filing
Aug 24, 2026

The latest 13F from Berkley W R Corp covers Q2 2026 (filed Aug 24, 2026): 339 long positions worth $2.04B. The top 10 holdings make up 42.1% of the portfolio, and the largest is Enterprise Products Partners L.P. (EPD) at 12.3%. Livermore has 24 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
85
Est. +$304.1M
Added
59
Est. +$137.1M
Reduced
55
Est. −$54.3M
Sold out
91
Est. −$235.6M

Top 5 holdings

Share of this quarter's portfolio value

  1. EPDEnterprise Products Partners L.P.
    12.3%$250.9MHistory
  2. ETEnergy Transfer LP
    7.7%$157.7MHistory
  3. KMIKinder Morgan, Inc.
    4.4%$90.7MHistory
  4. PAAPlains All American Pipeline LP
    3.5%$70.9MHistory
  5. ONOn Semiconductor Corp
    3.4%$69.1MHistory

Share of portfolio

Top 5 holdings and the other 334 positions, by share of portfolio value

  1. EPD12.3%
  2. ET7.7%
  3. KMI4.4%
  4. PAA3.5%
  5. ON3.4%
  6. Other 334 positions68.6%

Biggest buys

New and added positions, by estimated amount bought

  1. MSFTMicrosoft Corp
    +$55.7MNewHistory
  2. NVDANVIDIA Corp
    +$25.0MNewHistory
  3. TSMTaiwan Semiconductor Manufacturing Co Ltd
    +$23.7MNewHistory
  4. PFEPfizer Inc
    +$23.3MNewHistory
  5. TSLATesla, Inc.
    +$21.0MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MSFTMicrosoft Corp
    +2.73 pp0.0% → 2.7%History
  2. NVDANVIDIA Corp
    +1.23 pp0.0% → 1.2%History
  3. TSMTaiwan Semiconductor Manufacturing Co Ltd
    +1.16 pp0.0% → 1.2%History
  4. PFEPfizer Inc
    +1.14 pp0.0% → 1.1%History
  5. TSLATesla, Inc.
    +1.03 pp0.0% → 1.0%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. HYACHaymaker Acquisition Corp V
    −$26.7MSold outHistory
  2. CAEPCantor Equity Partners III, Inc.
    −$23.0MSold outHistory
  3. Mountain Lake Acquisition Corp.G6301B101
    −$19.8MSold out
  4. Churchill Capital Corp IX/CaymanG21301109
    −$18.6MReduced
  5. HDRNHadron Energy, Inc.
    −$18.5MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. HYACHaymaker Acquisition Corp V
    −1.44 pp1.4% → 0.0%History
  2. CAEPCantor Equity Partners III, Inc.
    −1.24 pp1.2% → 0.0%History
  3. Mountain Lake Acquisition Corp.G6301B101
    −1.06 pp1.1% → 0.0%
  4. HDRNHadron Energy, Inc.
    −0.99 pp1.0% → 0.0%History
  5. Churchill Capital Corp IX/CaymanG21301109
    −0.98 pp1.0% → 0.1%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$2.04B
+$177.0M (+9.5%) vs. prior quarter
Positions
339
−6 vs. prior quarter
Top 10 concentration
42.1%
Top 10 as share of value
Turnover
14.9%
Q2 2026, one quarter
Average holding period
8.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $2.06B (Q3 2022)

Q1 2021: $835.0MQ2 2021: $1.00BQ3 2021: $1.49BQ4 2021: $1.81BQ1 2022: $1.96BQ2 2022: $2.02BQ3 2022: $2.06BQ4 2022: $1.85BQ1 2023: $1.58BQ2 2023: $1.66BQ3 2023: $1.54BQ4 2023: $1.38BQ1 2024: $1.60BQ2 2024: $1.79BQ3 2024: $1.40BQ4 2024: $1.77BQ1 2025: $1.37BQ2 2025: $1.61BQ3 2025: $1.55BQ4 2025: $1.79BQ1 2026: $1.86BQ2 2026: $2.04B
Q1 2021Q2 2026
13F filings of Berkley W R Corp by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 24, 2026Amended339$2.04BEPDETKMIvs. Q1 2026SECSEC
Q1 2026May 15, 2026345$1.86BEPDETKMIvs. Q4 2025SEC
Q4 2025Feb 13, 2026278$1.79BEPDETNVDAvs. Q3 2025SEC
Q3 2025Nov 14, 2025229$1.55BEPDETAMZNvs. Q2 2025SEC
Q2 2025Aug 14, 2025208$1.61BKMIEPDETvs. Q1 2025SEC
Q1 2025May 15, 2025146$1.37BKMIEPDETvs. Q4 2024SEC
Q4 2024Feb 14, 2025139$1.77BKMIEPDETvs. Q3 2024SEC
Q3 2024Nov 14, 2024142$1.40BKMIEPDETvs. Q2 2024SEC
Q2 2024Aug 14, 2024142$1.79BKMIEPDAAPLvs. Q1 2024SEC
Q1 2024May 15, 2024149$1.60BEPDKMIETvs. Q4 2023SEC
Q4 2023Feb 14, 2024185$1.38BKMIEPDCMCvs. Q3 2023SEC
Q3 2023Nov 14, 2023210$1.54BEPDKMICMCvs. Q2 2023SEC
Q2 2023Aug 14, 2023220$1.66BCMCKMIEPDvs. Q1 2023SEC
Q1 2023May 15, 2023235$1.58BCMCKMIEPDvs. Q4 2022SEC
Q4 2022Feb 14, 2023338$1.85BCMCKMIENBvs. Q3 2022SEC
Q3 2022Nov 14, 2022510$2.06BKMICMCEPDvs. Q2 2022SEC
Q2 2022Aug 15, 2022553$2.02BKMIENBCMCvs. Q1 2022SEC
Q1 2022May 16, 2022573$1.96BKMIENBCMCvs. Q4 2021SEC
Q4 2021Feb 14, 2022572$1.81BKMIENBCMCvs. Q3 2021SEC
Q3 2021Feb 14, 2022Amended445$1.49BKMIWRBENBvs. Q2 2021SECSEC
Q2 2021Aug 16, 2021379$1.00BKMIENBAXSvs. Q1 2021SEC
Q1 2021May 17, 2021336$835.0MKMIENBAXS–SEC

13D and 13G filings

Companies where Berkley W R Corp reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

37 companies, largest stake first.

Companies where Berkley W R Corp owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
Agriculture & Natural Solutions Acquisition CorpClass A ordinary shares, par value $0.0001 per share13G/A9.90%3.27M shares+1.90 ppfrom 8.00%Aug 8, 20254 filingsAug 5, 2026SEC
DRDBRoman DBDR Acquisition Corp. II13G/A9.90%2.28M shares+2.10 ppfrom 7.80%May 7, 20262 filingsAug 5, 2026SEC
CHARCharlton Aria Acquisition Corp13G/A9.90%879.0K shares+1.60 ppfrom 8.30%Nov 10, 20252 filingsMay 7, 2026SEC
SBXDSilverBox Corp IV13G/A9.40%1.92M shares+2.00 ppfrom 7.40%Feb 11, 20263 filingsAug 6, 2026SEC
CAPNCayson Acquisition Corp13G/A9.40%997.3K shares−1.00 ppfrom 10.40%Apr 8, 20252 filingsMay 7, 2026SEC
MCGAYorkville Acquisition Corp.13G9.20%1.65M sharesNewMay 8, 20261 filingMay 8, 2026SEC
RFAIRF Acquisition Corp II13G9.20%766.4K shares+5.60 ppfrom 3.60%Aug 8, 20254 filingsMay 8, 2026SEC
OAKUOak Woods Acquisition Corp13G/A9.20%151.2K shares–Nov 6, 20242 filingsFeb 11, 2026SEC
IPEXInflection Point Acquisition Corp. V13G/A9.00%981.1K shares+0.50 ppfrom 8.50%Nov 10, 20252 filingsMay 8, 2026SEC
QSEAQuartzsea Acquisition Corp13G8.90%900.0K sharesNewAug 6, 20261 filingAug 6, 2026SEC
GTERAGloba Terra Acquisition Corp13G/A8.70%1.56M shares+2.80 ppfrom 5.90%May 8, 20262 filingsAug 6, 2026SEC
MACIMelar Acquisition Corp. I/Cayman13G/A8.30%795.9K shares+2.90 ppfrom 5.40%Feb 11, 20262 filingsAug 6, 2026SEC
PGACPantages Capital Acquisition Corp13G/A8.30%248.6K shares−1.60 ppfrom 9.90%Nov 10, 20253 filingsAug 6, 2026SEC
RIBBRibbon Acquisition Corp.13G/A7.90%297.6K shares–May 8, 20261 filingMay 8, 2026SEC
UYSCUY Scuti Acquisition Corp.13G/A7.80%407.6K shares+2.50 ppfrom 5.30%May 8, 20262 filingsAug 6, 2026SEC
YHNAYHN Acquisition I Ltd13G/A7.80%335.9K shares−0.90 ppfrom 8.70%Apr 8, 20253 filingsFeb 11, 2026SEC
QUMSQuantumsphere Acquisition Corp13G7.70%881.4K sharesNewAug 6, 20261 filingAug 6, 2026SEC
KVACFKeen Vision Acquisition Corp.13G/A7.70%714.0K shares−2.00 ppfrom 9.70%Apr 8, 20253 filingsNov 10, 2025SEC
LCCCLakeshore Acquisition III Corp.13G7.70%687.4K sharesNewAug 6, 20261 filingAug 6, 2026SEC
RANGRange Capital Acquisition Corp.13G7.40%497.3K sharesNewAug 6, 20261 filingAug 6, 2026SEC
BKHABlack Hawk Acquisition Corp13G/A7.40%308.6K shares+2.20 ppfrom 5.20%Aug 8, 20252 filingsNov 10, 2025SEC
FTWPresidio Production Co13G7.20%2.57M sharesNewFeb 10, 20261 filingFeb 10, 2026SEC
CEPOCantor Equity Partners I, Inc.13G/A7.00%1.44M shares+1.00 ppfrom 6.00%May 7, 20262 filingsAug 5, 2026SEC
RIBBRibbon Acquisition Corp.13G6.80%437.3K sharesNewApr 8, 20251 filingApr 8, 2025SEC
CRACCrown Reserve Acquisition Corp. I13G6.70%1.22M sharesNewAug 5, 20261 filingAug 5, 2026SEC

Showing the 25 largest of 37 stakes.

Latest filings

134 filings on file made by Berkley W R Corp or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Berkley W R Corp
CompanyFiled (ET)FormStakeChangeEvent dateFiling
IPCXInflection Point Acquisition Corp. IIISep 3, 20264:17 PM ET13G/A0.00%0 shares−8.50 ppfrom 8.50%Below 5%Sep 3, 2026SEC
Voyager Acquisition Corp./Cayman IslandsClass A ordinary shares, par value $0.0001 per shareAug 6, 20265:24 PM ET13G/A0.00%0 shares−5.20 ppfrom 5.20%Below 5%Jun 30, 2026SEC
UYSCUY Scuti Acquisition Corp.Aug 6, 20265:16 PM ET13G/A7.80%407.6K shares+2.50 ppfrom 5.30%Jun 30, 2026SEC
TAVITavia Acquisition Corp.Aug 6, 20265:12 PM ET13G6.30%547.7K sharesNewJun 30, 2026SEC
SBXDSilverBox Corp IVAug 6, 20265:07 PM ET13G/A9.40%1.92M shares+2.00 ppfrom 7.40%Jun 30, 2026SEC
RANGRange Capital Acquisition Corp.Aug 6, 20265:03 PM ET13G7.40%497.3K sharesNewJun 30, 2026SEC
QUMSQuantumsphere Acquisition CorpAug 6, 20264:59 PM ET13G7.70%881.4K sharesNewJun 30, 2026SEC
QSEAQuartzsea Acquisition CorpAug 6, 20264:56 PM ET13G8.90%900.0K sharesNewJun 30, 2026SEC
PHYTPyrophyte Acquisition Corp.Aug 6, 20264:53 PM ET13G/A0.00%0 shares−1.50 ppfrom 1.50%Below 5%Jun 30, 2026SEC
PGACPantages Capital Acquisition CorpAug 6, 20264:50 PM ET13G/A8.30%248.6K shares−1.60 ppfrom 9.90%Jun 30, 2026SEC
Mountain Lake Acquisition Corp.Class A ordinary shares, par value $0.0001 per shareAug 6, 20264:46 PM ET13G/A0.00%0 shares−7.90 ppfrom 7.90%Below 5%Jun 30, 2026SEC
MACIMelar Acquisition Corp. I/CaymanAug 6, 20264:43 PM ET13G/A8.30%795.9K shares+2.90 ppfrom 5.40%Jun 30, 2026SEC
LEGTLegato Merger Corp. IIIAug 6, 20264:41 PM ET13G/A0.00%0 shares−5.70 ppfrom 5.70%Below 5%Jun 30, 2026SEC
Haymaker Acquisition Corp. 4Class A ordinary shares, par value $0.0001 per shareAug 6, 20264:36 PM ET13G/A0.00%0 shares−9.90 ppfrom 9.90%Below 5%Jun 30, 2026SEC
LCCCLakeshore Acquisition III Corp.Aug 6, 20269:09 AM ET13G7.70%687.4K sharesNewJun 30, 2026SEC
IPCXInflection Point Acquisition Corp. IIIAug 6, 20269:06 AM ET13G/A8.50%2.21M shares+1.70 ppfrom 6.80%Jun 30, 2026SEC
HVIIONE Nuclear Energy Inc.Aug 6, 20269:01 AM ET13G5.60%1.10M sharesNewJun 30, 2026SEC
Horizon Space Acquisition II Corp.Ordinary Shares, par value $0.0001 per shareAug 6, 20268:59 AM ET13G/A0.00%0 shares−7.40 ppfrom 7.40%Below 5%Jun 30, 2026SEC
GTERAGloba Terra Acquisition CorpAug 6, 20268:56 AM ET13G/A8.70%1.56M shares+2.80 ppfrom 5.90%Jun 30, 2026SEC
HDRNHadron Energy, Inc.Aug 6, 20268:54 AM ET13G/A0.00%0 shares−8.70 ppfrom 8.70%Below 5%Jun 30, 2026SEC