StockDriftsStockDriftsTop 50 Berkley W R CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EPD | ENTERPRISE PRODS PARTNERS L | 12.8% | 6.83M | $250.9M | +0.00%(+0) | $26.04(+49.41%) | 2026-06-30 | |
| ET | ENERGY TRANSFER L P | 8.05% | 8.25M | $157.7M | +0.00%(+0) | $12.69(+65.92%) | 2026-06-30 | |
| KMI | KINDER MORGAN INC DEL | 4.63% | 2.84M | $90.7M | +0.00%(+0) | $13.97(+134.91%) | 2026-06-30 | |
| PAA | PLAINS ALL AMERN PIPELINE L | 3.62% | 3.18M | $70.9M | +18.63%(+500.00K) | $18.38(+30.02%) | 2026-06-30 | |
| ON | ON SEMICONDUCTOR CORP | 3.53% | 731.1K | $69.1M | +0.00%(+0) | $57.04(+44.92%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.84% | 149.4K | $55.7M | new | $469.03(+3.63%) | 2026-06-30 | |
| PGR | PROGRESSIVE CORP | 2.31% | 207.6K | $45.3M | +0.00%(+0) | $225.60(-7.60%) | 2026-06-30 | |
| ANSC | AGRICULTURE & NAT SOL ACQ CO | 1.89% | 3.27M | $37.1M | +24.32%(+638.65K) | $10.77(+6.41%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.27% | 124.8K | $25.0M | new | $170.24(+32.79%) | 2026-06-30 | |
| DRDB | ROMAN DBDR ACQUISITION CORP | 1.22% | 2.28M | $24.0M | +26.42%(+475.76K) | $10.41(+2.34%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.00% | +25.96% | +74.09% | +1498.98% |
| Top 20 Holdings Unweighted | +9.06% | +29.71% | +128.34% | +6107.90% |
Berkley W R CORP reports $2.10B in US-listed equity holdings across 337 positions in its most recent 13F filing. Its largest disclosed positions are EPD (12.8%), ET (8.1%) and KMI (4.6%). The top 20 holdings account for 52.33% of reported assets. Its disclosed equity book has returned +25.96% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Berkley W R CORP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Berkley W R CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 11544). View Berkley W R CORP’s 13F filings on SEC