Berkley W R Corp Portfolio Holdings

Berkley W R Corp

$1.35 Billion
Q1 2025

Berkley W R Corp has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.35 Billion distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Kinder Morgan, Inc. with a value of $189M, Enterprise Products Partners L.P. with a value of $174M, Energy Transfer LP with a value of $118M, Tesla, Inc. with a value of $89.6M, and Nvidia Corp with a value of $64.6M.

Examining the 13F form we can see an decrease of $930M in the current position value, from $2.28B to 1.35B.

Berkley W R Corp is based out at Greenwich, CT

Below you can find more details about Berkley W R Corp portfolio as well as his latest detailed transactions.

Portfolio value $1.35 Billion

Energy: $481 Million

Consumer Cyclical: $370 Million

Technology: $251 Million

Communication Services: $97.4 Million

Financial Services: $67.1 Million

Basic Materials: $46.4 Million

Consumer Defensive: $20.4 Million

Real Estate: $12.3 Million

Other: $1.22 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SVII Spring Valley Acquisition Corp. Ii	$0	$3.64 Million 0.27% of portfolio	316,189	Q1 2025 Added 218.1%
AIMBU Aimfinity Investment Corp. I Financial Services	$0	$904,000 0.07% of portfolio	74,540	Q1 2025 Reduced 57.95%

Summary

Portfolio
No. of Stocks 158
Current Value $1.35 Billion
Prior Value $2.28 Billion
Filing
Period Q1 2025
Filing Date May 15, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 54 stocks
Additional Purchases 26 stocks
Sold out of 0 stocks
Reduced holdings in 19 stocks

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