HoldcoTracker

W.R. Berkley

Q1 2026 filing · filed 2026-05-15 · 91 days ago · 15 positions

Portfolio at filing $760M
Current portfolio $800M
Since filing +5.2%
vs S&P since filing -13.4%
13-F / mkt cap 3.1%
Ticker Name Current Value vs Filing % % of Portfolio vs Last Filing
EPD ENTERPRISE PRODS PARTNERS L $259M +0.5% 32.4%
ET ENERGY TRANSFER L P $171M +7.6% 21.4%
KMI KINDER MORGAN INC DEL $91.0M -4.3% 11.4%
PAA PLAINS ALL AMERN PIPELINE L $62.9M +5% 7.9%
WES WESTERN MIDSTREAM PARTNERS L $61.2M +17.3% 7.6% +42.8%
ON ON SEMICONDUCTOR CORP $59.6M +31.7% 7.5%
PGR PROGRESSIVE CORP $43.4M +5.4% 5.4% +92.9%
GBLI GLOBAL INDEMNITY GROUP LLC $26.0M +3.9% 3.3%
JOE ST JOE CO $14.3M +8.8% 1.8%
VZ VERIZON COMMUNICATIONS INC $7.6M -3.9% 1%
IRHO IRON HORSE ACQUISIT II CORP $2.5M +1.6% 0.3% new
SIGI SELECTIVE INS GROUP INC $479k +24.5% 0.1% new
NWAX NEW AMER ACQUISITION I CORP $353k +1.6% 0% new
IRHOR IRON HORSE ACQUISIT II CORP $48k +42.3% 0% new
NWAX-WS NEW AMER ACQUISITION I CORP new

Portfolio reflects W.R. Berkley's 13-F filed 2026-05-15 (2026-03-31 quarter-end), marked to most recent close.