HoldcoTracker

W.R. Berkley

Q1 2026 filing · filed 2026-05-15 · 46 days ago · 15 positions

Portfolio at filing $760M
Current portfolio $770M
Since filing +1.3%
vs S&P since filing -11.9%
13-F / mkt cap 2.9%
Ticker Name Current Value vs Filing % % of Portfolio vs Last Filing
EPD ENTERPRISE PRODS PARTNERS L $250M -3.1% 32.5%
ET ENERGY TRANSFER L P $157M -1.2% 20.4%
KMI KINDER MORGAN INC DEL $91.6M -3.8% 11.9%
ON ON SEMICONDUCTOR CORP $64.8M +43% 8.4%
PAA PLAINS ALL AMERN PIPELINE L $59.4M -0.9% 7.7%
WES WESTERN MIDSTREAM PARTNERS L $55.0M +5.4% 7.1% +42.8%
PGR PROGRESSIVE CORP $45.6M +10.9% 5.9% +92.9%
GBLI GLOBAL INDEMNITY GROUP LLC $23.1M -7.9% 3%
JOE ST JOE CO $13.2M +0.3% 1.7%
VZ VERIZON COMMUNICATIONS INC $7.0M -12.2% 0.9%
IRHO IRON HORSE ACQUISIT II CORP $2.5M +2% 0.3% new
SIGI SELECTIVE INS GROUP INC $499k +29.7% 0.1% new
NWAX NEW AMER ACQUISITION I CORP $351k +1.2% 0% new
IRHOR IRON HORSE ACQUISIT II CORP $50k +48.1% 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.