HoldcoTracker

W.R. Berkley

Q1 2026 filing · filed 2026-05-15 · 1 days ago · 15 positions

Portfolio at filing $760M
Current portfolio $823M
Since filing +8.2%
vs S&P since filing -4.5%
13-F / mkt cap 3.3%
Ticker Name Current Value vs Filing % % of Portfolio vs Last Filing
EPD ENTERPRISE PRODS PARTNERS L $268M +3.7% 32.5%
ET ENERGY TRANSFER L P $166M +4.4% 20.2%
KMI KINDER MORGAN INC DEL $95.4M +0.3% 11.6%
ON ON SEMICONDUCTOR CORP $82.7M +82.7% 10%
PAA PLAINS ALL AMERN PIPELINE L $61.5M +2.6% 7.5%
WES WESTERN MIDSTREAM PARTNERS L $58.3M +11.8% 7.1% +42.8%
PGR PROGRESSIVE CORP $41.5M +0.8% 5% +92.9%
GBLI GLOBAL INDEMNITY GROUP LLC $25.6M +2.3% 3.1%
JOE ST JOE CO $13.3M +1.2% 1.6%
VZ VERIZON COMMUNICATIONS INC $7.3M -7.6% 0.9%
IRHO IRON HORSE ACQUISIT II CORP $2.5M +1.3% 0.3% new
SIGI SELECTIVE INS GROUP INC $450k +17% 0.1% new
NWAX NEW AMER ACQUISITION I CORP $350k +0.7% 0% new
IRHOR IRON HORSE ACQUISIT II CORP $43k +28.1% 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.