HoldcoTracker

W.R. Berkley

Q2 2026 filing · filed 2026-08-14 · 43 days ago · 17 positions

Portfolio at filing $1.01B
Current portfolio $1.05B
Since filing +4.5%
vs S&P since filing +1%
13-F / mkt cap 4.2%
Ticker Name Current Value vs Filing % % of Portfolio vs Last Filing
EPD ENTERPRISE PRODS PARTNERS L $251M 0% 23.9% —
ET ENERGY TRANSFER L P $167M +5.6% 15.9% —
MSFT MICROSOFT CORP $154M +38.4% 14.7% new
KMI KINDER MORGAN INC DEL $87.2M -3.8% 8.3% —
PAA PLAINS ALL AMERN PIPELINE L $77.8M +9.7% 7.4% +18.6%
ON ON SEMICONDUCTOR CORP $56.4M -18.3% 5.4% —
NVDA NVIDIA CORPORATION $56.2M +12.5% 5.3% new
TSM TAIWAN SEMICONDUCTOR MANUFAC $44.8M -5.6% 4.3% new
PGR PROGRESSIVE CORP $42.7M -5.9% 4.1% —
TSLA TESLA INC $37.2M -11.5% 3.5% new
PFE PFIZER INC $27.7M +19.1% 2.6% new
AMZN AMAZON COM INC $25.0M +4.8% 2.4% new
JOE ST JOE CO $13.7M +4.3% 1.3% —
VZ VERIZON COMMUNICATIONS INC $7.4M +11.2% 0.7% —
IRHO IRON HORSE ACQUISIT II CORP $2.5M +0.3% 0.2% —
NWAX NEW AMER ACQUISITION I CORP $349k -0.8% 0% —
— VERAXA BIOTECH AG — — — new

Portfolio reflects W.R. Berkley's 13-F filed 2026-08-14 (2026-06-30 quarter-end), marked to most recent close.