HoldcoTracker

W.R. Berkley

Q1 2026 filing · filed 2026-05-15 · 29 days ago · 15 positions

Portfolio at filing $760M
Current portfolio $795M
Since filing +4.5%
vs S&P since filing -8.5%
13-F / mkt cap 3.1%
Ticker Name Current Value vs Filing % % of Portfolio vs Last Filing
EPD ENTERPRISE PRODS PARTNERS L $254M -1.6% 32%
ET ENERGY TRANSFER L P $157M -1.2% 19.8%
KMI KINDER MORGAN INC DEL $90.6M -4.7% 11.4%
ON ON SEMICONDUCTOR CORP $85.4M +88.6% 10.7%
PAA PLAINS ALL AMERN PIPELINE L $60.2M +0.5% 7.6%
WES WESTERN MIDSTREAM PARTNERS L $56.5M +8.3% 7.1% +42.8%
PGR PROGRESSIVE CORP $42.2M +2.5% 5.3% +92.9%
GBLI GLOBAL INDEMNITY GROUP LLC $23.7M -5.3% 3%
JOE ST JOE CO $13.6M +3.4% 1.7%
VZ VERIZON COMMUNICATIONS INC $7.6M -4.2% 1%
IRHO IRON HORSE ACQUISIT II CORP $2.5M +2% 0.3% new
SIGI SELECTIVE INS GROUP INC $471k +22.6% 0.1% new
NWAX NEW AMER ACQUISITION I CORP $352k +1.3% 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.