HoldcoTracker

W.R. Berkley

Q2 2026 filing · filed 2026-08-14 · 25 days ago · 17 positions

Portfolio at filing $1.01B
Current portfolio $1.08B
Since filing +7.1%
vs S&P since filing +3.9%
13-F / mkt cap 4.2%
Ticker Name Current Value vs Filing % % of Portfolio vs Last Filing
EPD ENTERPRISE PRODS PARTNERS L $266M +5.9% 24.7%
ET ENERGY TRANSFER L P $177M +12.4% 16.5%
MSFT MICROSOFT CORP $149M +34% 13.9% new
KMI KINDER MORGAN INC DEL $89.1M -1.8% 8.3%
PAA PLAINS ALL AMERN PIPELINE L $81.8M +15.5% 7.6% +18.6%
NVDA NVIDIA CORPORATION $57.5M +15.1% 5.3% new
ON ON SEMICONDUCTOR CORP $54.4M -21.3% 5.1%
PGR PROGRESSIVE CORP $45.5M +0.2% 4.2%
TSM TAIWAN SEMICONDUCTOR MANUFAC $42.6M -10.2% 4% new
TSLA TESLA INC $35.4M -15.8% 3.3% new
PFE PFIZER INC $27.5M +18.1% 2.6% new
AMZN AMAZON COM INC $25.9M +8.5% 2.4% new
JOE ST JOE CO $13.9M +5.6% 1.3%
VZ VERIZON COMMUNICATIONS INC $7.9M +18.4% 0.7%
IRHO IRON HORSE ACQUISIT II CORP $2.5M +0.2% 0.2%
NWAX NEW AMER ACQUISITION I CORP $352k 0% 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.