Berkley W R Corp holds a focused book of 345 stocks worth $1.9B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened FG Imperii Acquisition-CL A and trimmed Voyager Acquisition Corp. Their largest long position is Enterprise Products Partners at 14% of the equity book. Cloning the disclosed picks since 2014 would be -5% (-0.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/11544/holdings"
Use Arkolith to show BERKLEY W R CORP's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +97.6%, a 102.8-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Berkley W R Corp's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Berkley W R Corp
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 71 / 80 | $9.8B |
| TORONTO DOMINION BANK | 68 / 80 | $397.5M |
| AQR Arbitrage LLC | 66 / 80 | $628.9M |
| Clear Street Group Inc. | 64 / 80 | $60.2M |
| Radcliffe Capital Management, L.P. | 63 / 80 | $259.3M |
| D. E. Shaw & Co., Inc. | 62 / 80 | $762.2M |
| BNP PARIBAS FINANCIAL MARKETS | 60 / 80 | $1.7B |
| Polar Asset Management Partners Inc. | 56 / 80 | $404.4M |
Ranked by how many of Berkley W R Corp's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Enterprise Prods Partners L COM | $258.3M | 6.83M | 13.9% | —Held | |
| 2 | Energy Transfer L P COM UT LTD PTN | $159.2M | 8.25M | 8.6% | —Held | |
| 3 | Kinder Morgan Inc Del COM | $95.1M | 2.84M | 5.1% | —Held | |
| 4 | Plains All Amern Pipeline L UNIT LTD PARTN | $59.9M | 2.68M | 3.2% | —Held | |
| 5 | Western Midstream Partners L COM UNIT LP INT | $52.2M | 1.27M | 2.8% | ▲+43% Added · +380K sh | |
| 6 | On Semiconductor Corp COM | $45.3M | 731.1K | 2.4% | —Held | |
| 7 | Progressive Corp COM | $41.2M | 207.6K | 2.2% | ▲+93% Added · +100K sh | |
| 8 | Agriculture & Nat Sol Acq Co SHS CL A | $29.7M | 2.63M | 1.6% | ▲+4.0% Added · +101K sh | |
| 9 | Haymaker Acquisition Corp IV CLASS A | $26.7M | 2.32M | 1.4% | ▲+18% Added · +357K sh | |
| 10 | Global Indemnity Group LLC COM CL A | $25.0M | 919.7K | 1.3% | —Held | |
| 11 | Cantor Equity Partners III I SHS CL A | $23.0M | 2.23M | 1.2% | ▲+112% Added · +1.2M sh | |
| 12 | Mountain Lake Acquisition Co SHS CL A | $19.8M | 1.88M | 1.1% | ▲+418% Added · +1.5M sh | |
| 13 | Churchill Capital Corp IX CL A SHS | $19.3M | 1.81M | 1.0% | ▲+93% Added · +874K sh | |
| 14 | Roman DBDR Acquisition Corp ORD SHS CL A | $18.9M | 1.80M | 1.0% | ▲+573% Added · +1.5M sh | |
| 15 | Berto Acquisition Corp ORD SHS | $18.7M | 1.82M | 1.0% | ▲+78% Added · +798K sh | |
| 16 | Eqv Ventures Ac Corp. II ORD SHS CL A | $18.7M | 1.85M | 1.0% | —Held | |
| 17 | Gigcapital7 Corp ORD SHS CL A | $18.5M | 1.74M | 1.0% | ▲+310% Added · +1.3M sh | |
| 18 | Inflection PT Acquisition Co CL A ORD SHS | $18.1M | 1.77M | 1.0% | ▲+49% Added · +585K sh | |
| 19 | Kochav Defense Acqui Co SHS CL A | $17.3M | 1.69M | 0.9% | ▲+0.2% Added · +4K sh | |
| 20 | Yorkville Acquisition Corp. SHS CL A | $16.6M | 1.65M | 0.9% | ▲+329% Added · +1.3M sh | |
| 21 | Silverbox Corp IV SHS CL A | $16.2M | 1.51M | 0.9% | ▲+25% Added · +303K sh | |
| 22 | Legato Merger Corp III ORD SHS | $16.1M | 1.47M | 0.9% | ▲+360% Added · +1.1M sh | |
| 23 | Launch One Acquisition Corp SHS CLASS A | $15.9M | 1.49M | 0.9% | ▲+4.5% Added · +64K sh | |
| 24 | Voyager Acquisition Corp CL A | $13.9M | 1.30M | 0.7% | ▼−28% Reduced · −497K sh | |
| 25 | ST Joe Co COM | $13.2M | 209.5K | 0.7% | —Held | |
| 26 | Gigcapital8 Corp ORD CL A | $12.9M | 1.29M | 0.7% | —Held | |
| 27 | Cantor Equity Partners I Inc SHS CL A | $12.8M | 1.22M | 0.7% | ▲+26% Added · +252K sh | |
| 28 | Armada Acquisition Corp II COM CL A | $12.7M | 1.23M | 0.7% | ▲+124% Added · +682K sh | |
| 29 | Centurion Acquisition Corp SHS CL A | $12.5M | 1.16M | 0.7% | ▲+376% Added · +914K sh | |
| 30 | K&F Growth Acquisition Corp SHS CL A | $11.2M | 1.07M | 0.6% | ▲+10% Added · +99K sh | |
| 31 | Globa Terra Acquisition Cor CL A ORD SHS | $10.9M | 1.06M | 0.6% | ▲+20% Added · +175K sh | |
| 32 | Melar Acquisition Corp. I SHS CL A | $10.8M | 999.0K | 0.6% | ▲+15% Added · +130K sh | |
| 33 | Copley Acquisition Corp ORD SHS CL A | $10.6M | 1.03M | 0.6% | ▲+11% Added · +99K sh | |
| 34 | M3brigade Acquisition V Corp CL A | $10.3M | 963.7K | 0.6% | ▼−3.3% Reduced · −33K sh | |
| 35 | Inflection Point Acqu Corp V ORD SHS CL A | $10.2M | 981.1K | 0.5% | ▲+29% Added · +223K sh | |
| 36 | Lionheart Holdings SHS CL A | $9.9M | 917.0K | 0.5% | ▲+45% Added · +285K sh | |
| 37 | FG Imperii Acquisition Corp ORD SHS CL A | $9.8M | 992.1K | 0.5% | ▲New New position | |
| 38 | Sim Acquisition Corp. I SHS CL A | $9.8M | 912.3K | 0.5% | ▲+75% Added · +391K sh | |
| 39 | Charlton Aria Acquisition Co ORD SHS CL A | $9.3M | 879.0K | 0.5% | ▲+19% Added · +143K sh | |
| 40 | GP-Act III Acquisition Corp CL A | $9.2M | 846.8K | 0.5% | ▲+171% Added · +535K sh | |
| 41 | Pantages Capital Acquisition ORD SHS CL A | $9.2M | 874.4K | 0.5% | ▲+50% Added · +293K sh | |
| 42 | Xsolla Spac 1 USD CL A ORD SHS | $9.0M | 920.2K | 0.5% | ▲New New position | |
| 43 | Soulpower Acquisition Corp USD CL A ORD SHS | $8.9M | 866.8K | 0.5% | ▲+150% Added · +519K sh | |
| 44 | Gigcapital9 Corp CL A | $8.7M | 882.4K | 0.5% | ▲New New position | |
| 45 | Launch Two Acquisition Corp. ORD SHS CL A | $8.7M | 816.7K | 0.5% | ▲+33% Added · +205K sh | |
| 46 | Plum Acquisition Corp IV SHS CL A | $8.5M | 804.2K | 0.5% | ▲+4.6% Added · +35K sh | |
| 47 | RF Acquisition Corp II SHS | $8.4M | 766.4K | 0.4% | ▲+157% Added · +469K sh | |
| 48 | Dynamix Corp SHS CL A | $8.3M | 790.5K | 0.4% | ▲+66% Added · +314K sh | |
| 49 | Cantor Equity Partners V Inc SHS CL A S | $8.0M | 793.0K | 0.4% | —Held | |
| 50 | Verizon Communications Inc COM | $7.9M | 157.7K | 0.4% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 345 | $1.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 285 | $2.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 235 | $1.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 227 | $1.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 158 | $1.7B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 154 | $2.5B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 153 | $1.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 153 | $2.4B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 155 | $1.8B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 195 | $1.4B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 213 | $1.5B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 220 | $1.7B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 236 | $1.6B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 338 | $1.9B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 512 | $2.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 553 | $2.0B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 573 | $2.0B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 572 | $1.8B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Feb 14, 2022 | 445 | $1.5B | 13F-HR/A |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 380 | $1.0B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 336 | $867.6M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 171 | $602.8M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 134 | $679.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.