Berkley W R Corp.
W. R. Berkley Corporation is a leading insurance holding company headquartered in Greenwich, Connecticut. Founded in 1967, the firm is among the largest commercial lines writers in the United States and operates worldwide through two primary segments: Insurance and Reinsurance. Employing thousands globally, Berkley serves commercial enterprises by offering property and casualty insurance products and services through its subsidiaries.
Investment Strategy
W. R. Berkley Corporation invests primarily via its insurance subsidiaries’ operations. Its strategy focuses on underwriting discipline and specialized insurance products, maintaining a decentralized operating structure for nimble decision-making. The firm’s investment portfolio is managed conservatively, with the majority allocated to high-quality fixed income securities, complemented by selected equity exposures and alternative investments. Investment returns are primarily driven by prudent risk selection and superior claims management, aiming to deliver long-term value and stability.
Latest 13F Filing Activity
Berkley W R Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 137 equity positions and 19 options positions with a total 13F market value of $2B. The fund increased holdings in Salesforce Inc., Ares Acquisition Corp. II, American Express Co. among other positions. Berkley W R Corp. reduced exposure to Tesla Inc., Microsoft Corp., Nvidia Corporation among others.
Top Holdings
Equity Positions (137)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
K KMI | KINDER MORGAN INC DEL | 10.22% | $194.8M | 6,625,000 | $14.54 | $29.40 | +$5.8M |
E EPD | ENTERPRISE PRODS PARTNERS L | 8.28% | $157.8M | 5,089,794 | $24.14 | $31.01 | -$15.9M |
E ET | ENERGY TRANSFER L P | 6.02% | $114.8M | 6,334,494 | $11.49 | $18.13 | -$2.9M |
A AMZN | AMAZON COM INC | 2.80% | $53.5M | 243,700 | $199.18 | $219.39 | -$2.5M |
C CRM | SALESFORCE INC | 2.42% | $46.1M | 169,100 | $272.69 | $272.69 | +$46.1M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | Sold | Put | $53.5M | 2,437 | $219.39 | $202.43 | -507 | -$2.5M |
C CRM | SALESFORCE INC | Bought | Put | $46.1M | 1,691 | $272.69 | $272.69 | +1,691 | +$46.1M |
A AXP | AMERICAN EXPRESS CO | Bought | Put | $31.7M | 994 | $318.98 | $318.98 | +994 | +$31.7M |
N NVDA | NVIDIA CORPORATION | Sold | Put | $31.4M | 1,988 | $157.99 | $118.59 | -3,975 | -$33.2M |
C CSCO | CISCO SYSTEMS INC | New | Put | $20.7M | 2,983 | $69.38 | $69.38 | +2,983 | +$20.7M |