Filed: 2/13/2026ACC: 0000899140-26-000194
📋 What this filing means
BERKLEY W R CORP filed this quarterly 13F‑HR report disclosing 278 equity positions with a total reported market value of $2.13B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
278
Positions
$2.13B
Total AUM (reported)
146.11M
Total Shares
Allocation by class
COM$922.02M43.4%
SHS CL A$192.58M9.1%
ORD SHS CL A$170.88M8.0%
CAP STK CL A$137.34M6.5%
COM UT LTD PTN$136.04M6.4%
CL A$63.16M3.0%
CL A ORD SHS$55.64M2.6%
Portfolio Concentration
Top 3$531.69M25.0%
4–10$605.77M28.5%
11–25$352.91M16.6%
Rest$634.98M29.9%
Top 3 weight
25.0%
Top 10 weight
53.5%
Voting Authority Distribution
Total shares with voting rights: 146.09M
Sole
Full voting authority
146.09M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole278
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings278
Rows:
ENTERPRISE PRODUCTS PARTNERS
SOLEShares6.83M
TypeSH
Market value$218.81M
10.30%
Sole
6.83M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares886.20K
TypeSH
Market value$165.28M
7.78%
Sole
886.20K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares305.20K
TypeSH
Market value$147.60M
6.94%
Sole
305.20K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares438.80K
TypeSH
Market value$137.34M
6.46%
Sole
438.80K
Shared
0.00
None
0.00
ENERGY TRANSFER L P
SOLEShares8.25M
TypeSH
Market value$136.04M
6.40%
Sole
8.25M
Shared
0.00
None
0.00
TESLA INC
SOLEShares266.60K
TypeSH
Market value$119.90M
5.64%
Sole
246.60K
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares2.84M
TypeSH
Market value$77.99M
3.67%
Sole
2.84M
Shared
0.00
None
0.00
PLAINS ALL AMERICAN PIPELINE
SOLEShares2.68M
TypeSH
Market value$48.21M
2.27%
Sole
2.68M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares498K
TypeSH
Market value$46.69M
2.20%
Sole
498K
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares731.12K
TypeSH
Market value$39.59M
1.86%
Sole
731.12K
Shared
0.00
None
0.00
WESTERN MIDSTREAM PARTNERS
SOLEShares887.16K
TypeSH
Market value$35.04M
1.65%
Sole
887.16K
Shared
0.00
None
0.00
AA MISSION ACQUISITION CORP
SOLEShares3.23M
TypeSH
Market value$34.47M
1.62%
Sole
3.23M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares139.20K
TypeSH
Market value$32.13M
1.51%
Sole
139.20K
Shared
0.00
None
0.00
AGRICULTURE & NAT SOL ACQ CO
SOLEShares2.53M
TypeSH
Market value$28.26M
1.33%
Sole
2.53M
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares103.80K
TypeSH
Market value$27.50M
1.29%
Sole
103.80K
Shared
0.00
None
0.00
EQV VENTURES ACQUISITION COR
SOLEShares2.57M
TypeSH
Market value$27.00M
1.27%
Sole
2.57M
Shared
0.00
None
0.00
GLOBAL INDEMNITY GROUP LLC
SOLEShares919.66K
TypeSH
Market value$26.12M
1.23%
Sole
919.66K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares107.59K
TypeSH
Market value$24.50M
1.15%
Sole
107.59K
Shared
0.00
None
0.00
HAYMAKER ACQUISITION CORP IV
SOLEShares1.96M
TypeSH
Market value$22.35M
1.05%
Sole
1.96M
Shared
0.00
None
0.00
VOYAGER ACQUISITION CORP
SOLEShares1.80M
TypeSH
Market value$19.21M
0.90%
Sole
1.80M
Shared
0.00
None
0.00
EQV VENTURES AC CORP. II
SOLEShares1.85M
TypeSH
Market value$18.57M
0.87%
Sole
1.85M
Shared
0.00
None
0.00
KOCHAV DEFENSE ACQUI CO
SOLEShares1.69M
TypeSH
Market value$17.10M
0.80%
Sole
1.69M
Shared
0.00
None
0.00
LAUNCH ONE ACQUISITION CORP
SOLEShares1.42M
TypeSH
Market value$15.07M
0.71%
Sole
1.42M
Shared
0.00
None
0.00
SILVERBOX CORP IV
SOLEShares1.21M
TypeSH
Market value$12.82M
0.60%
Sole
1.21M
Shared
0.00
None
0.00
GIGCAPITAL8 CORP
SOLEShares1.29M
TypeSH
Market value$12.75M
0.60%
Sole
1.29M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ENTERPRISE PRODUCTS PARTNERSSOLE | COM | 6.83M | SH | $218.81M 10.30% | 6.83M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 886.20K | SH | $165.28M 7.78% | 886.20K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 305.20K | SH | $147.60M 6.94% | 305.20K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 438.80K | SH | $137.34M 6.46% | 438.80K | 0.00 | 0.00 |
ENERGY TRANSFER L PSOLE | COM UT LTD PTN | 8.25M | SH | $136.04M 6.40% | 8.25M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 266.60K | SH | $119.90M 5.64% | 246.60K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 2.84M | SH | $77.99M 3.67% | 2.84M | 0.00 | 0.00 |
PLAINS ALL AMERICAN PIPELINESOLE | UNIT LTD PARTN | 2.68M | SH | $48.21M 2.27% | 2.68M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 498K | SH | $46.69M 2.20% | 498K | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | COM | 731.12K | SH | $39.59M 1.86% | 731.12K | 0.00 | 0.00 |
WESTERN MIDSTREAM PARTNERSSOLE | COM UNIT LP INT | 887.16K | SH | $35.04M 1.65% | 887.16K | 0.00 | 0.00 |
AA MISSION ACQUISITION CORPSOLE | ORD SHS CL A | 3.23M | SH | $34.47M 1.62% | 3.23M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 139.20K | SH | $32.13M 1.51% | 139.20K | 0.00 | 0.00 |
AGRICULTURE & NAT SOL ACQ COSOLE | SHS CL A | 2.53M | SH | $28.26M 1.33% | 2.53M | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 103.80K | SH | $27.50M 1.29% | 103.80K | 0.00 | 0.00 |
EQV VENTURES ACQUISITION CORSOLE | CL A ORD SHS | 2.57M | SH | $27.00M 1.27% | 2.57M | 0.00 | 0.00 |
GLOBAL INDEMNITY GROUP LLCSOLE | COM CL A | 919.66K | SH | $26.12M 1.23% | 919.66K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 107.59K | SH | $24.50M 1.15% | 107.59K | 0.00 | 0.00 |
HAYMAKER ACQUISITION CORP IVSOLE | CLASS A | 1.96M | SH | $22.35M 1.05% | 1.96M | 0.00 | 0.00 |
VOYAGER ACQUISITION CORPSOLE | CL A | 1.80M | SH | $19.21M 0.90% | 1.80M | 0.00 | 0.00 |
EQV VENTURES AC CORP. IISOLE | ORD SHS CL A | 1.85M | SH | $18.57M 0.87% | 1.85M | 0.00 | 0.00 |
KOCHAV DEFENSE ACQUI COSOLE | SHS CL A | 1.69M | SH | $17.10M 0.80% | 1.69M | 0.00 | 0.00 |
LAUNCH ONE ACQUISITION CORPSOLE | SHS CLASS A | 1.42M | SH | $15.07M 0.71% | 1.42M | 0.00 | 0.00 |
SILVERBOX CORP IVSOLE | SHS CL A | 1.21M | SH | $12.82M 0.60% | 1.21M | 0.00 | 0.00 |
GIGCAPITAL8 CORPSOLE | ORD CL A | 1.29M | SH | $12.75M 0.60% | 1.29M | 0.00 | 0.00 |
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