BERKLEY W R CORP

PublicCIK: 11544
WRBNYSEWRB-PGNYSEWRB-PHNYSE+2 more
Location

GREENWICH, CT

345
Positions
$1.86B
Total AUM (reported)
145.07M
Total Shares

Allocation by class

TOTAL AUM$1.86B345 positions
COM$466.91M25.1%
SHS CL A$268.75M14.4%
ORD SHS CL A$249.20M13.4%
COM UT LTD PTN$159.22M8.6%
USD CL A ORD SHS$101.47M5.5%
ORD SHS$82.91M4.5%
CL A$77.68M4.2%

Portfolio Concentration

Top 327.5%4–1015.0%11–2514.2%Rest43.2%TOP 1042.6%0%100%
Top 3$512.61M27.5%
4–10$279.94M15.0%
11–25$264.17M14.2%
Rest$804.65M43.2%

Top 3 weight

27.5%

Top 10 weight

42.6%

Voting Authority Distribution

Total shares with voting rights: 145.07M

Sole

Full voting authority

145.07M

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)

Sole345
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings345
Rows:

ENTERPRISE PRODS PARTNERS L

SOLE
COM
Shares6.83M
TypeSH
Market value$258.26M
13.87%
Sole
6.83M
Shared
0.00
None
0.00

ENERGY TRANSFER L P

SOLE
COM UT LTD PTN
Shares8.25M
TypeSH
Market value$159.22M
8.55%
Sole
8.25M
Shared
0.00
None
0.00

KINDER MORGAN INC DEL

SOLE
COM
Shares2.84M
TypeSH
Market value$95.13M
5.11%
Sole
2.84M
Shared
0.00
None
0.00

PLAINS ALL AMERN PIPELINE L

SOLE
UNIT LTD PARTN
Shares2.68M
TypeSH
Market value$59.94M
3.22%
Sole
2.68M
Shared
0.00
None
0.00

WESTERN MIDSTREAM PARTNERS L

SOLE
COM UNIT LP INT
Shares1.27M
TypeSH
Market value$52.16M
2.80%
Sole
1.27M
Shared
0.00
None
0.00

ON SEMICONDUCTOR CORP

SOLE
COM
Shares731.12K
TypeSH
Market value$45.27M
2.43%
Sole
731.12K
Shared
0.00
None
0.00

PROGRESSIVE CORP

SOLE
COM
Shares207.59K
TypeSH
Market value$41.15M
2.21%
Sole
207.59K
Shared
0.00
None
0.00

AGRICULTURE & NAT SOL ACQ CO

SOLE
SHS CL A
Shares2.63M
TypeSH
Market value$29.65M
1.59%
Sole
2.63M
Shared
0.00
None
0.00

HAYMAKER ACQUISITION CORP IV

SOLE
CLASS A
Shares2.32M
TypeSH
Market value$26.72M
1.44%
Sole
2.32M
Shared
0.00
None
0.00

GLOBAL INDEMNITY GROUP LLC

SOLE
COM CL A
Shares919.66K
TypeSH
Market value$25.04M
1.35%
Sole
919.66K
Shared
0.00
None
0.00

CANTOR EQUITY PARTNERS III I

SOLE
SHS CL A
Shares2.23M
TypeSH
Market value$22.99M
1.24%
Sole
2.23M
Shared
0.00
None
0.00

MOUNTAIN LAKE ACQUISITION CO

SOLE
SHS CL A
Shares1.88M
TypeSH
Market value$19.77M
1.06%
Sole
1.88M
Shared
0.00
None
0.00

CHURCHILL CAPITAL CORP IX

SOLE
CL A SHS
Shares1.81M
TypeSH
Market value$19.34M
1.04%
Sole
1.81M
Shared
0.00
None
0.00

ROMAN DBDR ACQUISITION CORP

SOLE
ORD SHS CL A
Shares1.80M
TypeSH
Market value$18.85M
1.01%
Sole
1.80M
Shared
0.00
None
0.00

BERTO ACQUISITION CORP

SOLE
ORD SHS
Shares1.82M
TypeSH
Market value$18.68M
1.00%
Sole
1.82M
Shared
0.00
None
0.00

EQV VENTURES AC CORP. II

SOLE
ORD SHS CL A
Shares1.85M
TypeSH
Market value$18.68M
1.00%
Sole
1.85M
Shared
0.00
None
0.00

GIGCAPITAL7 CORP

SOLE
ORD SHS CL A
Shares1.74M
TypeSH
Market value$18.49M
0.99%
Sole
1.74M
Shared
0.00
None
0.00

INFLECTION PT ACQUISITION CO

SOLE
CL A ORD SHS
Shares1.77M
TypeSH
Market value$18.08M
0.97%
Sole
1.77M
Shared
0.00
None
0.00

KOCHAV DEFENSE ACQUI CO

SOLE
SHS CL A
Shares1.69M
TypeSH
Market value$17.33M
0.93%
Sole
1.69M
Shared
0.00
None
0.00

YORKVILLE ACQUISITION CORP.

SOLE
SHS CL A
Shares1.65M
TypeSH
Market value$16.64M
0.89%
Sole
1.65M
Shared
0.00
None
0.00

SILVERBOX CORP IV

SOLE
SHS CL A
Shares1.51M
TypeSH
Market value$16.21M
0.87%
Sole
1.51M
Shared
0.00
None
0.00

LEGATO MERGER CORP III

SOLE
ORD SHS
Shares1.47M
TypeSH
Market value$16.11M
0.87%
Sole
1.47M
Shared
0.00
None
0.00

LAUNCH ONE ACQUISITION CORP

SOLE
SHS CLASS A
Shares1.49M
TypeSH
Market value$15.93M
0.86%
Sole
1.49M
Shared
0.00
None
0.00

VOYAGER ACQUISITION CORP

SOLE
CL A
Shares1.30M
TypeSH
Market value$13.92M
0.75%
Sole
1.30M
Shared
0.00
None
0.00

ST JOE CO

SOLE
COM
Shares209.54K
TypeSH
Market value$13.16M
0.71%
Sole
209.54K
Shared
0.00
None
0.00
Page 1 of 14