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CIK: 0000011544
Total reported value
$2.1B
$2.1B
142 檔
33.3%
During the Q3 2024 filing period, Berkley W R CORP (CIK: 0000011544) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.1B across 142 reported positions.
Berkley W R CORP executed strategic sector rebalancing during Q3 2024, establishing 50 new positions while fully exiting 50 holdings and trimming 35 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.58% | +2.38% | NEW | |
| 2 | KMI | Kinder Morgan, Inc. | Stock-Energy | 9.54% | -0.79% | — | |
| 3 | EPD | Enterprise Products Partners | Stock-Energy | 8.40% | -1.91% | — | |
| 4 | AMD | Advanced Micro Devices | Stock-Tech | 6.29% | — | +13.18% | |
| 5 | ET | Energy Transfer LP | Stock-Energy | 5.76% | -1.03% | — | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.93% | — | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.43% | +1.14% | NEW | |
| 8 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.43% | — | -55.68% | |
| 9 | ON | On Semiconductor | Stock-Tech | 3.01% | +0.87% | — | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.82% | — | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.59% | — | — | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.56% | — | — | |
| 13 | INTC | Intel CORP | Stock-Tech | 2.51% | — | — | |
| 14 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.49% | — | — | |
| 15 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.17% | — | — | |
| 16 | VC | Visteon CORP | Stock-Other | 2.16% | — | — | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 2.05% | — | — | |
| 18 | GBLI | Global Indemnity Group Llc-a | Stock-Other | 1.73% | -1.35% | EXIT | |
| 19 | OZK | Bank Ozk | Stock-Financials | 1.46% | — | +0.13% | |
| 20 | NTR | Nutrien LTD | Stock-Materials | 1.19% | — | — | |
| 21 | ARES | Ares Management Corporation | Stock-Financials | 0.93% | — | — | |
| 22 | ✓ | Inflection Pt Acquisitn Crp | Stock-Other | 0.73% | — | +9.99% | |
| 23 | SVACW | Spring Valley Acquisition Corp. III | Stock-Other | 0.70% | — | — | |
| 24 | CGCFU | Cartesian Growth Corporation IV Unit | Stock-Other | 0.69% | — | -24.18% | |
| 25 | MCAHR | Mountain Crest Acquisition 6 Corp. | Stock-Other | 0.69% | — | -14.08% | |
| 26 | ✓ | Keen Vision Acquisition CORP | Stock-Other | 0.58% | — | — | |
| 27 | ICMB | Investcorp Credit Management BDC, Inc. | Stock-Other | 0.54% | — | — | |
| 28 | A | Agilent Technologies Inc | Stock-Healthcare | 0.51% | — | — | |
| 29 | PAII | Pyrophyte Acquisition Corp. II | Stock-Other | 0.48% | — | -1.45% | |
| 30 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.40% | -0.11% | — | |
| 31 | ✓ | Alchemy Invts Acquisitn CORP | Stock-Other | 0.37% | — | +95.30% | |
| 32 | ✓ | Rcf Acquisition CORP | Stock-Other | 0.34% | — | -34.49% | |
| 33 | ✓ | Apx Acquisition CORP I | Stock-Other | 0.32% | — | -15.19% | |
| 34 | ✓ | Metal Sky Star Acquisition C | Stock-Other | 0.30% | — | — | |
| 35 | NBR | Nabors Industries Ltd. | Stock-Other | 0.30% | — | +1.68% | |
| 36 | YCY-UN | AA Mission Acquisition Corp. II | Stock-Other | 0.29% | — | — | |
| 37 | ✓ | Cf Acquisition CORP Vii | Stock-Other | 0.28% | — | -19.57% | |
| 38 | TBMC | Trailblazer Merger CORP I | Stock-Other | 0.28% | — | -46.14% | |
| 39 | ✓ | Stock-Other | 0.27% | — | -9.56% | ||
| 40 | ✓ | Stock-Other | 0.27% | — | -14.00% | ||
| 41 | ESHA | Esh Acquisition Corp-a | Stock-Other | 0.26% | — | +503.54% | |
| 42 | EVAC-WT | EQV Ventures Acquisition Corp. II WT | Stock-Other | 0.26% | — | — | |
| 43 | ✓ | Black Hawk Acquisition CORP | Stock-Other | 0.25% | — | — | |
| 44 | ✓ | Israel Acquisitions Corp | Stock-Other | 0.25% | — | — | |
| 45 | ✓ | Andretti Acquisition CORP Ii | Stock-Other | 0.24% | — | — | |
| 46 | SIMA | SIM Acquisition Corp. I | Stock-Other | 0.24% | -0.53% | EXIT | |
| 47 | UCFI | Cn Healthy Food Tech Group C | Stock-Other | 0.23% | — | +45.33% | |
| 48 | RIGL | Rigel Pharmaceuticals, Inc. | Stock-Other | 0.23% | — | -77.49% | |
| 49 | ✓ | Cartica Acquisition CORP | Stock-Other | 0.22% | — | +98.61% | |
| 50 | ✓ | Tmt Acquisition CORP | Stock-Other | 0.22% | — | +1.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +4.9% | NEW | New buy |
| 2 | NVDA | Nvidia CORP | +3.9% | +26.96% | Add |
| 3 | KMI | Kinder Morgan, Inc. | +3.2% | — | Unchanged |
| 4 | AVGO | Broadcom Inc | +2.8% | NEW | New buy |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +2.6% | NEW | New buy |
| 6 | MRK | Merck & Co. Inc. | +2.6% | NEW | New buy |
| 7 | NKE | Nike Inc -cl B | +2.5% | NEW | New buy |
| 8 | AMD | Advanced Micro Devices | +2.2% | +13.18% | Add |
| 9 | EPD | Enterprise Products Partners | +2.2% | — | Unchanged |
| 10 | DIS | Walt Disney Co/the | +2.2% | NEW | New buy |
| 11 | ET | Energy Transfer LP | +1.4% | — | Unchanged |
| 12 | ON | On Semiconductor | +0.9% | — | Unchanged |
| 13 | XOM | Exxon Mobil CORP | +0.6% | — | Unchanged |
| 14 | GBLI | Global Indemnity Group Llc-a | +0.5% | — | Unchanged |
| 15 | A | Agilent Technologies Inc | +0.5% | NEW | New buy |
| 16 | OZK | Bank Ozk | +0.4% | +0.13% | Add |
| 17 | VC | Visteon CORP | +0.4% | — | Unchanged |
| 18 | YCY-UN | AA Mission Acquisition Corp. II | +0.3% | NEW | New buy |
| 19 | EVAC-WT | EQV Ventures Acquisition Corp. II WT | +0.3% | NEW | New buy |
| 20 | ✓ | Black Hawk Acquisition CORP | +0.3% | NEW | New buy |
| 21 | NTR | Nutrien LTD | +0.3% | — | Unchanged |
| 22 | ARES | Ares Management Corporation | +0.3% | — | Unchanged |
| 23 | ✓ | Andretti Acquisition CORP Ii | +0.2% | NEW | New buy |
| 24 | SIMA | SIM Acquisition Corp. I | +0.2% | NEW | New buy |
| 25 | ✓ | Inflection Pt Acquisitn Crp | +0.2% | +9.99% | Add |
| 26 | ESHA | Esh Acquisition Corp-a | +0.2% | +503.54% | Add |
| 27 | ✓ | Alchemy Invts Acquisitn CORP | +0.2% | +95.30% | Add |
| 28 | ✓ | +0.2% | NEW | New buy | |
| 29 | ✓ | +0.2% | NEW | New buy | |
| 30 | SVACW | Spring Valley Acquisition Corp. III | +0.2% | — | Unchanged |
| 31 | GPATU | GP-Act III Acquisition Corp. | +0.2% | NEW | New buy |
| 32 | CUBWW | Lionheart Holdings | +0.2% | NEW | New buy |
| 33 | ✓ | Hcm Ii Acquisition CORP | +0.2% | NEW | New buy |
| 34 | ✓ | Coliseum Acquisition CORP | +0.2% | NEW | New buy |
| 35 | ICMB | Investcorp Credit Management BDC, Inc. | +0.2% | — | Unchanged |
| 36 | ✓ | Keen Vision Acquisition CORP | +0.2% | — | Unchanged |
| 37 | ✓ | +0.2% | NEW | New buy | |
| 38 | ✓ | Cantor Equity Partners Inc | +0.2% | NEW | New buy |
| 39 | BAYA | Bayview Acquisition Corp-a | +0.2% | +149.71% | Add |
| 40 | EAF | GrafTech International Ltd. | +0.1% | NEW | New buy |
| 41 | LPAAU | Launch One Acquisition Corp. | +0.1% | NEW | New buy |
| 42 | ✓ | Flag Ship Acquisition CORP | +0.1% | NEW | New buy |
| 43 | ✓ | Cartica Acquisition CORP | +0.1% | +98.61% | Add |
| 44 | ✓ | Vine Hill Cap Invt CORP. | +0.1% | NEW | New buy |
| 45 | ✓ | +0.1% | +249.49% | Add | |
| 46 | VZ | Verizon Communications Inc | +0.1% | — | Unchanged |
| 47 | ✓ | Voyager Acquisition CORP | +0.1% | NEW | New buy |
| 48 | QETA | Quetta Acquisition CORP | +0.1% | NEW | New buy |
| 49 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | +0.1% | NEW | New buy |
| 50 | ✓ | Aimfinity Investment CORP I | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Berkley W R CORP reported a total U.S. public equity portfolio value of $2.1B across 142 disclosed positions in Q3 2024.
During Q3 2024, Berkley W R CORP's top holdings by market value included NVDA (9.6%)、KMI (9.5%)、EPD (8.4%). The largest single position, NVDA, represented 9.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, KMI, EPD) accounted for 33.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
JNJ
市值: $87.1M
Top Position Liquidated / Trimmed
AAPL
前期市值: $230.0M
In Q3 2024, Berkley W R CORP made 157 total portfolio adjustments, initiating 50 new buys, adding to 22 positions, trimming 35 holdings, and fully liquidating 50 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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