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CIK: 0000011544
Total reported value
$2.1B
$2.1B
139 檔
41.3%
The Q4 2024 SEC filing reveals that Berkley W R CORP held a total portfolio value of $2.1B, covering 139 public equity positions.
Berkley W R CORP executed strategic sector rebalancing during Q4 2024, establishing 49 new positions while fully exiting 52 holdings and trimming 17 positions.
In terms of portfolio concentration, the top 5 core holdings (including KMI, AMZN, AAPL) accounted for 41.3% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KMI | Kinder Morgan, Inc. | Stock-Energy | 8.30% | -0.79% | — | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.93% | +1.14% | NEW | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.91% | — | — | |
| 4 | EPD | Enterprise Products Partners | Stock-Energy | 6.34% | -1.91% | — | |
| 5 | CRM | Salesforce Inc | Stock-Tech | 5.94% | — | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 5.64% | +5.31% | NEW | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.53% | — | — | |
| 8 | AMD | Advanced Micro Devices | Stock-Tech | 5.48% | — | +68.71% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.24% | — | — | |
| 10 | ET | Energy Transfer LP | Stock-Energy | 4.93% | -1.03% | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 4.24% | +2.38% | NEW | |
| 12 | MU | Micron Technology Inc | Stock-Tech | 3.30% | — | — | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.09% | — | — | |
| 14 | AXP | American Express Co | Stock-Financials | 2.36% | — | — | |
| 15 | ON | On Semiconductor | Stock-Tech | 1.83% | +0.87% | — | |
| 16 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.76% | — | — | |
| 17 | INTC | Intel CORP | Stock-Tech | 1.50% | — | — | |
| 18 | VC | Visteon CORP | Stock-Other | 1.41% | — | — | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.38% | — | -48.02% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.32% | — | — | |
| 21 | GBLI | Global Indemnity Group Llc-a | Stock-Other | 1.32% | -1.35% | EXIT | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.15% | — | -49.90% | |
| 23 | OZK | Bank Ozk | Stock-Financials | 0.89% | — | -16.64% | |
| 24 | NTR | Nutrien LTD | Stock-Materials | 0.78% | — | — | |
| 25 | ARES | Ares Management Corporation | Stock-Financials | 0.70% | — | +6.61% | |
| 26 | QCOM | Qualcomm Inc | Stock-Tech | 0.61% | — | — | |
| 27 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | Stock-Other | 0.43% | +0.18% | +414.33% | |
| 28 | JOE | St Joe Co/the | Stock-Other | 0.37% | -0.08% | — | |
| 29 | PAII | Pyrophyte Acquisition Corp. II | Stock-Other | 0.33% | — | — | |
| 30 | YCY-UN | AA Mission Acquisition Corp. II | Stock-Other | 0.31% | — | +54.34% | |
| 31 | CGCFU | Cartesian Growth Corporation IV Unit | Stock-Other | 0.28% | — | -42.96% | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.25% | -0.11% | — | |
| 33 | NBR | Nabors Industries Ltd. | Stock-Other | 0.24% | — | +15.68% | |
| 34 | ✓ | Stock-Other | 0.22% | — | +15.27% | ||
| 35 | ✓ | Keen Vision Acquisition CORP | Stock-Other | 0.22% | — | -47.81% | |
| 36 | ✓ | Stock-Other | 0.22% | -0.03% | — | ||
| 37 | ✓ | Stock-Other | 0.20% | — | — | ||
| 38 | ✓ | Vine Hill Cap Invt CORP. | Stock-Other | 0.19% | -0.38% | EXIT | |
| 39 | ✓ | Aimei Acq Crp; Tnt Acq Dt: 12/02/2024; Cash: $10.10 | Stock-Other | 0.19% | — | — | |
| 40 | VOYG | Voyager Technologies, Inc. | Stock-Other | 0.19% | -0.75% | EXIT | |
| 41 | EVAC-WT | EQV Ventures Acquisition Corp. II WT | Stock-Other | 0.18% | — | — | |
| 42 | ✓ | Black Hawk Acquisition CORP | Stock-Other | 0.18% | — | — | |
| 43 | QETA | Quetta Acquisition CORP | Stock-Other | 0.18% | — | +113.24% | |
| 44 | ✓ | Israel Acquisitions Corp | Stock-Other | 0.18% | — | — | |
| 45 | SIMA | SIM Acquisition Corp. I | Stock-Other | 0.17% | -0.53% | EXIT | |
| 46 | ✓ | Stock-Other | 0.17% | +0.09% | — | ||
| 47 | UCFI | Cn Healthy Food Tech Group C | Stock-Other | 0.16% | — | — | |
| 48 | ✓ | Cartica Acquisition CORP | Stock-Other | 0.16% | — | — | |
| 49 | ✓ | Stock-Other | 0.16% | -0.99% | EXIT | ||
| 50 | ✓ | Stock-Other | 0.15% | — | +15.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +6.9% | NEW | New buy |
| 2 | CRM | Salesforce Inc | +5.9% | NEW | New buy |
| 3 | MSFT | Microsoft CORP | +5.6% | NEW | New buy |
| 4 | GOOGL | Alphabet Inc-cl A | +5.5% | NEW | New buy |
| 5 | META | Meta Platforms Inc-class A | +5.2% | NEW | New buy |
| 6 | MU | Micron Technology Inc | +3.3% | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | +2.5% | +89.65% | Add |
| 8 | AXP | American Express Co | +2.4% | NEW | New buy |
| 9 | QCOM | Qualcomm Inc | +0.6% | NEW | New buy |
| 10 | JOE | St Joe Co/the | +0.4% | NEW | New buy |
| 11 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | +0.3% | +414.33% | Add |
| 12 | ✓ | +0.2% | NEW | New buy | |
| 13 | ✓ | Vine Hill Cap Invt CORP. | +0.2% | NEW | New buy |
| 14 | ✓ | Aimei Acq Crp; Tnt Acq Dt: 12/02/2024; Cash: $10.10 | +0.2% | NEW | New buy |
| 15 | VOYG | Voyager Technologies, Inc. | +0.2% | NEW | New buy |
| 16 | ✓ | +0.2% | NEW | New buy | |
| 17 | ✓ | Aldel Finl Ii Inc | +0.1% | NEW | New buy |
| 18 | ✓ | Hcm Ii Acquisition CORP | +0.1% | NEW | New buy |
| 19 | ✓ | +0.1% | NEW | New buy | |
| 20 | ✓ | +0.1% | NEW | New buy | |
| 21 | ✓ | +0.1% | NEW | New buy | |
| 22 | ✓ | Gsr Iii Acquisition CORP | +0.1% | NEW | New buy |
| 23 | ✓ | Global Lights Acquisition Co | +0.1% | +246.18% | Add |
| 24 | ✓ | +0.1% | NEW | New buy | |
| 25 | ✓ | Roman Dbdr Acquisition CORP | +0.1% | NEW | New buy |
| 26 | ✓ | Willow Lane Acquisition CORP | +0.1% | NEW | New buy |
| 27 | IBAC | Ib Acquisition CORP | +0.1% | +705.69% | Add |
| 28 | ✓ | +0.1% | NEW | New buy | |
| 29 | ✓ | Translational Dev Acquisitio | +0.1% | NEW | New buy |
| 30 | QETA | Quetta Acquisition CORP | +0.1% | +113.24% | Add |
| 31 | ✓ | Valuence Merger CORP I | +0.1% | +162.54% | Add |
| 32 | ✓ | Tavia Acquisition CORP | +0.1% | NEW | New buy |
| 33 | ✓ | Fact Ii Acquisition CORP | +0.1% | NEW | New buy |
| 34 | ✓ | Charlton Aria Acquisition Co | +0.1% | NEW | New buy |
| 35 | ✓ | +0.1% | NEW | New buy | |
| 36 | ✓ | A Spac Iii Acquisition CORP | +0.1% | NEW | New buy |
| 37 | ✓ | Rf Acquisition CORP Ii | 0% | +165.49% | Add |
| 38 | HVII | Hennessy Capital Investment Corp. VII | 0% | NEW | New buy |
| 39 | ✓ | Newbury Str Ii Acquisition C | 0% | NEW | New buy |
| 40 | ✓ | 0% | NEW | New buy | |
| 41 | ✓ | Cohen Circle Acquisition Cor | 0% | NEW | New buy |
| 42 | ✓ | 0% | NEW | New buy | |
| 43 | ✓ | Black Spade Acquisition Ii C | 0% | NEW | New buy |
| 44 | YCY-UN | AA Mission Acquisition Corp. II | 0% | +54.34% | Add |
| 45 | ✓ | Ai Transn Acquisition CORP | 0% | +91.11% | Add |
| 46 | ✓ | Silverbox CORP Iv | 0% | NEW | New buy |
| 47 | NOEMU | Co2 Energy Transition CORP | 0% | NEW | New buy |
| 48 | ✓ | 0% | NEW | New buy | |
| 49 | EMCGR | Embrace Change Acquisition Corp | 0% | NEW | New buy |
| 50 | ✓ | 0% | +46.00% | Add |
According to official SEC Form 13F filings, Berkley W R CORP reported a total U.S. public equity portfolio value of $2.1B across 139 disclosed positions in Q4 2024.
During Q4 2024, Berkley W R CORP's top holdings by market value included KMI (8.3%)、AMZN (6.9%)、AAPL (6.9%). The largest single position, KMI, represented 8.3% 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.
Top New Position Initiated
AAPL
市值: $173.9M
Top Position Liquidated / Trimmed
BRK-B
前期市值: $45.7M
In Q4 2024, Berkley W R CORP made 137 total portfolio adjustments, initiating 49 new buys, adding to 19 positions, trimming 17 holdings, and fully liquidating 52 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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