13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000011544
Total reported value
$2.1B
$2.1B
146 檔
37.6%
In Q1 2025, Berkley W R CORP's U.S. equity holdings reached a combined market value of $2.1B, distributed across 146 disclosed stock positions.
Berkley W R CORP executed strategic sector rebalancing during Q1 2025, establishing 95 new positions while fully exiting 103 holdings and trimming 0 positions.
In terms of portfolio concentration, the top 5 core holdings (including KMI, TSLA, EPD) accounted for 37.6% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KMI | Kinder Morgan, Inc. | Stock-Energy | 11.06% | -0.79% | -13.11% | |
| 2 | TSLA | Tesla Inc | Stock-Consumer Disc | 10.48% | +2.01% | NEW | |
| 3 | EPD | Enterprise Products Partners | Stock-Energy | 10.16% | -1.91% | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 7.56% | +2.38% | NEW | |
| 5 | ET | Energy Transfer LP | Stock-Energy | 6.89% | -1.03% | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.55% | +1.14% | NEW | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.37% | +5.31% | NEW | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.03% | — | -60.16% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.25% | — | — | |
| 10 | GBLI | Global Indemnity Group Llc-a | Stock-Other | 1.85% | -1.35% | EXIT | |
| 11 | VC | Visteon CORP | Stock-Other | 1.82% | — | — | |
| 12 | ON | On Semiconductor | Stock-Tech | 1.74% | +0.87% | — | |
| 13 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.71% | — | — | |
| 14 | NUE | Nucor CORP | Stock-Materials | 1.44% | — | — | |
| 15 | OZK | Bank Ozk | Stock-Financials | 1.27% | — | — | |
| 16 | NTR | Nutrien LTD | Stock-Materials | 1.27% | — | — | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.07% | — | — | |
| 18 | YCY-UN | AA Mission Acquisition Corp. II | Stock-Other | 1.06% | — | +123.38% | |
| 19 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | Stock-Other | 1.01% | +0.18% | +58.33% | |
| 20 | INTC | Intel CORP | Stock-Tech | 1.01% | — | -59.68% | |
| 21 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.86% | — | — | |
| 22 | NICEIT 0 09-15-25Bond | Nice LTD | Bond | 0.68% | — | — | |
| 23 | JOE | St Joe Co/the | Stock-Other | 0.58% | -0.08% | — | |
| 24 | XIFR 0 11-15-25Bond | Xplr Infrastructure LP | Bond | 0.57% | — | — | |
| 25 | ✓ | Stock-Other | 0.46% | -0.03% | +174.94% | ||
| 26 | ✓ | Keen Vision Acquisition CORP | Stock-Other | 0.45% | — | +37.85% | |
| 27 | CGCFU | Cartesian Growth Corporation IV Unit | Stock-Other | 0.42% | — | — | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.42% | -0.11% | — | |
| 29 | ARES | Ares Management Corporation | Stock-Financials | 0.41% | — | -60.49% | |
| 30 | EVAC-WT | EQV Ventures Acquisition Corp. II WT | Stock-Other | 0.39% | — | +42.67% | |
| 31 | ✓ | Flag Ship Acquisition CORP | Stock-Other | 0.39% | -0.02% | +163.84% | |
| 32 | ✓ | Stock-Other | 0.37% | +0.14% | — | ||
| 33 | ✓ | Stock-Other | 0.35% | -0.03% | — | ||
| 34 | NBR | Nabors Industries Ltd. | Stock-Other | 0.35% | — | -4.32% | |
| 35 | ✓ | Stock-Other | 0.34% | -0.99% | EXIT | ||
| 36 | ✓ | Rf Acquisition CORP Ii | Stock-Other | 0.34% | -0.02% | +179.95% | |
| 37 | CUBWW | Lionheart Holdings | Stock-Other | 0.33% | -0.43% | +86.87% | |
| 38 | ✓ | Stock-Other | 0.33% | -0.05% | — | ||
| 39 | ✓ | Gsr Iii Acquisition CORP | Stock-Other | 0.33% | — | +128.27% | |
| 40 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.33% | — | — | |
| 41 | ✓ | Stock-Other | 0.33% | -0.03% | — | ||
| 42 | ✓ | Stock-Other | 0.33% | — | -0.39% | ||
| 43 | ✓ | Stock-Other | 0.32% | — | +447.13% | ||
| 44 | ✓ | Colombier Acquisition CORP I | Stock-Other | 0.32% | — | — | |
| 45 | ✓ | Stock-Other | 0.31% | -0.04% | +77.69% | ||
| 46 | ✓ | Horizon Space Acquisition Ii | Stock-Other | 0.31% | — | — | |
| 47 | ✓ | Stock-Other | 0.30% | -0.01% | +282.53% | ||
| 48 | ✓ | Vine Hill Cap Invt CORP. | Stock-Other | 0.28% | -0.38% | EXIT | |
| 49 | VOYG | Voyager Technologies, Inc. | Stock-Other | 0.28% | -0.75% | EXIT | |
| 50 | ✓ | Stock-Other | 0.28% | -0.08% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KMI | Kinder Morgan, Inc. | +0.2% | -13.11% | Add |
| 2 | NTR | Nutrien LTD | -1.4% | — | Unchanged |
| 3 | TSLA | Tesla Inc | — | NEW | New buy |
| 4 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 5 | NVDA | Nvidia CORP | — | NEW | New buy |
| 6 | ET | Energy Transfer LP | — | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 8 | ENB | Enbridge Inc | — | EXIT | Sold out |
| 9 | MSFT | Microsoft CORP | — | NEW | New buy |
| 10 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 11 | AXS | AXIS Capital Holdings Limited | — | EXIT | Sold out |
| 12 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 13 | WES | Western Midstream Partners L | — | EXIT | Sold out |
| 14 | ORI | Old Republic Intl CORP | — | EXIT | Sold out |
| 15 | GBLI | Global Indemnity Group Llc-a | — | NEW | New buy |
| 16 | VC | Visteon CORP | — | NEW | New buy |
| 17 | ON | On Semiconductor | — | NEW | New buy |
| 18 | SBUX | Starbucks CORP | — | NEW | New buy |
| 19 | CMC | Commercial Metals Co | — | EXIT | Sold out |
| 20 | NUE | Nucor CORP | — | NEW | New buy |
| 21 | OZK | Bank Ozk | — | NEW | New buy |
| 22 | ✓ | Gx Acquisition CORP | — | EXIT | Sold out |
| 23 | XOM | Exxon Mobil CORP | — | EXIT | Sold out |
| 24 | HD | Home Depot Inc | — | NEW | New buy |
| 25 | YCY-UN | AA Mission Acquisition Corp. II | — | NEW | New buy |
| 26 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | — | NEW | New buy |
| 27 | INTC | Intel CORP | — | NEW | New buy |
| 28 | UNP | Union Pacific Corporation | — | EXIT | Sold out |
| 29 | VST | Vistra CORP | — | EXIT | Sold out |
| 30 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 31 | ✓ | Cf Fin Acquisition CORP Iii | — | EXIT | Sold out |
| 32 | NICEIT 0 09-15-25Bond | Nice LTD | — | NEW | New buy |
| 33 | ✓ | Alussa Energy Acquisition Co | — | EXIT | Sold out |
| 34 | ✓ | Osprey Technlgy Aquistion Co | — | EXIT | Sold out |
| 35 | ✓ | Galileo Acquisition CORP | — | EXIT | Sold out |
| 36 | JOE | St Joe Co/the | — | NEW | New buy |
| 37 | XIFR 0 11-15-25Bond | Xplr Infrastructure LP | — | NEW | New buy |
| 38 | ✓ | Viveon Health Acquisition Co | — | EXIT | Sold out |
| 39 | BETR | Better Home & Finance Holding Company | — | EXIT | Sold out |
| 40 | CHPM | Chp Merger Corp-class A | — | EXIT | Sold out |
| 41 | ✓ | Ackrell Spac Partners I Co | — | EXIT | Sold out |
| 42 | ✓ | — | NEW | New buy | |
| 43 | ✓ | Keen Vision Acquisition CORP | — | NEW | New buy |
| 44 | CGCFU | Cartesian Growth Corporation IV Unit | — | NEW | New buy |
| 45 | ARES | Ares Management Corporation | — | NEW | New buy |
| 46 | ✓ | E Merge Technology Acquisiti | — | EXIT | Sold out |
| 47 | ✓ | Vickers Vantage CORP I | — | EXIT | Sold out |
| 48 | EVAC-WT | EQV Ventures Acquisition Corp. II WT | — | NEW | New buy |
| 49 | ✓ | Flag Ship Acquisition CORP | — | NEW | New buy |
| 50 | ✓ | Sc Health CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Berkley W R CORP reported a total U.S. public equity portfolio value of $2.1B across 146 disclosed positions in Q1 2025.
During Q1 2025, Berkley W R CORP's top holdings by market value included KMI (11.1%)、TSLA (10.5%)、EPD (10.2%). The largest single position, KMI, represented 11.1% 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
TSLA
市值: $179.2M
Top Position Liquidated / Trimmed
ENB
前期市值: $80.1M
In Q1 2025, Berkley W R CORP made 199 total portfolio adjustments, initiating 95 new buys, adding to 1 positions, trimming 0 holdings, and fully liquidating 103 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.