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
208 檔
31.8%
As reported in its official Q2 2025 Form 13F filing, Berkley W R CORP's tracked investment portfolio stood at $2.1B with 208 total positions.
In Q2 2025, Berkley W R CORP displayed an active expansion posture, initiating 85 new positions and adding to 42 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including KMI, EPD, ET) accounted for 31.8% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 208 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KMI | Kinder Morgan, Inc. | Stock-Energy | 10.22% | -0.79% | — | |
| 2 | EPD | Enterprise Products Partners | Stock-Energy | 8.28% | -1.91% | — | |
| 3 | ET | Energy Transfer LP | Stock-Energy | 6.02% | -1.03% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.61% | +1.14% | NEW | |
| 5 | CRM | Salesforce Inc | Stock-Tech | 4.84% | — | — | |
| 6 | AXP | American Express Co | Stock-Financials | 3.33% | — | — | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.29% | +2.38% | NEW | |
| 8 | CSCO | Cisco Systems Inc | Stock-Tech | 2.17% | — | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.14% | — | — | |
| 10 | ARES | Ares Management Corporation | Stock-Financials | 2.09% | — | +452.85% | |
| 11 | ON | On Semiconductor | Stock-Tech | 2.01% | +0.87% | — | |
| 12 | VC | Visteon CORP | Stock-Other | 1.96% | — | — | |
| 13 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | Stock-Other | 1.85% | +0.18% | +100.61% | |
| 14 | YCY-UN | AA Mission Acquisition Corp. II | Stock-Other | 1.77% | — | +86.55% | |
| 15 | OZK | Bank Ozk | Stock-Financials | 1.74% | — | +40.38% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.68% | — | — | |
| 17 | GBLI | Global Indemnity Group Llc-a | Stock-Other | 1.51% | -1.35% | EXIT | |
| 18 | RRC | Range Resources CORP | Stock-Energy | 1.48% | — | — | |
| 19 | NTR | Nutrien LTD | Stock-Materials | 1.34% | — | — | |
| 20 | MDT | Medtronic plc | Stock-Healthcare | 1.28% | — | — | |
| 21 | WIX 0 08-15-25Bond | Wix LTD | Bond | 1.25% | — | — | |
| 22 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.98% | — | — | |
| 23 | NBR | Nabors Industries Ltd. | Stock-Other | 0.90% | — | +184.77% | |
| 24 | INTC | Intel CORP | Stock-Tech | 0.89% | — | — | |
| 25 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.88% | — | — | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | — | -67.72% | |
| 27 | CGCFU | Cartesian Growth Corporation IV Unit | Stock-Other | 0.68% | — | +77.73% | |
| 28 | VOYG | Voyager Technologies, Inc. | Stock-Other | 0.66% | -0.75% | EXIT | |
| 29 | ✓ | Stock-Other | 0.65% | — | +121.34% | ||
| 30 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.63% | — | — | |
| 31 | ✓ | Keen Vision Acquisition CORP | Stock-Other | 0.62% | — | +52.70% | |
| 32 | NICEIT 0 09-15-25Bond | Nice LTD | Bond | 0.61% | — | — | |
| 33 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.57% | — | — | |
| 34 | ✓ | Spark I Acquisition CORP | Stock-Other | 0.56% | -0.04% | +558.65% | |
| 35 | ✓ | Kochav Defense Acqui Co | Stock-Other | 0.53% | — | — | |
| 36 | JOE | St Joe Co/the | Stock-Other | 0.52% | -0.08% | — | |
| 37 | ✓ | Stock-Other | 0.52% | -0.03% | +63.73% | ||
| 38 | ✓ | Stock-Other | 0.49% | -0.03% | — | ||
| 39 | INN 1.5 02-15-26Bond | Summit Hotel Properties | Bond | 0.46% | — | — | |
| 40 | XEL | Xcel Energy Inc | Stock-Utilities | 0.44% | — | — | |
| 41 | ✓ | Vine Hill Cap Invt CORP. | Stock-Other | 0.44% | -0.38% | EXIT | |
| 42 | ✓ | Rf Acquisition CORP Ii | Stock-Other | 0.42% | -0.02% | +36.56% | |
| 43 | ✓ | Stock-Other | 0.41% | -0.05% | +34.93% | ||
| 44 | ✓ | Stock-Other | 0.41% | -0.03% | — | ||
| 45 | EVAC-WT | EQV Ventures Acquisition Corp. II WT | Stock-Other | 0.37% | — | — | |
| 46 | ✓ | Stock-Other | 0.37% | -0.01% | +33.66% | ||
| 47 | ✓ | Horizon Space Acquisition Ii | Stock-Other | 0.36% | — | +29.21% | |
| 48 | ✓ | Flag Ship Acquisition CORP | Stock-Other | 0.36% | -0.02% | +1.99% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.36% | -0.11% | — | |
| 50 | VICI | Vici Properties Inc | Stock-Real Estate | 0.36% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce Inc | +4.8% | NEW | New buy |
| 2 | AXP | American Express Co | +3.3% | NEW | New buy |
| 3 | CSCO | Cisco Systems Inc | +2.2% | NEW | New buy |
| 4 | AAPL | Apple Inc | +2.1% | NEW | New buy |
| 5 | ARES | Ares Management Corporation | +1.7% | +452.85% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +1.7% | NEW | New buy |
| 7 | RRC | Range Resources CORP | +1.5% | NEW | New buy |
| 8 | MDT | Medtronic plc | +1.3% | NEW | New buy |
| 9 | WIX 0 08-15-25Bond | Wix LTD | +1.3% | NEW | New buy |
| 10 | NKE | Nike Inc -cl B | +1% | NEW | New buy |
| 11 | PEG | Public Service Enterprise Gp | +0.9% | NEW | New buy |
| 12 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | +0.8% | +100.61% | Add |
| 13 | YCY-UN | AA Mission Acquisition Corp. II | +0.7% | +86.55% | Add |
| 14 | NXPI | NXP Semiconductors N.V. | +0.6% | NEW | New buy |
| 15 | BDX | Becton Dickinson And Co | +0.6% | NEW | New buy |
| 16 | NBR | Nabors Industries Ltd. | +0.6% | +184.77% | Add |
| 17 | ✓ | Kochav Defense Acqui Co | +0.5% | NEW | New buy |
| 18 | ✓ | +0.5% | NEW | New buy | |
| 19 | OZK | Bank Ozk | +0.5% | +40.38% | Add |
| 20 | ✓ | Spark I Acquisition CORP | +0.5% | +558.65% | Add |
| 21 | INN 1.5 02-15-26Bond | Summit Hotel Properties | +0.5% | NEW | New buy |
| 22 | XEL | Xcel Energy Inc | +0.4% | NEW | New buy |
| 23 | VOYG | Voyager Technologies, Inc. | +0.4% | +158.46% | Add |
| 24 | VICI | Vici Properties Inc | +0.4% | NEW | New buy |
| 25 | ✓ | Blue Wtr Acquisition CORP. I | +0.4% | NEW | New buy |
| 26 | ✓ | Cartesian Growth CORP Iii | +0.3% | NEW | New buy |
| 27 | ✓ | +0.3% | +121.34% | Add | |
| 28 | STT | State Street CORP | +0.3% | NEW | New buy |
| 29 | ON | On Semiconductor | +0.3% | — | Unchanged |
| 30 | GTENU | Gores Holdings X, Inc. | +0.3% | NEW | New buy |
| 31 | CGCFU | Cartesian Growth Corporation IV Unit | +0.3% | +77.73% | Add |
| 32 | ✓ | +0.3% | NEW | New buy | |
| 33 | ✓ | Titan Acquisition CORP | +0.3% | NEW | New buy |
| 34 | ✓ | +0.3% | NEW | New buy | |
| 35 | ✓ | Helix Acquisition CORP Ii | +0.3% | NEW | New buy |
| 36 | ✓ | Thayer Ventures Acq CORP Ii | +0.3% | NEW | New buy |
| 37 | ✓ | Texas Ventures Acquisition I | +0.2% | NEW | New buy |
| 38 | PCRX 0.75 08-01-25Bond | Pacira Biosciences Inc | +0.2% | NEW | New buy |
| 39 | ✓ | New Providence Acquisition C | +0.2% | NEW | New buy |
| 40 | ✓ | +0.2% | NEW | New buy | |
| 41 | ✓ | +0.2% | NEW | New buy | |
| 42 | ✓ | Sizzle Acquisition CORP. Ii | +0.2% | NEW | New buy |
| 43 | OKTA 0.125 09-01-25Bond | Okta Inc | +0.2% | NEW | New buy |
| 44 | ✓ | Uy Scuti Acquisition CORP. | +0.2% | NEW | New buy |
| 45 | ✓ | Pelican Acquisition CORP | +0.2% | NEW | New buy |
| 46 | ✓ | Keen Vision Acquisition CORP | +0.2% | +52.70% | Add |
| 47 | ✓ | +0.2% | +63.73% | Add | |
| 48 | ✓ | Vine Hill Cap Invt CORP. | +0.2% | +66.57% | Add |
| 49 | ✓ | +0.2% | NEW | New buy | |
| 50 | ✓ | +0.2% | 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 208 disclosed positions in Q2 2025.
During Q2 2025, Berkley W R CORP's top holdings by market value included KMI (10.2%)、EPD (8.3%)、ET (6.0%). The largest single position, KMI, represented 10.2% 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
CRM
市值: $92.2M
Top Position Liquidated / Trimmed
TSLA
前期市值: $179.2M
In Q2 2025, Berkley W R CORP made 170 total portfolio adjustments, initiating 85 new buys, adding to 42 positions, trimming 11 holdings, and fully liquidating 32 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.