BERKLEY W R CORP
Filing Date
Global Rank
#1,312
/ 8,588
▼ 61
Top Industry
Shell Companies
53.5%
3Y Alpha vs SPY
-7.8%
Period ended 3 months ago
Filed May 15, 2026 · 33d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+45.8%
SPY
+76.8%
Annualised alpha
-7.5%
Max drawdown
−20.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
194 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
15.1%
+3.8 pts
Top 5
36.6%
−5.1 pts
Top 10
46.4%
−12.5 pts
HHI
417
Diversified−42
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 56.4% | $963,673,118 |
| Energy | 36.6% | $624,716,246 |
| Technology | 2.6% | $45,270,826 |
| Unclassified | 1.9% | $32,833,122 |
| Industrials | 1.1% | $18,485,013 |
| Real Estate | 0.8% | $13,159,237 |
| Communication Services | 0.5% | $7,914,833 |
| Consumer Defensive | 0.2% | $3,119,393 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DRDB | Roman DBDR Acquisition Corp. II | +1,533,196 | 1,800,830 | $18,854,690 | |
| MLAC | Mountain Lake Acquisition Corp. | +1,515,300 | 1,877,833 | $19,773,581 | |
| HDRN | Hadron Energy, Inc. | +1,312,087 | 1,735,682 | $18,485,013 | |
| MCGA | Yorkville Acquisition Corp. | +1,262,223 | 1,645,570 | $16,636,712 | |
| CAEP | Cantor Equity Partners III, Inc. | +1,176,710 | 2,229,948 | $22,990,763 | |
| LEGT | Legato Merger Corp. III | +1,147,470 | 1,466,215 | $16,113,702 | |
| ALF | Centurion Acquisition Corp. | +914,380 | 1,157,544 | $12,455,173 | |
| CCIX | Churchill Capital Corp IX/Cayman | +874,256 | 1,810,437 | $19,335,467 | |
| TACO | Berto Acquisition Corp. | +797,864 | 1,822,598 | $18,681,629 | |
| XRPN | Armada Acquisition Corp. II | +681,754 | 1,233,735 | $12,719,807 | |
| IPCX | Inflection Point Acquisition Corp. III | +585,430 | 1,769,623 | $18,076,698 | |
| GPAT | GP-Act III Acquisition Corp. | +534,533 | 846,823 | $9,179,561 | |
| SOUL | Soulpower Acquisition Corp. | +519,434 | 866,764 | $8,884,331 | |
| VCIC | Vine Hill Capital Investment Corp. | +495,413 | 661,663 | $7,278,293 | |
| RFAI | RF Acquisition Corp II | +468,547 | 766,425 | $8,354,032 | |
| SIMA | SIM Acquisition Corp. I | +390,768 | 912,286 | $9,779,705 | |
| WES | Western Midstream Partners, LP | +379,807 | 1,266,970 | $52,161,154 | |
| HYAC | Haymaker Acquisition Corp. 4 | +357,426 | 2,321,633 | $26,791,644 | |
| DYNC | Dynamix Corp | +314,051 | 790,503 | $8,276,566 | |
| PGAC | PANTAGES CAPITAL ACQUISITION Corp | +292,546 | 874,411 | $9,163,827 | |
| CUB | Lionheart Holdings | +285,106 | 916,973 | $9,866,629 | |
| LOKV | Live Oak Acquisition Corp. V | +270,469 | 647,661 | $6,735,674 | |
| CEPO | Cantor Equity Partners I, Inc. | +251,910 | 1,222,437 | $12,835,588 | |
| HVII | Hennessy Capital Investment Corp. VII | +250,490 | 728,659 | $7,541,620 | |
| SDHI | Siddhi Acquisition Corp (Cayman Islands) | +249,494 | 473,618 | $4,897,210 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KVAC | Keen Vision Acquisition Corp. | −649,375 | 99,997 | $1,199,964 | |
| VACH | Voyager Acquisition Corp./Cayman Islands | −497,241 | 1,303,583 | $15,656,031 | |
| CAPN | Cayson Acquisition Corp | −266,020 | 497,282 | $5,470,102 | |
| RIBB | Ribbon Acquisition Corp. | −165,015 | 297,589 | $3,127,660 | |
| SVAC | Spring Valley Acquisition Corp. III | −158,723 | 39,676 | $403,108 | |
| COLA | Columbus Acquisition Corp/Cayman Islands | −154,772 | 250,259 | $2,627,719 | |
| EGHA | EGH Acquisition Corp. | −41,763 | 107,037 | $1,092,847 | |
| CEPT | Cantor Equity Partners II, Inc. | −36,345 | 27,672 | $301,348 | |
| MBAV | M3-Brigade Acquisition V Corp. | −32,603 | 963,675 | $10,349,869 | |
| TVA | Texas Ventures Acquisition III Corp | −26,500 | 64,694 | $672,170 | |
| ATII | Archimedes Tech SPAC Partners II Co. | −20,141 | 208,065 | $2,165,956 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FGII | FG Imperii Acquisition Corp. | 992,100 | $9,821,790 | |
| XSLL | Xsolla SPAC 1 | 920,190 | $9,045,467 | |
| GIX | GigCapital9 Corp. | 882,431 | $8,674,296 | |
| PTOR | Praetorian Acquisition Corp. | 795,690 | $7,797,762 | |
| DAAQ | Digital Asset Acquisition Corp. | 761,331 | $7,796,029 | |
| KTWO | K2 Capital Acquisition Corp | 596,880 | $5,891,205 | |
| SSAC | SPACSphere Acquisition Corp. | 573,350 | $5,676,165 | |
| XFLH | XFLH Capital Corp | 571,683 | $5,642,511 | |
| MLAA | Mountain Lake Acquisition Corp. II | 447,794 | $4,410,770 | |
| ALOV | Aldabra 4 Liquidity Opportunity Vehicle, Inc. | 446,445 | $4,388,554 | |
| CAQ | Cambridge Acquisition Corp. | 424,998 | $4,194,730 | |
| UAC | United Acquisition Corp. I | 422,792 | $4,143,361 | |
| SCII | SC II Acquisition Corp. | 412,893 | $4,116,543 | |
| DBCA | D. Boral Acquisition I Corp. | 397,720 | $3,921,519 | |
| AEAQ | Activate Energy Acquisition Corp. | 347,036 | $3,432,186 | |
| RFAM | RF Acquisition Corp III | 333,057 | $3,260,628 | |
| CLBR | Colombier Acquisition Corp. III | 298,440 | $3,002,306 | |
| HCIC | Hennessy Capital Investment Corp. VIII | 298,440 | $2,933,665 | |
| BIII | Black Spade Acquisition III Co | 273,849 | $2,694,674 | |
| IEAG | Infinite Eagle Acquisition Corp. | 265,211 | $2,652,110 | |
| SVIV | Spring Valley Acquisition Corp. IV | 250,000 | $2,467,500 | |
| CRAN | Crane Harbor Acquisition Corp. II | 247,775 | $2,455,450 | |
| MUZE | Muzero Acquisition Corp | 248,700 | $2,452,182 | |
| WPAC | White Pearl Acquisition Corp. | 248,700 | $2,452,182 | |
| MESH | Meshflow Acquisition Corp | 247,899 | $2,451,721 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NVDA | Nvidia Corp | 886,200 | $165,276,300 | |
| MSFT | Microsoft Corp | 305,200 | $147,600,824 | |
| GOOGL | Alphabet Inc. | 438,800 | $137,344,400 | |
| TSLA | Tesla, Inc. | 266,600 | $119,895,352 | |
| NFLX | Netflix Inc | 498,000 | $46,692,480 | |
| AMZN | Amazon Com Inc | 139,200 | $32,130,144 | |
| CRM | Salesforce, Inc. | 103,800 | $27,497,658 | |
| FTW | PRESIDIO PRODUCTION Co | 2,574,165 | $27,002,990 | |
| HSPT | Horizon Space Acquisition II Corp. | 722,015 | $7,613,648 | |
| PELI | Pelican Acquisition Corp | 578,199 | $5,869,298 | |
| RDAC | Rising Dragon Acquisition Corp. | 234,886 | $2,306,580 | |
| TBMC | Trailblazer Merger Corp I | 43,243 | $576,083 | |
| No positions match the current search. | ||||
194 positions ·
$1,709,171,788 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Defensive
Energy
Financial Services
Industrials
Real Estate
Technology
Showing 51–100
of 194 positions by value
· page 2 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| FERA |
Fifth Era Acquisition Corp I
Financial Services
|
Held | 199,544 | $2,055,303 | 0.12% | |
| CHPG |
ChampionsGate Acquisition Corp
Financial Services
|
Held | 209,151 | $2,143,797 | 0.13% | |
| ATII |
Archimedes Tech SPAC Partners II Co.
Financial Services
|
Reduced | 208,065 | $2,165,956 | 0.13% | |
| BIXI |
Bitcoin Infrastructure Acquisition Corp Ltd
Financial Services
|
Added | 228,781 | $2,269,507 | 0.13% | |
| HLXC |
Helix Acquisition Corp. III
Financial Services
|
NEW | 223,830 | $2,274,112 | 0.13% | |
| BBCQ |
Bleichroeder Acquisition Corp. II
Financial Services
|
NEW | 228,537 | $2,289,940 | 0.13% | |
| TAVI |
Tavia Acquisition Corp.
Financial Services
|
Added | 216,861 | $2,290,052 | 0.13% | |
| BCAR |
D. Boral ARC Acquisition I Corp.
Financial Services
|
Added | 226,854 | $2,295,762 | 0.13% | |
| OACC |
Oaktree Acquisition Corp. III Life Sciences
Financial Services
|
Held | 223,645 | $2,366,164 | 0.14% | |
| LEGO |
Legato Merger Corp. IV
Financial Services
|
NEW | 244,881 | $2,426,770 | 0.14% | |
| ARTC |
Art Technology Acquisition Corp.
|
NEW | 247,924 | $2,432,134 | 0.14% | |
| MBVI |
M3-Brigade Acquisition VI Corp.
Financial Services
|
Held | 242,244 | $2,434,552 | 0.14% | |
| XCBE |
X3 Acquisition Corp. Ltd.
Financial Services
|
NEW | 248,026 | $2,440,575 | 0.14% | |
| ARCI |
Archimedes Tech SPAC Partners III Co.
Financial Services
|
NEW | 248,000 | $2,442,800 | 0.14% | |
| IRHO |
Iron Horse Acquisition II Corp.
Financial Services
|
NEW | 247,850 | $2,443,801 | 0.14% | |
| MEVO |
M Evo Global Acquisition Corp II
Financial Services
|
NEW | 248,700 | $2,449,695 | 0.14% | |
| MESH |
Meshflow Acquisition Corp
Financial Services
|
NEW | 247,899 | $2,451,721 | 0.14% | |
| MUZE |
Muzero Acquisition Corp
Financial Services
|
NEW | 248,700 | $2,452,182 | 0.14% | |
| WPAC |
White Pearl Acquisition Corp.
Financial Services
|
NEW | 248,700 | $2,452,182 | 0.14% | |
| CRAN |
Crane Harbor Acquisition Corp. II
Financial Services
|
NEW | 247,775 | $2,455,450 | 0.14% | |
| VACI |
Viking Acquisition Corp I
Financial Services
|
Held | 247,875 | $2,461,398 | 0.14% | |
| SVIV |
Spring Valley Acquisition Corp. IV
Financial Services
|
NEW | 250,000 | $2,467,500 | 0.14% | |
| LWAC |
LightWave Acquisition Corp.
Financial Services
|
Held | 248,050 | $2,530,110 | 0.15% | |
| JENA |
JENA ACQUISITION Corp II
Financial Services
|
Held | 247,850 | $2,533,027 | 0.15% | |
| BDCI |
BTC Development Corp.
Financial Services
|
Held | 260,103 | $2,598,428 | 0.15% | |
| COLA |
Columbus Acquisition Corp/Cayman Islands
Financial Services
|
Reduced | 250,259 | $2,627,719 | 0.15% | |
| IEAG |
Infinite Eagle Acquisition Corp.
Financial Services
|
NEW | 265,211 | $2,652,110 | 0.16% | |
| BIII |
Black Spade Acquisition III Co
Financial Services
|
NEW | 273,849 | $2,694,674 | 0.16% | |
| SVCC |
Stellar V Capital Corp. (Cayman Islands)
Financial Services
|
Held | 258,308 | $2,699,318 | 0.16% | |
| TDAC |
Translational Development Acquisition Corp.
Financial Services
|
Added | 272,950 | $2,887,811 | 0.17% | |
| HCIC |
Hennessy Capital Investment Corp. VIII
Financial Services
|
NEW | 298,440 | $2,933,665 | 0.17% | |
| FCRS |
FutureCrest Acquisition Corp.
Financial Services
|
Added | 291,974 | $2,937,258 | 0.17% | |
| RNGT |
Range Capital Acquisition Corp II
Financial Services
|
Held | 297,620 | $2,976,200 | 0.17% | |
| GSRF |
GSR IV Acquisition Corp.
Financial Services
|
Held | 297,598 | $2,984,907 | 0.17% | |
| CLBR |
Colombier Acquisition Corp. III
Financial Services
|
NEW | 298,440 | $3,002,306 | 0.18% | |
| RDAG |
Republic Digital Acquisition Co
Financial Services
|
Held | 297,570 | $3,044,141 | 0.18% | |
| RAC |
Rithm Acquisition Corp.
Financial Services
|
Held | 298,200 | $3,101,280 | 0.18% | |
| EMIS |
Emmis Acquisition Corp.
Financial Services
|
Added | 309,478 | $3,110,253 | 0.18% | |
| ENHA |
Enhanced Group Inc.
Consumer Defensive
|
Added | 306,725 | $3,119,393 | 0.18% | |
| RIBB |
Ribbon Acquisition Corp.
Financial Services
|
Reduced | 297,589 | $3,127,660 | 0.18% | |
| FGMC |
FG Merger II Corp.
Financial Services
|
Held | 316,028 | $3,191,882 | 0.19% | |
| LCCC |
Lakeshore Acquisition III Corp.
Financial Services
|
Added | 310,796 | $3,201,198 | 0.19% | |
| GRAF |
Graf Global Corp.
Financial Services
|
Added | 303,119 | $3,246,404 | 0.19% | |
| RFAM |
RF Acquisition Corp III
Financial Services
|
NEW | 333,057 | $3,260,628 | 0.19% | |
| AIIA |
AI Infrastructure Acquisition Corp.
Financial Services
|
Added | 330,294 | $3,312,848 | 0.19% | |
| HVMC |
Highview Merger Corp.
Financial Services
|
Held | 333,856 | $3,355,252 | 0.20% | |
| FACT |
FACT II Acquisition Corp.
|
Added | 325,445 | $3,417,172 | 0.20% | |
| AEAQ |
Activate Energy Acquisition Corp.
Financial Services
|
NEW | 347,036 | $3,432,186 | 0.20% | |
| BKHA |
Black Hawk Acquisition Corp
Financial Services
|
Held | 309,134 | $3,582,863 | 0.21% | |
| LATA |
Galata Acquisition Corp. II
Financial Services
|
Held | 371,961 | $3,715,890 | 0.22% |