BERKLEY W R CORP

CIK

11544

Location

Greenwich, CT

Portfolio Value

Micro $18,485,013

Diversification

Diversified

Filing Date

Global Rank

#1,341 / 8,578 ▼ 86

Top Industry

Shell Companies 51.6%

3Y Alpha vs SPY

-6.7%

Period ended 3 months ago

Filed May 15, 2026 · 31d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+46.7%

SPY

+74.2%

Annualised alpha

-6.7%

Max drawdown

−21.0%

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

187 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.7%

+4.1 pts

Top 5

38.0%

−4.9 pts

Top 10

47.8%

−12.7 pts

HHI

447

Diversified−36

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	54.7%	$898,719,769	171
Energy	38.0%	$624,716,246	5
Technology	2.8%	$45,270,826	1
Unclassified	2.0%	$32,833,122	6
Industrials	1.1%	$18,485,013	1
Real Estate	0.8%	$13,159,237	1
Communication Services	0.5%	$7,914,833	1
Consumer Defensive	0.2%	$3,119,393	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
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
MEVO	M Evo Global Acquisition Corp II	248,700	$2,449,695
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
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.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $18,485,013 total · Industrials only · as of Mar 31, 2026

All sectors Communication Services Consumer Defensive Energy Financial Services Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
HDRN	Hadron Energy, Inc. Industrials	Added	1,735,682	+1,312,087	$18,485,013	+314.0%	100.00%