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BANK OF AMERICA CORP /DE/

Bank

Position in WRB — Berkley W R Corp

CIK 70858 CHARLOTTE, NC

Position in WRB

as of Mar 31, 2026 · filed May 18, 2026
Position Value
$192,511,716
+$27,451,904 QoQ
Shares Held
2,904,522
+23.4% QoQ
Ownership
0.780%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 49.98016885394567.ToString("F0")% Shared 0.ToString("F0")% None 50.01983114605433.ToString("F0")%

Common Shares in WRB Over Time

Shares Held

Position Value (USD)

Derivatives in WRB

reported options exposure · as of Jun 30, 2024
CallValue
$26,193,350
CallShares
500,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Insurance - Property & Casualty

Financial Services · as of Mar 31, 2026

BANK OF AMERICA CORP /DE/ holds $8,220,758,063 across 41 Insurance - Property & Casualty names. WRB ranks #7 (2.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
7 WRB
Berkley W R Corp
This page
2,904,522 $192,511,716

All Filings in WRB

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $192,511,716 2,904,522
2025-12-31 $165,059,812 2,353,962
2025-09-30 $196,994,384 2,571,057
2025-06-30 $197,164,088 2,683,600
2025-03-31 $247,905,495 3,483,776
2024-12-31 $172,609,007 2,949,573
2024-09-30 $102,425,163 1,805,485
2024-06-30 $26,193,350 500,000
2024-06-30 $99,417,852 1,897,769
2024-03-31 $61,489,265 1,042,898
2023-12-31 $82,680,927 1,753,695
2023-09-30 $74,547,854 1,761,249
2023-06-30 $56,671,740 1,427,259
2023-03-31 $75,064,656 1,808,495
2022-12-31 $79,052,191 1,633,985
2022-09-30 $70,281,495 1,632,430
2022-06-30 $79,202,360 1,740,455
2022-03-31 $56,377,445 1,269,954
2021-12-31 $38,574,907 1,053,447
2021-09-30 $34,531,574 1,061,713
2021-06-30 $34,604,026 1,046,071
2021-03-31 $34,328,530 1,025,072
2020-12-31 $30,179,148 1,022,329
2020-09-30 $29,409,530 1,082,116
2020-06-30 $29,390,098 1,154,264
2020-03-31 $28,821,413 1,243,015