W. R. Berkley Corporation
MX ˙ BMV ˙ US0844231029
SecurityMX:WRB / W. R. Berkley Corporation
InstitutionAmbassador Advisors, LLC
Latest Disclosed Ownership33,487 shares
Latest Disclosed Value $ 2,219,504
Ambassador Advisors, LLC reports 1.18% increase in ownership of WRB / W. R. Berkley Corporation

On April 17, 2026 - Ambassador Advisors, LLC filed a 13F-HR form disclosing ownership of 33,487 shares of W. R. Berkley Corporation (MX:WRB) valued at $2,219,504 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 33,095 shares of W. R. Berkley Corporation. This represents a change in shares of 1.18% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-17 2026-03-31 13F BERKLEY W R COM 084423102 33,487 392 1.18 2,220 -4.35 0.2701
2026-02-13 2025-12-31 13F BERKLEY W R COM 084423102 33,095 21,473 184.76 2,321 160.67 0.3402
2025-11-19 2025-09-30 13F BERKLEY W R COM 084423102 11,622 -171 -1.45 890 2.77 0.1324
2025-08-14 2025-06-30 13F BERKLEY W R COM 084423102 11,793 -96 -0.81 866 2.36 0.1345
2025-05-16 2025-03-31 13F BERKLEY W R COM 084423102 11,889 -320 -2.62 846 18.49 0.1473
2025-02-13 2024-12-31 13F BERKLEY W R COM 084423102 12,209 777 6.80 714 10.19 0.1216
2024-11-14 2024-09-30 13F BERKLEY W R COM 084423102 11,432 3,059 36.53 649 -1.37 0.1128
2024-08-14 2024-06-30 13F BERKLEY W R COM 084423102 8,373 354 4.41 658 -7.33 0.1190
2024-05-15 2024-03-31 13F BERKLEY W R COM 084423102 8,019 3,141 64.39 709 79.04 0.1287
2024-02-15 2023-12-31 13F BERKLEY W R COM 084423102 4,878 639 15.07 397 36.08 0.0881
2023-11-15 2023-09-30 13F BERKLEY W R COM 084423102 4,239 4,239 292 0.0710
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.