W. R. Berkley Corporation
MX ˙ BMV ˙ US0844231029
SecurityMX:WRB / W. R. Berkley Corporation
InstitutionPrivate Advisor Group, LLC
Latest Disclosed Ownership19,142 shares
Latest Disclosed Value $ 1,268,743
Private Advisor Group, LLC reports 4.23% decrease in ownership of WRB / W. R. Berkley Corporation

On April 24, 2026 - Private Advisor Group, LLC filed a 13F-HR form disclosing ownership of 19,142 shares of W. R. Berkley Corporation (MX:WRB) valued at $1,268,743 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 19,987 shares of W. R. Berkley Corporation. This represents a change in shares of -4.23% 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)
2026-04-24 2026-03-31 13F BERKLEY W R COM 084423102 19,142 -845 -4.23 1,269 -9.49 0.0056
2026-02-17 2025-12-31 13F BERKLEY W R COM 084423102 19,987 -8 -0.04 1,402 -8.49 0.0063
2025-11-13 2025-09-30 13F BERKLEY W R COM 084423102 19,995 1,068 5.64 1,532 10.14 0.0075
2025-08-11 2025-06-30 13F BERKLEY W R COM 084423102 18,927 -1,008 -5.06 1,391 -1.97 0.0075
2025-05-05 2025-03-31 13F BERKLEY W R COM 084423102 19,935 -1,653 -7.66 1,419 12.27 0.0086
2025-02-03 2024-12-31 13F BERKLEY W R COM 084423102 21,588 257 1.20 1,263 4.38 0.0071
2024-10-22 2024-09-30 13F BERKLEY W R COM 084423102 21,331 6,956 48.39 1,210 7.17 0.0075
2024-08-05 2024-06-30 13F BERKLEY W R COM 084423102 14,375 -329 -2.24 1,130 -13.15 0.0076
2024-04-30 2024-03-31 13F BERKLEY W R COM 084423102 14,704 748 5.36 1,300 31.85 0.0093
2024-02-06 2023-12-31 13F BERKLEY W R COM 084423102 13,956 3,782 37.17 987 52.87 0.0077
2023-11-03 2023-09-30 13F BERKLEY W R COM 084423102 10,174 3,172 45.30 646 54.68 0.0058
2023-08-10 2023-06-30 13F BERKLEY W R COM 084423102 7,002 -48 -0.68 417 -4.79 0.0036
2023-05-10 2023-03-31 13F BERKLEY W R COM 084423102 7,050 -9,049 -56.21 439 1.62 0.0042
2023-01-18 2022-12-31 13F BERKLEY W R COM 084423102 16,099 1,622 11.20 431 -53.90 0.0217
2022-10-14 2022-09-30 13F BERKLEY W R COM 084423102 14,477 -40,661 -73.74 935 -75.16 0.0107
2022-07-13 2022-06-30 13F BERKLEY W R COM 084423102 55,138 37,523 213.02 3,764 220.89 0.0336
2022-05-12 2022-03-31 13F/A-1 BERKLEY W R COM 084423102 17,615 8,063 84.41 1,173 49.05 0.0090
2022-05-10 2022-03-31 13F BERKLEY W R COM 084423102 9,552 0 787 0.0059
2022-02-10 2021-12-31 13F BERKLEY W R COM 084423102 9,552 -6,568 -40.74 787 -33.31 0.0059
2021-10-14 2021-09-30 13F BERKLEY W R COM 084423102 16,120 8,515 111.97 1,180 108.48 0.0075
2021-08-12 2021-06-30 13F BERKLEY W R COM 084423102 7,605 710 10.30 566 8.85 0.0049
2021-04-22 2021-03-31 13F BERKLEY W R COM 084423102 6,895 842 13.91 520 29.35 0.0050
2021-04-01 2020-12-31 13F BERKLEY W R COM 084423102 6,053 1,202 24.78 402 42.55 0.0042
2020-11-02 2020-09-30 13F BERKLEY W R COM 084423102 4,851 -69 -1.40 282 0.00 0.0037
2020-08-17 2020-06-30 13F BERKLEY W R COM 084423102 4,920 -1,881 -27.66 282 -20.56 0.0039
2020-05-12 2020-03-31 13F BERKLEY W R COM 084423102 6,801 -3,884 -36.35 355 -51.90 0.0065
2020-02-10 2019-12-31 13F BERKLEY W R COM 084423102 10,685 10,685 738 0.0115
2019-11-13 2019-09-30 13F BERKLEY W R COM 084423102 0 -3,758 -100.00 0 -100.00
2019-08-14 2019-06-30 13F BERKLEY W R COM 084423102 3,758 3,758 248 0.0045
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.