W. R. Berkley Corporation
US ˙ NYSE ˙ US0844231029

SecurityWRB / W. R. Berkley Corporation
InstitutionCIBC Private Wealth Group, LLC
Latest Disclosed Ownership38,535 shares
Latest Disclosed Value $ 2,702,074
CIBC Private Wealth Group, LLC reports 7.72% decrease in ownership of WRB / W. R. Berkley Corporation

On February 12, 2026 - CIBC Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 38,535 shares of W. R. Berkley Corporation (US:WRB) valued at $2,702,074 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 24, 2025 disclosing 41,757 shares of W. R. Berkley Corporation. This represents a change in shares of -7.72% during the quarter. The current value of the position is $2,515,950 USD.

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)
2026-02-12 2025-12-31 13F BERKLEY W R COM 084423102 38,535 -3,222 -7.72 2,702 -15.54 0.0046
2025-11-24 2025-09-30 13F BERKLEY W R COM 084423102 41,757 865 2.12 3,199 6.49 0.0055
2025-08-12 2025-06-30 13F BERKLEY W R COM 084423102 40,892 -491 -1.19 3,004 11.14 0.0054
2025-05-14 2025-03-31 13F BERKLEY W R COM 084423102 41,383 -2,477 -5.65 2,703 6.12 0.0057
2025-02-12 2024-12-31 13F BERKLEY COM 084423102 43,860 688 1.59 2,548 4.00 0.0046
2024-11-13 2024-09-30 13F BERKLEY COM 084423102 43,172 17,042 65.22 2,449 17.74 0.0044
2024-08-09 2024-06-30 13F BERKLEY COM 084423102 26,130 -446 -1.68 2,080 -10.54 0.0039
2024-05-10 2024-03-31 13F BERKLEY COM 084423102 26,576 33 0.12 2,325 23.87 0.0046
2024-02-13 2023-12-31 13F BERKLEY W R CORP COM COM 084423102 26,543 0 0.00 1,877 11.39 0.0040
2023-11-13 2023-09-30 13F BERKLEY W R CORP COM COM 084423102 26,543 272 1.04 1,685 7.74 0.0040
2023-11-21 2023-06-30 13F/A-1 BERKLEY W R CORP COM COM 084423102 26,271 574 2.23 1,565 -2.19 0.0034
2023-08-10 2023-06-30 13F BERKLEY W R CORP COM COM 084423102 26,271 574 1,565 0.0034
2023-11-21 2023-03-31 13F/A-1 BERKLEY W R CORP COM COM 084423102 25,697 1,395 5.74 1,600 -8.16 0.0035
2023-05-12 2023-03-31 13F BERKLEY W R CORP COM COM 084423102 25,697 1,395 1,600 0.0035
2023-06-01 2022-12-31 13F/A-2 BERKLEY W R CORP COM COM 084423102 24,302 149 0.62 1,741 11.67 0.0058
2023-02-14 2022-12-31 13F/A-1 BERKLEY W R CORP COM COM 084423102 23,993 -160 1,741 0.0036
2023-02-13 2022-12-31 13F BERKLEY W R CORP COM COM 084423102 23,993 -160 1,741 0.0000
2022-11-15 2022-09-30 13F BERKLEY W R CORP COM COM 084423102 24,153 0 0.00 1,559 -5.46 0.0042
2022-08-03 2022-06-30 13F BERKLEY W R COM 084423102 24,153 -3,973 -14.13 1,649 -11.96 0.0043
2022-05-16 2022-03-31 13F BERKLEY W R COM 084423102 28,126 12,476 79.72 1,873 45.19 0.0041
2022-04-04 2021-12-31 13F/A-1 BERKLEY W R COM 084423102 15,650 102 0.66 1,290 13.36 0.0027
2022-02-08 2021-12-31 13F BERKLEY W R COM 084423102 15,650 102 1,290 0.0021
2021-11-12 2021-09-30 13F BERKLEY W R COM 084423102 15,548 -4,000 -20.46 1,138 -21.79 0.0026
2021-08-16 2021-06-30 13F BERKLEY W R COM 084423102 19,548 0 0.00 1,455 -1.22 0.0033
2021-05-12 2021-03-31 13F BERKLEY W R COM 084423102 19,548 -24 -0.12 1,473 13.22 0.0037
2021-02-12 2020-12-31 13F BERKLEY W R COM 084423102 19,572 3,891 24.81 1,301 35.80 0.0034
2020-11-03 2020-09-30 13F/A-1 BERKLEY W R COM 084423102 15,681 -193 -1.22 958 5.27 0.0029
2020-08-13 2020-06-30 13F BERKLEY W R CORP COM Com 084423102 15,874 124 0.79 910 10.71 0.0044
2020-05-15 2020-03-31 13F BERKLEY W R COM 084423102 15,750 438 2.86 822 -22.31 0.0035
2020-01-30 2019-12-31 13F BERKLEY W R COM 084423102 15,312 -2,135 -12.24 1,058 -16.03 0.0035
2019-10-16 2019-09-30 13F BERKLEY W R COM 084423102 17,447 98 0.56 1,260 10.14 0.0044
2019-07-31 2019-06-30 13F BERKLEY W R COM 084423102 17,349 5,782 49.99 1,144 16.73 0.0040
2019-05-10 2019-03-31 13F BERKLEY W R COM 084423102 11,567 -1,025 -8.14 980 5.26 0.0038
2019-02-05 2018-12-31 13F W R BERKLEY COM 084423102 12,592 -37 -0.29 931 -7.82 0.0042
2018-11-14 2018-09-30 13F W R BERKLEY COM 084423102 12,629 1,054 9.11 1,010 20.38 0.0038
2018-08-02 2018-06-30 13F W R BERKLEY COM 084423102 11,575 -165 -1.41 839 -1.76 0.0034
2018-05-17 2018-03-31 13F W R BERKLEY COM 084423102 11,740 -72 -0.61 854 0.95 0.0037
2018-02-12 2017-12-31 13F BERKLEY W R COM 084423102 11,812 605 5.40 846 13.10 0.0036
2017-12-21 2017-09-30 13F/A-1 BERKLEY W R CORP COM COM 084423102 11,207 15 0.13 748 -3.48 0.0034
2017-11-14 2017-09-30 13F BERKLEY W R CORP COM COM 084423102 11,207 15 748
2017-08-09 2017-06-30 13F BERKLEY W R CORP COM Com 084423102 11,192 -156 -1.37 775 -3.37 0.0049
2017-05-10 2017-03-31 13F BERKLEY W R CORP COM Com 084423102 11,348 156 1.39 802 7.80 0.0050
2017-02-13 2016-12-31 13F BERKLEY W R CORP COM Com 084423102 11,192 0 0.00 744 15.17 0.0049
2016-11-09 2016-09-30 13F BERKLEY W R CORP COM Com 084423102 11,192 0 0.00 646 -3.73 0.0045
2016-08-11 2016-06-30 13F BERKLEY W R CORP COM Com 084423102 11,192 0 0.00 671 6.68 0.0049
2016-05-11 2016-03-31 13F BERKLEY W R CORP COM Com 084423102 11,192 -175 -1.54 629 0.96 0.0049
2016-02-10 2015-12-31 13F BERKLEY W R CORP COM Com 084423102 11,367 0 0.00 623 0.65 0.0049
2015-11-12 2015-09-30 13F BERKLEY W R CORP COM Com 084423102 11,367 0 0.00 619 4.74 0.0051
2015-08-13 2015-06-30 13F BERKLEY W R CORP COM Com 084423102 11,367 -177 -1.53 591 1.20 0.0043
2015-05-11 2015-03-31 13F BERKLEY W R CORP COM Com 084423102 11,544 352 3.15 584 1.74 0.0043
2015-02-12 2014-12-31 13F BERKLEY W R CORP COM Com 084423102 11,192 0 0.00 574 7.29 0.0044
2014-11-12 2014-09-30 13F BERKLEY W R CORP COM Com 084423102 11,192 0 0.00 535 3.28 0.0042
2014-08-13 2014-06-30 13F BERKLEY W R CORP COM Com 084423102 11,192 0 0.00 518 12.36 0.0042
2014-05-14 2014-03-31 13F BERKLEY W R CORP COM COM 084423102 11,192 11,192 461 0.0039
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.