W. R. Berkley Corporation
US ˙ NYSE ˙ US0844231029

SecurityWRB / W. R. Berkley Corporation
InstitutionCwm, Llc
Latest Disclosed Ownership280,114 shares
Latest Disclosed Value $ 18,565,979
Cwm, Llc reports 4.75% decrease in ownership of WRB / W. R. Berkley Corporation

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 280,114 shares of W. R. Berkley Corporation (US:WRB) valued at $18,565,956 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 294,091 shares of W. R. Berkley Corporation. This represents a change in shares of -4.75% during the quarter. The current value of the position is $18,574,359 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)
2026-05-14 2026-03-31 13F BERKLEY W R COM 084423102 280,114 -13,977 -4.75 18,566 92,725.00 0.0488
2026-01-26 2025-12-31 13F BERKLEY W R COM 084423102 294,091 -11,620 -3.80 21 -13.04 0.0559
2025-10-15 2025-09-30 13F BERKLEY W R COM 084423102 305,711 -773 -0.25 23 4.55 0.0704
2025-07-25 2025-06-30 13F BERKLEY W R COM 084423102 306,484 -15,384 -4.78 23 0.00 0.0794
2025-05-01 2025-03-31 13F BERKLEY W R COM 084423102 321,868 -5,629 -1.72 23 15.79 0.0913
2025-02-04 2024-12-31 13F BERKLEY W R COM 084423102 327,497 -7,574 -2.26 19 0.00 0.0795
2024-10-08 2024-09-30 13F BERKLEY W R COM 084423102 335,071 100,889 43.08 19 5.56 0.0818
2024-07-10 2024-06-30 13F BERKLEY W R COM 084423102 234,182 -11,578 -4.71 18 -14.29 0.0868
2024-04-05 2024-03-31 13F BERKLEY W R COM 084423102 245,760 -18,552 -7.02 22 16.67 0.1057
2024-02-01 2023-12-31 13F BERKLEY W R COM 084423102 264,312 -35,954 -11.97 19 -5.26 0.1005
2023-10-11 2023-09-30 13F BERKLEY W R COM 084423102 300,266 -26,356 -8.07 19 0.00 0.1168
2023-08-03 2023-06-30 13F BERKLEY W R COM 084423102 326,622 -19,211 -5.55 19 -9.52 0.1202
2023-05-01 2023-03-31 13F BERKLEY W R COM 084423102 345,833 6,121 1.80 22 -12.50 0.1455
2023-02-01 2022-12-31 13F BERKLEY W R COM 084423102 339,712 337,966 19,356.59 25 -78.76 0.1816
2022-10-27 2022-09-30 13F BERKLEY W R COM 084423102 1,746 274 18.61 113 13.00 0.0009
2022-07-28 2022-06-30 13F BERKLEY W R COM 084423102 1,472 226 18.14 100 20.48 0.0008
2022-04-21 2022-03-31 13F BERKLEY W R COM 084423102 1,246 473 61.19 83 29.69 0.0006
2022-01-31 2021-12-31 13F BERKLEY W R COM 084423102 773 32 4.32 64 16.36 0.0005
2021-09-15 2021-06-30 13F/A-1 BERKLEY W R COM 084423102 741 0 0.00 55 0.00 0.0004
2021-07-29 2021-06-30 13F BERKLEY W R COM 084423102 741 0 55 0.0004
2021-09-15 2021-03-31 13F/A-1 BERKLEY W R COM 084423102 741 0 0.00 55 0.00 0.0004
2021-04-27 2021-03-31 13F BERKLEY W R COM 084423102 612 -129 46 0.0004
2021-09-15 2020-12-31 13F/A-1 BERKLEY W R COM 084423102 741 0 0.00 55 0.00 0.0004
2021-01-27 2020-12-31 13F BERKLEY W R COM 084423102 180 -561 12 0.0001
2021-09-15 2020-09-30 13F/A-1 BERKLEY W R COM 084423102 741 0 0.00 55 0.00 0.0004
2020-10-19 2020-09-30 13F BERKLEY W R COM 084423102 173 -568 11 0.0001
2021-09-15 2020-06-30 13F/A-1 BERKLEY W R COM 084423102 741 0 0.00 55 0.00 0.0004
2020-07-22 2020-06-30 13F BERKLEY W R COM 084423102 278 -463 16 0.0002
2021-09-15 2020-03-31 13F/A-1 BERKLEY W R COM 084423102 741 0 0.00 55 0.00 0.0004
2020-04-28 2020-03-31 13F BERKLEY W R COM 084423102 182 -559 9 0.0001
2021-09-14 2019-12-31 13F/A-1 BERKLEY W R COM 084423102 741 0 0.00 55 0.00 0.0004
2020-01-27 2019-12-31 13F BERKLEY W R COM 084423102 122 -619 8 0.0001
2021-09-14 2019-09-30 13F/A-1 BERKLEY W R COM 084423102 741 0 0.00 55 0.00 0.0004
2019-10-22 2019-09-30 13F BERKLEY W R COM 084423102 121 -620 9 0.0001
2021-09-14 2019-06-30 13F/A-1 BERKLEY W R COM 084423102 741 0 0.00 55 0.00 0.0004
2019-07-31 2019-06-30 13F BERKLEY W R COM 084423102 209 -532 14 0.0002
2021-09-02 2019-03-31 13F/A-1 BERKLEY W R COM 084423102 741 686 1,247.27 55 1,275.00 0.0004
2019-04-22 2019-03-31 13F BERKLEY W R COM 084423102 114 59 10 0.0002
2019-01-25 2018-12-31 13F W R BERKLEY COM 084423102 55 0 0.00 4 0.00 0.0001
2018-10-29 2018-09-30 13F W R BERKLEY COM 084423102 55 0 0.00 4 0.00 0.0001
2018-07-31 2018-06-30 13F W R BERKLEY COM 084423102 55 55 4 0.0001
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.