Dimensional Fund Advisors Lp reports 3.57% increase in ownership of WRB / W. R. Berkley Corporation

W. R. Berkley Corporation

US ˙ NYSE ˙ US0844231029

Security	WRB / W. R. Berkley Corporation
Institution	Dimensional Fund Advisors Lp
Latest Disclosed Ownership	3,768,180 shares
Latest Disclosed Value	$ 249,757,104

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 3,768,180 shares of W. R. Berkley Corporation (US:WRB) valued at $249,754,970 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 3,638,379 shares of W. R. Berkley Corporation. This represents a change in shares of 3.57% during the quarter. The current value of the position is $246,024,472 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-07	2026-03-31	13F	BERKLEY W R	COM	084423102	3,768,180	129,801	3.57	249,757	-2.11	0.0112
2026-02-12	2025-12-31	13F	BERKLEY W R	COM	084423102	3,638,379	-73,046	-1.97	255,144	-10.27	0.0535
2025-11-12	2025-09-30	13F	BERKLEY W R	COM	084423102	3,711,425	657,558	21.53	284,350	26.75	0.0610
2025-08-12	2025-06-30	13F	BERKLEY W R	COM	084423102	3,053,867	3,442	0.11	224,335	3.35	0.0519
2025-05-13	2025-03-31	13F	BERKLEY W R	COM	084423102	3,050,425	-68,897	-2.21	217,065	18.91	0.0540
2025-02-13	2024-12-31	13F	BERKLEY W R	COM	084423102	3,119,322	76,349	2.51	182,544	5.75	0.0438
2024-11-07	2024-09-30	13F	BERKLEY W R	COM	084423102	3,042,973	1,005,374	49.34	172,622	7.80	0.0419
2024-08-09	2024-06-30	13F	BERKLEY W R	COM	084423102	2,037,599	139,588	7.35	160,128	-4.61	0.0418
2024-05-10	2024-03-31	13F	BERKLEY W R	COM	084423102	1,898,011	-35,701	-1.85	167,860	22.75	0.0454
2024-02-07	2023-12-31	13F	BERKLEY W R	COM	084423102	1,933,712	138,276	7.70	136,749	19.94	0.0399
2023-11-09	2023-09-30	13F	BERKLEY W R	COM	084423102	1,795,436	38,874	2.21	114,010	8.98	0.0374
2023-08-09	2023-06-30	13F	BERKLEY W R	COM	084423102	1,756,562	143,566	8.90	104,618	4.18	0.0333
2023-05-12	2023-03-31	13F	BERKLEY W R	COM	084423102	1,612,996	-28,178	-1.72	100,423	84,289.08	0.0338
2023-02-09	2022-12-31	13F	BERKLEY W R	COM	084423102	1,641,174	-101,249	-5.81	119	-99.89	0.0352
2022-11-10	2022-09-30	13F	BERKLEY W R	COM	084423102	1,742,423	-36,468	-2.05	112,535	-7.30	0.0432
2022-08-12	2022-06-30	13F	BERKLEY W R	COM	084423102	1,778,891	-278,104	-13.52	121,402	-11.38	0.0435
2022-05-13	2022-03-31	13F	BERKLEY W R	COM	084423102	2,056,995	604,614	41.63	136,984	14.49	0.0422
2022-02-09	2021-12-31	13F	BERKLEY W R	COM	084423102	1,452,381	5,626	0.39	119,650	13.01	0.0362
2021-11-12	2021-09-30	13F	BERKLEY W R	COM	084423102	1,446,755	31,124	2.20	105,878	0.49	0.0341
2021-08-12	2021-06-30	13F	BERKLEY W R	COM	084423102	1,415,631	-3,177	-0.22	105,361	-1.46	0.0334
2021-05-14	2021-03-31	13F	BERKLEY W R	COM	084423102	1,418,808	81,471	6.09	106,920	20.37	0.0354
2021-03-08	2020-12-31	13F/A-2	BERKLEY W R	COM	084423102	1,337,337	30,460	2.33	88,823	11.16	0.0321
2021-02-11	2020-12-31	13F	BERKLEY W R	COM	084423102	1,337,337	30,460		88,823		32,078.1464
2020-11-12	2020-09-30	13F	BERKLEY W R	COM	084423102	1,306,877	34,172	2.68	79,909	9.62	0.0339
2020-08-13	2020-06-30	13F	BERKLEY W R	COM	084423102	1,272,705	2,818	0.22	72,899	9.97	0.0320
2020-05-14	2020-03-31	13F	BERKLEY W R	COM	084423102	1,269,887	-279,467	-18.04	66,289	-38.08	0.0345
2020-02-14	2019-12-31	13F	BERKLEY W R	COM	084423102	1,549,354	-136,642	-8.10	107,052	-12.09	0.0390
2019-11-12	2019-09-30	13F	BERKLEY W R	COM	084423102	1,685,996	-187,726	-10.02	121,772	-1.42	0.0473
2019-08-13	2019-06-30	13F	BERKLEY W R	COM	084423102	1,873,722	483,283	34.76	123,521	4.86	0.0480
2019-08-12	2019-03-31	13F/A-2	BERKLEY W R	COM	084423102	1,390,439	-108,202	-7.22	117,799	6.36	0.0469
2019-05-10	2019-03-31	13F	BERKLEY W R	COM	084423102	1,390,439	-108,202		117,799
2019-02-26	2018-12-31	13F/A-1	W R BERKLEY	COM	084423102	1,498,641	-34,317	-2.24	110,758	-9.60	0.0502
2019-02-13	2018-12-31	13F	W R BERKLEY	COM	084423102	1,498,641	-34,317		110,758
2018-11-13	2018-09-30	13F	W R BERKLEY	COM	084423102	1,532,958	-17,115	-1.10	122,519	9.16	0.0466
2018-08-10	2018-06-30	13F	W R BERKLEY	COM	084423102	1,550,073	-92,667	-5.64	112,238	-6.02	0.0447
2018-05-11	2018-03-31	13F	W R BERKLEY	COM	084423102	1,642,740	54,468	3.43	119,426	4.94	0.0498
2018-02-12	2017-12-31	13F	BERKLEY W R	COM	084423102	1,588,272	-74,755	-4.50	113,804	2.54	0.0472
2017-11-13	2017-09-30	13F	BERKLEY W R	COM	084423102	1,663,027	50,350	3.12	110,990	-0.50	0.0485
2017-08-11	2017-06-30	13F	BERKLEY W R	COM	084423102	1,612,677	-47,317	-2.85	111,551	-4.86	0.0515
2017-05-12	2017-03-31	13F	BERKLEY W R	COM	084423102	1,659,994	-153,994	-8.49	117,245	-2.82	0.0560
2017-02-09	2016-12-31	13F	BERKLEY W R	COM	084423102	1,813,988	-9,739	-0.53	120,651	14.54	0.0603
2016-11-10	2016-09-30	13F	BERKLEY W R	COM	084423102	1,823,727	-44,005	-2.36	105,336	-5.86	0.0569
2016-08-09	2016-06-30	13F	BERKLEY W R	COM	084423102	1,867,732	-10,943	-0.58	111,893	5.98	0.0644
2016-05-13	2016-03-31	13F	BERKLEY W R	COM	084423102	1,878,675	-68,454	-3.52	105,581	-0.97	0.0632
2016-02-10	2015-12-31	13F	BERKLEY W R	COM	084423102	1,947,129	73,882	3.94	106,617	4.68	0.0665
2015-11-13	2015-09-30	13F	BERKLEY W R	COM	084423102	1,873,247	-8,310	-0.44	101,848	4.23	0.0669
2015-08-14	2015-06-30	13F	BERKLEY W R	COM	084423102	1,881,557	313,429	19.99	97,710	23.36	0.0598
2015-05-14	2015-03-31	13F	BERKLEY W R	COM	084423102	1,568,128	347,676	28.49	79,209	26.60	0.0500
2015-02-06	2014-12-31	13F	BERKLEY W R	COM	084423102	1,220,452	197,629	19.32	62,566	27.97	0.0411
2014-11-13	2014-09-30	13F	BERKLEY W R	COM	084423102	1,022,823	258,398	33.80	48,892	38.12	0.0346
2014-08-08	2014-06-30	13F	BERKLEY W R	COM	084423102	764,425	217,001	39.64	35,398	55.40	0.0246
2014-05-14	2014-03-31	13F	BERKLEY W R	COM	084423102	547,424	49,681	9.98	22,779	5.47	0.0170
2014-02-12	2013-12-31	13F	BERKLEY W R	COM	084423102	497,743	25,399	5.38	21,597	6.68	0.0168
2013-11-13	2013-09-30	13F	BERKLEY W R	COM	084423102	472,344	13,705	2.99	20,245	8.04	0.0175
2013-08-15	2013-06-30	13F	BERKLEY W R	COM	084423102	458,639	458,639		18,739		0.0176

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.