W. R. Berkley Corporation
US ˙ NYSE ˙ US0844231029

SecurityWRB / W. R. Berkley Corporation
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership322 shares
Latest Disclosed Value $ 21,342
IFP Advisors, Inc reports 90.49% decrease in ownership of WRB / W. R. Berkley Corporation

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 322 shares of W. R. Berkley Corporation (US:WRB) valued at $21,342 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,387 shares of W. R. Berkley Corporation. This represents a change in shares of -90.49% during the quarter. The current value of the position is $21,023 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)
2026-04-13 2026-03-31 13F BERKLEY W R cs 084423102 322 -3,065 -90.49 21 -91.14 0.0004
2026-02-06 2025-12-31 13F BERKLEY W R cs 084423102 3,387 -191 -5.34 237 -13.50 0.0053
2026-02-06 2025-09-30 13F/A-1 BERKLEY W R cs 084423102 3,578 -226 -5.94 274 -1.79 0.0071
2025-12-02 2025-09-30 13F BERKLEY W R cs 084423102 3,456 -348 284 0.0073
2025-07-24 2025-06-30 13F BERKLEY W R cs 084423102 3,804 -791 -17.21 279 -14.68 0.0079
2025-05-05 2025-03-31 13F BERKLEY W R cs 084423102 4,595 -1,366 -22.92 327 -6.03 0.0101
2025-02-04 2024-12-31 13F BERKLEY W R cs 084423102 5,961 27 0.46 349 3.57 0.0114
2025-02-04 2024-09-30 13F BERKLEY W R cs 084423102 5,934 3,849 184.60 337 106.13 0.0121
2024-07-30 2024-06-30 13F BERKLEY W R cs 084423102 2,085 37 1.81 164 -9.94 0.0065
2024-07-30 2024-03-31 13F BERKLEY W R cs 084423102 2,048 17 0.84 181 26.57 0.0079
2024-01-09 2023-12-31 13F BERKLEY W R cs 084423102 2,031 -153 -7.01 144 3.62 0.0068
2023-10-12 2023-09-30 13F BERKLEY W R cs 084423102 2,184 4 0.18 139 6.98 0.0062
2023-08-14 2023-06-30 13F/A-1 BERKLEY W R cs 084423102 2,180 -124 -5.38 130 -27.12 0.0054
2023-08-04 2023-06-30 13F BERKLEY W R cs 084423102 2,180 -124 168 0.0078
2023-04-18 2023-03-31 13F BERKLEY W R cs 084423102 2,304 -1,309 -36.23 177 0.0077
2023-02-07 2022-12-31 13F BERKLEY W R cs 084423102 3,613 -492 -11.99 0 -100.00 0.0074
2022-11-08 2022-09-30 13F BERKLEY W R cs 084423102 4,105 1,121 37.57 320 37.34 0.0083
2022-09-06 2022-06-30 13F/A-1 BERKLEY W R cs 084423102 2,984 0 0.00 233 0.00 0.0075
2022-09-06 2022-03-31 13F/A-1 BERKLEY W R cs 084423102 2,984 1,605 116.39 233 102.61 0.0075
2022-08-08 2022-03-31 13F BERKLEY W R CORP COM Stock 084423102 1,572 193 124 0.0025
2022-01-12 2021-12-31 13F BERKLEY W R CORP COM Stock 084423102 1,379 0 0.00 115 13.86 0.0022
2021-10-06 2021-09-30 13F BERKLEY W R CORP COM Stock 084423102 1,379 0 0.00 101 -0.98 0.0020
2021-07-13 2021-06-30 13F BERKLEY W R CORP COM Stock 084423102 1,379 -660 -32.37 102 -32.89 0.0021
2021-04-30 2021-03-31 13F BERKLEY W R CORP COM Stock 084423102 2,039 -192 -8.61 152 2.70 0.0030
2021-01-25 2020-12-31 13F BERKLEY W R CORP COM Stock 084423102 2,231 -1,500 -40.20 148 -35.09 0.0060
2020-10-29 2020-09-30 13F BERKLEY W R CORP COM Stock 084423102 3,731 -11 -0.29 228 7.55 0.0136
2020-08-05 2020-06-30 13F BERKLEY W R CORP COM Stock 084423102 3,742 -663 -15.05 212 -4.93 0.0168
2020-05-12 2020-03-31 13F BERKLEY W R CORP COM Stock 084423102 4,405 -557 -11.23 223 -34.41 0.0225
2020-01-17 2019-12-31 13F BERKLEY W R CORP COM Stock 084423102 4,962 -1,308 -20.86 340 -24.28 0.0256
2019-11-07 2019-09-30 13F BERKLEY W R CORP COM Stock 084423102 6,270 6,020 2,408.00 449 2,038.10 0.0301
2019-05-15 2019-03-31 13F BERKLEY W R Stock 084423102 250 -4,356 -94.57 21 -93.75 0.0029
2019-06-03 2018-12-31 13F/A-10 W R BERKLEY CORPORATION COM Stock 084423102 4,606 -292 -5.96 336 -14.29 0.0205
2019-01-23 2018-12-31 13F W R BERKLEY CORPORATION COM Stock 084423102 4,606 -292 336 0.0205
2019-06-03 2018-09-30 13F/A-9 W R BERKLEY CORPORATION COM Stock 084423102 4,898 4,048 476.24 392 532.26 0.0160
2018-10-25 2018-09-30 13F W R BERKLEY CORPORATION COM Stock 084423102 4,898 4,048 392 0.0160
2019-06-03 2018-06-30 13F/A-8 W R BERKLEY CORPORATION COM Stock 084423102 850 -230 -21.30 62 -19.48 0.0026
2018-08-07 2018-06-30 13F W R BERKLEY CORPORATION COM Stock 084423102 850 -13 62
2019-06-03 2018-03-31 13F/A-7 BERKLEY W R CORP COM Stock 084423102 1,080 0 0.00 77 0.00 0.0035
2018-05-09 2018-03-31 13F W R BERKLEY CORPORATION COM Stock 084423102 863 -217 63
2019-06-03 2017-12-31 13F/A-6 BERKLEY W R CORP COM Stock 084423102 1,080 -759 -41.27 77 -37.40 0.0035
2018-01-24 2017-12-31 13F BERKLEY W R CORP COM Stock 084423102 1,080 -759 77
2017-10-30 2017-09-30 13F BERKLEY W R CORP COM Stock 084423102 1,839 -368 -16.67 123 -19.61 0.0049
2019-06-03 2017-06-30 13F/A-5 BERKLEY W R CORP COM Stock 084423102 2,207 143 6.93 153 4.79 0.0065
2017-07-31 2017-06-30 13F BERKLEY W R CORP COM Stock 084423102 2,207 143 153
2019-06-03 2017-03-31 13F/A-4 BERKLEY W R CORP COM Stock 084423102 2,064 1,415 218.03 146 239.53 0.0064
2017-04-26 2017-03-31 13F BERKLEY W R CORP COM Stock 084423102 2,064 1,415 146
2019-06-03 2016-12-31 13F/A-3 BERKLEY W R CORP COM Stock 084423102 649 2 0.31 43 16.22 0.0021
2017-02-14 2016-12-31 13F BERKLEY W R CORP COM Stock 084423102 649 2 43
2016-11-04 2016-09-30 13F BERKLEY W R CORP COM Stock 084423102 647 -163 -20.12 37 -24.49 0.0019
2019-06-03 2016-06-30 13F/A-2 BERKLEY W R CORP COM Stock 084423102 810 560 224.00 49 133.33 0.0027
2016-08-22 2016-06-30 13F BERKLEY W R CORP COM Stock 084423102 810 560 49
2019-06-03 2016-03-31 13F/A-1 BERKLEY W R Stock 084423102 250 -528 -67.87 21 -51.16 0.0029
2016-05-02 2016-03-31 13F BERKLEY W R CORP COM Stock 084423102 777 -1 44
2016-02-11 2015-12-31 13F BERKLEY W R CORP COM Stock 084423102 778 778 43 0.0029
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.