W. R. Berkley Corporation
US ˙ NYSE ˙ US0844231029

SecurityWRB / W. R. Berkley Corporation
InstitutionJohnson Financial Group, Inc.
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Johnson Financial Group, Inc. closes position in WRB / W. R. Berkley Corporation

On May 7, 2026 - Johnson Financial Group, Inc. filed a 13F-HR form disclosing ownership of 0 shares of W. R. Berkley Corporation (US:WRB) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 138 shares of W. R. Berkley Corporation. The current value of the position is $0 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)
2026-05-07 2026-03-31 13F BERKLEY W R COM 084423102 0 -100.00 0
2026-02-12 2025-12-31 13F BERKLEY W R COM 084423102 138 -618 -81.75 10 -84.21 0.0004
2025-11-13 2025-09-30 13F BERKLEY W R COM 084423102 756 138 22.33 58 26.67 0.0022
2025-08-13 2025-06-30 13F BERKLEY W R COM 084423102 618 -846 -57.79 45 -56.73 0.0020
2025-05-15 2025-03-31 13F BERKLEY W R COM 084423102 1,464 -30 -2.01 104 19.54 0.0051
2025-02-14 2024-12-31 13F BERKLEY W R COM 084423102 1,494 19 1.29 88 4.82 0.0042
2024-11-13 2024-09-30 13F BERKLEY W R COM 084423102 1,475 499 51.13 84 9.21 0.0038
2024-08-14 2024-06-30 13F BERKLEY W R COM 084423102 976 0 0.00 77 -11.63 0.0037
2024-05-14 2024-03-31 13F BERKLEY W R COM 084423102 976 0 0.00 86 24.64 0.0046
2024-02-09 2023-12-31 13F/A-1 BERKLEY W R COM 084423102 976 0 0.00 69 9.52 0.0038
2024-02-09 2023-12-31 13F BERKLEY W R COM 084423102 976 0 69 0.0023
2023-11-14 2023-09-30 13F BERKLEY W R COM 084423102 976 -789 -44.70 63 -40.00 0.0044
2023-08-14 2023-06-30 13F BERKLEY W R COM 084423102 1,765 1,765 105 0.0073
2023-05-12 2023-03-31 13F BERKLEY W R COM 084423102 0 -100 -100.00 0 -100.00
2023-02-13 2022-12-31 13F BERKLEY W R COM 084423102 100 0 0.00 7 0.00 0.0006
2022-11-14 2022-09-30 13F BERKLEY W R COM 084423102 100 0 0.00 7 0.00 0.0006
2022-08-15 2022-06-30 13F BERKLEY W R COM 084423102 100 100 7 0.0005
2020-05-14 2020-03-31 13F WR BERKLEY COM 084423102 0 -189 -100.00 0 -100.00
2020-02-14 2019-12-31 13F WR BERKLEY COM 084423102 189 0 0.00 13 -7.14 0.0012
2019-11-12 2019-09-30 13F WR BERKLEY COM 084423102 189 -364 -65.82 14 -61.11 0.0013
2019-08-09 2019-06-30 13F WR BERKLEY COM 084423102 553 184 49.86 36 16.13 0.0032
2019-05-13 2019-03-31 13F WR BERKLEY COM 084423102 369 -335 -47.59 31 -40.38 0.0028
2019-02-11 2018-12-31 13F WR BERKLEY COM 084423102 704 0 0.00 52 -7.14 0.0054
2018-11-09 2018-09-30 13F WR BERKLEY COM 084423102 704 0 0.00 56 9.80 0.0057
2018-08-07 2018-06-30 13F WR BERKLEY COM 084423102 704 -235 -25.03 51 -25.00 0.0056
2018-05-07 2018-03-31 13F WR BERKLEY COM 084423102 939 -12,061 -92.78 68 -92.70 0.0081
2018-02-12 2017-12-31 13F WR BERKLEY COM 084423102 13,000 -1,165 -8.22 931 -1.48 0.1140
2017-11-09 2017-09-30 13F WR BERKLEY COM 084423102 14,165 -860 -5.72 945 -9.05 0.1243
2017-08-10 2017-06-30 13F WR BERKLEY COM 084423102 15,025 -1,330 -8.13 1,039 -10.04 0.1494
2017-05-12 2017-03-31 13F WR BERKLEY COM 084423102 16,355 -719 -4.21 1,155 1.67 0.1454
2017-02-07 2016-12-31 13F/A-1 WR BERKLEY COM 084423102 17,074 -175 -1.01 1,136 14.06 0.1566
2017-02-02 2016-12-31 13F WR BERKLEY COM 084423102 17,074 1,136
2016-11-14 2016-09-30 13F WR BERKLEY COM 084423102 17,249 -1,893 -9.89 996 -13.16 0.1330
2016-08-12 2016-06-30 13F WR BERKLEY COM 084423102 19,142 495 2.65 1,147 9.45 0.1588
2016-05-09 2016-03-31 13F WR BERKLEY COM 084423102 18,647 34 0.18 1,048 2.85 0.2095
2016-02-08 2015-12-31 13F WR BERKLEY COM 084423102 18,613 -526 -2.75 1,019 -2.11 0.2117
2015-11-02 2015-09-30 13F WR BERKLEY COM 084423102 19,139 1,835 10.60 1,041 15.80 0.2278
2015-08-11 2015-06-30 13F WR BERKLEY COM 084423102 17,304 7,965 85.29 899 90.47 0.1863
2015-05-12 2015-03-31 13F WR BERKLEY COM 084423102 9,339 9,135 4,477.94 472 4,620.00 0.1013
2015-02-10 2014-12-31 13F WR BERKLEY COM 084423102 204 0 0.00 10 0.00 0.0023
2014-11-14 2014-09-30 13F WR BERKLEY COM 084423102 204 0 0.00 10 11.11 0.0026
2014-08-06 2014-06-30 13F BERKLEY WR COM 084423102 204 0 0.00 9 12.50 0.0024
2014-05-14 2014-03-31 13F BERKLEY WR COM 084423102 204 0 0.00 8 -11.11 0.0023
2014-02-11 2013-12-31 13F BERKLEY WR COM 084423102 204 0 0.00 9 0.00 0.0026
2013-11-14 2013-09-30 13F BERKLEY WR COM 084423102 204 0 0.00 9 12.50 0.0027
2013-08-14 2013-06-30 13F BERKLEY WR COM 084423102 204 204 8 0.0022
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.