Richard M. Baio

Berkley W R Corp

Assets Managed

$1.861B

Holdings

345

Last Quarter

2026 - Q1

Filed Date

1mo 5d ago

Growth Rate

-12.42%(2Q avg: 5.04%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Berkley W R Corp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 345 positions.

Assets under management

The assets under management (AUM) of Berkley W R Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.861B in assets, with a quarterly growth rate of -12.42% and a 2-quarter average growth rate of 5.04%. The portfolio is managed by Richard M. Baio, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
EPD Enterprise Products Partners Recent Activity	13.88%	$258.258M 6.825M shares@ $37.84 avg price
ET Energy Transfer Lp Recent Activity	8.56%	$159.225M 8.25M shares@ $19.3 avg price
KMI Kinder Morgan Inc Recent Activity	5.12%	$95.132M 2.837M shares@ $33.53 avg price
PAA Plains All Amer Pipeline Lp Recent Activity	3.23%	$59.941M 2.684M shares@ $22.33 avg price
WES Western Midstream Partners L Recent Activity Increased 42.82%	2.81%	$52.161M 1.267M shares@ $41.18 avg price	Increased 42.82%
ON On Semiconductor Recent Activity	2.44%	$45.271M 731,118 shares@ $61.93 avg price
PGR Progressive Corp Recent Activity Increased 92.95%	2.22%	$41.152M 207,589 shares@ $198.24 avg price	Increased 92.95%
ANSC Agriculture & Natural Soluti Recent Activity Increased 4%	1.6%	$29.654M 2.627M shares@ $11.29 avg price	Increased 4%
HYAC Haymaker Acquisition Corp 4 Recent Activity Increased 18.2%	1.44%	$26.722M 2.322M shares@ $11.52 avg price	Increased 18.2%
GBLI Global Indemnity Group Llc-a Recent Activity	1.35%	$25.042M 919,661 shares@ $27.23 avg price

1-10 of 345