WR 버클리 공사
MX ˙ BMV ˙ US0844231029
SecurityMX:WRB / W. R. Berkley Corporation
InstitutionBurney Co/
Latest Disclosed Ownership98,804 shares
Latest Disclosed Value $ 6,548,702
Burney Co/ reports 14.27% decrease in ownership of WRB / W. R. Berkley Corporation

On April 29, 2026 - Burney Co/ filed a 13F-HR form disclosing ownership of 98,804 shares of W. R. Berkley Corporation (MX:WRB) valued at $6,548,702 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 115,250 shares of W. R. Berkley Corporation. This represents a change in shares of -14.27% during the quarter.

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)
2026-04-29 2026-03-31 13F BERKLEY W R COM 084423102 98,804 -16,446 -14.27 6,549 -18.97 0.2048
2026-01-23 2025-12-31 13F BERKLEY W R COM 084423102 115,250 180 0.16 8,081 -8.34 0.2520
2025-10-16 2025-09-30 13F BERKLEY W R COM 084423102 115,070 -1,342 -1.15 8,817 3.09 0.2804
2025-08-05 2025-06-30 13F BERKLEY W R COM 084423102 116,412 261 0.22 8,553 3.47 0.2895
2025-05-06 2025-03-31 13F BERKLEY W R COM 084423102 116,151 -571 -0.49 8,265 21.01 0.3007
2025-01-14 2024-12-31 13F BERKLEY W R COM 084423102 116,722 -160 -0.14 6,831 3.02 0.2414
2024-10-18 2024-09-30 13F BERKLEY W R COM 084423102 116,882 37,750 47.71 6,631 6.63 0.2358
2024-07-29 2024-06-30 13F BERKLEY W R COM 084423102 79,132 50 0.06 6,218 -11.10 0.2376
2024-05-22 2024-03-31 13F BERKLEY W R COM 084423102 79,082 1,130 1.45 6,994 26.89 0.2665
2024-02-12 2023-12-31 13F BERKLEY W R COM 084423102 77,952 -549 -0.70 5,513 10.59 0.2320
2023-11-08 2023-09-30 13F BERKLEY W R COM 084423102 78,501 913 1.18 4,984 7.86 0.2335
2023-08-09 2023-06-30 13F BERKLEY W R COM 084423102 77,588 192 0.25 4,621 -4.09 0.2118
2023-05-10 2023-03-31 13F BERKLEY W R COM 084423102 77,396 -4,698 -5.72 4,819 -19.12 0.2375
2023-02-06 2022-12-31 13F BERKLEY W R COM 084423102 82,094 -1 -0.00 5,958 12.35 0.3017
2022-11-15 2022-09-30 13F BERKLEY W R COM 084423102 82,095 1,739 2.16 5,302 -3.34 0.2927
2022-08-12 2022-06-30 13F BERKLEY W R COM 084423102 80,356 5,492 7.34 5,485 10.03 0.2886
2022-05-09 2022-03-31 13F BERKLEY W R COM 084423102 74,864 24,545 48.78 4,985 20.24 0.2046
2022-02-11 2021-12-31 13F BERKLEY W R COM 084423102 50,319 -1,021 -1.99 4,146 10.35 0.1790
2021-11-12 2021-09-30 13F BERKLEY W R COM 084423102 51,340 -1,047 -2.00 3,757 -3.64 0.1764
2021-08-06 2021-06-30 13F BERKLEY W R COM 084423102 52,387 -273 -0.52 3,899 -1.74 0.1814
2021-05-13 2021-03-31 13F BERKLEY W R COM 084423102 52,660 -482 -0.91 3,968 12.41 0.1957
2021-02-11 2020-12-31 13F BERKLEY W R COM 084423102 53,142 -1,943 -3.53 3,530 4.81 0.1937
2020-12-14 2020-09-30 13F BERKLEY W R COM 084423102 55,085 -1,364 -2.42 3,368 4.14 0.2087
2020-08-13 2020-06-30 13F BERKLEY W R COM 084423102 56,449 146 0.26 3,234 10.11 0.2098
2020-05-13 2020-03-31 13F BERKLEY W R COM 084423102 56,303 -2,964 -5.00 2,937 -28.28 0.2257
2020-02-14 2019-12-31 13F BERKLEY W R COM 084423102 59,267 -765 -1.27 4,095 -5.56 0.2257
2019-11-12 2019-09-30 13F BERKLEY W R COM 084423102 60,032 -214 -0.36 4,336 9.16 0.2597
2019-08-12 2019-06-30 13F BERKLEY W R COM 084423102 60,246 19,552 48.05 3,972 15.20 0.2409
2019-05-13 2019-03-31 13F BERKLEY W R COM 084423102 40,694 -350 -0.85 3,448 13.65 0.2137
2019-02-12 2018-12-31 13F W R BERKLEY COM 084423102 41,044 -433 -1.04 3,034 -8.48 0.2135
2018-11-13 2018-09-30 13F W R BERKLEY COM 084423102 41,477 39 0.09 3,315 10.46 0.1974
2018-08-13 2018-06-30 13F W R BERKLEY COM 084423102 41,438 -391 -0.93 3,001 -1.32 0.1758
2018-05-08 2018-03-31 13F W R BERKLEY COM 084423102 41,829 90 0.22 3,041 1.67 0.1883
2018-02-13 2017-12-31 13F BERKLEY W R COM 084423102 41,739 323 0.78 2,991 8.21 0.1690
2017-11-13 2017-09-30 13F/A-1 WR Berkley COM 084423102 41,416 -512 -1.22 2,764 -4.76 0.1795
2017-11-09 2017-09-30 13F WR Berkley COM 084423102 41,928 0 2,902
2017-08-09 2017-06-30 13F WR Berkley COM 084423102 41,928 132 0.32 2,902 -1.69 0.1900
2017-05-11 2017-03-31 13F WR Berkley COM 084423102 41,796 -784 -1.84 2,952 4.24 0.1945
2017-02-07 2016-12-31 13F WR Berkley COM 084423102 42,580 32 0.08 2,832 14.06 0.1925
2016-11-14 2016-09-30 13F WR Berkley COM 084423102 42,548 698 1.67 2,483 -1.00 0.1752
2016-08-10 2016-06-30 13F WR Berkley COM 084423102 41,850 1,699 4.23 2,508 11.17 0.1800
2016-05-02 2016-03-31 13F WR Berkley COM 084423102 40,151 -224 -0.55 2,256 0.80 0.1643
2016-02-09 2015-12-31 13F WR Berkley COM 084423102 40,375 -849 -2.06 2,238 -0.13 0.1657
2015-11-03 2015-09-30 13F WR BERKLEY COM 084423102 41,224 -3,525 -7.88 2,241 -3.57 0.1726
2015-08-10 2015-06-30 13F Berkley COM 084423102 44,749 -673 -1.48 2,324 1.31 0.1581
2015-05-12 2015-03-31 13F W.R. Berkley COM 084423102 45,422 1,742 3.99 2,294 2.46 0.1572
2015-02-11 2014-12-31 13F BERKLEY COM 084423102 43,680 -1,224 -2.73 2,239 4.33 0.1773
2014-11-12 2014-09-30 13F BERKLEY COM 084423102 44,904 7,140 18.91 2,146 22.70 0.1840
2014-08-05 2014-06-30 13F/A-1 BERKLEY COM 084423102 37,764 1,129 3.08 1,749 14.69 0.1513
2014-08-04 2014-06-30 13F BERKLEY COM 084423102 37,764 1,749
2014-05-07 2014-03-31 13F/A-1 BERKLEY COM 084423102 36,635 4,102 12.61 1,525 8.00 0.1389
2014-02-03 2013-12-31 13F BERKLEY COM 084423102 32,533 -1,552 -4.55 1,412 -3.35 0.1375
2013-11-04 2013-09-30 13F BERKLEY COM 084423102 34,085 471 1.40 1,461 6.41 0.1634
2013-07-22 2013-06-30 13F BERKLEY COM 084423102 33,614 33,614 1,373 0.1714
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.