First Trust Advisors Lp reports 10.51% increase in ownership of WRB / W. R. Berkley Corporation

WR 버클리 공사

MX ˙ BMV ˙ US0844231029

Security	MX:WRB / W. R. Berkley Corporation
Institution	First Trust Advisors Lp
Latest Disclosed Ownership	3,972,929 shares
Latest Disclosed Value	$ 263,325,756

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 3,972,929 shares of W. R. Berkley Corporation (MX:WRB) valued at $263,325,756 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,595,187 shares of W. R. Berkley Corporation. This represents a change in shares of 10.51% 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-13	2026-03-31	13F	BERKLEY W R	COM	084423102	3,972,929	377,742	10.51	263,326	4.46	0.1877
2026-02-13	2025-12-31	13F	BERKLEY W R	COM	084423102	3,595,187	-625,749	-14.82	252,095	-22.05	0.1832
2025-11-12	2025-09-30	13F	BERKLEY W R	COM	084423102	4,220,936	262,187	6.62	323,408	11.19	0.2403
2025-08-13	2025-06-30	13F	BERKLEY W R	COM	084423102	3,958,749	-511,890	-11.45	290,849	-8.58	0.2339
2025-05-14	2025-03-31	13F	BERKLEY W R	COM	084423102	4,470,639	3,724,627	499.27	318,131	628.72	0.2818
2025-02-13	2024-12-31	13F	BERKLEY W R	COM	084423102	746,012	-3,246,086	-81.31	43,657	-80.72	0.0385
2024-11-13	2024-09-30	13F	BERKLEY W R	COM	084423102	3,992,098	1,663,014	71.40	226,472	23.74	0.2158
2024-08-13	2024-06-30	13F	BERKLEY W R	COM	084423102	2,329,084	-231,711	-9.05	183,019	-19.19	0.1866
2024-05-13	2024-03-31	13F	BERKLEY W R	COM	084423102	2,560,795	-222,505	-7.99	226,477	15.06	0.2299
2024-02-13	2023-12-31	13F	BERKLEY W R	COM	084423102	2,783,300	-190,898	-6.42	196,835	4.24	0.2148
2023-11-13	2023-09-30	13F	BERKLEY W R	COM	084423102	2,974,198	-244,543	-7.60	188,832	-1.50	0.2238
2023-08-14	2023-06-30	13F	BERKLEY W R	COM	084423102	3,218,741	439,768	15.82	191,708	10.80	0.2180
2023-05-15	2023-03-31	13F	BERKLEY W R	COM	084423102	2,778,973	94,641	3.53	173,019	-11.19	0.1998
2023-02-09	2022-12-31	13F	BERKLEY W R	COM	084423102	2,684,332	-163,064	-5.73	194,808	5.94	0.2317
2022-11-14	2022-09-30	13F	BERKLEY W R	COM	084423102	2,847,396	161,143	6.00	183,885	0.28	0.2384
2022-08-12	2022-06-30	13F	BERKLEY W R	COM	084423102	2,686,253	2,523,988	1,555.47	183,364	1,597.03	0.2264
2022-05-13	2022-03-31	13F	BERKLEY W R	COM	084423102	162,265	53,471	49.15	10,805	20.54	0.0111
2022-02-08	2021-12-31	13F	BERKLEY W R	COM	084423102	108,794	14,091	14.88	8,964	29.35	0.0087
2021-11-15	2021-09-30	13F	BERKLEY W R	COM	084423102	94,703	6,103	6.89	6,930	5.10	0.0075
2021-10-12	2021-06-30	13F/A-1	BERKLEY W R	COM	084423102	88,600	50,183	130.63	6,594	127.77	0.0071
2021-08-16	2021-06-30	13F	BERKLEY W R	COM	084423102	88,600	50,183		6,594		0.0068
2021-05-14	2021-03-31	13F	BERKLEY W R	COM	084423102	38,417	4,759	14.14	2,895	29.47	0.0035
2021-02-02	2020-12-31	13F	BERKLEY W R	COM	084423102	33,658	18,641	124.13	2,236	143.57	0.0030
2020-11-05	2020-09-30	13F	BERKLEY W R	COM	084423102	15,017	-61,518	-80.38	918	-79.06	0.0015
2020-07-22	2020-06-30	13F	BERKLEY W R	COM	084423102	76,535	-110,234	-59.02	4,385	-55.00	0.0076
2020-05-06	2020-03-31	13F	BERKLEY W R	COM	084423102	186,769	20,989	12.66	9,744	-14.94	0.0221
2020-02-03	2019-12-31	13F	BERKLEY W R	COM	084423102	165,780	-74,703	-31.06	11,455	-34.05	0.0196
2019-11-04	2019-09-30	13F	BERKLEY W R	COM	084423102	240,483	3,857	1.63	17,370	11.34	0.0327
2019-07-30	2019-06-30	13F	BERKLEY W R	COM	084423102	236,626	119,215	101.54	15,601	56.84	0.0294
2019-06-19	2019-03-31	13F/A-1	BERKLEY W R	COM	084423102	117,411	-26,537	-18.44	9,947	-6.50	0.0198
2019-05-09	2019-03-31	13F	BERKLEY W R	COM	084423102	117,411	-26,537		9,947
2019-02-07	2018-12-31	13F	W R BERKLEY	COM	084423102	143,948	-28,504	-16.53	10,639	-22.82	0.0252
2018-10-25	2018-09-30	13F	W R BERKLEY	COM	084423102	172,452	62,374	56.66	13,784	72.93	0.0257
2018-08-02	2018-06-30	13F	W R BERKLEY	COM	084423102	110,078	-43,645	-28.39	7,971	-28.68	0.0165
2018-04-23	2018-03-31	13F	BERKLEY W R	COM	084423102	153,723	-5,175	-3.26	11,176	-1.84	0.0257
2018-02-08	2017-12-31	13F	BERKLEY W R	COM	084423102	158,898	-99,747	-38.57	11,385	-34.05	0.0271
2017-10-24	2017-09-30	13F	BERKLEY W R	COM	084423102	258,645	-20,120	-7.22	17,262	-10.48	0.0444
2017-08-02	2017-06-30	13F	BERKLEY W R	COM	084423102	278,765	149,699	115.99	19,282	111.52	0.0515
2017-05-02	2017-03-31	13F	BERKLEY W R	COM	084423102	129,066	12,906	11.11	9,116	17.99	0.0253
2017-02-06	2016-12-31	13F	BERKLEY W R	COM	084423102	116,160	16,211	16.22	7,726	33.83	0.0230
2016-11-01	2016-09-30	13F	BERKLEY W R	COM	084423102	99,949	-23,468	-19.02	5,773	-21.93	0.0172
2016-08-04	2016-06-30	13F	BERKLEY W R	COM	084423102	123,417	12,314	11.08	7,395	18.43	0.0233
2016-05-10	2016-03-31	13F	BERKLEY W R	COM	084423102	111,103	-114,966	-50.85	6,244	-49.55	0.0201
2016-05-04	2015-12-31	13F/A-1	BERKLEY W R	COM	084423102	226,069	-11,824	-4.97	12,377	-4.31	0.0321
2016-02-03	2015-12-31	13F	BERKLEY W R	COM	084423102	226,069			12,377
2015-11-05	2015-09-30	13F	BERKLEY W R	COM	084423102	237,893	-44,673	-15.81	12,934	-11.86	0.0375
2015-08-04	2015-06-30	13F	BERKLEY W R	COM	084423102	282,566	50,819	21.93	14,674	25.35	0.0381
2015-05-04	2015-03-31	13F	BERKLEY W R	COM	084423102	231,747	-91,777	-28.37	11,706	-29.41	0.0344
2015-02-13	2014-12-31	13F	BERKLEY W R	COM	084423102	323,524	49,517	18.07	16,584	26.61	0.0559
2014-11-12	2014-09-30	13F	BERKLEY W R	COM	084423102	274,007	-611	-0.22	13,098	2.99	0.0515
2014-08-11	2014-06-30	13F	BERKLEY W R	COM	084423102	274,618	13,347	5.11	12,718	16.96	0.0528
2014-05-12	2014-03-31	13F	BERKLEY W R	COM	084423102	261,271	101,003	63.02	10,874	56.37	0.0478
2014-08-08	2013-12-31	13F/A-1	BERKLEY W R	COM	084423102	160,268	31,604	24.56	6,954	26.09	0.0337
2014-02-13	2013-12-31	13F	BERKLEY W R	COM	084423102	160,268			6,954
2013-11-12	2013-09-30	13F	BERKLEY W R	COM	084423102	128,664	36,935	40.27	5,515	47.15	0.0299
2013-08-12	2013-06-30	13F	BERKLEY W R	COM	084423102	91,729	91,729		3,748		0.0244

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.