HighTower Advisors, LLC reports 49.82% decrease in ownership of WRB / W. R. Berkley Corporation

WR 버클리 공사

MX ˙ BMV ˙ US0844231029

Security	MX:WRB / W. R. Berkley Corporation
Institution	HighTower Advisors, LLC
Latest Disclosed Ownership	63,095 shares
Latest Disclosed Value	$ 4,182,174

On May 5, 2026 - HighTower Advisors, LLC filed a 13F-HR form disclosing ownership of 63,095 shares of W. R. Berkley Corporation (MX:WRB) valued at $4,182,174 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 125,735 shares of W. R. Berkley Corporation. This represents a change in shares of -49.82% 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 (%)
2026-05-05	2026-03-31	13F	BERKLEY W R	COM	084423102	63,095	-62,640	-49.82	4,182	-52.56	0.0044
2026-02-06	2025-12-31	13F	BERKLEY W R	COM	084423102	125,735	838	0.67	8,817	-7.87	0.0096
2025-11-07	2025-09-30	13F	BERKLEY W R	COM	084423102	124,897	-1,975	-1.56	9,570	2.66	0.0109
2025-08-11	2025-06-30	13F	BERKLEY W R	COM	084423102	126,872	480	0.38	9,321	3.64	0.0117
2025-05-13	2025-03-31	13F	BERKLEY W R	COM	084423102	126,392	2,170	1.75	8,994	23.73	0.0122
2025-02-07	2024-12-31	13F	BERKLEY W R	COM	084423102	124,222	-12,417	-9.09	7,269	-6.42	0.0099
2024-11-14	2024-09-30	13F	BERKLEY W R	COM	084423102	136,639	44,384	48.11	7,768	6.84	0.0111
2024-08-13	2024-06-30	13F	BERKLEY W R	COM	084423102	92,255	34,496	59.72	7,271	42.12	0.0112
2024-05-06	2024-03-31	13F	BERKLEY W R	COM	084423102	57,759	-2,940	-4.84	5,116	19.20	0.0083
2024-02-12	2023-12-31	13F	BERKLEY W R	COM	084423102	60,699	9,118	17.68	4,292	30.77	0.0072
2023-11-08	2023-09-30	13F	BERKLEY W R	COM	084423102	51,581	4,073	8.57	3,282	16.38	0.0062
2023-08-14	2023-06-30	13F	BERKLEY W R	COM	084423102	47,508	-23,798	-33.37	2,820	-36.36	0.0056
2023-05-12	2023-03-31	13F	BERKLEY W R	COM	084423102	71,306	-35,084	-32.98	4,431	-42.54	0.0097
2023-02-09	2022-12-31	13F	BERKLEY W R	COM	084423102	106,390	54	0.05	7,711	12.41	0.0176
2022-11-09	2022-09-30	13F	BERKLEY W R	COM	084423102	106,336	1,048	1.00	6,860	-4.55	0.0184
2022-08-10	2022-06-30	13F	BERKLEY W R	COM	084423102	105,288	37,454	55.21	7,187	59.43	0.0186
2022-05-12	2022-03-31	13F	BERKLEY W R	COM	084423102	67,834	43,258	176.02	4,508	122.95	0.0100
2022-02-10	2021-12-31	13F	BERKLEY W R	COM	084423102	24,576	1,510	6.55	2,022	19.86	0.0044
2021-11-12	2021-09-30	13F	BERKLEY W R	COM	084423102	23,066	1,631	7.61	1,687	5.83	0.0045
2021-08-06	2021-06-30	13F	BERKLEY W R	COM	084423102	21,435	408	1.94	1,594	0.63	0.0046
2021-05-10	2021-03-31	13F	BERKLEY W R	COM	084423102	21,027	21,027		1,584		0.0050
2021-02-10	2020-12-31	13F	BERKLEY W R	COM	084423102	0	-20,815	-100.00	0	-100.00
2020-11-13	2020-09-30	13F	BERKLEY W R	COM	084423102	20,815	258	1.26	1,273	8.06	0.0061
2020-08-10	2020-06-30	13F	BERKLEY W R	COM	084423102	20,557	-4,321	-17.37	1,178	-9.10	0.0064
2020-05-21	2020-03-31	13F	BERKLEY W R	COM	084423102	24,878	24,878		1,296		0.0084
2020-02-14	2019-12-31	13F	BERKLEY W R	COM	084423102	0	-28,197	-100.00	0	-100.00
2019-11-12	2019-09-30	13F	BERKLEY W R	COM	084423102	28,197	-187	-0.66	2,038	8.87	0.0111
2019-08-13	2019-06-30	13F	BERKLEY W R	COM	084423102	28,384	10,121	55.42	1,872	20.70	0.0111
2019-05-15	2019-03-31	13F	BERKLEY W R	COM	084423102	18,263	12,286	205.55	1,551	251.70	0.0104
2019-02-14	2018-12-31	13F	W R BERKLEY	COM	084423102	5,977	5,977		441		0.0034
2018-05-15	2018-03-31	13F	BERKLEY W R	COM	084423102	0	-2,800	-100.00	0	-100.00
2018-02-14	2017-12-31	13F	BERKLEY W R	COM	084423102	2,800	-296	-9.56	202	-2.42	0.0017
2017-11-14	2017-09-30	13F	BERKLEY W R	COM	084423102	3,096	3,096		207		0.0018
2016-08-11	2016-06-30	13F	BERKLEY W R	COM	084423102	0	-3,875	-100.00	0	-100.00
2016-05-16	2016-03-31	13F	BERKLEY W R	COM	084423102	3,875	124	3.31	218	6.34	0.0007
2016-05-18	2015-12-31	13F/A-1	BERKLEY W R	COM	084423102	3,751	3,751	0.00	205		0.0024
2016-02-12	2015-12-31	13F	BERKLEY W R	COM	084423102	3,751			205
2015-05-15	2015-03-31	13F	BERKLEY W R	COM	084423102	0	-36,878	-100.00	0	-100.00
2015-02-17	2014-12-31	13F	BERKLEY W R	COM	084423102	36,878	36,878		1,890		0.0289

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.