Berkley W R Corp.
Annual return '25
+21.8%
SPY '25
+17.7%
Alpha
+4.1ptsvs SPY
Invested
$1.9B
Holdings
224
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$EPD
ENTERPRISE PRODS PARTNERS L
Q1 2026: Exited (was 6.83M shares)
14.4%
02
$ET
ENERGY TRANSFER L P
Q1 2026: Exited (was 8.25M shares)
8.8%
03
$GOOGL
ALPHABET INC
Q1 2026: Sold 98.7% (219.4k → 2.9k shares)
5.6%
04
$KMI
KINDER MORGAN INC DEL
Q1 2026: Exited (was 2.84M shares)
5.3%
05
$PAA
PLAINS ALL AMERN PIPELINE L
Q1 2026: Exited (was 2.68M shares)
3.3%
06
$WES
WESTERN MIDSTREAM PARTNERS L
Q1 2026: Exited (was 887.2k shares)
2.9%
07
$ON
ON SEMICONDUCTOR CORP
Q1 2026: Exited (was 731.1k shares)
2.5%
08
$PGR
PROGRESSIVE CORP
Q1 2026: Exited (was 107.6k shares)
2.3%
09
$ANSC
AGRICULTURE & NAT SOL ACQ CO
Q1 2026: Exited (was 2.53M shares)
1.6%
10
$HYAC
HAYMAKER ACQUISITION CORP IV
Q1 2026: Exited (was 1.96M shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:26 UTC.