W. R. Berkley Corporation
MX ˙ BMV ˙ US0844231029
SecurityMX:WRB / W. R. Berkley Corporation
InstitutionNatixis Advisors, L.p.
Latest Disclosed Ownership1,348,958 shares
Latest Disclosed Value $ 89,409
Natixis Advisors, L.p. reports 16.31% increase in ownership of WRB / W. R. Berkley Corporation

On May 13, 2026 - Natixis Advisors, L.p. filed a 13F-HR form disclosing ownership of 1,348,958 shares of W. R. Berkley Corporation (MX:WRB) valued at $89,409 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,159,767 shares of W. R. Berkley Corporation. This represents a change in shares of 16.31% 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)
2026-05-13 2026-03-31 13F BERKLEY W R COM 084423102 1,348,958 189,191 16.31 89 9.88 0.1244
2026-02-10 2025-12-31 13F BERKLEY W R COM 084423102 1,159,767 -65,996 -5.38 81 -12.90 0.1153
2025-11-13 2025-09-30 13F BERKLEY W R COM 084423102 1,225,763 101,040 8.98 94 13.41 0.1370
2025-08-13 2025-06-30 13F BERKLEY W R COM 084423102 1,124,723 145,443 14.85 83 18.84 0.1311
2025-05-08 2025-03-31 13F BERKLEY W R COM 084423102 979,280 143,317 17.14 70 43.75 0.1288
2025-02-10 2024-12-31 13F BERKLEY W R COM 084423102 835,963 60,534 7.81 49 11.63 0.0914
2024-11-06 2024-09-30 13F WR BERKLEY COM 084423102 775,429 284,494 57.95 44 72.00 0.0858
2024-08-01 2024-06-30 13F WR BERKLEY COM 084423102 490,935 196,263 66.60 26 -3.85 0.0565
2024-04-25 2024-03-31 13F WR BERKLEY COM 084423102 294,672 87,884 42.50 26 85.71 0.0599
2024-02-06 2023-12-31 13F WR BERKLEY COM 084423102 206,788 -2,293 -1.10 15 7.69 0.0385
2023-11-13 2023-09-30 13F BERKLEY W R COM 084423102 209,081 33,221 18.89 13 30.00 0.0406
2023-08-15 2023-06-30 13F WR BERKLEY COM 084423102 175,860 10,971 6.65 10 0.00 0.0323
2023-05-11 2023-03-31 13F BERKLEY W R COM 084423102 164,889 -41,794 -20.22 10 -28.57 0.0353
2023-01-27 2022-12-31 13F BERKLEY W R COM 084423102 206,683 -9,383 -4.34 15 -99.90 0.0567
2022-11-14 2022-09-30 13F BERKLEY W R COM 084423102 216,066 15,940 7.96 13,954 2.14 0.0590
2022-08-12 2022-06-30 13F BERKLEY W R COM 084423102 200,126 14,688 7.92 13,661 10.63 0.0601
2022-05-12 2022-03-31 13F BERKLEY W R COM 084423102 185,438 93,143 100.92 12,348 62.39 0.0471
2022-02-08 2021-12-31 13F BERKLEY W R COM 084423102 92,295 6,075 7.05 7,604 20.51 0.0290
2021-11-15 2021-09-30 13F BERKLEY W R COM 084423102 86,220 -7,051 -7.56 6,310 -9.10 0.0259
2021-08-12 2021-06-30 13F BERKLEY W R COM 084423102 93,271 6,267 7.20 6,942 5.90 0.0324
2021-05-05 2021-03-31 13F BERKLEY W R COM 084423102 87,004 -3,668 -4.05 6,555 8.85 0.0342
2021-02-12 2020-12-31 13F BERKLEY W R COM 084423102 90,672 7,754 9.35 6,022 18.78 0.0347
2020-11-12 2020-09-30 13F BERKLEY W R COM 084423102 82,918 5,516 7.13 5,070 14.34 0.0319
2020-08-11 2020-06-30 13F BERKLEY W R COM 084423102 77,402 2,365 3.15 4,434 13.26 0.0294
2020-04-27 2020-03-31 13F BERKLEY W R COM 084423102 75,037 52,273 229.63 3,915 148.89 0.0319
2020-02-10 2019-12-31 13F BERKLEY W R COM 084423102 22,764 -2,783 -10.89 1,573 -14.74 0.0111
2019-11-12 2019-09-30 13F BERKLEY W R COM 084423102 25,547 -482 -1.85 1,845 7.52 0.0146
2019-08-12 2019-06-30 13F BERKLEY W R COM 084423102 26,029 9,960 61.98 1,716 88.99 0.0140
2019-05-15 2019-03-31 13F/A-1 BERKLEY W R COM 084423102 16,069 488 3.13 908 -21.18 0.0079
2019-05-15 2019-03-31 13F BERKLEY W R COM 084423102 16,069 488 908
2019-02-13 2018-12-31 13F/A-1 W R BERKLEY COM 084423102 15,581 3,833 32.63 1,152 22.68 0.0114
2019-02-13 2018-12-31 13F W R BERKLEY COM 084423102 15,581 3,833 1,152
2018-11-13 2018-09-30 13F W R BERKLEY COM 084423102 11,748 114 0.98 939 11.52 0.0083
2018-08-14 2018-06-30 13F/A-1 W R BERKLEY COM 084423102 11,634 11,634 842 0.0080
2018-08-14 2018-06-30 13F W R BERKLEY COM 084423102 11,634 842 0.0080
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.