本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
BERKLEY W R CORP (CIK 11544) reported $2.10B across 339 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: EPD ($250.9M, 11.96%), ET ($157.7M, 7.52%), MSFT ($111.5M, 5.31%), KMI ($90.7M, 4.32%), PAA ($70.9M, 3.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EPD | ENTERPRISE PRODS PARTNERS L | $250.9M | 11.96% | 6.8M | Hold |
| 2 | ET | ENERGY TRANSFER L P | $157.7M | 7.52% | 8.2M | Hold |
| 3 | MSFT | MICROSOFT CORP | $111.5M | 5.31% | 298,800 | New |
| 4 | KMI | KINDER MORGAN INC DEL | $90.7M | 4.32% | 2.8M | Hold |
| 5 | PAA | PLAINS ALL AMERN PIPELINE L | $70.9M | 3.38% | 3.2M | Added |
| 6 | ON | ON SEMICONDUCTOR CORP | $69.1M | 3.30% | 731,118 | Hold |
| 7 | WES | WESTERN MIDSTREAM PARTNERS | $55.4M | 2.64% | 1.3M | Hold |
| 8 | NVDA | NVIDIA CORPORATION | $49.9M | 2.38% | 249,600 | New |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $47.5M | 2.26% | 99,400 | New |
| 10 | PGR | PROGRESSIVE CORP | $45.3M | 2.16% | 207,589 | Hold |
| 11 | TSLA | TESLA INC | $42.1M | 2.01% | 100,000 | New |
| 12 | ANSC | AGRICULTURE & NAT SOL ACQ CO | $37.1M | 1.77% | 3.3M | Added |
| 13 | AMZN | AMAZON COM INC | $23.8M | 1.14% | 100,000 | New |
| 14 | DRDB | ROMAN DBDR ACQUISITION CORP | $24.0M | 1.14% | 2.3M | Added |
| 15 | PFE | PFIZER INC | $23.3M | 1.11% | 965,537 | New |
| 16 | GBLI | GLOBAL INDEMNITY GROUP LLC | $23.0M | 1.10% | 919,661 | Hold |
| 17 | IPCX | INFLECTION PT ACQUISITION CO | $22.8M | 1.09% | 2.2M | Added |
| 18 | SBXD | SILVERBOX CORP IV | $20.9M | 0.99% | 1.9M | Added |
| 19 | EVAC | EQV VENTURES AC CORP. II | $19.1M | 0.91% | 1.9M | Added |
| 20 | LPAA | LAUNCH ONE ACQUISITION CORP | $18.2M | 0.87% | 1.7M | Added |
| 21 | KCHV | KOCHAV DEFENSE ACQUI CO | $17.5M | 0.84% | 1.7M | Hold |
| 22 | MCGA | YORKVILLE ACQUISITION CORP. | $16.8M | 0.80% | 1.6M | Hold |
| 23 | GTERA | GLOBA TERRA ACQUISITION COR | $16.1M | 0.77% | 1.6M | Added |
| 24 | VLOS | M3BRIGADE ACQUISITION V CORP | $15.5M | 0.74% | 1.4M | Added |
| 25 | CEPO | CANTOR EQUITY PARTNERS I INC | $15.4M | 0.73% | 1.4M | Added |
来源：SEC 13F 申报文件 · 截至 2026-06-30