W. R. Berkley Corporation
MX ˙ BMV ˙ US0844231029
SecurityMX:WRB / W. R. Berkley Corporation
InstitutionFranklin Resources Inc
Latest Disclosed Ownership393,082 shares
Latest Disclosed Value $ 26,053,474
Franklin Resources Inc reports 47.17% increase in ownership of WRB / W. R. Berkley Corporation

On May 13, 2026 - Franklin Resources Inc filed a 13F-HR form disclosing ownership of 393,082 shares of W. R. Berkley Corporation (MX:WRB) valued at $26,053,474 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 267,094 shares of W. R. Berkley Corporation. This represents a change in shares of 47.17% 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.

Upgrade to unlock premium data and export to Excel .

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 393,082 125,988 47.17 26,053 39.11 0.0064
2026-02-11 2025-12-31 13F BERKLEY W R COM 084423102 267,094 95,634 55.78 18,729 40.92 0.0046
2025-11-13 2025-09-30 13F BELDEN COM 084423102 171,460 -55,303 -24.39 13,291 -20.23 0.0033
2025-08-12 2025-06-30 13F BERKLEY W R COM 084423102 226,763 109,724 93.75 16,660 100.05 0.0044
2025-05-13 2025-03-31 13F BERKLEY W R COM 084423102 117,039 75,419 181.21 8,328 242.01 0.0024
2025-02-12 2024-12-31 13F BERKLEY W R COM 084423102 41,620 -103 -0.25 2,436 -1.50 0.0007
2024-11-27 2024-09-30 13F/A-1 BERKLEY W R COM 084423102 41,723 26,930 182.05 2,473 112.74 0.0007
2024-11-12 2024-09-30 13F BERKLEY W R COM 084423102 41,723 26,930 2,473 0.0001
2024-08-14 2024-06-30 13F BERKLEY W R COM 084423102 14,793 -413 -2.72 1,162 -13.54 0.0004
2024-05-13 2024-03-31 13F BERKLEY W R COM 084423102 15,206 1,053 7.44 1,345 34.40 0.0004
2024-02-09 2023-12-31 13F BERKLEY W R COM 084423102 14,153 -13,781 -49.33 1,001 -43.60 0.0005
2023-11-13 2023-09-30 13F BERKLEY W R COM 084423102 27,934 -1,062 -3.66 1,774 2.66 0.0009
2023-08-11 2023-06-30 13F BERKLEY W R COM 084423102 28,996 -12,881 -30.76 1,727 -33.76 0.0008
2023-05-12 2023-03-31 13F BERKLEY W R COM 084423102 41,877 -136,499 -76.52 2,607 -79.86 0.0013
2023-02-10 2022-12-31 13F BERKLEY W R COM 084423102 178,376 -2,093 -1.16 12,945 11.06 0.0067
2022-11-14 2022-09-30 13F BERKLEY W R COM 084423102 180,469 38,636 27.24 11,655 20.38 0.0064
2022-08-11 2022-06-30 13F BERKLEY W R COM 084423102 141,833 129,419 1,042.52 9,682 1,072.15 0.0048
2022-05-13 2022-03-31 13F BERKLEY W R COM 084423102 12,414 2,661 27.28 826 2.61 0.0003
2022-02-11 2021-12-31 13F BERKLEY W R COM 084423102 9,753 3,172 48.20 805 67.01 0.0003
2021-11-12 2021-09-30 13F BERKLEY W R COM 084423102 6,581 1,232 23.03 482 21.11 0.0002
2021-08-13 2021-06-30 13F BERKLEY W R COM 084423102 5,349 -105 -1.93 398 -3.16 0.0002
2021-05-13 2021-03-31 13F BERKLEY W R COM 084423102 5,454 -11,042 -66.94 411 -61.59 0.0002
2021-02-10 2020-12-31 13F BERKLEY W R COM 084423102 16,496 -16,670 -50.26 1,070 -46.53 0.0005
2020-11-12 2020-09-30 13F BERKLEY W R COM 084423102 33,166 305 0.93 2,001 -2.34 0.0010
2020-08-13 2020-06-30 13F BERKLEY W R COM 084423102 32,861 -42,641 -56.48 2,049 -47.98 0.0011
2020-05-13 2020-03-31 13F BERKLEY W R COM 084423102 75,502 6,573 9.54 3,939 -17.30 0.0026
2020-03-11 2019-12-31 13F/A-1 BERKLEY W R COM 084423102 68,929 -18,705 -21.34 4,763 -24.76 0.0025
2020-02-12 2019-12-31 13F BERKLEY W R COM 084423102 68,929 -18,705 4,763 601.6321
2019-11-14 2019-09-30 13F BERKLEY W R COM 084423102 87,634 52,218 147.44 6,330 171.21 0.0034
2019-08-14 2019-06-30 13F BERKLEY W R COM 084423102 35,416 25,201 246.71 2,334 169.83 0.0012
2019-05-15 2019-03-31 13F/A-1 BERKLEY W R COM 084423102 10,215 742 7.83 865 23.57 0.0005
2019-05-14 2019-03-31 13F BERKLEY W R COM 084423102 10,215 742 865
2019-02-12 2018-12-31 13F W R BERKLEY COM 084423102 9,473 247 2.68 700 -5.15 0.0004
2018-11-13 2018-09-30 13F W R BERKLEY COM 084423102 9,226 -21,621 -70.09 738 -66.97 0.0004
2018-08-14 2018-06-30 13F W R BERKLEY COM 084423102 30,847 1,008 3.38 2,234 3.00 0.0011
2018-05-10 2018-03-31 13F W R BERKLEY COM 084423102 29,839 -391 -1.29 2,169 0.14 0.0011
2018-02-14 2017-12-31 13F BERKLEY W R COM 084423102 30,230 -132 -0.43 2,166 6.86 0.0010
2017-11-13 2017-09-30 13F BERKLEY W R COM 084423102 30,362 -69 -0.23 2,027 -3.71 0.0010
2017-08-10 2017-06-30 13F BERKLEY W R COM 084423102 30,431 294 0.98 2,105 -1.08 0.0010
2017-05-12 2017-03-31 13F BERKLEY W R COM 084423102 30,137 -314 -1.03 2,128 5.09 0.0011
2017-02-14 2016-12-31 13F BERKLEY W R COM 084423102 30,451 -200 -0.65 2,025 14.34 0.0010
2016-11-14 2016-09-30 13F BERKLEY W R COM 084423102 30,651 1,050 3.55 1,771 -0.11 0.0009
2016-08-11 2016-06-30 13F BERKLEY W R COM 084423102 29,601 -13,330 -31.05 1,773 -26.49 0.0010
2016-05-10 2016-03-31 13F BERKLEY W R COM 084423102 42,931 -6,429 -13.02 2,412 -10.77 0.0013
2016-04-27 2015-12-31 13F/A-1 BERKLEY W R COM 084423102 49,360 -2,078 -4.04 2,703 -3.33 0.0014
2016-02-12 2015-12-31 13F BERKLEY W R COM 084423102 49,360 2,703
2015-11-10 2015-09-30 13F BERKLEY W R COM 084423102 51,438 -370 -0.71 2,796 3.94 0.0014
2015-08-12 2015-06-30 13F BERKLEY W R COM 084423102 51,808 0 0.00 2,690 2.83 0.0012
2015-05-14 2015-03-31 13F BERKLEY W R COM 084423102 51,808 0 0.00 2,616 -1.47 0.0012
2015-02-10 2014-12-31 13F BERKLEY W R COM 084423102 51,808 0 0.00 2,655 7.23 0.0012
2014-11-12 2014-09-30 13F BERKLEY W R COM 084423102 51,808 0 0.00 2,476 3.21 0.0011
2014-08-12 2014-06-30 13F BERKLEY W R COM 084423102 51,808 0 0.00 2,399 11.22 0.0011
2014-05-13 2014-03-31 13F BERKLEY W R COM 084423102 51,808 0 0.00 2,157 -4.05 0.0010
2014-02-12 2013-12-31 13F BERKLEY W R COM 084423102 51,808 0 0.00 2,248 1.26 0.0011
2013-11-14 2013-09-30 13F BERKLEY W R COM 084423102 51,808 0 0.00 2,220 4.87 0.0012
2013-08-09 2013-06-30 13F BERKLEY W R COM 084423102 51,808 51,808 2,117 0.0012
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.