SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Berkley W R Corp, an institutional investment manager based in Greenwich, CT. The report covers the calendar quarter ended June 30, 2026, and was signed by Richard M. Baio, Executive Vice President & Chief Financial Officer, on August 14, 2026.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the operating financial performance of the manager itself. Key portfolio metrics include:
- Total Portfolio Value: $2,097,316,550
- Total Number of Holdings: 342 entries
- Other Included Managers: 0
Note: This filing does not contain data on the manager's revenue, profit, cash flow, margins, debt, or liquidity.
Material Changes
The filing text does not provide comparative data against the prior period (March 31, 2026) to determine material changes in holdings or portfolio value. The document serves as a snapshot of holdings at the end of the reporting period.
Guidance, Outlook, and Risks
This form is a regulatory disclosure of holdings and does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the manager's future performance or strategy.
Investor Verification Checklist
- Verify the total reported value of $2,097,316,550 against the sum of individual security values in the full schedule.
- Confirm the 342 reported holdings align with the manager's stated investment strategy.
- Note that this filing reflects positions as of June 30, 2026, and does not reflect subsequent trading activity.