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 located in Greenwich, CT. The report covers the quarter ended March 31, 2026, and was signed by Richard M. Baio, Executive Vice President & Chief Financial Officer, on May 15, 2026.
Key Financial Metrics
As a Form 13F filing, this document discloses equity holdings rather than the operating financial performance of the manager itself. Key portfolio metrics include:
- Total Portfolio Value: $1,861,376,127
- Total Number of Holdings: 345 entries
- Other Included Managers: 0
The filing text does not provide data on revenue, profit, cash flow, margins, debt, or liquidity for Berkley W R Corp, as these are not required disclosures in a 13F report.
Material Changes
The filing text does not provide comparative data for the prior period; therefore, material changes in holdings or portfolio value versus the previous quarter cannot be determined from this document alone.
Guidance, Outlook, and Risks
This filing contains no management commentary, forward-looking guidance, risk factors, or contingencies. It is a statutory disclosure of long-only equity positions held by the manager at the end of the reporting period.
Investor Verification Checklist
- Verify the total portfolio value of approximately $1.86 billion against the manager's latest 10-Q or 10-K for context on asset growth.
- Review the detailed Schedule 13F (not included in this summary) to identify specific top holdings and any significant position changes.
- Confirm the filing date of May 15, 2026, to ensure the data reflects the most recent quarter-end positions.
- Note that this report excludes derivatives, short positions, and non-equity assets.