WR伯克利公司
MX ˙ BMV ˙ US0844231029
SecurityMX:WRB / W. R. Berkley Corporation
InstitutionCi Investments Inc.
Latest Disclosed Ownership28,655 shares
Latest Disclosed Value $ 1,899,253
Ci Investments Inc. reports 28.08% increase in ownership of WRB / W. R. Berkley Corporation

On May 13, 2026 - Ci Investments Inc. filed a 13F-HR form disclosing ownership of 28,655 shares of W. R. Berkley Corporation (MX:WRB) valued at $1,899,253 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 22,372 shares of W. R. Berkley Corporation. This represents a change in shares of 28.08% 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 28,655 6,283 28.08 1,899 21.11 0.0092
2026-02-12 2025-12-31 13F BERKLEY W R COM 084423102 22,372 17,340 344.59 1,569 0.0069
2025-11-12 2025-09-30 13F BERKLEY W R COM 084423102 5,032 163 3.35 0 0.0014
2025-08-12 2025-06-30 13F BERKLEY W R COM 084423102 4,869 157 3.33 0 0.0013
2025-05-13 2025-03-31 13F BERKLEY W R COM 084423102 4,712 1,625 52.64 0 0.0014
2025-02-12 2024-12-31 13F BERKLEY W R COM 084423102 3,087 -9,108 -74.69 0 0.0007
2024-11-12 2024-09-30 13F BERKLEY W R COM 084423102 12,195 4,569 59.91 1 0.0026
2024-08-12 2024-06-30 13F BERKLEY W R COM 084423102 7,626 -90 -1.17 1 0.0024
2024-05-13 2024-03-31 13F BERKLEY W R COM 084423102 7,716 1,289 20.06 1 0.0027
2024-02-12 2023-12-31 13F BERKLEY W R COM 084423102 6,427 3,343 108.40 0 0.0024
2023-11-13 2023-09-30 13F BERKLEY W R COM 084423102 3,084 47 1.55 0 0.0011
2023-08-11 2023-06-30 13F BERKLEY W R COM 084423102 3,037 -5,814 -65.69 0 0.0009
2023-05-12 2023-03-31 13F BERKLEY W R COM 084423102 8,851 -2,580 -22.57 1 0.0028
2023-02-10 2022-12-31 13F BERKLEY W R COM 084423102 11,431 654 6.07 1 -100.00 0.0042
2022-11-14 2022-09-30 13F BERKLEY W R COM 084423102 10,777 -1,876 -14.83 696 -19.35 0.0036
2022-08-12 2022-06-30 13F BERKLEY W R COM 084423102 12,653 -245 -1.90 863 0.47 0.0040
2022-05-12 2022-03-31 13F BERKLEY W R COM 084423102 12,898 11,790 1,064.08 859 843.96 0.0032
2022-02-11 2021-12-31 13F BERKLEY W R COM 084423102 1,108 -1,172 -51.40 91 -45.51 0.0003
2021-11-12 2021-09-30 13F BERKLEY W R COM 084423102 2,280 -25 -1.08 167 -2.34 0.0006
2021-08-13 2021-06-30 13F BERKLEY W R COM 084423102 2,305 670 40.98 171 39.02 0.0006
2021-05-13 2021-03-31 13F BERKLEY W R COM 084423102 1,635 -446 -21.43 123 -10.87 0.0005
2021-02-09 2020-12-31 13F BERKLEY W R COM 084423102 2,081 -798 -27.72 138 -21.59 0.0006
2020-11-09 2020-09-30 13F BERKLEY W R COM 084423102 2,879 176 6.51 176 13.55 0.0009
2020-08-07 2020-06-30 13F BERKLEY W R COM 084423102 2,703 -23,511 -89.69 155 -88.66 0.0008
2020-08-07 2020-03-31 13F BERKLEY W R COM 084423102 26,214 -3,028 -10.35 1,367 -32.36 0.0083
2020-02-11 2019-12-31 13F BERKLEY W R COM 084423102 29,242 -15,650 -34.86 2,021 -37.68 0.0103
2019-11-08 2019-09-30 13F BERKLEY W R COM 084423102 44,892 31,228 228.54 3,243 259.93 0.0167
2019-08-12 2019-06-30 13F BERKLEY W R COM 084423102 13,664 4,581 50.43 901 17.01 0.0050
2019-05-15 2019-03-31 13F BERKLEY W R COM 084423102 9,083 940 11.54 770 27.91 0.0043
2019-02-15 2018-12-31 13F BERKLEY W R COM 084423102 8,143 8,143 602 0.0039
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.