WR伯克利公司
MX ˙ BMV ˙ US0844231029
SecurityMX:WRB / W. R. Berkley Corporation
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership16,246 shares
Latest Disclosed Value $ 1,076,785
CWM Advisors, LLC reports 248.78% increase in ownership of WRB / W. R. Berkley Corporation

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 16,246 shares of W. R. Berkley Corporation (MX:WRB) valued at $1,076,785 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 4,658 shares of W. R. Berkley Corporation. This represents a change in shares of 248.78% 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/A-1 BERKLEY W R COM 084423102 16,246 11,588 248.78 1,077 230.06 0.2160
2026-04-23 2026-03-31 13F BERKLEY W R COM 084423102 4,965 307 329 0.0271
2026-02-17 2025-12-31 13F BERKLEY W R COM 084423102 4,658 614 15.18 327 5.50 0.0294
2025-10-15 2025-09-30 13F BERKLEY W R COM 084423102 4,044 -11,501 -73.99 310 -72.94 0.0302
2025-07-24 2025-06-30 13F BERKLEY W R COM 084423102 15,545 11,178 255.97 1,142 268.39 0.1244
2025-06-03 2025-03-31 13F BERKLEY W R COM 084423102 4,367 -14,165 -76.44 311 -71.40 0.0369
2025-01-17 2024-12-31 13F BERKLEY W R COM 084423102 18,532 -1,389 -6.97 1,084 -4.07 0.1214
2024-10-10 2024-09-30 13F BERKLEY W R COM 084423102 19,921 4,555 29.64 1,130 -6.38 0.1156
2024-08-12 2024-06-30 13F BERKLEY W R COM 084423102 15,366 -2,596 -14.45 1,207 -23.99 0.1392
2024-05-07 2024-03-31 13F BERKLEY W R COM 084423102 17,962 -3,472 -16.20 1,589 4.82 0.1625
2024-02-12 2023-12-31 13F BERKLEY W R COM 084423102 21,434 435 2.07 1,516 13.65 0.1667
2023-10-26 2023-09-30 13F BERKLEY W R COM 084423102 20,999 -2,162 -9.33 1,333 -3.34 0.1702
2023-07-31 2023-06-30 13F BERKLEY W R COM 084423102 23,161 17,149 285.25 1,379 268.72 0.1669
2023-04-24 2023-03-31 13F BERKLEY W R COM 084423102 6,012 1,288 27.27 374 9.36 0.0476
2023-01-26 2022-12-31 13F BERKLEY W R COM 084423102 4,724 191 4.21 343 16.72 0.0441
2022-11-07 2022-09-30 13F BERKLEY W R COM 084423102 4,533 4,533 293 0.0414
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.