Stifel Financial Corp reports 5.16% decrease in ownership of WRB / W. R. Berkley Corporation

WR伯克利公司

MX ˙ BMV ˙ US0844231029

Security	MX:WRB / W. R. Berkley Corporation
Institution	Stifel Financial Corp
Latest Disclosed Ownership	666,729 shares
Latest Disclosed Value	$ 44,190,844

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 666,729 shares of W. R. Berkley Corporation (MX:WRB) valued at $44,190,844 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 703,016 shares of W. R. Berkley Corporation. This represents a change in shares of -5.16% 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-12	2026-03-31	13F	BERKLEY W R	COM	084423102	666,729	-36,287	-5.16	44,191	-10.36	0.0095
2026-02-13	2025-12-31	13F	BERKLEY W R	COM	084423102	703,016	-138,640	-16.47	49,296	-23.56	0.0443
2025-11-12	2025-09-30	13F	BERKLEY W R	COM	084423102	841,656	-53,258	-5.95	64,488	-1.92	0.0589
2025-08-14	2025-06-30	13F	BERKLEY W R	COM	084423102	894,914	-2,169	-0.24	65,750	3.00	0.0640
2025-05-14	2025-03-31	13F	BERKLEY W R	COM	084423102	897,083	7,520	0.85	63,836	22.63	0.0679
2025-02-13	2024-12-31	13F	BERKLEY W R	COM	084423102	889,563	121,770	15.86	52,057	19.51	0.0542
2024-11-14	2024-09-30	13F	BERKLEY W R	COM	084423102	767,793	255,813	49.97	43,557	8.27	0.0457
2024-08-13	2024-06-30	13F	BERKLEY W R	COM	084423102	511,980	-14,343	-2.73	40,231	-13.57	0.0453
2024-05-14	2024-03-31	13F	BERKLEY W R	COM	084423102	526,323	10,683	2.07	46,548	27.65	0.0530
2024-02-12	2023-12-31	13F	BERKLEY W R	COM	084423102	515,640	-74,976	-12.69	36,466	-2.75	0.0459
2023-11-13	2023-09-30	13F	BERKLEY W R	COM	084423102	590,616	134,183	29.40	37,498	37.94	0.0527
2023-08-14	2023-06-30	13F	BERKLEY W R	COM	084423102	456,433	-19,761	-4.15	27,185	-8.30	0.0372
2023-05-12	2023-03-31	13F	BERKLEY W R	COM	084423102	476,194	-106,925	-18.34	29,648	-29.94	0.0425
2023-02-13	2022-12-31	13F	BERKLEY W R	COM	084423102	583,119	-24,572	-4.04	42,317	7.83	0.0635
2022-11-14	2022-09-30	13F	BERKLEY W R	COM	084423102	607,691	-4,876	-0.80	39,245	-6.14	0.0643
2022-08-15	2022-06-30	13F	BERKLEY W R	COM	084423102	612,567	63,992	11.67	41,813	14.47	0.0654
2022-05-13	2022-03-31	13F	BERKLEY W R	COM	084423102	548,575	200,564	57.63	36,529	27.40	0.0498
2022-02-14	2021-12-31	13F	BERKLEY W R	COM	084423102	348,011	12,057	3.59	28,673	16.63	0.0379
2021-11-15	2021-09-30	13F	BERKLEY W R	COM	084423102	335,954	13,468	4.18	24,584	2.42	0.0360
2021-08-13	2021-06-30	13F	BERKLEY W R	COM	084423102	322,486	13,151	4.25	24,003	2.97	0.0359
2021-05-14	2021-03-31	13F	BERKLEY W R	COM	084423102	309,335	16,017	5.46	23,310	19.66	0.0384
2021-02-12	2020-12-31	13F	BERKLEY W R	COM	084423102	293,318	21,944	8.09	19,480	17.38	0.0348
2020-11-16	2020-09-30	13F	BERKLEY W R	COM	084423102	271,374	46,339	20.59	16,595	28.72	0.0341
2020-08-14	2020-06-30	13F	BERKLEY W R	COM	084423102	225,035	18,211	8.81	12,892	19.41	0.0296
2020-05-14	2020-03-31	13F	BERKLEY W R	COM	084423102	206,824	10,519	5.36	10,796	-20.44	0.0298
2020-02-13	2019-12-31	13F	BERKLEY W R	COM	084423102	196,305	5,590	2.93	13,569	-1.57	0.0283
2019-11-19	2019-09-30	13F/A-1	BERKLEY W R	COM	084423102	190,715	4,932	2.65	13,785	12.30	0.0352
2019-11-13	2019-09-30	13F	BERKLEY W R	COM	084423102	190,955	5,172		13,803		7,737.2733
2019-08-14	2019-06-30	13F	BERKLEY W R	COM	084423102	185,783	82,403	79.71	12,275	40.24	0.0317
2019-05-14	2019-03-31	13F	BERKLEY W R	COM	084423102	103,380	-11,769	-10.22	8,753	2.96	0.0247
2019-02-13	2018-12-31	13F	W R BERKLEY	COM	084423102	115,149	1,116	0.98	8,501	-6.60	0.0275
2018-11-13	2018-09-30	13F	W R BERKLEY	COM	084423102	114,033	6,294	5.84	9,102	16.57	0.0261
2018-08-14	2018-06-30	13F	W R BERKLEY	COM	084423102	107,739	-5,600	-4.94	7,808	-5.32	0.0240
2018-05-11	2018-03-31	13F	W R BERKLEY	COM	084423102	113,339	18,233	19.17	8,247	20.78	0.0260
2018-02-14	2017-12-31	13F	BERKLEY W R	COM	084423102	95,106	2,409	2.60	6,828	10.45	0.0216
2017-11-13	2017-09-30	13F	BERKLEY W R	COM	084423102	92,697	-1,368	-1.45	6,182	-5.17	0.0215
2017-08-14	2017-06-30	13F	BERKLEY W R	COM	084423102	94,065	4,120	4.58	6,519	2.55	0.0242
2017-05-10	2017-03-31	13F	BERKLEY W R	COM	084423102	89,945	5,732	6.81	6,357	13.38	0.0246
2017-02-16	2016-12-31	13F	BERKLEY W R	COM	084423102	84,213	25,329	43.02	5,607	64.28	0.0238
2016-11-15	2016-09-30	13F	BERKLEY W R	COM	084423102	58,884	-818	-1.37	3,413	-4.64	0.0153
2016-08-17	2016-06-30	13F	BERKLEY W R	COM	084423102	59,702	-264	-0.44	3,579	6.20	0.0166
2016-05-16	2016-03-31	13F	BERKLEY W R	COM	084423102	59,966	1,593	2.73	3,370	5.44	0.0180
2016-03-21	2015-12-31	13F/A-2	BERKLEY W R	COM	084423102	58,373	2,753	4.95	3,196	5.69	0.0166
2016-02-26	2015-12-31	13F/A-1	BERKLEY W R	COM	084423102	58,373	0		3,196		0.0167
2016-02-16	2015-12-31	13F	BERKLEY W R	COM	084423102	58,373			3,814
2015-11-16	2015-09-30	13F	BERKLEY W R	COM	084423102	55,620	2,756	5.21	3,024	10.20	0.0170
2015-08-17	2015-06-30	13F/A-1	BERKLEY W R	COM	084423102	52,864	5,757	12.22	2,744	15.29	0.0142
2015-08-17	2015-06-30	13F	BERKLEY W R	COM	084423102	52,778			2,741
2015-05-14	2015-03-31	13F	BERKLEY W R	COM	084423102	47,107	-3,882	-7.61	2,380	-8.95	0.0130
2015-02-13	2014-12-31	13F	BERKLEY W R	COM	084423102	50,989	-116	-0.23	2,614	7.04	0.0145
2014-11-13	2014-09-30	13F	BERKLEY W R	COM	084423102	51,105	-891	-1.71	2,442	1.37	0.0214
2014-08-14	2014-06-30	13F	BERKLEY W R	COM	084423102	51,996	1,370	2.71	2,409	14.33	0.0216
2014-05-15	2014-03-31	13F	BERKLEY W R	COM	084423102	50,626	50,626		2,107		0.0202

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.