W. R. Berkley Corporation
MX ˙ BMV ˙ US0844231029
SecurityMX:WRB / W. R. Berkley Corporation
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership11,677 shares
Latest Disclosed Value $ 773,952
Baird Financial Group, Inc. reports 7.45% increase in ownership of WRB / W. R. Berkley Corporation

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 11,677 shares of W. R. Berkley Corporation (MX:WRB) valued at $773,952 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 10,867 shares of W. R. Berkley Corporation. This represents a change in shares of 7.45% 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)
2026-05-14 2026-03-31 13F BERKLEY W R COM 084423102 11,677 810 7.45 774 1.44 0.0012
2026-02-13 2025-12-31 13F BERKLEY W R CORP COM COMMON 084423102 10,867 2,580 31.13 762 20.19 0.0012
2025-11-13 2025-09-30 13F BERKLEY W R COMMON 084423102 8,287 422 5.37 635 9.88 0.0010
2025-08-13 2025-06-30 13F BERKLEY W R CORP COM COMMON 084423102 7,865 -132 -1.65 578 1.41 0.0010
2025-05-15 2025-03-31 13F BERKLEY W R CORP COM COMMON 084423102 7,997 141 1.79 569 23.97 0.0011
2025-02-14 2024-12-31 13F BERKLEY W R COMMON 084423102 7,856 1,102 16.32 460 19.84 0.0009
2024-11-14 2024-09-30 13F BERKLEY W R COMMON 084423102 6,754 6,754 383 0.0007
2023-11-13 2023-09-30 13F BERKLEY W R CORP COM COMMON 084423102 0 -4,912 -100.00 0 -100.00
2023-08-11 2023-06-30 13F BERKLEY W R CORP COM COMMON 084423102 4,912 -4,729 -49.05 293 -51.33 0.0008
2023-05-15 2023-03-31 13F BERKLEY W R COMMON 084423102 9,641 2,918 43.40 600 0.0015
2023-02-13 2022-12-31 13F BERKLEY W R COMMON 084423102 6,723 940 16.25 0 -100.00 0.0013
2022-11-15 2022-09-30 13F BERKLEY W R COMMON 084423102 5,783 5,783 374 0.0011
2019-08-14 2019-06-30 13F BERKLEY W R COMMON 084423102 0 -6,219 -100.00 0 -100.00
2019-05-14 2019-03-31 13F BERKLEY W R COMMON 084423102 6,219 53 0.86 527 15.57 0.0031
2019-02-14 2018-12-31 13F BERKLEY W R COMMON 084423102 6,166 6,166 456 0.0031
2018-11-13 2018-09-30 13F BERKLEY W R COMMON 084423102 0 -5,312 -100.00 0 -100.00
2018-08-13 2018-06-30 13F BERKLEY W R COMMON 084423102 5,312 250 4.94 385 4.62 0.0026
2018-05-14 2018-03-31 13F BERKLEY W R COMMON 084423102 5,062 -894 -15.01 368 -13.82 0.0026
2018-02-09 2017-12-31 13F BERKLEY W R COMMON 084423102 5,956 -26,705 -81.76 427 -80.41 0.0030
2017-11-14 2017-09-30 13F BERKLEY W R COMMON 084423102 32,661 27,047 481.78 2,180 461.86 0.0164
2017-08-14 2017-06-30 13F BERKLEY W R COMMON 084423102 5,614 0 0.00 388 -2.27 0.0030
2017-06-19 2017-03-31 13F/A-1 BERKLEY W R COMMON 084423102 5,614 0 0.00 397 6.43 0.0032
2017-05-09 2017-03-31 13F BERKLEY W R COMMON 084423102 5,614 397
2017-02-10 2016-12-31 13F BERKLEY W R COMMON 084423102 5,614 -145 -2.52 373 12.01 0.0032
2016-11-10 2016-09-30 13F BERKLEY W R COMMON 084423102 5,759 145 2.58 333 -0.30 0.0030
2016-08-11 2016-06-30 13F BERKLEY W R COMMON 084423102 5,614 0 0.00 334 5.70 0.0031
2016-05-12 2016-03-31 13F BERKLEY W R COMMON 084423102 5,614 0 0.00 316 2.93 0.0030
2016-02-11 2015-12-31 13F BERKLEY W R COMMON 084423102 5,614 0 0.00 307 0.66 0.0031
2015-11-12 2015-09-30 13F BERKLEY W R COMMON 084423102 5,614 -750 -11.79 305 -7.58 0.0032
2015-08-14 2015-06-30 13F BERKLEY W R COMMON 084423102 6,364 6,364 330 0.0032
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.