W. R. Berkley Corporation
MX ˙ BMV ˙ US0844231029
SecurityMX:WRB / W. R. Berkley Corporation
InstitutionUtah Retirement Systems
Latest Disclosed Ownership36,553 shares
Latest Disclosed Value $ 2,422,733
Utah Retirement Systems reports 24.17% decrease in ownership of WRB / W. R. Berkley Corporation

On May 15, 2026 - Utah Retirement Systems filed a 13F-HR form disclosing ownership of 36,553 shares of W. R. Berkley Corporation (MX:WRB) valued at $2,422,733 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 48,202 shares of W. R. Berkley Corporation. This represents a change in shares of -24.17% 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)
2026-05-15 2026-03-31 13F BERKLEY W R COM 084423102 36,553 -11,649 -24.17 2,423 -28.32 0.0248
2026-02-17 2025-12-31 13F BERKLEY W R COM 084423102 48,202 0 0.00 3,380 -8.50 0.0322
2025-11-14 2025-09-30 13F BERKLEY W R COM 084423102 48,202 -700 -1.43 3,693 2.81 0.0359
2025-08-14 2025-06-30 13F BERKLEY W R COM 084423102 48,902 301 0.62 3,593 3.88 0.0375
2025-05-15 2025-03-31 13F BERKLEY W R COM 084423102 48,601 0 0.00 3,458 21.59 0.0399
2025-02-14 2024-12-31 13F BERKLEY W R COM 084423102 48,601 0 0.00 2,844 3.16 0.0313
2024-11-14 2024-09-30 13F BERKLEY W R COM 084423102 48,601 14,400 42.10 2,757 2.61 0.0311
2024-08-14 2024-06-30 13F BERKLEY W R COM 084423102 34,201 -400 -1.16 2,688 -12.19 0.0319
2024-05-15 2024-03-31 13F BERKLEY W R COM 084423102 34,601 -100 -0.29 3,060 24.69 0.0358
2024-02-14 2023-12-31 13F BERKLEY W R COM 084423102 34,701 -200 -0.57 2,454 10.79 0.0313
2023-11-14 2023-09-30 13F BERKLEY W R COM 084423102 34,901 -1,600 -4.38 2,216 1.89 0.0317
2023-08-14 2023-06-30 13F BERKLEY W R COM 084423102 36,501 -100 -0.27 2,174 -4.57 0.0301
2023-05-16 2023-03-31 13F BERKLEY W R COM 084423102 36,601 0 0.00 2,279 -14.23 0.0330
2023-02-15 2022-12-31 13F BERKLEY W R COM 084423102 36,601 -300 -0.81 2,656 11.46 0.0421
2022-11-14 2022-09-30 13F BERKLEY W R COM 084423102 36,901 100 0.27 2,383 -5.14 0.0397
2022-08-16 2022-06-30 13F BERKLEY W R COM 084423102 36,801 0 0.00 2,512 2.53 0.0402
2022-05-13 2022-03-31 13F BERKLEY W R COM 084423102 36,801 11,867 47.59 2,450 19.28 0.0326
2022-02-14 2021-12-31 13F BERKLEY W R COM 084423102 24,934 0 0.00 2,054 12.55 0.0254
2021-11-16 2021-09-30 13F BERKLEY W R COM 084423102 24,934 -1,600 -6.03 1,825 -7.55 0.0247
2021-08-16 2021-06-30 13F BERKLEY W R COM 084423102 26,534 -100 -0.38 1,974 -1.64 0.0254
2021-05-17 2021-03-31 13F BERKLEY W R COM 084423102 26,634 -1,200 -4.31 2,007 8.55 0.0280
2021-02-16 2020-12-31 13F BERKLEY W R COM 084423102 27,834 1,100 4.11 1,849 13.09 0.0262
2020-11-16 2020-09-30 13F BERKLEY W R COM 084423102 26,734 200 0.75 1,635 7.57 0.0271
2020-08-13 2020-06-30 13F/A-1 BERKLEY W R COM 084423102 26,534 -900 -3.28 1,520 6.22 0.0279
2020-08-13 2020-06-30 13F BERKLEY W R COM 084423102 26,534 -900 1,520 27,898.1497
2020-05-15 2020-03-31 13F BERKLEY W R COM 084423102 27,434 0 0.00 1,431 -24.53 0.0310
2020-02-12 2019-12-31 13F BERKLEY W R COM 084423102 27,434 200 0.73 1,896 -3.61 0.0333
2019-11-14 2019-09-30 13F BERKLEY W R COM 084423102 27,234 100 0.37 1,967 9.95 0.0374
2019-08-14 2019-06-30 13F BERKLEY W R COM 084423102 27,134 9,220 51.47 1,789 17.85 0.0343
2019-05-15 2019-03-31 13F BERKLEY W R COM 084423102 17,914 272 1.54 1,518 16.41 0.0301
2019-02-08 2018-12-31 13F W R BERKLEY COM 084423102 17,642 0 0.00 1,304 -7.52 0.0295
2018-11-13 2018-09-30 13F W R BERKLEY COM 084423102 17,642 100 0.57 1,410 11.02 0.0273
2018-08-10 2018-06-30 13F W R BERKLEY COM 084423102 17,542 -200 -1.13 1,270 -1.55 0.0263
2018-05-15 2018-03-31 13F W R BERKLEY COM 084423102 17,742 0 0.00 1,290 1.42 0.0274
2018-02-14 2017-12-31 13F BERKLEY W R COM 084423102 17,742 300 1.72 1,272 9.28 0.0267
2017-11-13 2017-09-30 13F BERKLEY W R COM 084423102 17,442 0 0.00 1,164 -3.56 0.0262
2017-08-08 2017-06-30 13F BERKLEY W R COM 084423102 17,442 0 0.00 1,207 -2.03 0.0281
2017-05-11 2017-03-31 13F BERKLEY W R COM 084423102 17,442 0 0.00 1,232 6.21 0.0295
2017-02-10 2016-12-31 13F BERKLEY W R COM 084423102 17,442 0 0.00 1,160 15.19 0.0292
2016-11-07 2016-09-30 13F BERKLEY W R COM 084423102 17,442 0 0.00 1,007 -3.64 0.0261
2016-08-03 2016-06-30 13F BERKLEY W R COM 084423102 17,442 0 0.00 1,045 6.52 0.0278
2016-05-10 2016-03-31 13F BERKLEY W R COM 084423102 17,442 100 0.58 981 3.26 0.0266
2016-02-11 2015-12-31 13F BERKLEY W R COM 084423102 17,342 0 0.00 950 0.74 0.0258
2015-11-03 2015-09-30 13F BERKLEY W R COM 084423102 17,342 100 0.58 943 5.36 0.0270
2015-08-11 2015-06-30 13F BERKLEY W R COM 084423102 17,242 -700 -3.90 895 -1.21 0.0238
2015-05-14 2015-03-31 13F BERKLEY W R COM 084423102 17,942 600 3.46 906 1.91 0.0238
2015-02-11 2014-12-31 13F BERKLEY W R COM 084423102 17,342 0 0.00 889 7.24 0.0244
2014-11-06 2014-09-30 13F BERKLEY W R COM 084423102 17,342 0 0.00 829 3.24 0.0238
2014-08-08 2014-06-30 13F BERKLEY W R COM 084423102 17,342 -2,000 -10.34 803 -0.37 0.0230
2014-05-08 2014-03-31 13F BERKLEY W R COM 084423102 19,342 100 0.52 806 -3.47 0.0232
2014-02-05 2013-12-31 13F BERKLEY W R COM 084423102 19,242 0 0.00 835 1.33 0.0247
2013-11-06 2013-09-30 13F BERKLEY W R COM 084423102 19,242 -200 -1.03 824 3.78 0.0267
2013-08-02 2013-06-30 13F BERKLEY W R COM 084423102 19,442 19,442 794 0.0268
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.