W. R. Berkley lists $78.4M in U.S. equity holdings

Q: What did BERKLEY W R CORP (WRB) file in this Form 13F-HR/A?

BERKLEY W R CORP filed Amendment No. 1 to a Form 13F Holdings Report. The amendment is a restatement that adds new holdings entries and reports all of the manager’s Form 13F-reportable positions for the period.

Q: Is this WRB Form 13F-HR/A a holdings report, notice, or combination report?

WRB marked the filing as a 13F HOLDINGS REPORT, meaning all of its reportable Form 13F holdings are included in this report. It is not a 13F Notice or a 13F Combination Report.

Q: Does BERKLEY W R CORP report any other included managers in this 13F-HR/A?

No. The Form 13F Summary Page shows the Number of Other Included Managers: 0, and the List of Other Included Managers states NONE, indicating WRB is the sole reporting manager for these holdings.

Q: Who signed the WRB Form 13F-HR/A and in what capacity?

The report was signed by Richard M. Baio, who is identified as Executive Vice President & Chief Financial Officer of BERKLEY W R CORP. He signed on behalf of the reporting manager, representing that the information is true, correct, and complete.

BERKLEY W R CORP (WRB), as an institutional investment manager, filed Amendment No. 1 to its Form 13F Holdings Report, indicating that this amendment adds new holdings entries and is a restatement.

Filing Impact

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Filing Sentiment

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Sentiment and the balance of points

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Form Type

13F-HR/A

Rhea-AI Filing Summary

BERKLEY W R CORP (WRB), as an institutional investment manager, filed Amendment No. 1 to its Form 13F Holdings Report, indicating that this amendment adds new holdings entries and is a restatement. The report covers all of the manager’s reportable U.S. equity and related holdings, with no other managers included.

The Form 13F Information Table lists 2 reportable positions with an aggregate reported value of $78,434,132 (rounded to the nearest dollar). Executive Vice President and Chief Financial Officer Richard M. Baio signed the report on behalf of the manager.

Key Figures

Form 13F Information Table Value Total: $78,434,132 Form 13F Information Table Entry Total: 2 Number of Other Included Managers: 0 +1 more

4 metrics

Form 13F Information Table Value Total $78,434,132 Aggregate value of all reportable holdings in the Form 13F Information Table, rounded to the nearest dollar

Form 13F Information Table Entry Total 2 Number of reportable positions listed in the Form 13F Information Table

Number of Other Included Managers 0 Indicates no other institutional investment managers are included in this report

Amendment Number 1 This filing is identified as Amendment No. 1 to a prior Form 13F report

Key Terms

Form 13F, 13F HOLDINGS REPORT, institutional investment manager, Form 13F Information Table

4 terms

Form 13F regulatory

"FORM 13F FORM 13F COVER PAGE"

A Form 13F is a quarterly filing that large investment managers must submit to disclose their holdings in publicly traded stocks and certain other securities. It acts like a peek into the portfolios of big investors, helping other market participants see what large players are buying or selling and offering clues about investment trends, crowded trades, and potential market impact.

13F HOLDINGS REPORT regulatory

"Report Type (Check only one.) X | 13F HOLDINGS REPORT."

institutional investment manager financial

"The institutional investment manager filing this report"

Form 13F Information Table regulatory

"Form 13F Information Table Entry Total:"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did BERKLEY W R CORP (WRB) file in this Form 13F-HR/A?

BERKLEY W R CORP filed Amendment No. 1 to a Form 13F Holdings Report. The amendment is a restatement that adds new holdings entries and reports all of the manager’s Form 13F-reportable positions for the period.

How many positions and what total value did WRB report in this 13F-HR/A?

The Form 13F Information Table for WRB includes 2 reportable holdings with a combined value of $78,434,132, rounded to the nearest dollar. The filing does not list the individual securities in the excerpt provided.

Is this WRB Form 13F-HR/A a holdings report, notice, or combination report?

WRB marked the filing as a 13F HOLDINGS REPORT, meaning all of its reportable Form 13F holdings are included in this report. It is not a 13F Notice or a 13F Combination Report.

Does BERKLEY W R CORP report any other included managers in this 13F-HR/A?

No. The Form 13F Summary Page shows the Number of Other Included Managers: 0, and the List of Other Included Managers states NONE, indicating WRB is the sole reporting manager for these holdings.

Who signed the WRB Form 13F-HR/A and in what capacity?

The report was signed by Richard M. Baio, who is identified as Executive Vice President & Chief Financial Officer of BERKLEY W R CORP. He signed on behalf of the reporting manager, representing that the information is true, correct, and complete.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/24/2026 - 04:53 PM EDT Accepted by SEC EDGAR 08/24/2026 - 04:52 PM EDT

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL

OMB Number:			3235-0006
Estimated average burden
hours per response:			23.8

Report for the Calendar Year or Quarter Ended:

06-30-2026

Check here if Amendment	X	Amendment Number:	1
This Amendment (Check only one.):		is a restatement.
	X	adds new holdings entries.

Institutional Investment Manager Filing this Report:
Name:	BERKLEY W R CORP
Address:	475 Steamboat Road

	Greenwich, CT 06830
Form 13F File Number:	028-06504
CRD Number (if applicable):
SEC File Number (if applicable):

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name:	Richard M. Baio
Title:	Executive Vice President & Chief Financial Officer
Phone:	203-629-3007
Signature, Place, and Date of Signing:
/s/ Richard M. Baio		Greenwich, CT	08-24-2026
[Signature]		[City, State]	[Date]

Report Type (Check only one.):
X	13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
	13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
	13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

Form 13F Summary Page
	Report Summary:
	Number of Other Included Managers:	0
	Form 13F Information Table Entry Total:	2
	Form 13F Information Table Value Total:	78,434,132
		(round to nearest dollar)

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
NONE

Source: View Original Filing on SEC EDGAR