Berkley W R Corp 13F 持仓 · 2026年Q2
Berkley W R 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 339 只证券，申报市值合计 20.97 亿美元。前几大持仓：EPD（11.53%）、ET（7.25%）、MSFT（5.12%）。本季前 25 大持仓中：新建仓 6 只、增持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | EPD | ENTERPRISE PRODS PARTNERS L | $250.9M | 11.53% | 6.8M | 持平 |
| 2 | ET | ENERGY TRANSFER L P | $157.7M | 7.25% | 8.2M | 持平 |
| 3 | MSFT | MICROSOFT CORP | $111.5M | 5.12% | 298,800 | 新建仓 |
| 4 | KMI | KINDER MORGAN INC DEL | $90.7M | 4.17% | 2.8M | 持平 |
| 5 | PAA | PLAINS ALL AMERN PIPELINE L | $70.9M | 3.26% | 3.2M | 增持 |
| 6 | ON | ON SEMICONDUCTOR CORP | $69.1M | 3.18% | 731,118 | 持平 |
| 7 | WES | WESTERN MIDSTREAM PARTNERS | $55.4M | 2.55% | 1.3M | 持平 |
| 8 | NVDA | NVIDIA CORPORATION | $49.9M | 2.30% | 249,600 | 新建仓 |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $47.5M | 2.18% | 99,400 | 新建仓 |
| 10 | PGR | PROGRESSIVE CORP | $45.3M | 2.08% | 207,589 | 持平 |
| 11 | TSLA | TESLA INC | $42.1M | 1.93% | 100,000 | 新建仓 |
| 12 | ANSC | AGRICULTURE & NAT SOL ACQ CO | $37.1M | 1.70% | 3.3M | 增持 |
| 13 | AMZN | AMAZON COM INC | $23.8M | 1.10% | 100,000 | 新建仓 |
| 14 | DRDB | ROMAN DBDR ACQUISITION CORP | $24.0M | 1.10% | 2.3M | 增持 |
| 15 | PFE | PFIZER INC | $23.3M | 1.07% | 965,537 | 新建仓 |
| 16 | GBLI | GLOBAL INDEMNITY GROUP LLC | $23.0M | 1.06% | 919,661 | 持平 |
| 17 | IPCX | INFLECTION PT ACQUISITION CO | $22.8M | 1.05% | 2.2M | 增持 |
| 18 | SBXD | SILVERBOX CORP IV | $20.9M | 0.96% | 1.9M | 增持 |
| 19 | EVAC | EQV VENTURES AC CORP. II | $19.1M | 0.88% | 1.9M | 增持 |
| 20 | LPAA | LAUNCH ONE ACQUISITION CORP | $18.2M | 0.84% | 1.7M | 增持 |
| 21 | KCHV | KOCHAV DEFENSE ACQUI CO | $17.5M | 0.81% | 1.7M | 持平 |
| 22 | MCGA | YORKVILLE ACQUISITION CORP. | $16.8M | 0.77% | 1.6M | 持平 |
| 23 | GTERA | GLOBA TERRA ACQUISITION COR | $16.1M | 0.74% | 1.6M | 增持 |
| 24 | CEPO | CANTOR EQUITY PARTNERS I INC | $15.4M | 0.71% | 1.4M | 增持 |
| 25 | VLOS | M3BRIGADE ACQUISITION V CORP | $15.5M | 0.71% | 1.4M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR