EPD β€” ENTERPRISE PRODUCTS PARTNERS (MLP)

Ownership history in BERKLEY W R CORP  Β·  18 quarters on record

AI Ownership Summary

BERKLEY W R CORP reported ENTERPRISE PRODUCTS PARTNERS (MLP) (EPD) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 10.81% in 2025 Q3. The latest visible filing shows EPD at 10.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EPD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BERKLEY W R CORP's position in ENTERPRISE PRODUCTS PARTNERS (MLP), and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EPD was reported at 10.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.81% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BERKLEY W R CORP held EPD β€” position size vs. price
% of Fund (quarterly)    EPD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 6,825,000 +825,000 +13.8% 10.30% $218.8M 2026-02-14 (Est.) $37.21
2025 Q3 ADDED 6,000,000 +910,206 +17.9% 10.81% $187.6M 2025-11-14 $31.74
2025 Q2 UNCHANGED 5,089,794 β€” 0% 8.28% $157.8M 2025-08-14 $30.86
2025 Q1 UNCHANGED 5,089,794 β€” 0% 10.16% $173.8M 2025-05-15 $30.68
2024 Q4 UNCHANGED 5,089,794 β€” 0% 6.34% $159.6M 2025-02-14 $31.22
2024 Q3 UNCHANGED 5,089,794 β€” 0% 8.40% $148.2M 2024-11-14 $28.31
2024 Q2 UNCHANGED 5,089,794 β€” 0% 6.21% $147.5M 2024-08-14 $26.07
2024 Q1 ADDED 5,089,794 +1,000,000 +24.5% 8.23% $148.5M 2024-05-15 $25.57
2023 Q4 UNCHANGED 4,089,794 β€” 0% 7.78% $107.8M 2024-02-14 $23.24
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About BERKLEY W R CORP and EPD

These are the practical questions this page is built to answer before you even open the full history table.

How long has BERKLEY W R CORP reported owning EPD?

BERKLEY W R CORP reported EPD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EPD position in BERKLEY W R CORP's portfolio?

The largest reported portfolio weight for EPD was 10.81% in 2025 Q3.

What is the latest reported EPD position on this page?

The most recent filing on this page is 2025 Q4, when BERKLEY W R CORP reported 6,825,000 shares, equal to 10.30% of portfolio, with an estimated market value of $218.8M.

What does the chart on this EPD ownership page compare?

The chart compares BERKLEY W R CORP's quarterly EPD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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