ET ENERGY TRANSFER LP

Ownership history in BERKLEY W R CORP  ·  19 quarters on record

AI Ownership Summary

BERKLEY W R CORP reported ENERGY TRANSFER LP (ET) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.17% in 2025 Q3. The latest visible filing shows ET at 6.40% 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 ET 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 ENERGY TRANSFER LP, 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

ET was reported at 6.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.17% 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 ET — position size vs. price
% of Fund (quarterly)    ET price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 8,250,000 +1,000,000 +13.8% 6.40% $136.0M 2026-02-14 (Est.) $18.75
2025 Q3 ADDED 7,250,000 +915,506 +14.5% 7.17% $124.4M 2025-11-14 $16.70
2025 Q2 UNCHANGED 6,334,494 0% 6.02% $114.8M 2025-08-14 $16.72
2025 Q1 UNCHANGED 6,334,494 0% 6.89% $117.8M 2025-05-15 $16.97
2024 Q4 UNCHANGED 6,334,494 0% 4.93% $124.1M 2025-02-14 $18.52
2024 Q3 UNCHANGED 6,334,494 0% 5.76% $101.7M 2024-11-14 $15.63
2024 Q2 ADDED 6,334,494 +1,000,000 +18.7% 4.32% $102.7M 2024-08-14 $14.29
2024 Q1 ADDED 5,334,494 +555,445 +11.6% 4.65% $83.9M 2024-05-15 $13.94
2023 Q4 UNCHANGED 4,779,049 0% 4.76% $66.0M 2024-02-14 $12.13
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BERKLEY W R CORP and ET

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 ET?

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

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

The largest reported portfolio weight for ET was 7.17% in 2025 Q3.

What is the latest reported ET position on this page?

The most recent filing on this page is 2025 Q4, when BERKLEY W R CORP reported 8,250,000 shares, equal to 6.40% of portfolio, with an estimated market value of $136.0M.

What does the chart on this ET ownership page compare?

The chart compares BERKLEY W R CORP's quarterly ET 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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