MSFT MICROSOFT CORP

Ownership history in BERKLEY W R CORP  ·  14 quarters on record

AI Ownership Summary

BERKLEY W R CORP reported MICROSOFT CORP (MSFT) in 14 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 3.47% in 2025 Q4. The latest visible filing shows MSFT at 3.47% 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 MSFT 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 MICROSOFT CORP, 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

MSFT was reported at 3.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.47% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 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 MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 12 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 152,600 0% 3.47% $73.8M 2026-02-14 (Est.) $400.41
2025 Q4 ADDED 152,600 +102,800 +206.4% 3.47% $73.8M 2026-02-14 (Est.) $400.41
2025 Q3 UNCHANGED 49,800 0% 1.49% $25.8M 2025-11-14 $508.07
2025 Q3 REDUCED 49,800 -49,700 -49.9% 1.49% $25.8M 2025-11-14 $508.07
2025 Q1 UNCHANGED 99,500 0% 2.18% $37.4M 2025-05-15 $450.51
2025 Q1 REDUCED 99,500 -68,900 -40.9% 2.18% $37.4M 2025-05-15 $450.51
2024 Q4 UNCHANGED 168,400 0% 2.82% $71.0M 2025-02-14 $404.52
2024 Q4 REDUCED 168,400 -5,600 -3.2% 2.82% $71.0M 2025-02-14 $404.52
2024 Q2 UNCHANGED 174,000 0% 3.27% $77.8M 2024-08-14 $411.30
2024 Q2 ADDED 174,000 +124,000 +248.0% 3.27% $77.8M 2024-08-14 $411.30
2024 Q1 UNCHANGED 50,000 0% 1.17% $21.0M 2024-05-15 $417.44
2024 Q1 REDUCED 50,000 -20,000 -28.6% 1.17% $21.0M 2024-05-15 $417.44
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BERKLEY W R CORP and MSFT

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 MSFT?

BERKLEY W R CORP reported MSFT across 12 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

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

The largest reported portfolio weight for MSFT was 3.47% in 2025 Q4.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when BERKLEY W R CORP reported 152,600 shares, equal to 3.47% of portfolio, with an estimated market value of $73.8M.

What does the chart on this MSFT ownership page compare?

The chart compares BERKLEY W R CORP's quarterly MSFT 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.

← Back to BERKLEY W R CORP Holdings