BERKLEY W R CORP PAA PLAINS ALL AMERICAN PIPELINE

Ownership history in BERKLEY W R CORP  ·  3 quarters on record

AI Ownership Summary

BERKLEY W R CORP reported PLAINS ALL AMERICAN PIPELINE (PAA) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 3.22% in 2026 Q1. The latest visible filing shows PAA at 3.22% 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.

What this PAA 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 PLAINS ALL AMERICAN PIPELINE, 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
2026 Q1

PAA was reported at 3.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.22% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 to 2026 Q1

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 PAA — position size vs. price
% of Fund (quarterly)    PAA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 2,684,307 0% 3.22% $59.9M 2026-05-15 $22.90
2025 Q4 ADDED 2,684,307 +757,505 +39.3% 2.27% $48.2M 2026-02-13 $19.78
2025 Q3 INITIATED 1,926,802 1.89% $32.9M 2025-11-14 $16.28

FAQ About BERKLEY W R CORP and PAA

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 PAA?

BERKLEY W R CORP reported PAA across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

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

The largest reported portfolio weight for PAA was 3.22% in 2026 Q1.

What is the latest reported PAA position on this page?

The most recent filing on this page is 2026 Q1, when BERKLEY W R CORP reported 2,684,307 shares, equal to 3.22% of portfolio, with an estimated market value of $59.9M.

What does the chart on this PAA ownership page compare?

The chart compares BERKLEY W R CORP's quarterly PAA 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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