BERKLEY W R CORP WES WESTERN MIDSTREAM PARTNERS COMMON

Ownership history in BERKLEY W R CORP  ·  16 quarters on record

AI Ownership Summary

BERKLEY W R CORP reported WESTERN MIDSTREAM PARTNERS COMMON (WES) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.39% in 2023 Q4. The latest visible filing shows WES at 2.80% 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 WES 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 WESTERN MIDSTREAM PARTNERS COMMON, 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

WES was reported at 2.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.39% in 2023 Q4

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 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 WES — position size vs. price
% of Fund (quarterly)    WES price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,266,970 +379,807 +42.8% 2.80% $52.2M 2026-05-15 $46.03
2025 Q4 UNCHANGED 887,163 0% 1.65% $35.0M 2026-02-13 $42.50
2025 Q3 REDUCED 44.7% +2.6% 887,163 -716,112 -44.7% 2.01% $34.9M 2025-11-14 $37.03
2024 Q1 UNCHANGED 1,603,275 0% 3.16% $57.0M 2024-05-15 $31.66
2023 Q4 UNCHANGED 1,603,275 0% 3.39% $46.9M 2024-02-14 $22.83
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BERKLEY W R CORP and WES

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 WES?

BERKLEY W R CORP reported WES across 5 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for WES was 3.39% in 2023 Q4.

What is the latest reported WES position on this page?

The most recent filing on this page is 2026 Q1, when BERKLEY W R CORP reported 1,266,970 shares, equal to 2.80% of portfolio, with an estimated market value of $52.2M.

What does the chart on this WES ownership page compare?

The chart compares BERKLEY W R CORP's quarterly WES 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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