WRB BERKLEY W R CORP

Ownership history in DELPHI MANAGEMENT INC /MA/  ·  9 quarters on record

AI Ownership Summary

DELPHI MANAGEMENT INC /MA/ reported BERKLEY W R CORP (WRB) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.84% in 2023 Q4. The latest visible filing shows WRB at 1.23% 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 WRB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DELPHI MANAGEMENT INC /MA/'s position in BERKLEY W R 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
2026 Q1

WRB was reported at 1.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.84% 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 DELPHI MANAGEMENT INC /MA/ held WRB — position size vs. price
% of Fund (quarterly)    WRB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 15,566 -3,860 -19.9% 1.23% $1K 2026-04-20 $66.20
2025 Q4 REDUCED 19,426 -526 -2.6% 1.33% $1K 2026-01-21 $67.45
2025 Q3 ADDED 19,952 +35 +0.2% 1.42% $2K 2025-10-15 $75.09
2025 Q2 REDUCED 19,917 -2,461 -11.0% 1.41% $1K 2025-07-07 $69.46
2025 Q1 REDUCED 22,378 -4,671 -17.3% 1.62% $2K 2025-04-08 $63.62
2024 Q4 ADDED 27,049 +5,832 +27.5% 1.53% $2K 2025-02-10 $59.16
2024 Q2 REDUCED 21,217 -115 -0.5% 0.91% $1K 2024-08-26 $55.85
2024 Q1 REDUCED 21,332 -22,304 -51.1% 1.39% $2K 2024-05-21 $50.21
2023 Q4 INITIATED 43,636 2.84% $3K 2024-01-25 $52.70

FAQ About DELPHI MANAGEMENT INC /MA/ and WRB

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

How long has DELPHI MANAGEMENT INC /MA/ reported owning WRB?

DELPHI MANAGEMENT INC /MA/ reported WRB across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WRB position in DELPHI MANAGEMENT INC /MA/'s portfolio?

The largest reported portfolio weight for WRB was 2.84% in 2023 Q4.

What is the latest reported WRB position on this page?

The most recent filing on this page is 2026 Q1, when DELPHI MANAGEMENT INC /MA/ reported 15,566 shares, equal to 1.23% of portfolio, with an estimated market value of $1K.

What does the chart on this WRB ownership page compare?

The chart compares DELPHI MANAGEMENT INC /MA/'s quarterly WRB 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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