W.R. Berkley Corp’s Enterprise Products Partners EPD Stock Holding History

W.R. Berkley Corp’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$258M	Hold	6,825,000	–	–	13.87%	1
2025 Q4	$219M	Buy	6,825,000 +825,000	+14%	+$26.1M	10.3%	1
2025 Q3	$188M	Buy	6,000,000 +910,206	+18%	+$28.7M	10.81%	1
2025 Q2	$158M	Hold	5,089,794	–	–	8.28%	2
2025 Q1	$174M	Hold	5,089,794	–	–	10.16%	2
2024 Q4	$160M	Hold	5,089,794	–	–	6.34%	2
2024 Q3	$148M	Hold	5,089,794	–	–	8.4%	2
2024 Q2	$148M	Hold	5,089,794	–	–	6.21%	2
2024 Q1	$149M	Buy	5,089,794 +1,000,000	+24%	+$27.5M	8.23%	1
2023 Q4	$108M	Hold	4,089,794	–	–	7.78%	2
2023 Q3	$112M	Hold	4,089,794	–	–	7.27%	1
2023 Q2	$108M	Hold	4,089,794	–	–	6.48%	3
2023 Q1	$106M	Hold	4,089,794	–	–	6.72%	3
2022 Q4	$98.6M	Hold	4,089,794	–	–	5.33%	4
2022 Q3	$97.3M	Buy	4,089,794 +490,746	+14%	+$12.7M	4.72%	3
2022 Q2	$87.7M	Buy	3,599,048 +376,385	+12%	+$9.9M	4.35%	4
2022 Q1	$83.2M	Buy	3,222,663 +675,000	+26%	+$16.4M	4.25%	5
2021 Q4	$55.9M	Buy	2,547,663 +251,000	+11%	+$5.63M	3.09%	5
2021 Q3	$49.7M	Buy	+2,296,663	New	+$52.2M	3.34%	6

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

W.R. Berkley Corp's EPD Position: Q1 2026 in Review

W.R. Berkley Corp held its Enterprise Products Partners (EPD) position steady in Q1 2026 at 6,825,000 shares worth $258M. The position accounts for 13.87% of the portfolio, ranked #1.

W.R. Berkley Corp first reported a position in EPD in Q3 2021 and has held it in 19 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

W.R. Berkley Corp held 6,825,000 shares of Enterprise Products Partners worth $258M as of Q1 2026.
W.R. Berkley Corp left its Enterprise Products Partners share count unchanged in Q1 2026.
Enterprise Products Partners made up 13.87% of W.R. Berkley Corp's portfolio in Q1 2026, its #1 holding.
W.R. Berkley Corp first reported a position in Enterprise Products Partners in Q3 2021 and has held it in 19 quarters since.
1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on W.R. Berkley Corp's 13F filing for Q1 2026, filed 15 May 2026.