W.R. Berkley Corp’s Energy Transfer Partners ET Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$159M	Hold	8,250,000	–	–	8.55%	2
2025 Q4	$136M	Buy	8,250,000 +1,000,000	+14%	+$16.6M	6.4%	2
2025 Q3	$124M	Buy	7,250,000 +915,506	+14%	+$16M	7.17%	2
2025 Q2	$115M	Hold	6,334,494	–	–	6.02%	3
2025 Q1	$118M	Hold	6,334,494	–	–	6.89%	3
2024 Q4	$124M	Hold	6,334,494	–	–	4.93%	3
2024 Q3	$102M	Hold	6,334,494	–	–	5.76%	3
2024 Q2	$103M	Buy	6,334,494 +1,000,000	+19%	+$15.7M	4.32%	5
2024 Q1	$83.9M	Buy	5,334,494 +555,445	+12%	+$8.09M	4.65%	3
2023 Q4	$66M	Hold	4,779,049	–	–	4.76%	6
2023 Q3	$67.1M	Hold	4,779,049	–	–	4.36%	7
2023 Q2	$60.7M	Hold	4,779,049	–	–	3.65%	8
2023 Q1	$59.6M	Hold	4,779,049	–	–	3.78%	9
2022 Q4	$56.7M	Hold	4,779,049	–	–	3.07%	6
2022 Q3	$52.7M	Buy	4,779,049 +500,000	+12%	+$5.57M	2.56%	7
2022 Q2	$42.7M	Hold	4,279,049	–	–	2.12%	8
2022 Q1	$47.9M	Buy	4,279,049 +1,119,049	+35%	+$11.1M	2.45%	7
2021 Q4	$26M	Buy	3,160,000 +450,000	+17%	+$4.09M	1.43%	10
2021 Q3	$26M	Buy	+2,710,000	New	+$26M	1.75%	11

Other funds holding ET

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

TCA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EIP

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

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

W.R. Berkley Corp held its Energy Transfer Partners (ET) position steady in Q1 2026 at 8,250,000 shares worth $159M. The position accounts for 8.55% of the portfolio, ranked #2.

W.R. Berkley Corp first reported a position in ET in Q3 2021 and has held it in 19 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

W.R. Berkley Corp held 8,250,000 shares of Energy Transfer Partners worth $159M as of Q1 2026.
W.R. Berkley Corp left its Energy Transfer Partners share count unchanged in Q1 2026.
Energy Transfer Partners made up 8.55% of W.R. Berkley Corp's portfolio in Q1 2026, its #2 holding.
W.R. Berkley Corp first reported a position in Energy Transfer Partners in Q3 2021 and has held it in 19 quarters since.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

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