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 Q2	$158M	Hold	8,250,000	–	–	7.25%	2
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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

W.R. Berkley Corp's ET Position: Q2 2026 in Review

W.R. Berkley Corp held its Energy Transfer Partners (ET) position steady in Q2 2026 at 8,250,000 shares worth $158M. The position accounts for 7.25% of the portfolio, ranked #2.

W.R. Berkley Corp first reported a position in ET in Q3 2021 and has held it in 20 quarters since. The position peaked at $159M in Q1 2026. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

W.R. Berkley Corp held 8,250,000 shares of Energy Transfer Partners worth $158M as of Q2 2026.
W.R. Berkley Corp left its Energy Transfer Partners share count unchanged in Q2 2026.
Energy Transfer Partners made up 7.25% of W.R. Berkley Corp's portfolio in Q2 2026, its #2 holding.
W.R. Berkley Corp first reported a position in Energy Transfer Partners in Q3 2021 and has held it in 20 quarters since.
W.R. Berkley Corp's Energy Transfer Partners position peaked at $159M in Q1 2026.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on W.R. Berkley Corp's 13F filing for Q2 2026, filed 14 Aug 2026.