W.R. Berkley Corp’s Kinder Morgan KMI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$95.1M	Hold	2,837,206	–	–	5.11%	3
2025 Q4	$78M	Hold	2,837,206	–	–	4.36%	5
2025 Q3	$80.3M	Sell	2,837,206 -3,787,794	-57%	-$104M	5.19%	5
2025 Q2	$195M	Hold	6,625,000	–	–	12.08%	1
2025 Q1	$189M	Sell	6,625,000 -1,000,000	-13%	-$27.7M	13.8%	1
2024 Q4	$209M	Hold	7,625,000	–	–	11.82%	1
2024 Q3	$168M	Hold	7,625,000	–	–	12.07%	1
2024 Q2	$152M	Hold	7,625,000	–	–	8.48%	1
2024 Q1	$140M	Buy	7,625,000 +1,000,000	+15%	+$17.5M	8.73%	2
2023 Q4	$117M	Hold	6,625,000	–	–	8.44%	1
2023 Q3	$110M	Hold	6,625,000	–	–	7.14%	2
2023 Q2	$114M	Hold	6,625,000	–	–	6.86%	2
2023 Q1	$116M	Hold	6,625,000	–	–	7.37%	2
2022 Q4	$120M	Hold	6,625,000	–	–	6.47%	2
2022 Q3	$110M	Hold	6,625,000	–	–	5.35%	1
2022 Q2	$111M	Buy	6,625,000 +125,000	+2%	+$2.34M	5.51%	1
2022 Q1	$123M	Buy	6,500,000 +140,000	+2%	+$2.46M	6.28%	1
2021 Q4	$101M	Buy	6,360,000 +360,000	+6%	+$5.99M	5.56%	1
2021 Q3	$100M	Hold	6,000,000	–	–	6.75%	1
2021 Q2	$109M	Hold	6,000,000	–	–	10.9%	1
2021 Q1	$99.9M	Hold	6,000,000	–	–	11.51%	1
2020 Q4	$82M	Buy	+6,000,000	New	+$80.3M	13.61%	1

Other funds holding KMI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return