AFJK β€” AIMEI HEALTH TECHNOLOGY CO L

Ownership history in BERKLEY W R CORP  Β·  4 quarters on record

AI Ownership Summary

BERKLEY W R CORP reported AIMEI HEALTH TECHNOLOGY CO L (AFJK) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.29% in 2025 Q3. The latest visible filing shows AFJK at 0.29% 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 AFJK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BERKLEY W R CORP's position in AIMEI HEALTH TECHNOLOGY CO L, 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
2025 Q3

AFJK was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

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 BERKLEY W R CORP held AFJK β€” position size vs. price
% of Fund (quarterly)    AFJK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 450,655 +25,294 +5.9% 0.29% $5.1M 2025-11-14 $11.70
2025 Q2 ADDED 425,361 +81,235 +23.6% 0.25% $4.7M 2025-08-14 $11.21
2025 Q1 REDUCED 344,126 -99,753 -22.5% 0.22% $3.8M 2025-05-15 $11.09
2024 Q4 INITIATED 443,879 β€” β€” 0.19% $4.7M 2025-02-14 $10.90

FAQ About BERKLEY W R CORP and AFJK

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

How long has BERKLEY W R CORP reported owning AFJK?

BERKLEY W R CORP reported AFJK across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported AFJK position in BERKLEY W R CORP's portfolio?

The largest reported portfolio weight for AFJK was 0.29% in 2025 Q3.

What is the latest reported AFJK position on this page?

The most recent filing on this page is 2025 Q3, when BERKLEY W R CORP reported 450,655 shares, equal to 0.29% of portfolio, with an estimated market value of $5.1M.

What does the chart on this AFJK ownership page compare?

The chart compares BERKLEY W R CORP's quarterly AFJK 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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