AIMTF β€” AIMFINITY INVESTMENT CORP I

Ownership history in BERKLEY W R CORP  Β·  6 quarters on record

AI Ownership Summary

BERKLEY W R CORP reported AIMFINITY INVESTMENT CORP I (AIMTF) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 0.24% in 2024 Q1. The latest visible filing shows AIMTF at 0.05% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AIMTF 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 AIMFINITY INVESTMENT CORP I, 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 Q1

AIMTF was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q1

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 AIMTF β€” position size vs. price
% of Fund (quarterly)    AIMTF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 74,540 -102,723 -57.9% 0.05% $909K 2025-05-15 $11.02
2024 Q4 UNCHANGED 177,263 β€” 0% 0.08% $2.1M 2025-02-14 $12.01
2024 Q3 REDUCED 177,263 -204,603 -53.6% 0.12% $2.0M 2024-11-14 $11.64
2024 Q1 ADDED 381,866 +160,816 +72.8% 0.24% $4.2M 2024-05-15 $11.27
2023 Q4 ADDED 221,050 +113,963 +106.4% 0.17% $2.4M 2024-02-14 $11.07
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About BERKLEY W R CORP and AIMTF

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 AIMTF?

BERKLEY W R CORP reported AIMTF across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

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

The largest reported portfolio weight for AIMTF was 0.24% in 2024 Q1.

What is the latest reported AIMTF position on this page?

The most recent filing on this page is 2025 Q1, when BERKLEY W R CORP reported 74,540 shares, equal to 0.05% of portfolio, with an estimated market value of $909K.

What does the chart on this AIMTF ownership page compare?

The chart compares BERKLEY W R CORP's quarterly AIMTF 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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