FGMC β€” FG MERGER II CORP

Ownership history in BERKLEY W R CORP  Β·  2 quarters on record

AI Ownership Summary

BERKLEY W R CORP reported FG MERGER II CORP (FGMC) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.18% in 2025 Q3. The latest visible filing shows FGMC at 0.15% 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 FGMC 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 FG MERGER II CORP, 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 Q4

FGMC was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% 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
2025 Q3 to 2025 Q4

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 FGMC β€” position size vs. price
% of Fund (quarterly)    FGMC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 316,028 β€” 0% 0.15% $3.2M 2026-02-14 (Est.) $10.08
2025 Q3 INITIATED 316,028 β€” β€” 0.18% $3.2M 2025-11-14 $10.01

🏒 Other funds also holding FGMC

As of 2026 Q1 β€” sorted by position size

Global Wealth Strategies & Associates 3Y 0.0%

FAQ About BERKLEY W R CORP and FGMC

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 FGMC?

BERKLEY W R CORP reported FGMC across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

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

The largest reported portfolio weight for FGMC was 0.18% in 2025 Q3.

What is the latest reported FGMC position on this page?

The most recent filing on this page is 2025 Q4, when BERKLEY W R CORP reported 316,028 shares, equal to 0.15% of portfolio, with an estimated market value of $3.2M.

What does the chart on this FGMC ownership page compare?

The chart compares BERKLEY W R CORP's quarterly FGMC 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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