BERKLEY W R CORP HVII β€” HENNESSY CAP INVT CORP VII

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

AI Ownership Summary

BERKLEY W R CORP reported HENNESSY CAP INVT CORP VII (HVII) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.38% in 2025 Q3. The latest visible filing shows HVII at 0.23% 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 HVII 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 HENNESSY CAP INVT CORP VII, 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

HVII was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% 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 Q1 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 HVII β€” position size vs. price
% of Fund (quarterly)    HVII price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 26.0% +0.0% ❌ 478,169 -168,061 -26.0% 0.23% $4.9M 2026-02-14 (Est.) $10.30
2025 Q3 UNCHANGED β€” β€” β€” 646,230 β€” 0% 0.38% $6.6M 2025-11-14 $10.34
2025 Q2 UNCHANGED β€” β€” β€” 646,230 β€” 0% 0.34% $6.6M 2025-08-14 $10.13
2025 Q1 INITIATED β€” β€” β€” 646,230 β€” β€” 0.37% $6.4M 2025-05-15 $10.03

🏒 Other funds also holding HVII

As of 2026 Q1 β€” sorted by position size

Cannon Global Investment Management, LLC 3Y 1.17% FNY Investment Advisers, LLC 3Y 7Y 0.02%

FAQ About BERKLEY W R CORP and HVII

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 HVII?

BERKLEY W R CORP reported HVII across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

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

The largest reported portfolio weight for HVII was 0.38% in 2025 Q3.

What is the latest reported HVII position on this page?

The most recent filing on this page is 2025 Q4, when BERKLEY W R CORP reported 478,169 shares, equal to 0.23% of portfolio, with an estimated market value of $4.9M.

What does the chart on this HVII ownership page compare?

The chart compares BERKLEY W R CORP's quarterly HVII 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.

← Back to BERKLEY W R CORP Holdings