IVCAF β€” INVESTCORP INDIA ACQUISTN CO

Ownership history in BERKLEY W R CORP  Β·  12 quarters on record

AI Ownership Summary

BERKLEY W R CORP reported INVESTCORP INDIA ACQUISTN CO (IVCAF) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 0.46% in 2024 Q1. The latest visible filing shows IVCAF at 0.10% 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 IVCAF 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 INVESTCORP INDIA ACQUISTN CO, 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

IVCAF was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% 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 IVCAF β€” position size vs. price
% of Fund (quarterly)    IVCAF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 UNCHANGED 148,830 β€” 0% 0.10% $1.8M 2025-05-15 $11.02
2024 Q4 UNCHANGED 148,830 β€” 0% 0.07% $1.8M 2025-02-14 $11.90
2024 Q3 REDUCED 148,830 -744,524 -83.3% 0.10% $1.7M 2024-11-14 $11.68
2024 Q2 ADDED 893,354 +155,672 +21.1% 0.43% $10.2M 2024-08-14 $11.45
2024 Q1 ADDED 737,682 +268,776 +57.3% 0.46% $8.3M 2024-05-15 $11.27
2023 Q4 UNCHANGED 468,906 β€” 0% 0.37% $5.2M 2024-02-14 $11.08
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About BERKLEY W R CORP and IVCAF

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 IVCAF?

BERKLEY W R CORP reported IVCAF across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

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

The largest reported portfolio weight for IVCAF was 0.46% in 2024 Q1.

What is the latest reported IVCAF position on this page?

The most recent filing on this page is 2025 Q1, when BERKLEY W R CORP reported 148,830 shares, equal to 0.10% of portfolio, with an estimated market value of $1.8M.

What does the chart on this IVCAF ownership page compare?

The chart compares BERKLEY W R CORP's quarterly IVCAF 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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