SBXD β€” SILVERBOX CORP IV

Ownership history in BERKLEY W R CORP  Β·  5 quarters on record

AI Ownership Summary

BERKLEY W R CORP reported SILVERBOX CORP IV (SBXD) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.6% in 2025 Q4. The latest visible filing shows SBXD at 0.60% 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 SBXD 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 SILVERBOX CORP IV, 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

SBXD was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2025 Q4

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 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 SBXD β€” position size vs. price
% of Fund (quarterly)    SBXD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,211,674 +1,040,483 +607.8% 0.60% $12.8M 2026-02-14 (Est.) $10.64
2025 Q3 ADDED 171,191 +110,952 +184.2% 0.10% $1.8M 2025-11-14 $10.54
2025 Q2 ADDED 60,239 +521 +0.9% 0.03% $660K 2025-08-14 $10.47
2025 Q1 UNCHANGED 59,718 β€” 0% 0.04% $608K 2025-05-15 $10.40
2024 Q4 INITIATED 59,718 β€” β€” 0.02% $603K 2025-02-14 $10.15

FAQ About BERKLEY W R CORP and SBXD

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 SBXD?

BERKLEY W R CORP reported SBXD across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

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

The largest reported portfolio weight for SBXD was 0.60% in 2025 Q4.

What is the latest reported SBXD position on this page?

The most recent filing on this page is 2025 Q4, when BERKLEY W R CORP reported 1,211,674 shares, equal to 0.60% of portfolio, with an estimated market value of $12.8M.

What does the chart on this SBXD ownership page compare?

The chart compares BERKLEY W R CORP's quarterly SBXD 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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