BERKLEY W R CORP AIFE — AIFEEX NEXUS ACQUISITION COR

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

AI Ownership Summary

BERKLEY W R CORP reported AIFEEX NEXUS ACQUISITION COR (AIFE) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.49% in 2026 Q1. The latest visible filing shows AIFE at 0.13% 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 AIFE 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 AIFEEX NEXUS ACQUISITION COR, 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
2026 Q2

AIFE was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2026 Q1

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 2026 Q2

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 AIFE — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 248,616 -625,795 -71.6% 0.13% $2.6M 2026-08-14 —
2026 Q1 ADDED — — — 874,411 +292,546 +50.3% 0.49% $9.2M 2026-05-15 —
2025 Q4 ADDED — — — 581,865 +49,776 +9.4% 0.28% $6.0M 2026-02-13 —
2025 Q3 ADDED — — — 532,089 +198,830 +59.7% 0.31% $5.5M 2025-11-14 —
2025 Q2 ADDED — — — 333,259 +149,348 +81.2% 0.18% $3.4M 2025-08-14 —
2025 Q1 INITIATED — — — 183,911 — — 0.11% $1.8M 2025-05-15 —

FAQ About BERKLEY W R CORP and AIFE

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 AIFE?

BERKLEY W R CORP reported AIFE across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

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

The largest reported portfolio weight for AIFE was 0.49% in 2026 Q1.

What is the latest reported AIFE position on this page?

The most recent filing on this page is 2026 Q2, when BERKLEY W R CORP reported 248,616 shares, equal to 0.13% of portfolio, with an estimated market value of $2.6M.

What does the chart on this AIFE ownership page compare?

The chart compares BERKLEY W R CORP's quarterly AIFE 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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