BERKLEY W R CORP CCIX CHURCHILL CAPITAL CORP IX

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

AI Ownership Summary

BERKLEY W R CORP reported CHURCHILL CAPITAL CORP IX (CCIX) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 1.04% in 2026 Q1. The latest visible filing shows CCIX at 0.05% 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 CCIX 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 CHURCHILL CAPITAL CORP IX, 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

CCIX was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.04% 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 CCIX — position size vs. price
% of Fund (quarterly)    CCIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 104,360 -1,706,077 -94.2% 0.05% $1.1M 2026-08-14 $10.88
2026 Q1 ADDED 1,810,437 +874,256 +93.4% 1.04% $19.3M 2026-05-15
2025 Q4 ADDED 936,181 +896,205 +2241.9% 0.47% $10.0M 2026-02-13
2025 Q3 ADDED 39,976 +12,631 +46.2% 0.02% $419K 2025-11-14
2025 Q2 UNCHANGED 27,345 0% 0.02% $288K 2025-08-14
2025 Q1 INITIATED 27,345 0.02% $295K 2025-05-15

FAQ About BERKLEY W R CORP and CCIX

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 CCIX?

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

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

The largest reported portfolio weight for CCIX was 1.04% in 2026 Q1.

What is the latest reported CCIX position on this page?

The most recent filing on this page is 2026 Q2, when BERKLEY W R CORP reported 104,360 shares, equal to 0.05% of portfolio, with an estimated market value of $1.1M.

What does the chart on this CCIX ownership page compare?

The chart compares BERKLEY W R CORP's quarterly CCIX 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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