BERKLEY W R CORP IVCAF INVESTCORP INDIA ACQUISTN CO

Ownership history in BERKLEY W R CORP  ·  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 — position size vs. price
% of Fund (quarterly)    IVCAF 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)
2025 Q1 UNCHANGED 148,830 0% 0.10% $1.8M 2025-05-15 $11.02
2024 Q4 UNCHANGED 148,830 0% 0.07% $1.8M 2025-02-14 $11.90
2024 Q3 REDUCED 83.3% +2.4% 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 0% 0.37% $5.2M 2024-02-14 $11.08
6 older quarters hidden  —  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.

How well did BERKLEY W R CORP time their IVCAF position?

Based on 13F filing dates vs. subsequent IVCAF price moves, BERKLEY W R CORP correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on IVCAF relative to SPY over the holding period was -10.3%.

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