BERKLEY W R CORP SIMA — SIM ACQUISITION CORP. I

Ownership history in BERKLEY W R CORP  ·  7 quarters on record

AI Ownership Summary

BERKLEY W R CORP reported SIM ACQUISITION CORP. I (SIMA) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.53% in 2026 Q1. The latest visible filing shows SIMA at 0.53% 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 SIMA 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 SIM ACQUISITION CORP. I, 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 Q1

SIMA was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% 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
2024 Q3 to 2026 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.

SIMA stock page BERKLEY W R CORP fund profile BERKLEY W R CORP full holdings
How BERKLEY W R CORP held SIMA — position size vs. price
% of Fund (quarterly)    SIMA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 912,286 +390,768 +74.9% 0.53% $9.8M 2026-05-15 $11.20
2025 Q4 UNCHANGED — — — 521,518 — 0% 0.26% $5.5M 2026-02-13 $10.68
2025 Q3 UNCHANGED — — — 521,518 — 0% 0.32% $5.5M 2025-11-14 $10.59
2025 Q2 ADDED — — — 521,518 +99,390 +23.5% 0.29% $5.4M 2025-08-14 $10.45
2025 Q1 UNCHANGED — — — 422,128 — 0% 0.25% $4.3M 2025-05-15 $10.30
2024 Q4 UNCHANGED — — — 422,128 — 0% 0.17% $4.2M 2025-02-14 $10.11
2024 Q3 INITIATED — — — 422,128 — — 0.24% $4.2M 2024-11-14 $9.99

🏢 Other funds also holding SIMA

As of 2026 Q1 — sorted by position size

Wealthspring Capital LLC 3Y 1.57% L1 Global Manager Pty Ltd 1.43% MMCAP International Inc. SPC 3Y 0.91% First Trust Capital Management L.P. 3Y 7Y 0.73% Karpus Management, Inc. 3Y 7Y 0.58% RLH Capital LLC 0.54% Kepos Capital LP 3Y 7Y 0.53% DLD Asset Management, LP 3Y 7Y 0.49% Bulldog Investors, LLP 3Y 7Y 0.48% Radcliffe Capital Management, L.P. 3Y 7Y 0.43%

FAQ About BERKLEY W R CORP and SIMA

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 SIMA?

BERKLEY W R CORP reported SIMA across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

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

The largest reported portfolio weight for SIMA was 0.53% in 2026 Q1.

What is the latest reported SIMA position on this page?

The most recent filing on this page is 2026 Q1, when BERKLEY W R CORP reported 912,286 shares, equal to 0.53% of portfolio, with an estimated market value of $9.8M.

What does the chart on this SIMA ownership page compare?

The chart compares BERKLEY W R CORP's quarterly SIMA 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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