BERKLEY W R CORP FGMC FG MERGER II CORP

Ownership history in BERKLEY W R CORP  ·  4 quarters on record

AI Ownership Summary

BERKLEY W R CORP reported FG MERGER II CORP (FGMC) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.18% in 2025 Q3. The latest visible filing shows FGMC at 0.03% 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 FGMC 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 FG MERGER II CORP, 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

FGMC was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 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 FGMC — position size vs. price
% of Fund (quarterly)    FGMC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 61,244 -254,784 -80.6% 0.03% $634K 2026-08-14 $4.71
2026 Q1 UNCHANGED 316,028 0% 0.17% $3.2M 2026-05-15
2025 Q4 UNCHANGED 316,028 0% 0.15% $3.2M 2026-02-13
2025 Q3 INITIATED 316,028 0.18% $3.2M 2025-11-14

FAQ About BERKLEY W R CORP and FGMC

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 FGMC?

BERKLEY W R CORP reported FGMC across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

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

The largest reported portfolio weight for FGMC was 0.18% in 2025 Q3.

What is the latest reported FGMC position on this page?

The most recent filing on this page is 2026 Q2, when BERKLEY W R CORP reported 61,244 shares, equal to 0.03% of portfolio, with an estimated market value of $634K.

What does the chart on this FGMC ownership page compare?

The chart compares BERKLEY W R CORP's quarterly FGMC 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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