W.R. Berkley Corp’s Aldel Financial II Inc ALDF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.59M Buy
523,423
+48,713
+10% +$518K 0.26% 75
2026
Q1
$5.01M Buy
474,710
+49,710
+12% +$524K 0.27% 74
2025
Q4
$4.46M Hold
425,000
– – 0.21% 79
2025
Q3
$4.44M Hold
425,000
– – 0.26% 75
2025
Q2
$4.46M Hold
425,000
– – 0.23% 82
2025
Q1
$4.3M Buy
425,000
+75,000
+21% +$751K 0.25% 64
2024
Q4
$3.47M Buy
+350,000
New +$3.47M 0.14% 67

Other funds holding ALDF

W.R. Berkley Corp's ALDF Position: Q2 2026 in Review

W.R. Berkley Corp increased its Aldel Financial II Inc (ALDF) stake by 10% in Q2 2026, buying an estimated $518K and bringing the position to 523,423 shares worth $5.59M. The position accounts for 0.26% of the portfolio, ranked #75.

W.R. Berkley Corp first reported a position in ALDF in Q4 2024 and has held it in 7 quarters since. 52 funds tracked by Wall St. Rank hold ALDF as of Q2 2026.

  • W.R. Berkley Corp held 523,423 shares of Aldel Financial II Inc worth $5.59M as of Q2 2026.
  • W.R. Berkley Corp bought 48,713 Aldel Financial II Inc shares in Q2 2026, an estimated $518K.
  • Aldel Financial II Inc made up 0.26% of W.R. Berkley Corp's portfolio in Q2 2026, its #75 holding.
  • W.R. Berkley Corp first reported a position in Aldel Financial II Inc in Q4 2024 and has held it in 7 quarters since.
  • 52 funds tracked by Wall St. Rank held Aldel Financial II Inc as of Q2 2026.

Based on W.R. Berkley Corp's 13F filing for Q2 2026, filed 14 Aug 2026.