WRBC
ALDF

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

W.R. Berkley Corp’s Portfolio ALDF Stock Details ALDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

HCI
Harraden Circle Investments New York $499M AUM 19.71% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.36B AUM 20.06% 1-Year Est. Return

W.R. Berkley Corp's ALDF Position: Q1 2026 in Review

W.R. Berkley Corp increased its Aldel Financial II Inc (ALDF) stake by 12% in Q1 2026, buying an estimated $524K and bringing the position to 474,710 shares worth $5.01M. The position accounts for 0.27% of the portfolio, ranked #74.

W.R. Berkley Corp first reported a position in ALDF in Q4 2024 and has held it in 6 quarters since. 49 funds tracked by Wall St. Rank hold ALDF as of Q1 2026.

  • W.R. Berkley Corp held 474,710 shares of Aldel Financial II Inc worth $5.01M as of Q1 2026.
  • W.R. Berkley Corp bought 49,710 Aldel Financial II Inc shares in Q1 2026, an estimated $524K.
  • Aldel Financial II Inc made up 0.27% of W.R. Berkley Corp's portfolio in Q1 2026, its #74 holding.
  • W.R. Berkley Corp first reported a position in Aldel Financial II Inc in Q4 2024 and has held it in 6 quarters since.
  • 49 funds tracked by Wall St. Rank held Aldel Financial II Inc as of Q1 2026.

Based on W.R. Berkley Corp's 13F filing for Q1 2026, filed 15 May 2026.