WRBC
CHAR

W.R. Berkley Corp’s Charlton Aria Acquisition Corp CHAR Stock Holding History

W.R. Berkley Corp’s Portfolio CHAR Stock Details CHAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.3M Buy
878,975
+142,746
+19% +$1.5M 0.5% 39
2025
Q4 		$7.7M Buy
736,229
+903
+0.1% +$9.4K 0.36% 52
2025
Q3 		$7.62M Buy
735,326
+299,099
+69% +$3.09M 0.44% 42
2025
Q2 		$4.48M Buy
436,227
+124,237
+40% +$1.26M 0.24% 81
2025
Q1 		$3.14M Buy
311,990
+164,840
+112% +$1.65M 0.18% 81
2024
Q4 		$1.47M Buy
+147,150
New +$1.46M 0.06% 118

Other funds holding CHAR

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
HCI
Harraden Circle Investments New York $499M AUM 24.03% 1-Year Est. Return

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

W.R. Berkley Corp increased its Charlton Aria Acquisition Corp (CHAR) stake by 19% in Q1 2026, buying an estimated $1.5M and bringing the position to 878,975 shares worth $9.3M. The position accounts for 0.5% of the portfolio, ranked #39.

W.R. Berkley Corp first reported a position in CHAR in Q4 2024 and has held it in 6 quarters since. 27 funds tracked by Wall St. Rank hold CHAR as of Q1 2026.

  • W.R. Berkley Corp held 878,975 shares of Charlton Aria Acquisition Corp worth $9.3M as of Q1 2026.
  • W.R. Berkley Corp bought 142,746 Charlton Aria Acquisition Corp shares in Q1 2026, an estimated $1.5M.
  • Charlton Aria Acquisition Corp made up 0.5% of W.R. Berkley Corp's portfolio in Q1 2026, its #39 holding.
  • W.R. Berkley Corp first reported a position in Charlton Aria Acquisition Corp in Q4 2024 and has held it in 6 quarters since.
  • 27 funds tracked by Wall St. Rank held Charlton Aria Acquisition Corp as of Q1 2026.

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