W.R. Berkley Corp’s RF Acquisition Corp II RFAI Stock Holding History

W.R. Berkley Corp’s Portfolio RFAI Stock Details RFAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.37M	Buy	766,425 +468,547	+157%	+$5.08M	0.45%	47
2025 Q4	$3.2M	Sell	297,878 -639,967	-68%	-$6.86M	0.15%	109
2025 Q3	$10.1M	Buy	937,845 +183,030	+24%	+$1.94M	0.58%	31
2025 Q2	$7.95M	Buy	754,815 +202,061	+37%	+$2.11M	0.42%	49
2025 Q1	$5.73M	Buy	552,754 +355,310	+180%	+$3.66M	0.34%	46
2024 Q4	$2.02M	Buy	197,444 +123,074	+165%	+$1.25M	0.08%	99
2024 Q3	$756K	Buy	+74,370	New	+$751K	0.04%	135

Other funds holding RFAI

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

MSU

Mizuho Securities USA New York $4.24B AUM 22.54% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

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

W.R. Berkley Corp increased its RF Acquisition Corp II (RFAI) stake by 157% in Q1 2026, buying an estimated $5.08M and bringing the position to 766,425 shares worth $8.37M. The position accounts for 0.45% of the portfolio, ranked #47.

W.R. Berkley Corp first reported a position in RFAI in Q3 2024 and has held it in 7 quarters since. The position peaked at $10.1M in Q3 2025. 15 funds tracked by Wall St. Rank hold RFAI as of Q1 2026.

W.R. Berkley Corp held 766,425 shares of RF Acquisition Corp II worth $8.37M as of Q1 2026.
W.R. Berkley Corp bought 468,547 RF Acquisition Corp II shares in Q1 2026, an estimated $5.08M.
RF Acquisition Corp II made up 0.45% of W.R. Berkley Corp's portfolio in Q1 2026, its #47 holding.
W.R. Berkley Corp first reported a position in RF Acquisition Corp II in Q3 2024 and has held it in 7 quarters since.
W.R. Berkley Corp's RF Acquisition Corp II position peaked at $10.1M in Q3 2025.
15 funds tracked by Wall St. Rank held RF Acquisition Corp II as of Q1 2026.

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