WRBC
TAVI

W.R. Berkley Corp’s Tavia Acquisition Corp TAVI Stock Holding History

W.R. Berkley Corp’s Portfolio TAVI Stock Details TAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.29M Buy
216,861
+3,980
+2% +$41.8K 0.12% 163
2025
Q4 		$2.22M Buy
212,881
+1,763
+0.8% +$18.3K 0.1% 143
2025
Q3 		$2.19M Hold
211,118
– – 0.13% 137
2025
Q2 		$2.16M Buy
211,118
+62,213
+42% +$631K 0.11% 142
2025
Q1 		$1.5M Hold
148,905
– – 0.09% 120
2024
Q4 		$1.48M Buy
+148,905
New +$1.48M 0.06% 116

Other funds holding TAVI

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
TCM
Tenor Capital Management New York $6.49B AUM 3.01% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
WC
Wealthspring Capital West Harrison, New York $448M AUM 8.38% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

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

W.R. Berkley Corp increased its Tavia Acquisition Corp (TAVI) stake by 1.9% in Q1 2026, buying an estimated $41.8K and bringing the position to 216,861 shares worth $2.29M. The position accounts for 0.12% of the portfolio, ranked #163.

W.R. Berkley Corp first reported a position in TAVI in Q4 2024 and has held it in 6 quarters since. 36 funds tracked by Wall St. Rank hold TAVI as of Q1 2026.

  • W.R. Berkley Corp held 216,861 shares of Tavia Acquisition Corp worth $2.29M as of Q1 2026.
  • W.R. Berkley Corp bought 3,980 Tavia Acquisition Corp shares in Q1 2026, an estimated $41.8K.
  • Tavia Acquisition Corp made up 0.12% of W.R. Berkley Corp's portfolio in Q1 2026, its #163 holding.
  • W.R. Berkley Corp first reported a position in Tavia Acquisition Corp in Q4 2024 and has held it in 6 quarters since.
  • 36 funds tracked by Wall St. Rank held Tavia Acquisition Corp as of Q1 2026.

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