W.R. Berkley Corp’s ExcelFin Acquisition Corp Class A Common Stock XFIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-164,639	Closed	-$1.82M	–	187
2024 Q2	$1.82M	Hold	164,639	–	–	0.08%	117
2024 Q1	$1.8M	Buy	+164,639	New	+$1.78M	0.1%	116
2022 Q3	–	Sell	-332,958	Closed	-$3.31M	–	526
2022 Q2	$3.31M	Hold	332,958	–	–	0.16%	113
2022 Q1	$3.32M	Hold	332,958	–	–	0.17%	123
2021 Q4	$3.27M	Buy	+332,958	New	+$3.27M	0.18%	126

Other funds holding XFIN

SIA

SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

W.R. Berkley Corp's XFIN Position: Q3 2024 in Review

W.R. Berkley Corp sold out of ExcelFin Acquisition Corp Class A Common Stock (XFIN) in Q3 2024, closing a stake of 164,639 shares — an estimated $1.82M sold.

W.R. Berkley Corp first reported a position in XFIN in Q4 2021 and held it in 5 quarters. The position peaked at $3.32M in Q1 2022. 3 funds tracked by Wall St. Rank hold XFIN as of Q3 2024.

W.R. Berkley Corp reported no remaining ExcelFin Acquisition Corp Class A Common Stock position as of Q3 2024 after selling out during the quarter.
W.R. Berkley Corp sold 164,639 ExcelFin Acquisition Corp Class A Common Stock shares in Q3 2024, an estimated $1.82M.
W.R. Berkley Corp first reported a position in ExcelFin Acquisition Corp Class A Common Stock in Q4 2021 and held it in 5 quarters.
W.R. Berkley Corp's ExcelFin Acquisition Corp Class A Common Stock position peaked at $3.32M in Q1 2022.
3 funds tracked by Wall St. Rank held ExcelFin Acquisition Corp Class A Common Stock as of Q3 2024.

Based on W.R. Berkley Corp's 13F filing for Q3 2024, filed 14 Nov 2024.