STOCK TITAN

W.R. Berkley files 9.9% ownership in Charlton Aria (CHAR)

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

W. R. Berkley Corporation filed an amended Schedule 13G reporting beneficial ownership of 878,975 Class A ordinary shares of Charlton Aria Acquisition Corporation (CUSIP G9877L107), representing 9.9% of the class. The filing shows shared voting and shared dispositive power over those shares, and is signed by Richard M. Baio on 05/07/2026.

Positive

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Negative

  • None.

Insights

Amendment confirms W.R. Berkley’s 9.9% stake with shared control.

The Schedule 13G/A restates that 878,975 shares (9.9%) are beneficially owned with shared voting and shared dispositive power. The filing attributes ownership to W.R. Berkley and Berkley Insurance Company, consistent with parent/subsidiary reporting conventions.

Because the filing is an ownership disclosure, its primary implications are governance visibility and potential future selling/coordination signals; no proceeds or transaction terms are included in the excerpt.

Beneficial ownership 878,975 shares Class A ordinary shares (CUSIP G9877L107)
Percent of class 9.9% Reported percent of Class A ordinary shares
Shared voting power 878,975 shares Number with shared power to vote as disclosed
Shared dispositive power 878,975 shares Number with shared power to dispose as disclosed
Filing signature date 05/07/2026 Signature date of Richard M. Baio
Reporting date in header 03/31/2026 Date shown near the top of the excerpt
Schedule 13G/A regulatory
"Amendment No. 1 and header identifying the filing type"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
Beneficial ownership financial
"Item 4. | Ownership (a) | Amount beneficially owned: 878,975"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Shared dispositive power financial
"Item 4. | (iv) Shared power to dispose or to direct the disposition of: 878,975"
Shared voting power financial
"Item 4. | (ii) Shared power to vote or to direct the vote: 878,975"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
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G9877L107

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



W.R. Berkley Corporation
Signature:/s/ Richard M. Baio
Name/Title:Richard M. Baio/Executive Vice President and Chief Financial Officer
Date:05/07/2026
Berkley Insurance Company
Signature:/s/ Richard M. Baio
Name/Title:Richard M. Baio/Executive Vice President and Treasurer
Date:05/07/2026

FAQ

What stake does W.R. Berkley report in CHAR?

W.R. Berkley reports beneficial ownership of 878,975 shares, equal to 9.9% of Charlton Aria Acquisition Corporation's Class A ordinary shares. The filing lists both shared voting and shared dispositive power over those shares.

Who holds voting and disposition authority over the reported shares?

The filing states shared voting power and shared dispositive power of 878,975 shares. It shows no sole voting or sole dispositive power for the reporting person, indicating joint control arrangements.

When was the Schedule 13G/A signed and by whom?

The Schedule 13G/A amendment is signed by Richard M. Baio in his roles as Executive Vice President and Chief Financial Officer and as Treasurer, with signature dates shown as 05/07/2026.

Does the filing indicate whether these shares were purchased or sold?

This Schedule 13G/A reports beneficial ownership levels and control details; it does not describe any purchase or sale transactions, consideration, or timing of acquisitions in the provided excerpt.