STOCK TITAN

W. R. Berkley (FACT) reports 6.2% beneficial stake in FACT II Acquisition

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

W. R. Berkley Corporation reported beneficial ownership of 1,153,140 Class A ordinary shares of FACT II Acquisition Corp., representing 6.2% of the class. The securities are Class A ordinary shares with a par value of $0.0001 per share.

W. R. Berkley and its subsidiary Berkley Insurance Company each report shared voting and dispositive power over the same 1,153,140 shares and no sole voting or dispositive power. Berkley Insurance Company is identified as the subsidiary through which the securities were acquired, as referenced in Exhibit 99.1. The filing is signed by Richard M. Baio in his capacities as Executive Vice President, Chief Financial Officer, and Treasurer.

Positive

  • None.

Negative

  • None.
Shares beneficially owned 1,153,140 shares Class A ordinary shares of FACT II Acquisition Corp. reported by W. R. Berkley Corporation
Percent of class 6.2% Percentage of FACT II Acquisition Corp. Class A ordinary shares held beneficially
Shared voting power 1,153,140 shares Shares over which W. R. Berkley and Berkley Insurance Company share voting power
Shared dispositive power 1,153,140 shares Shares over which W. R. Berkley and Berkley Insurance Company share dispositive power
Par value per share $0.0001 per share Par value of FACT II Acquisition Corp. Class A ordinary shares
beneficial ownership financial
"Item 4. | Ownership (a) | Amount beneficially owned: 1,153,140"
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 voting power financial
"Shared Voting Power 1,153,140.00 7 | Sole Dispositive Power 0.00 8 | Shared Dispositive Power"
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.
shared dispositive power financial
"Shared Voting Power 1,153,140.00 7 | Sole Dispositive Power 0.00 8 | Shared Dispositive Power"
parent holding company regulatory
"If a parent holding company has filed this schedule, pursuant to (ii)(G), so indicate"
Schedule 13G regulatory
"Identification and Classification of the Subsidiary Which Acquired the Security Being Reported"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates

FAQ

How many FACT (FACT II Acquisition Corp.) shares does W. R. Berkley own?

W. R. Berkley Corporation reports beneficial ownership of 1,153,140 Class A ordinary shares of FACT II Acquisition Corp. This stake represents a 6.2% interest in the outstanding Class A ordinary shares.

What percentage of FACT Class A shares does W. R. Berkley hold?

W. R. Berkley Corporation reports holding 6.2% of FACT II Acquisition Corp.’s Class A ordinary shares. This percentage is based on 1,153,140 shares over which it has shared voting and dispositive power.

Who has voting and dispositive power over FACT shares held by W. R. Berkley?

W. R. Berkley and Berkley Insurance Company have shared voting power over 1,153,140 shares and shared dispositive power over 1,153,140 shares, with no sole voting or dispositive power reported for this position.

Which subsidiary of W. R. Berkley acquired the FACT shares?

The shares were acquired through Berkley Insurance Company, a Delaware subsidiary of W. R. Berkley Corporation. The subsidiary is identified under Item 7 and further referenced in Exhibit 99.1 to the Schedule 13G.

What securities of FACT II Acquisition Corp. are reported in this Schedule 13G?

The filing covers Class A ordinary shares of FACT II Acquisition Corp. with a par value of $0.0001 per share, identified by CUSIP G32901103, beneficially owned by W. R. Berkley and its subsidiary.





G32901103

(CUSIP Number)
06/30/2026

(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:08/05/2026
Berkley Insurance Company
Signature:/s/ Richard M. Baio
Name/Title:Richard M. Baio/Executive Vice President and Treasurer
Date:08/05/2026