W. R. Berkley discloses 6.3% Tavia stake in 13G filing (TAVI)

Rhea-AI Filing Summary

W. R. Berkley Corporation filed a Schedule 13G reporting beneficial ownership of 6.3% of the Class A ordinary shares of Tavia Acquisition Corp. The securities are Class A ordinary shares with a par value of $0.0001 per share, identified by CUSIP G86880104.

The filing states that W. R. Berkley Corporation, together with subsidiary Berkley Insurance Company, holds only shared voting and shared dispositive power over the reported shares, with no sole voting or dispositive power. The filing is signed by Executive Vice President and Chief Financial Officer, and by Executive Vice President and Treasurer, on August 5, 2026.

Key Figures

Beneficial ownership: 6.3 % Sole voting power: 0 Sole dispositive power: 0 +2 more

5 metrics

Beneficial ownership 6.3 % Percentage of Tavia Acquisition Corp. Class A ordinary shares reported as beneficially owned

Sole voting power 0 Shares over which W. R. Berkley Corporation has sole power to vote

Sole dispositive power 0 Shares over which W. R. Berkley Corporation has sole power to dispose

Ownership date 06/30/2026 Date as of which the beneficial ownership information is stated

Signature date 08/05/2026 Date Richard M. Baio signed the Schedule 13G in both reported capacities

Key Terms

beneficially owned, shared voting power, dispositive power, parent holding company, +1 more

5 terms

beneficially owned financial

"Item 4. | Ownership (a) | Amount beneficially owned"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

shared voting power financial

"Shared power to vote or to direct the vote"

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.

dispositive power financial

"power to dispose or to direct the disposition of"

Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.

parent holding company financial

"If a parent holding company has filed this schedule"

Schedule 13G regulatory

"Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on"

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.

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Available on EDGAR 08/06/2026 - 05:12 PM Accepted by SEC EDGAR 08/06/2026 - 05:12 PM Learn about SEC filing dates

FAQ

What ownership stake in TAVI does W. R. Berkley report on this Schedule 13G?

W. R. Berkley Corporation reports beneficial ownership of 6.3% of Tavia Acquisition Corp.’s Class A ordinary shares. This reflects a passive stake disclosed under Schedule 13G rules, rather than a change-of-control filing.

Which securities of Tavia Acquisition Corp. (TAVI) are covered in this Schedule 13G?

The filing covers Class A ordinary shares with a par value of $0.0001 per share of Tavia Acquisition Corp., identified by CUSIP G86880104, indicating the specific equity class in which the stake is held.

Does W. R. Berkley have sole or shared voting power over TAVI shares?

W. R. Berkley Corporation reports 0 shares with sole voting power and that all reported shares are subject to shared voting power. The same applies to dispositive power, indicating joint control over how the shares are voted and disposed.

Which subsidiary of W. R. Berkley is identified in the TAVI Schedule 13G?

The Schedule 13G identifies Berkley Insurance Company as the relevant subsidiary associated with the reported ownership in Tavia Acquisition Corp. An exhibit referenced as Exhibit 99.1 provides the detailed classification of this subsidiary.

When is the ownership information for Tavia Acquisition Corp. (TAVI) in this 13G effective?

The ownership information is stated as of June 30, 2026, with the Schedule 13G signed on August 5, 2026. These dates frame when the reported 6.3% beneficial ownership and related powers are measured and formally certified.

Who signed the Schedule 13G related to Tavia Acquisition Corp. (TAVI)?

The Schedule 13G is signed by Richard M. Baio in two capacities: as Executive Vice President and Chief Financial Officer and as Executive Vice President and Treasurer, both dated August 5, 2026, providing corporate authorization for the disclosure.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Tavia Acquisition Corp.

(Name of Issuer)

Class A ordinary shares, par value $0.0001 per share

(Title of Class of Securities)

G86880104

(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

CUSIP Number(s): G86880104

1

Names of Reporting Persons

W. R. Berkley Corporation

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 547,677.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 547,677.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

547,677.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

6.3 %

12

Type of Reporting Person (See Instructions)

CO

SCHEDULE 13G

CUSIP Number(s): G86880104

1

Names of Reporting Persons

Berkley Insurance Company

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 547,677.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 547,677.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

547,677.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

6.3 %

12

Type of Reporting Person (See Instructions)

CO, IC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Tavia Acquisition Corp.
(b)	Address of issuer's principal executive offices: 850 Library Avenue, Suite 204, Newark, Delaware, 19711
Item 2.
(a)	Name of person filing: W. R. Berkley Corporation
(b)	Address or principal business office or, if none, residence: 475 Steamboat Road Greenwich, CT 06830
(c)	Citizenship: US
(d)	Title of class of securities: Class A ordinary shares, par value $0.0001 per share
(e)	CUSIP Number(s): G86880104
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 457,677
(b)	Percent of class: 6.3 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 457,677
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 457,677
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. See Exhibit 99.1
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

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