SCHEDULE: W. R. Berkley Discloses 5.7% Stake in Ares Acquisition II
Beneficial Ownership Report (Schedule 13G)
W. R. Berkley Corporation and its subsidiary Berkley Insurance Company have disclosed a 5.7% beneficial ownership stake in Ares Acquisition Corporation II.
Summary
- W. R. Berkley Corporation and its subsidiary, Berkley Insurance Company, have jointly reported beneficial ownership of Class A Ordinary Shares of Ares Acquisition Corporation II.
- The reporting entities collectively own 3,513,649 Class A Ordinary Shares.
- This ownership represents 5.7% of the Class A Ordinary Shares outstanding.
- The calculation of the ownership percentage is based on 61,859,712 Class A Ordinary Shares outstanding as of May 12, 2025, as reported in the Issuer's Form 10-Q filed May 15, 2025.
- The shares are held with shared voting power and shared dispositive power.
Sentiment
Score: 5
Explanation: The filing is a factual disclosure of beneficial ownership, which is neutral in sentiment. It does not contain positive or negative performance indicators or forward-looking statements that would sway sentiment.
Future Outlook
NA
Management Comments
- The securities were acquired and are held in the ordinary course of business.
- The securities were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer.
- The securities 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 Rule 14a-11.
Industry Context
This filing indicates an institutional investment in a Special Purpose Acquisition Company (SPAC), which is a common practice for institutional investors seeking exposure to potential future de-SPAC transactions.
Stakeholder Impact
- Shareholders: Disclosure of a significant institutional holder may influence investor perception and potentially the stock's liquidity and stability.
Key Dates
| Date | Description |
|---|---|
| 05/12/2025 | Date as of which Ares Acquisition Corporation II had 61,859,712 Class A Ordinary Shares outstanding, used for ownership percentage calculation. |
| 05/15/2025 | Date Ares Acquisition Corporation II filed its Form 10-Q, which provided the outstanding share count. |
| 06/30/2025 | Date of event which required the filing of this statement. |
| 08/08/2025 | Date the Schedule 13G was signed by W. R. Berkley Corporation and Berkley Insurance Company. |
Keywords
Ares Acquisition Corporation II, W. R. Berkley Corporation, Berkley Insurance Company, Schedule 13G, Beneficial Ownership, Class A Ordinary Shares, Institutional Investor, SPAC
Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.