Mitsubishi UFJ Trust & Banking Corp Trims Position in W.R. Berkley Corporation $WRB

Mitsubishi UFJ Trust & Banking Corp trimmed its position in W.R. Berkley Corporation (NYSE:WRB) by 5.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 247,971 shares of the insurance provider’s stock after selling 14,157 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp owned approximately 0.07% of W.R. Berkley worth $19,000,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Hilltop National Bank purchased a new stake in W.R. Berkley in the 2nd quarter worth approximately $27,000. Twin Peaks Wealth Advisors LLC purchased a new position in shares of W.R. Berkley during the 2nd quarter valued at $27,000. Elevation Point Wealth Partners LLC bought a new position in shares of W.R. Berkley in the second quarter worth $34,000. Cary Street Partners Financial LLC raised its position in shares of W.R. Berkley by 691.9% in the second quarter. Cary Street Partners Financial LLC now owns 586 shares of the insurance provider’s stock worth $43,000 after buying an additional 512 shares in the last quarter. Finally, Whipplewood Advisors LLC boosted its stake in W.R. Berkley by 148.4% during the second quarter. Whipplewood Advisors LLC now owns 616 shares of the insurance provider’s stock valued at $45,000 after buying an additional 368 shares during the period. 68.82% of the stock is currently owned by institutional investors.

W.R. Berkley Price Performance

Shares of W.R. Berkley stock opened at $66.92 on Tuesday. The company has a debt-to-equity ratio of 0.29, a quick ratio of 0.37 and a current ratio of 0.37. W.R. Berkley Corporation has a 52-week low of $57.75 and a 52-week high of $78.96. The company has a fifty day moving average of $70.76 and a 200-day moving average of $72.07. The stock has a market capitalization of $25.43 billion, a price-to-earnings ratio of 14.06, a price-to-earnings-growth ratio of 2.50 and a beta of 0.39.

W.R. Berkley (NYSE:WRB) last posted its quarterly earnings results on Monday, January 26th. The insurance provider reported $1.13 earnings per share for the quarter, missing the consensus estimate of $1.14 by ($0.01). W.R. Berkley had a return on equity of 18.86% and a net margin of 13.01%.The business had revenue of $3.18 billion during the quarter, compared to the consensus estimate of $3.18 billion. During the same period in the prior year, the firm earned $1.13 earnings per share. The business’s revenue for the quarter was up 2.1% on a year-over-year basis. Equities research analysts expect that W.R. Berkley Corporation will post 4.33 EPS for the current year.

W.R. Berkley Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, December 29th. Investors of record on Monday, December 15th were issued a dividend of $0.09 per share. The ex-dividend date was Monday, December 15th. This represents a $0.36 annualized dividend and a yield of 0.5%. W.R. Berkley’s dividend payout ratio is currently 7.56%.

Insiders Place Their Bets

In related news, major shareholder Sumitomo Insurance Co L. Mitsui purchased 368,000 shares of the firm’s stock in a transaction on Friday, January 23rd. The shares were acquired at an average cost of $66.96 per share, with a total value of $24,641,280.00. Following the purchase, the insider directly owned 54,589,504 shares of the company’s stock, valued at approximately $3,655,313,187.84. This trade represents a 0.68% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available at the SEC website. In the last three months, insiders bought 5,782,916 shares of company stock worth $399,073,250. Corporate insiders own 23.00% of the company’s stock.

More W.R. Berkley News

Here are the key news stories impacting W.R. Berkley this week:

• Positive Sentiment: Large insider buying reported: two major-shareholder purchases totaling roughly $46.9M signal confidence from insiders, which can support sentiment. W.R. Berkley (NYSE:WRB) Major Shareholder Buys $22,258,500.00 in Stock W.R. Berkley (NYSE:WRB) Major Shareholder Purchases $24,641,280.00 in Stock
• Positive Sentiment: Company reports stronger underwriting and investment income pushed quarterly operating income higher, supporting core profitability metrics (net margin ~13%, ROE ~18.9%). W. R. Berkley quarterly operating income rises on strong underwriting, investment income
• Neutral Sentiment: Company press release: Q4 and full-year 2025 results show modest top-line growth (gross and net premiums written increased year-over-year) and a small EPS change vs. prior year; read the release for segment detail. W. R. Berkley Corporation Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Market summaries/earnings snapshots note EPS essentially flat year-over-year ($1.13) with revenue up ~2.1%; small beats/misses vs. different consensus figures leave the print mixed. W.R. Berkley: Q4 Earnings Snapshot
• Negative Sentiment: Caveat for short-term sentiment: several outlets and Zacks flagged that results and revenues ran slightly below certain analyst estimates (Zacks shows a $0.01 EPS miss vs. its consensus and some reports call Q4 sales below expectations), which likely pressured the stock intraday. W.R. Berkley (WRB) Q4 Earnings and Revenues Lag Estimates
• Negative Sentiment: Analyst notes and previews signaled reduced near-term earnings expectations and at least one firm adjusted its view/price target, adding pressure as the headline EPS/revenue print removed clarity for beat-driven upside. Why Analysts See A Shifting Story For W. R. Berkley (WRB) After The New Price Target

Analyst Ratings Changes

A number of brokerages have weighed in on WRB. Truist Financial set a $84.00 target price on W.R. Berkley and gave the stock a “buy” rating in a research note on Tuesday, October 21st. Morgan Stanley set a $75.00 price objective on shares of W.R. Berkley in a research report on Tuesday, December 16th. Mizuho set a $69.00 price target on shares of W.R. Berkley in a research note on Wednesday, January 14th. The Goldman Sachs Group restated a “neutral” rating and set a $73.00 price objective on shares of W.R. Berkley in a research report on Wednesday, January 7th. Finally, Jefferies Financial Group dropped their price objective on shares of W.R. Berkley from $76.00 to $75.00 and set a “hold” rating for the company in a report on Tuesday, October 21st. Three equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Reduce” and an average price target of $71.47.

W.R. Berkley Company Profile

W. R. Berkley Corporation (NYSE: WRB) is a publicly traded insurance holding company that underwrites and sells commercial property and casualty insurance, specialty insurance products, and reinsurance. Headquartered in Greenwich, Connecticut, the company operates a portfolio of underwriting businesses that focus on niche and specialty commercial risks, offering coverage tailored to industries such as transportation, construction, professional services and other commercial lines.

The company’s product mix includes primary and excess casualty, property, professional liability, environmental and other specialty lines, together with treaty and facultative reinsurance solutions.