Nisa Investment Advisors LLC Trims Position in W.R. Berkley Corporation $WRB

Nisa Investment Advisors LLC decreased its position in shares of W.R. Berkley Corporation (NYSE:WRB) by 5.5% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 188,255 shares of the insurance provider’s stock after selling 10,857 shares during the quarter. Nisa Investment Advisors LLC’s holdings in W.R. Berkley were worth $14,424,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of the business. Brighton Jones LLC lifted its position in shares of W.R. Berkley by 75.6% in the fourth quarter. Brighton Jones LLC now owns 50,503 shares of the insurance provider’s stock valued at $2,955,000 after acquiring an additional 21,737 shares in the last quarter. Ashton Thomas Private Wealth LLC lifted its holdings in W.R. Berkley by 10.3% in the 1st quarter. Ashton Thomas Private Wealth LLC now owns 5,430 shares of the insurance provider’s stock worth $386,000 after purchasing an additional 506 shares in the last quarter. Empowered Funds LLC boosted its stake in W.R. Berkley by 9.7% in the 1st quarter. Empowered Funds LLC now owns 33,990 shares of the insurance provider’s stock worth $2,419,000 after purchasing an additional 3,013 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in W.R. Berkley by 2.1% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,539,691 shares of the insurance provider’s stock valued at $180,724,000 after buying an additional 52,594 shares in the last quarter. Finally, Geneos Wealth Management Inc. raised its position in shares of W.R. Berkley by 13.3% during the first quarter. Geneos Wealth Management Inc. now owns 2,392 shares of the insurance provider’s stock valued at $170,000 after buying an additional 280 shares during the last quarter. Hedge funds and other institutional investors own 68.82% of the company’s stock.

W.R. Berkley Trading Down 2.5%

Shares of NYSE WRB opened at $68.45 on Friday. W.R. Berkley Corporation has a 1-year low of $55.97 and a 1-year high of $78.96. The company has a debt-to-equity ratio of 0.29, a current ratio of 0.37 and a quick ratio of 0.37. The business’s 50 day moving average is $72.41 and its two-hundred day moving average is $72.33. The stock has a market capitalization of $26.01 billion, a P/E ratio of 14.38, a PEG ratio of 2.61 and a beta of 0.39.

W.R. Berkley (NYSE:WRB) last posted its quarterly earnings data on Monday, October 20th. The insurance provider reported $1.10 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.07 by $0.03. The business had revenue of $3.77 billion during the quarter, compared to analyst estimates of $3.16 billion. W.R. Berkley had a return on equity of 18.86% and a net margin of 13.01%.The company’s revenue for the quarter was up 10.8% on a year-over-year basis. During the same period last year, the company earned $0.93 EPS. As a group, research analysts expect that W.R. Berkley Corporation will post 4.33 EPS for the current year.

W.R. Berkley Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on WRB shares. The Goldman Sachs Group restated a “neutral” rating and set a $73.00 target price on shares of W.R. Berkley in a research report on Wednesday. Wells Fargo & Company set a $66.00 price objective on W.R. Berkley and gave the company an “equal weight” rating in a research report on Tuesday, October 21st. Wolfe Research assumed coverage on W.R. Berkley in a report on Monday, September 15th. They issued a “peer perform” rating on the stock. Evercore ISI set a $69.00 price target on W.R. Berkley and gave the company an “underperform” rating in a research note on Wednesday. Finally, Jefferies Financial Group reduced their price objective on W.R. Berkley from $76.00 to $75.00 and set a “hold” rating on the stock in a research note on Tuesday, October 21st. Three research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $72.87.

Insider Buying and Selling at W.R. Berkley

In other news, major shareholder Sumitomo Insurance Co L. Mitsui bought 275,000 shares of the stock in a transaction dated Friday, January 9th. The stock was purchased at an average price of $68.95 per share, for a total transaction of $18,961,250.00. Following the acquisition, the insider owned 51,915,463 shares of the company’s stock, valued at $3,579,571,173.85. The trade was a 0.53% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders have acquired a total of 3,108,875 shares of company stock valued at $217,295,222 over the last quarter. Corporate insiders own 23.30% of the company’s stock.

More W.R. Berkley News

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

• Positive Sentiment: Major shareholder Sumitomo (a >10% holder) has been buying materially—multiple purchases Jan. 5–9 totaling roughly 671k shares—signaling confidence from a large, strategic investor and providing steady demand. Read More.
• Positive Sentiment: The board increased the share repurchase authorization to 25 million shares, which supports buyback-driven EPS/book‑value accretion expectations and likely lifted sentiment among income/capital-return focused holders. Read More.
• Positive Sentiment: Some analysts/shops remain constructive — e.g., Keefe, Bruyette & Woods raised its price target — helping offset negative notes and giving investors a visible upside case. Read More.
• Neutral Sentiment: W.R. Berkley set its Q4 and full‑year 2025 earnings release for Jan. 26 (after‑market) with a conference call — this is a clear near‑term catalyst that could swing the stock either way. Read More.
• Negative Sentiment: Evercore ISI downgraded WRB to “underperform” citing EPS pressure and set a ~$69 target — high‑profile downgrades can trigger selling or reduce conviction among momentum investors. Read More.
• Negative Sentiment: Bank of America and other shops have trimmed targets or maintained cautious stances, adding to mixed analyst sentiment and limiting upside from current levels. Read More.

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.