W.R. Berkley Corporation $WRB Shares Sold by Strs Ohio

Strs Ohio cut its position in shares of W.R. Berkley Corporation (NYSE:WRB) by 85.0% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 6,939 shares of the insurance provider’s stock after selling 39,271 shares during the quarter. Strs Ohio’s holdings in W.R. Berkley were worth $532,000 as of its most recent filing with the SEC.

A number of other hedge funds have also made changes to their positions in WRB. Crestwood Advisors Group LLC boosted its position in shares of W.R. Berkley by 4.4% in the 2nd quarter. Crestwood Advisors Group LLC now owns 3,721 shares of the insurance provider’s stock worth $273,000 after buying an additional 158 shares in the last quarter. Checchi Capital Advisers LLC raised its position in W.R. Berkley by 4.0% during the second quarter. Checchi Capital Advisers LLC now owns 4,334 shares of the insurance provider’s stock worth $318,000 after acquiring an additional 165 shares during the last quarter. Ritholtz Wealth Management lifted its holdings in shares of W.R. Berkley by 2.1% in the second quarter. Ritholtz Wealth Management now owns 8,391 shares of the insurance provider’s stock valued at $617,000 after purchasing an additional 173 shares in the last quarter. Versant Capital Management Inc grew its position in shares of W.R. Berkley by 9.4% in the third quarter. Versant Capital Management Inc now owns 2,021 shares of the insurance provider’s stock valued at $155,000 after purchasing an additional 174 shares during the last quarter. Finally, Steph & Co. increased its stake in shares of W.R. Berkley by 9.3% during the 3rd quarter. Steph & Co. now owns 2,151 shares of the insurance provider’s stock worth $165,000 after purchasing an additional 183 shares in the last quarter. Hedge funds and other institutional investors own 68.82% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on the company. Weiss Ratings reaffirmed a “buy (b)” rating on shares of W.R. Berkley in a research note on Wednesday, January 21st. Bank of America reduced their price objective on W.R. Berkley from $69.00 to $66.00 and set a “neutral” rating on the stock in a research report on Tuesday. The Goldman Sachs Group reiterated a “neutral” rating and set a $73.00 price objective on shares of W.R. Berkley in a research report on Wednesday, January 7th. BMO Capital Markets downgraded shares of W.R. Berkley from a “market perform” rating to an “underperform” rating and set a $64.00 target price for the company. in a research note on Wednesday, October 22nd. Finally, Mizuho decreased their price target on shares of W.R. Berkley from $69.00 to $67.00 and set a “neutral” rating on the stock in a research note on Tuesday. Three investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Reduce” and an average price target of $70.43.

W.R. Berkley Stock Performance

NYSE WRB opened at $68.56 on Friday. The business’s 50-day moving average price is $70.00 and its 200 day moving average price is $71.99. The company has a current ratio of 0.37, a quick ratio of 0.37 and a debt-to-equity ratio of 0.29. W.R. Berkley Corporation has a twelve month low of $58.07 and a twelve month high of $78.96. The company has a market capitalization of $26.05 billion, a PE ratio of 15.41, a price-to-earnings-growth ratio of 2.83 and a beta of 0.39.

W.R. Berkley (NYSE:WRB) last posted its quarterly earnings data on Monday, January 26th. The insurance provider reported $1.13 EPS for the quarter, missing analysts’ consensus estimates of $1.14 by ($0.01). The company had revenue of $3.18 billion for the quarter, compared to analyst estimates of $3.18 billion. W.R. Berkley had a net margin of 12.10% and a return on equity of 18.35%. The company’s revenue was up 2.1% compared to the same quarter last year. During the same period in the prior year, the company earned $1.13 EPS. On average, research analysts predict that W.R. Berkley Corporation will post 4.33 earnings per share for the current year.

W.R. Berkley Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, December 29th. Shareholders of record on Monday, December 15th were paid a dividend of $0.09 per share. The ex-dividend date of this dividend was Monday, December 15th. This represents a $0.36 dividend on an annualized basis and a yield of 0.5%. W.R. Berkley’s dividend payout ratio (DPR) is currently 8.09%.

Key Stories Impacting W.R. Berkley

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

• Positive Sentiment: Large, repeated insider purchases by major shareholder Sumitomo (Mitsui) over several days — totaling hundreds of thousands of shares and adding materially to a >10% stake — signal strong insider confidence and likely underpin buying interest. SEC Filing: Sumitomo/Mitsui buys WRB shares
• Positive Sentiment: Company commentary and updates highlighted record profitability, a $971M program of buybacks/dividends and a sub‑30% expense‑ratio target alongside increased technology investment — supportive for EPS and capital returns over time. W. R. Berkley signals increased technology investments and affirms sub‑30% expense ratio target while returning $971M to shareholders
• Neutral Sentiment: Q4 results showed a very small EPS miss ($1.13 vs. $1.14 consensus) with revenue roughly in line — not a material shock but it removes upside surprise from the quarter. W R Berkley (WRB) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Several sell‑side firms cut price targets (Jefferies, Mizuho, Wells Fargo, Bank of America) and the consensus analyst rating sits at “Reduce”, applying downward pressure and limiting near‑term upside. WRB Given Consensus Rating of “Reduce” by Analysts
• Negative Sentiment: Analysts flag slowing growth and valuation concerns despite solid underwriting — trimmed targets to the mid‑$60s raise the risk of further multiple compression if results do not accelerate. W. R. Berkley: Solid Underwriting but Slowing Growth and Limited Upside Justify Neutral (Hold) Rating

Insider Buying and Selling at W.R. Berkley

In related news, major shareholder Sumitomo Insurance Co L. Mitsui acquired 370,000 shares of the stock in a transaction dated Monday, January 26th. The stock was bought at an average cost of $67.07 per share, with a total value of $24,815,900.00. Following the purchase, the insider directly owned 54,959,504 shares of the company’s stock, valued at approximately $3,686,133,933.28. This represents a 0.68% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. In the last quarter, insiders have acquired 7,296,847 shares of company stock valued at $501,460,875. 23.30% of the stock is owned by company insiders.

About W.R. Berkley

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.