WRB

BERKLEY W R CORP

NYSE · Fire, Marine & Casualty Insurance · Inc. DE · CIK 0000011544
$68.27 +1.08% $25.4B
High Impact Filing (8/10)21 New Institutional Positions29 Institutional Exits
Vol
Market Cap$25.4B
Cap SizeLarge Cap
Analyst ConsensusSell (4%)
Inst. Holders50 funds
Inst. Value$9.8B
Inst. Activity21 buys / 29 sells
Insider Activity21B / 0S
Insider Net $$148.9M
Reddit Sentiment60° Warm
SEC Reports4
Congressional2 trades
Exchange NYSE·Sector Fire, Marine & Casualty Insurance·Inc. DE·CIK 0000011544·Prev Close $67.54

Recent Activity

Jun 11, 2026 SEC
A significant institutional cluster in WRB shows 134 buyers accumulating $739.6M in positions (net change -$22.8M) versu
INST-CLUSTER — Impact 5/10
Jun 10, 2026 SEC
W. R. Berkley Corporation announced the passing of its founder and Executive Chairman, William R. Berkley, at age 80. Th
8-K — Impact 4/10
Jun 10, 2026 SEC
The New Jersey Supreme Court ruled that Berkley Insurance Company validly denied coverage to Mist Pharmaceuticals under
COURT-RULING — Impact 6/10
Jun 3, 2026 Insider
Talisman Jonathan was granted 3,090 shares
Director
Jun 3, 2026 Insider
BLAYLOCK RONALD E was granted 3,090 shares
Director
Jun 3, 2026 Insider
Augostini Christopher L was granted 3,090 shares
Director
Inst.
JANUS HENDERSON GROUP PLC — TRIM
2,457,890 shares ($162.9M)
Inst.
DEUTSCHE BANK AG\ — ADD
1,144,757 shares ($75.9M)

Price Targets

$67.00 -1.9% upside Hold
Current $68.27 Low $51.00 Median $68.00 High $78.00 16 analysts
$51.00 $78.00

Analyst Ratings

Strong Sell4% buy · 27 analysts
0Strong Buy
1Buy
18Hold
7Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 12, 2026 Barclays MAINTAIN Underweight → Underweight
Jun 8, 2026 Goldman Sachs UPGRADE Neutral → Buy
Jun 8, 2026 Wells Fargo DOWNGRADE Equal-Weight → Underweight
Apr 27, 2026 UBS MAINTAIN Neutral → Neutral
Apr 27, 2026 Argus Research DOWNGRADE Buy → Hold

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.10 $1.05 — $1.14 4% YoY 15
Next Q $1.09 $1.02 — $1.15 -1% YoY 16
Current FY $4.67 $4.47 — $4.80 8% YoY 18
Next FY $4.82 $4.40 — $5.03 3% YoY 18

Top Institutional Holders

FundValueMove
BlackRock, Inc.$1.5B
VANGUARD CAPITAL MANAGEMENT LLC$1.3B
VANGUARD PORTFOLIO MANAGEMENT LLC$977.6M
STATE STREET CORP$954.8M
MORGAN STANLEY$690.1M

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026Talisman JonathanA$0.00
Jun 3, 2026BLAYLOCK RONALDA$0.00
Jun 3, 2026Augostini ChristopherA$0.00
Jun 3, 2026Rusbuldt RobertA$0.00
Jun 3, 2026Farrell MaryA$0.00

Reddit Sentiment

60°
Warm
Bearish Neutral Bullish
1 mentions 1 bullish 0 bearish

Congressional Trades

1 members: 0 buys, 2 sells
MemberPartyTypeAmount
Gilbert CisnerosDSELL$1,001 - $15,000
Gilbert CisnerosDSELL$1,001 - $15,000
50 institutional holders with $9.8B total value (148,257,290 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net selling activity: 29 institutions trimmed/exited vs 21 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.23,280,608$1.5B15.7%
2VANGUARD CAPITAL MANAGEMENT LLC18,925,841$1.3B12.8%
3VANGUARD PORTFOLIO MANAGEMENT LLC14,750,233$977.6M10.0%
4STATE STREET CORP14,405,410$954.8M9.7%
5MORGAN STANLEY10,412,465$690.1M7.0%
6KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC7,772,213$515.1M5.2%
7Invesco Ltd.5,051,765$334.8M3.4%
8FIRST TRUST ADVISORS LP3,972,929$263.3M2.7%
9WELLS FARGO & COMPANY/MN3,789,666$251.2M2.6%
10DIMENSIONAL FUND ADVISORS LP3,768,180$249.8M2.5%
11BANK OF AMERICA CORP /DE/2,904,522$192.5M2.0%
12GOLDMAN SACHS GROUP INC2,851,284$189.0M1.9%
13JANUS HENDERSON GROUP PLC2,457,890$162.9M1.7%TRIM -30.9%
141832 Asset Management L.P.2,293,921$152.0M1.5%
15Polar Capital Holdings Plc2,275,000$150.8M1.5%
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,901,305$126.0M1.3%
17Legal & General Group Plc1,871,044$124.0M1.3%
18VANGUARD FIDUCIARY TRUST CO1,658,869$109.9M1.1%
19CITADEL ADVISORS LLC1,394,141$92.4M0.9%
20FMR LLC1,389,362$92.1M0.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
JANUS HENDERSON GROUP PLCTRIM3,557,8072,457,890-30.9%$162.9M2026-Q1
DEUTSCHE BANK AG\ADD867,1841,144,757+32.0%$75.9M2026-Q1
HSBC HOLDINGS PLCTRIM1,735,9581,103,332-36.4%$73.2M2026-Q1
BRANDES INVESTMENT PARTNERS, LPTRIM817,992513,217-37.3%$34.0M2026-Q1
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMTRIM773,307502,561-35.0%$33.3M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED75,015426,345+468.3%$28.3M2026-Q1
FRANKLIN RESOURCES INCADD267,094393,082+47.2%$26.1M2026-Q1
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDADD194,793311,018+59.7%$20.6M2026-Q1
DANSKE BANK A/STRIM508,907272,160-46.5%$18.0M2026-Q1
CAPTRUST FINANCIAL ADVISORSTRIM948,168240,875-74.6%$16.0M2026-Q1
Korea Investment CORPADD113,796214,675+88.6%$14.2M2026-Q1
BNP Paribas Asset Management Holding S.A.TRIM479,097192,096-59.9%$12.8M2026-Q1
Trexquant Investment LPADD98,470169,329+72.0%$11.2M2026-Q1
Gotham Asset Management, LLCTRIM281,125167,126-40.6%$11.1M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.DOUBLED44,277125,648+183.8%$8.3M2026-Q1
Tredje AP-fondenDOUBLED29,140119,735+310.9%$7.9M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCTRIM168,449110,855-34.2%$7.3M2026-Q1
Vident Advisory, LLCADD68,82989,062+29.4%$5.9M2026-Q1
FIFTH THIRD BANCORPDOUBLED8,09679,006+875.9%$5.2M2026-Q1
Erste Asset Management GmbHTRIM111,33772,343-35.0%$4.8M2026-Q1
HighTower Advisors, LLCTRIM125,73563,095-49.8%$4.2M2026-Q1
Waverly Advisors, LLCDOUBLED5,15862,715+1115.9%$4.2M2026-Q1
Swiss Life Asset Management LtdTRIM106,47261,207-42.5%$4.1M2026-Q1
ExodusPoint Capital Management, LPNEAR_EXIT298,36360,832-79.6%$4.0M2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLCTRIM79,84855,788-30.1%$3.7M2026-Q1
11 unique insiders with 31 transactions. Net insider value: $148.9M ($148.9M bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026Talisman JonathanDirectorAWARD3,090
Jun 3, 2026BLAYLOCK RONALD EDirectorAWARD3,090
Jun 3, 2026Augostini Christopher LDirectorAWARD3,090
Jun 3, 2026Rusbuldt Robert AlanDirectorAWARD3,090
Jun 3, 2026Farrell Mary CDirectorAWARD3,090
Jun 3, 2026Mosley Daniel LynnDirectorAWARD3,090
Jun 3, 2026BERKLEY WILLIAM R JRPresident and CEOAWARD3,090
Jun 3, 2026Mattson Marie AngelaDirectorAWARD3,090
Jun 3, 2026Ferre Maria LuisaDirectorAWARD3,090
Jun 3, 2026BERKLEY WILLIAM RExecutive ChairmanAWARD3,090
Mar 3, 2026MITSUI SUMITOMO INSURANCE CO LTD10%+ OwnerBUY38,991$71.60$2.8M
Mar 2, 2026MITSUI SUMITOMO INSURANCE CO LTD10%+ OwnerBUY45,103$72.29$3.3M
Feb 27, 2026MITSUI SUMITOMO INSURANCE CO LTD10%+ OwnerBUY147,000$71.63$10.5M
Feb 26, 2026MITSUI SUMITOMO INSURANCE CO LTD10%+ OwnerBUY145,491$71.65$10.4M
Feb 25, 2026MITSUI SUMITOMO INSURANCE CO LTD10%+ OwnerBUY154,512$71.39$11.0M
Feb 24, 2026MITSUI SUMITOMO INSURANCE CO LTD10%+ OwnerBUY103,192$70.52$7.3M
Feb 23, 2026MITSUI SUMITOMO INSURANCE CO LTD10%+ OwnerBUY203,590$71.09$14.5M
Feb 20, 2026MITSUI SUMITOMO INSURANCE CO LTD10%+ OwnerBUY160,582$70.80$11.4M
Feb 19, 2026MITSUI SUMITOMO INSURANCE CO LTD10%+ OwnerBUY300,986$70.53$21.2M
Feb 13, 2026MITSUI SUMITOMO INSURANCE CO LTD10%+ OwnerBUY15,406$69.73$1.1M
Feb 12, 2026MITSUI SUMITOMO INSURANCE CO LTD10%+ OwnerBUY17,599$71.88$1.3M
Feb 11, 2026MITSUI SUMITOMO INSURANCE CO LTD10%+ OwnerBUY9,289$69.59$646.4K
Feb 10, 2026MITSUI SUMITOMO INSURANCE CO LTD10%+ OwnerBUY21,884$69.09$1.5M
Feb 9, 2026MITSUI SUMITOMO INSURANCE CO LTD10%+ OwnerBUY35,952$69.27$2.5M
Feb 6, 2026MITSUI SUMITOMO INSURANCE CO LTD10%+ OwnerBUY15,694$70.46$1.1M
Feb 5, 2026MITSUI SUMITOMO INSURANCE CO LTD10%+ OwnerBUY6,528$70.79$462.1K
Feb 4, 2026MITSUI SUMITOMO INSURANCE CO LTD10%+ OwnerBUY2,585$69.77$180.3K
Feb 3, 2026MITSUI SUMITOMO INSURANCE CO LTD10%+ OwnerBUY8,347$67.75$565.5K
Feb 2, 2026MITSUI SUMITOMO INSURANCE CO LTD10%+ OwnerBUY237,062$67.71$16.1M
Jan 30, 2026MITSUI SUMITOMO INSURANCE CO LTD10%+ OwnerBUY195,000$68.36$13.3M
Jan 29, 2026MITSUI SUMITOMO INSURANCE CO LTD10%+ OwnerBUY262,282$68.08$17.9M

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (4% buy). Based on 27 analysts: 0 strong buy, 1 buy, 18 hold, 7 sell, 1 strong sell.

Analyst Price Targets

$67.00 mean target -1.9% upside Hold (3.22)
$51.00 Low $78.00 High
MetricValue
Current Price$68.27
Target Low$51.00
Target Mean$67.00
Target Median$68.00
Target High$78.00
# Analysts16
RecommendationHold (3.22)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.10 $1.05 $1.14 4.4% +0.4% 5↑ 6↓ $3.2B 3.2% 15
Next Q
2026-09-30
$1.09 $1.02 $1.15 -0.9% +0.0% 6↑ 3↓ $3.2B 2.4% 16
Current FY
2026-12-31
$4.67 $4.47 $4.80 7.9% -0.3% $12.9B 3.4% 18
Next FY
2027-12-31
$4.82 $4.40 $5.03 3.1% -0.3% 6↑ 9↓ $13.5B 4.6% 18

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.097
7d ago$1.093+0.003
30d ago$1.093+0.004
60d ago$1.103-0.006
90d ago$1.104-0.007
15 analyst firms have rated this stock: 2 upgrades, 5 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 12, 2026 Barclays MAINTAIN Underweight Underweight
Jun 8, 2026 Goldman Sachs UPGRADE Neutral Buy
Jun 8, 2026 Wells Fargo DOWNGRADE Equal-Weight Underweight
Apr 27, 2026 UBS MAINTAIN Neutral Neutral
Apr 27, 2026 Argus Research DOWNGRADE Buy Hold
Apr 23, 2026 BMO Capital UPGRADE Underperform Market Perform
Apr 22, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 22, 2026 Barclays MAINTAIN Underweight Underweight
Apr 22, 2026 Truist Securities MAINTAIN Buy Buy
Apr 14, 2026 B of A Securities MAINTAIN Neutral Neutral
Apr 9, 2026 Cantor Fitzgerald DOWNGRADE Overweight Neutral
Apr 8, 2026 UBS MAINTAIN Neutral Neutral
Apr 8, 2026 Barclays MAINTAIN Underweight Underweight
Apr 6, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Apr 1, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Feb 2, 2026 Argus Research MAINTAIN Buy Buy
Feb 2, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
Jan 28, 2026 Truist Securities MAINTAIN Buy Buy
Jan 27, 2026 Jefferies MAINTAIN Hold Hold
Jan 27, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 27, 2026 Mizuho MAINTAIN Neutral Neutral
Jan 27, 2026 B of A Securities MAINTAIN Neutral Neutral
Jan 20, 2026 TD Cowen DOWNGRADE Hold Sell
Jan 14, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
Jan 13, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 8, 2026 Barclays MAINTAIN Underweight Underweight
Jan 7, 2026 Evercore ISI Group DOWNGRADE In-Line Underperform
Jan 6, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20260118714%
May 1, 20260218617%
Apr 1, 202612148112%
Mar 1, 202612138112%
Feb 1, 202622138115%
Jan 1, 202634132032%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 2 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Jan 20, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000Berkley (W.R.) CorpFeb 16, 2026 (28d)
Jan 6, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000Berkley (W.R.) CorpFeb 16, 2026 (42d)
60°
Warm
Bearish Neutral Bullish
1 mentions 1 bullish 0 bearish 1 time period

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jan 25, 2026160° Warm101

Recent Reddit Threads

r/stockmarket Bullish 4mo ago
Loaded Earnings Week: What are you playing?
▲ 2 💬 1 ⚡ 0.0
r/stockmarket Neutral 4mo ago
This Week in Markets: Jan 26-30, 2026
▲ 7 💬 5 ⚡ 0.0
May 27, 2026
short_volume
Short Volume: WRB — 63.0% short (0.7M / 1.1M)
Short: 703,861 | Exempt: 252 | TRF Vol: 1,117,360 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: WRB — 2.5M shares, 52,701 trades
Week starting 2026-05-25. Total ATS volume: 2,504,629 shares across 52,701 trades.
May 20, 2026
short_volume
Short Volume: WRB — 58.2% short (0.4M / 0.7M)
Short: 399,747 | Exempt: 0 | TRF Vol: 687,310 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: WRB — 2.6M shares, 59,792 trades
Week starting 2026-05-18. Total ATS volume: 2,647,530 shares across 59,792 trades.
May 11, 2026
dark_pool
Dark Pool: WRB — 2.4M shares, 55,923 trades
Week starting 2026-05-11. Total ATS volume: 2,417,695 shares across 55,923 trades.
May 11, 2026
Enforcement
Mist Pharmaceuticals, LLC v. Berkley Insurance Company
Court ruling from Supreme Court of New Jersey. Docket: A-34-24
May 4, 2026
dark_pool
Dark Pool: WRB — 1.7M shares, 50,941 trades
Week starting 2026-05-04. Total ATS volume: 1,744,621 shares across 50,941 trades.
Apr 29, 2026
short_volume
Short Volume: WRB — 60.4% short (0.5M / 0.8M)
Short: 468,116 | Exempt: 0 | TRF Vol: 775,293 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: WRB — 2.5M shares, 57,397 trades
Week starting 2026-04-27. Total ATS volume: 2,510,445 shares across 57,397 trades.
Apr 22, 2026
short_volume
Short Volume: WRB — 58.6% short (1.0M / 1.7M)
Short: 1,012,108 | Exempt: 0 | TRF Vol: 1,726,306 | Short Ratio: 58.6% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
short_interest
FTD: WRB — 26,837 shares ($1.8M) failed to deliver
Settlement: 20260422, Price: $65.40, FTD Value: $1,755,139.8, BERKLEY (W R) CORP
Apr 21, 2026
earnings_calendar
WRB Q1 2026 Earnings After Market Close — 2026-04-21
Apr 20, 2026
dark_pool
Dark Pool: WRB — 4.1M shares, 69,016 trades
Week starting 2026-04-20. Total ATS volume: 4,103,497 shares across 69,016 trades.
Apr 13, 2026
dark_pool
Dark Pool: WRB — 1.9M shares, 51,937 trades
Week starting 2026-04-13. Total ATS volume: 1,896,288 shares across 51,937 trades.
Apr 6, 2026
dark_pool
Dark Pool: WRB — 1.9M shares, 46,084 trades
Week starting 2026-04-06. Total ATS volume: 1,898,811 shares across 46,084 trades.
Mar 30, 2026
dark_pool
Dark Pool: WRB — 1.5M shares, 40,483 trades
Week starting 2026-03-30. Total ATS volume: 1,470,290 shares across 40,483 trades.