Inside the research

W. R. Berkley Corporation

WRB Research profile · latest available data

Price overview

$66.82

▼ -0.47 (-0.7%)

52w hi$76.33
52w lo$62.88
Vol2.19M
As of25 Sep 2026

The Verdict

Hold

Our score -0.15

Short-0.01
Medium-0.17
Long-0.37

computed 2026-09-27

Key fundamentals

W. R. Berkley Corporation

Market cap$24.81B
Trailing P/E13.75x
Forward P/E13.80x

Layer Breakdown

LayerRawContribution
Fundamental+0.07
Sector+0.02
Technical-0.06
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Risk Metrics

Beta vs SPX0.13
Corr SPX0.09
Annual vol22.3%
Annual ret+10.0%
Sharpe0.45
Max DD-19.0%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$67.31
High / Low$78.00 / $51.00
Median$68.00
Analysts16
Strong Buy0
Buy1
Hold13
Sell2
Strong Sell2

Recent rating actions

2026-04-27UBS→ Neutral
2026-04-27Argus Research→ Hold
2026-04-23BMO Capital→ Market Perform
2026-04-22Wells Fargo→ Equal-Weight
2026-04-22Truist Securities→ Buy
2026-04-22Barclays→ Underweight

Material Events

DateEvent8-K
2026-07-20Earnings Release, Exhibitsread
2026-06-26Officer / Director Changeread
2026-06-11Material Agreement, Material Obligation…read
2026-06-10Other Material Event, Exhibitsread
2026-06-05Shareholder Voteread
2026-04-21Earnings Release, Exhibitsread
2026-01-26Earnings Release, Exhibitsread
2025-12-05Other Material Event, Exhibitsread
2025-10-20Earnings Release, Exhibitsread
2025-07-21Earnings Release, Exhibitsread
2025-06-13Shareholder Vote, Exhibitsread
2025-04-21Earnings Release, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-03Welt Philip SEVP & SecretaryGrant14.09K—
2026-08-03Welt Philip SEVP & SecretaryWithheld for tax592$42.79K
2026-08-03Baio Richard MarkEVP & CFOGrant14.09K—
2026-08-03Baio Richard MarkEVP & CFOWithheld for tax650$46.99K
2026-08-03BERKLEY WILLIAM R JRChairman, President and CGrant98.59K—
2026-08-03BERKLEY WILLIAM R JRChairman, President and CWithheld for tax4.14K$299.20K
2026-08-03SHIEL JAMES GEVP - InvestmentsGrant14.09K—
2026-08-03SHIEL JAMES GEVP - InvestmentsWithheld for tax650$46.99K

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders0
Top-5 share0.0%
HHI0 (—)

Dividends

Yield (TTM)1.77%
$ / share (TTM)$1.18
5y CAGR+54.7%

Annual dividend per share

2021$0.89
2022$0.59
2023$1.29
2024$1.40
2025$1.85
2026$0.09

SEC Filings

DateFormDoc
2026-08-1413F-HRview
2026-08-054view
2026-08-054view
2026-08-054view
2026-08-054view
2026-07-3110-Qview
2026-07-208-Kview
2026-06-268-Kview
2026-06-2511-Kview
2026-06-118-Kview
2026-06-108-Kview
2026-06-058-Kview
2026-06-044view
2026-06-044view
2026-06-044view

The Long Run

FY 2010–2025 · 14 years

LineLatestCAGRTrend
Revenue$14.71B+9.1%
Net income$1.38B+13.0%
Cash from ops$2.93B+15.5%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$67.16$67.28$66.32$66.822.19M
Sep 24$68.09$68.45$67.24$67.291.98M
Sep 23$67.99$68.79$67.54$67.671.86M
Sep 22$68.72$69.06$67.71$68.174.51M
Sep 21$69.76$70.08$68.74$68.794.70M

Understand the score. Research layers are inputs to a model, and the available data has limits.

Read the methodology →