W. R. Berkley (WRB)

52 Lime Street Management Limited • Acadia Insurance Company • Acadia Insurance Group, LLC • Admiral Indemnity Company • Admiral Insurance Company • Admiral Insurance Group, LLC • American Mining Insurance Group, LLC • Armada Insurance Services, Inc. • BerkDel Investors Limited • Berkley Accident and Health, LLC ...

IRS number

221867895

WRB stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$62.00

Low target

$52.00

High target

$70.00

Keefe, Bruyette & Woods

Latest filings (excl ownership)

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24 Feb 25

W. R. Berkley Corporation Reports Fourth Quarter and Full Year 2024 Results

4 Nov 24

W. R. Berkley Corporation Reports Third Quarter Results

21 Oct 24

N-PX

Annual report of proxy voting record

2 Aug 24

W. R. Berkley Corporation Reports Second Quarter Results

22 Jul 24

8-K

Submission of Matters to a Vote of Security Holders

3 May 24

Annual report to shareholders

26 Apr 24

Transcripts

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WRB

Earnings call transcript

2024 Q4

27 Jan 25

WRB

Earnings call transcript

2024 Q3

21 Oct 24

WRB

Earnings call transcript

2024 Q2

22 Jul 24

WRB

Earnings call transcript

2024 Q1

23 Apr 24

WRB

Earnings call transcript

2023 Q4

24 Jan 24

WRB

Earnings call transcript

2023 Q3

23 Oct 23

WRB

Earnings call transcript

2023 Q2

20 Jul 23

WRB

Earnings call transcript

2023 Q2

20 Jul 23

WRB

Earnings call transcript

2023 Q1

20 Apr 23

WRB

Earnings call transcript

2022 Q4

26 Jan 23

Latest ownership filings

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13F-HR

Quarterly holdings report by institutional manager

14 Feb 25

SC 13G

Integrated Wellness Acquisition Corp

Quarterly holdings report by institutional manager

14 Nov 24

SC 13G

Pyrophyte Acquisition Corp.

6 Nov 24

SC 13G

Metal Sky Star Acquisition Corp

6 Nov 24

SC 13G

Mountain & Co. I Acquisition Corp.

6 Nov 24

SC 13G

Bayview Acquisition Corp

6 Nov 24

SC 13G

Oak Woods Acquisition Corp

6 Nov 24

Financial summary

Financial statements Chart WRB financial data

Quarter (USD)	Dec 24	Sep 24	Jun 24	Mar 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 24	Dec 23	Dec 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q4 2024

WRB institutional ownership history Ownership history

68.7% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	845	788	+7.2%
Opened positions	120	110	+9.1%
Closed positions	63	65	-3.1%
Increased positions	333	630	-47.1%
Reduced positions	251	37	+578.4%

13F shares	Current	Prev Q	Change
Total value	14.86 tn	13.80 tn	+7.7%
Total shares	260.49 mm	252.83 mm	+3.0%
Total puts	104.95 k	154.60 k	-32.1%
Total calls	171.75 k	213.05 k	-19.4%
Total put/call ratio	0.6	0.7	-15.8%

Largest owners	Shares	Value	Change
Vanguard	36.44 mm	$2.13 tn	+1.5%
BlackRock	24.36 mm	$1.43 tn	+4.3%
MS Morgan Stanley	18.37 mm	$1.07 tn	-8.3%
STT State Street	15.11 mm	$884.24 bn	-0.1%
Kayne Anderson Rudnick Investment Management	11.72 mm	$686.00 bn	+1.0%
JHG Janus Henderson	9.96 mm	$582.68 bn	-12.1%
Geode Capital Management	7.69 mm	$449.17 bn	+1.4%
JPM JPMorgan Chase & Co.	7.09 mm	$415.10 bn	-3.7%
Manufacturers Life Insurance Company, The	4.79 mm	$280.16 bn	+15.2%
Norges Bank	4.66 mm	$272.58 bn	NEW

Largest transactions	Shares	Bought/sold	Change
Norges Bank	4.66 mm	+4.66 mm	NEW
First Trust Advisors	746.01 k	-3.25 mm	-81.3%
Madison Investment Advisors	1.68 mm	+1.68 mm	NEW
MS Morgan Stanley	18.37 mm	-1.66 mm	-8.3%
BAC Bank of America	2.95 mm	+1.62 mm	+121.1%
RJF Raymond James Financial	1.53 mm	+1.53 mm	NEW
JHG Janus Henderson	9.96 mm	-1.36 mm	-12.1%
Raymond James & Associates	0.00	-1.33 mm	EXIT
Coho Partners	1.13 mm	+1.13 mm	NEW
Caisse De Depot Et Placement Du Quebec	456.40 k	-1.05 mm	-69.7%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

WRB insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
8 Jan 25	James G Shiel	Common Stock	Gift	Dispose G	No	No	0	208,000	0.00	783,065
26 Dec 24	James G Shiel	Common Stock	Gift	Dispose G	No	No	0	1,500	0.00	991,065
15 Aug 24	Berkley William R JR	Common Stock	Payment of exercise	Dispose F	No	No	57.75	5,055	291.93 k	4,442,821
15 Aug 24	Berkley William R JR	Common Stock	Grant	Acquire A	No	No	0	120,430	0.00	4,447,876
15 Aug 24	Richard Mark Baio	Common Stock	Payment of exercise	Dispose F	No	No	57.75	806	46.55 k	198,793
15 Aug 24	Richard Mark Baio	Common Stock	Grant	Acquire A	No	No	0	17,473	0.00	199,599
15 Aug 24	Philip S Welt	Common Stock	Payment of exercise	Dispose F	No	No	57.75	735	42.45 k	185,091
15 Aug 24	Philip S Welt	Common Stock	Grant	Acquire A	No	No	0	17,473	0.00	185,826