w. r. berkley corporation, founded in 1967, is one of the nation’s premier commercial lines property casualty insurance providers. each of the operating units in the berkley group participates in a niche market requiring specialized knowledge about a territory or product. our competitive advantage lies in our long-term strategy of decentralized operations, allowing each of our units to identify and respond quickly and effectively to changing market conditions and local customer needs. this decentralized structure provides financial accountability and incentives to local management and enables us to attract and retain the highest caliber professionals. we have the expertise and resources to utilize our strengths in the present environment, and the flexibility to anticipate, innovate and respond to whatever opportunities and challenges the future may hold.
Company profile
Ticker
WRB, WRB-PE, WRB-PF, WRB-PG, WRB-PH
Exchange
Website
CEO
W. Robert Berkley
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
120dB Films Capital, LLC • 120dB Films Lending, LLC • 52 Lime Street Management Limited • Abercrombie Textiles, LLC • Acadia Insurance Company • Acadia Insurance Group, LLC • Admiral Indemnity Company • Admiral Insurance Company • Admiral Insurance Group, LLC • American Mining Insurance Group, LLC ...
IRS number
221867895
WRB stock data
Analyst ratings and price targets
Latest filings (excl ownership)
10-Q
2023 Q2
Quarterly report
3 Aug 23
8-K
W. R. Berkley Corporation Reports Second Quarter Results
20 Jul 23
8-K
Submission of Matters to a Vote of Security Holders
16 Jun 23
10-Q
2022 Q1
Quarterly report
4 May 23
ARS
2022 FY
Annual report to shareholders
28 Apr 23
DEFA14A
Additional proxy soliciting materials
28 Apr 23
DEF 14A
Definitive proxy
28 Apr 23
8-K
W. R. Berkley Corporation Reports First Quarter Results
20 Apr 23
8-K
Amendments to Articles of Incorporation or Bylaws
1 Mar 23
10-K
2020 FY
Annual report
24 Feb 23
Transcripts
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
WRB
Earnings call transcript
2022 Q2
21 Jul 22
WRB
Earnings call transcript
2022 Q1
26 Apr 22
WRB
Earnings call transcript
2021 Q4
28 Jan 22
WRB
Earnings call transcript
2021 Q3
22 Oct 21
WRB
Earnings call transcript
2021 Q2
23 Jul 21
WRB
Earnings call transcript
2021 Q1
21 Apr 21
WRB
Earnings call transcript
2020 Q4
27 Jan 21
Latest ownership filings
4
Lucille T Sgaglione
17 Aug 23
4
JAMES G SHIEL
17 Aug 23
4
Richard Mark Baio
17 Aug 23
4
WILLIAM R BERKLEY
17 Aug 23
4
WILLIAM R BERKLEY JR
17 Aug 23
4
Philip S Welt
17 Aug 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
11-K
Annual report of employee stock purchases
28 Jun 23
4
MARK L SHAPIRO
14 Jun 23
4
Maria Luisa Ferre
14 Jun 23
Financial summary
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| Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Institutional ownership, Q2 2023
66.3% owned by funds/institutions
| 13F holders | Current |
|---|---|
| Total holders | 627 |
| Opened positions | 67 |
| Closed positions | 111 |
| Increased positions | 215 |
| Reduced positions | 254 |
| 13F shares | Current |
|---|---|
| Total value | 10.16 tn |
| Total shares | 170.85 mm |
| Total puts | 66.60 k |
| Total calls | 52.10 k |
| Total put/call ratio | 1.3 |
| Largest owners | Shares | Value |
|---|---|---|
| Vanguard | 24.75 mm | $1.47 tn |
| BLK Blackrock | 13.82 mm | $822.88 bn |
| MS Morgan Stanley | 12.54 mm | $746.61 bn |
| STT State Street | 10.79 mm | $642.73 bn |
| JHG Janus Henderson | 6.65 mm | $395.94 bn |
| Kayne Anderson Rudnick Investment Management | 6.52 mm | $388.15 bn |
| Victory Capital Management | 4.94 mm | $294.23 bn |
| Geode Capital Management | 4.57 mm | $271.72 bn |
| JPM JPMorgan Chase & Co. | 4.05 mm | $241.30 bn |
| First Trust Advisors | 3.22 mm | $191.71 bn |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 15 Aug 23 | Berkley William R JR | Common Stock | Payment of exercise | Dispose F | No | No | 63.14 | 3,758 | 237.28 k | 2,882,432 |
| 15 Aug 23 | Berkley William R JR | Common Stock | Grant | Acquire A | No | No | 0 | 89,507 | 0.00 | 2,886,190 |
| 15 Aug 23 | Berkley William R | Common Stock | Payment of exercise | Dispose F | No | No | 63.14 | 3,417 | 215.75 k | 11,422,193 |
| 15 Aug 23 | Berkley William R | Common Stock | Grant | Acquire A | No | No | 0 | 89,507 | 0.00 | 11,425,610 |
| 15 Aug 23 | Philip S Welt | Common Stock | Payment of exercise | Dispose F | No | No | 63.14 | 363 | 22.92 k | 112,236 |
| 15 Aug 23 | Philip S Welt | Common Stock | Grant | Acquire A | No | No | 0 | 7,951 | 0.00 | 112,599 |
| 15 Aug 23 | James G Shiel | Common Stock | Payment of exercise | Dispose F | No | No | 63.14 | 601 | 37.95 k | 650,599 |
| 15 Aug 23 | James G Shiel | Common Stock | Grant | Acquire A | No | No | 0 | 13,084 | 0.00 | 651,200 |
| 15 Aug 23 | Richard Mark Baio | Common Stock | Payment of exercise | Dispose F | No | No | 63.14 | 564 | 35.61 k | 121,419 |
| 15 Aug 23 | Richard Mark Baio | Common Stock | Grant | Acquire A | No | No | 0 | 12,274 | 0.00 | 121,983 |
News
Top 4 Financial Stocks That May Fall Off A Cliff
20 Sep 23
W. R. Berkley Declares Special Cash Dividend On Its Common Stock Of $0.50 Per Share
13 Sep 23
Wells Fargo Maintains Overweight on WR Berkley, Lowers Price Target to $75
21 Jul 23
WR Berkley Q2 Adj EPS $1.14 Beats $1.10 Estimate, Sales $2.995B Miss $3.00B Estimate
20 Jul 23
Earnings Scheduled For July 20, 2023
20 Jul 23
Press releases
W. R. Berkley Corporation Names John J. Forte President of Berkley Public Entity
28 Sep 23
W. R. Berkley Corporation to Announce Third Quarter 2023 Earnings on October 23, 2023
25 Sep 23
W. R. Berkley Corporation Declares Special and Regular Quarterly Cash Dividends
13 Sep 23
W. R. Berkley Corporation Appoints Lee Iannarone Senior Vice President and General Counsel
14 Aug 23
W. R. Berkley Corporation Reports Second Quarter Results
20 Jul 23