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

Latest filings (excl ownership)

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3 Nov 25

W. R. Berkley Corporation Reports Third Quarter 2025 Results

20 Oct 25

N-PX/A

Annual report of proxy voting record (amended)

21 Aug 25

N-PX

Annual report of proxy voting record

4 Aug 25

W. R. Berkley Corporation Reports Second Quarter 2025 Results

21 Jul 25

8-K

Submission of Matters to a Vote of Security Holders

2 May 25

Additional proxy soliciting materials

30 Apr 25

ARS

2024 FY

Annual report to shareholders

25 Apr 25

Transcripts

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WRB

Earnings call transcript

2025 Q3

20 Oct 25

WRB

Earnings call transcript

2025 Q2

21 Jul 25

WRB

Earnings call transcript

2025 Q1

21 Apr 25

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

Latest ownership filings

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SCHEDULE 13G/A

Bayview Acquisition Corp

10 Nov 25

SCHEDULE 13G/A

Spark I Acquisition Corp

10 Nov 25

SCHEDULE 13G/A

RF Acquisition Corp II

10 Nov 25

SCHEDULE 13G/A

ASPAC III Acquisition Corp.

10 Nov 25

SCHEDULE 13G/A

Black Hawk Acquisition Corp

10 Nov 25

SCHEDULE 13G/A

Keen Vision Acquisition Corp.

10 Nov 25

SCHEDULE 13G

Goldenstone Acquisition Ltd.

10 Nov 25

SCHEDULE 13G/A

DT Cloud Acquisition Corp

10 Nov 25

SCHEDULE 13G

Haymaker Acquisition Corp. 4

10 Nov 25

SCHEDULE 13G

Columbus Acquisition Corp/Cayman Islands

10 Nov 25

Financial summary

Financial statements Chart WRB financial data

Quarter (USD)	Sep 25	Jun 25	Mar 25	Dec 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, Q2 2025

WRB institutional ownership history Ownership history

66.7% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	909	902	+0.8%
Opened positions	104	128	-18.8%
Closed positions	97	90	+7.8%
Increased positions	346	324	+6.8%
Reduced positions	327	329	-0.6%

13F shares	Current	Prev Q	Change
Total value	18.10 tn	17.72 tn	+2.1%
Total shares	253.50 mm	256.39 mm	-1.1%
Total puts	80.30 k	102.31 k	-21.5%
Total calls	153.60 k	220.50 k	-30.3%
Total put/call ratio	0.5	0.5	+12.7%

Largest owners	Shares	Value	Change
Vanguard	36.96 mm	$2.72 tn	+1.7%
BlackRock	25.24 mm	$1.85 tn	+4.5%
STT State Street	14.77 mm	$1.09 tn	-1.5%
MS Morgan Stanley	13.24 mm	$972.46 bn	-16.2%
Kayne Anderson Rudnick Investment Management	11.10 mm	$815.26 bn	-5.9%
Geode Capital Management	8.19 mm	$599.27 bn	+3.7%
JHG Janus Henderson	8.12 mm	$596.66 bn	-6.5%
JPM JPMorgan Chase & Co.	7.27 mm	$534.44 bn	+8.6%
Norges Bank	5.01 mm	$367.92 bn	NEW
PFG Principal Financial	5.00 mm	$367.28 bn	-0.5%

Largest transactions	Shares	Bought/sold	Change
Norges Bank	5.01 mm	+5.01 mm	NEW
Balyasny Asset Management	2.56 mm	+2.56 mm	NEW
MS Morgan Stanley	13.24 mm	-2.56 mm	-16.2%
Ubs Global Asset Management Americas	444.93 k	-2.09 mm	-82.5%
BlackRock	25.24 mm	+1.08 mm	+4.5%
Freestone Grove Partners	858.17 k	+858.17 k	NEW
BAC Bank of America	2.68 mm	-800.18 k	-23.0%
Manufacturers Life Insurance Company, The	2.03 mm	-701.46 k	-25.6%
Kayne Anderson Rudnick Investment Management	11.10 mm	-691.20 k	-5.9%
Vanguard	36.96 mm	+625.68 k	+1.7%

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
15 Aug 25	Berkley William R	Common Stock	Payment of exercise	Dispose F	No	No	71.235	4,277	304.67 k	17,363,285
15 Aug 25	Berkley William R	Common Stock	Grant	Acquire A	No	No	0	111,869	0.00	17,367,562
15 Aug 25	Berkley William R JR	Common Stock	Payment of exercise	Dispose F	No	No	71.235	4,696	334.52 k	4,552,770
15 Aug 25	Berkley William R JR	Common Stock	Grant	Acquire A	No	No	0	111,869	0.00	4,557,466
15 Aug 25	Philip S Welt	Common Stock	Payment of exercise	Dispose F	No	No	71.235	678	48.30 k	200,539
15 Aug 25	Philip S Welt	Common Stock	Grant	Acquire A	No	No	0	16,126	0.00	201,217
15 Aug 25	Richard Mark Baio	Common Stock	Payment of exercise	Dispose F	No	No	71.235	744	53.00 k	214,175
15 Aug 25	Richard Mark Baio	Common Stock	Grant	Acquire A	No	No	0	16,126	0.00	214,919
15 Aug 25	Lucille T Sgaglione	Common Stock	Payment of exercise	Dispose F	No	No	71.235	717	51.08 k	241,036
15 Aug 25	Lucille T Sgaglione	Common Stock	Grant	Acquire A	No	No	0	16,126	0.00	241,753