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WRB

NYSE · USD

W. R. Berkley Corporation

Financial Services · Insurance - Property & Casualty

CEO William Robert Berkley Jr. Employees 8,804 R&D / revenue 0.0%

Live stock page Read the factsheet

Last price

$75.42+1.96%last session

Market cap

$28.0B

P/E (TTM)

15.4x

From 52w high

−4.5%

From 52w low

+20.0%

1-year return

+5.3%

RSI 14 · vs SMA200

76.7 · +10.0%

IS score

59.9/ 100

Factor model across 8 sub-scores, ranked against 3,010 US stocks. Describes the business, not the outlook.

Download full factsheet (PDF)

One year, rebased to 100

WRB SPY XLF (sector ETF) · weekly closes

Score DNA

Each bar is a 0-100 score within the scored universe

Profitability

Growth

Value

Momentum

100

Risk (safety)

Quality

Balance sheet

Earnings quality

Flags

Strengths

✓ Piotroski 8+✓ Net cash✓ Congress buying

Warnings

None of the computed warning flags fires for WRB (Altman, Beneish, accruals, FCF, dilution).

Observations

Moat model: Weak, Intangible AssetsPiotroski 8 / 9Beta 0.282 of 4 smart-money sources active

Smart-money strip

Each disclosure source on its own window. Filings coinciding is not coordination.

INSForm 4 · 180 days

Insider open-market buys

No open-market sales on file

No Form 144 notices in 12 months

CONGSTOCK Act · 180 days

Congressional purchases

Last disclosed purchase 2026-06-02

Members disclose in ranges, 30-45 days after the trade

13F13F · quarter to 2026-06-30

Net change in institutional holders

+28

123 new holders, 88 closed

956 filers hold 72.2% · 336 added, 329 trimmed

ETFETF holdings · 30 days

Net funds accumulating

−7

914 funds adding shares

921 funds trimming · counts of funds, not dollars

DARKFINRA · daily

Short-sale share of off-exchange volume

45.1%

20-day avg 45.9%, 50-day avg 52.7%

Latest 0.8 pp under its 20-day average · a flow, not short interest

Key financials · FY2025

USD, fiscal year. Stock-based compensation is non-cash; shown against FCF.

Income statement

Revenue$14.7B

Revenue growth YoY+7.8%

Gross margin19.8%

Operating income$2.3B

Operating margin15.9%

Net income$1.8B

Net margin12.1%

EPS (diluted)$4.45

Cash flow

Operating cash flow$3.6B

Capital expenditure$170.0M

Free cash flow$3.5B

FCF conversion (FCF / OCF)95.3%

Stock-based compensation$0

FCF less SBC$3.5B

Buybacks$270.2M

Dividends$700.3M

Balance sheet & returns

Cash & short-term investments$28.8B

Total debt$2.8B

Net cash$25.9B

Shareholders' equity$9.7B

Goodwill & intangibles$1.2B

Debt / equity0.28

ROE (TTM)19.6%

ROIC (TTM)11.0%

Operating margin by fiscal year

Revenue $9.5B (FY2021) to $14.7B (FY2025), a 11.7% CAGR.

Valuation

P/E (TTM)15.4x

EV / EBITDA11.5x

Price / sales1.55x

Price / FCF8.0x

FCF yield12.50%

Buyback yield0.97%

SBC / revenue0.1%

Price / book2.88x

Forward P/E FY202615.3x

Forward P/E FY202715.5x

Forward P/E FY202814.7x

Forward multiples divide today's price by Street EPS estimates. Street mean target $71.00 across 6 analysts last quarter is theirs, not ours.

WRB vs industry median

95 companies in Insurance - Property & Casualty

WRB (TTM)Industry median Asset turnover 0.39 vs industry 0.34 · financial leverage 4.48

Earnings delivery

Next report 2026-10-19 · consensus EPS $1.15

75%

beat rate, 9 of 12 quarters

+5.2%

median EPS surprise

longest beat streak

EPS surprise in % vs the consensus at the time, oldest (left) to newest, 2023-10-23 to 2026-07-20. Bars cap at ±60%.

Peers

Market-cap band, not the industry cohort above

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	12m return
WRB W. R. Berkley Corporation	$28.0B	15.4x	19.6%	10.7%	+7.8%	+5.3%
CINF Cincinnati Financial Corpora	$26.3B	8.0x	21.5%	29.4%	+19.5%	+13.1%
MKL Markel Corporation	$22.9B	10.1x	12.6%	22.5%	+6.7%	−1.6%
L Loews Corporation	$22.6B	13.5x	10.5%	9.4%	+4.3%	+12.8%
RE Everest Re Group, Ltd.	$15.3B	8.0x	12.6%	14.1%	−5.1%	—
AIZ Assurant, Inc.	$14.0B	13.3x	18.3%	8.6%	+9.4%	+37.0%
CNA CNA Financial Corporation	$13.0B	10.5x	12.3%	8.4%	+4.5%	—
ALL The Allstate Corporation	$62.7B	4.9x	46.1%	17.6%	+5.4%	—

12-month window: SPY +15.9%, sector ETF XLF +7.2%. Past returns describe history only.

Recent 8-K filings

No 8-K filings on file.

Context

Shares outstanding371,228,000

Free float65.6%

Institutional ownership72.2%

Beta0.28

Dividend yield2.49%

Last dividend$0.10 on 2026-09-21

50 / 200-day average$69.75 / $68.99

Large-cap Financial Services median P/E14.0x

Full factsheet

The PDF carries everything on this page plus the cash-allocation waterfall, Form 144 notices, 13F holder detail, dark-pool and short-flow history, seasonality and the moat assessment (Weak).

Read it in the browser Download (PDF)

All fundamentals · 140 measures in 13 categories

Percentile = where WRB sits among 53 scored companies in Insurance - Property & Casualty (0 = lowest value, 100 = highest). It is a position, not a grade. Balance-sheet ratios built for operating companies are n/a for lenders and insurers.

Valuation Profitability (TTM)Returns on capital Growth Margin history & stability Liquidity (latest quarter)Leverage & solvency (latest quarter)Efficiency Cash flow & earnings quality Dividends & buybacks Scores & forensic checks Per share Size (TTM)

Valuation

Measure	WRB	Industry median	Industry percentile	Sector median
P/E (TTM)	14.5x	10.5x	80th	11.9x
PEG (P/E ÷ 3-yr EPS CAGR)	0.86	0.40	85th	1.04
Price / sales	1.6x	1.2x	62nd	2.5x
Price / book	2.7x	1.9x	78th	1.3x
Price / tangible book	3.1x	2.1x	73rd	1.6x
Price / free cash flow	n/a
Price / operating cash flow	n/a
Enterprise value	n/a
EV / sales	n/a
EV / EBITDA	n/a
EV / EBIT	n/a
EV / free cash flow	n/a
Earnings yield	6.9%	9.2%	31st	7.9%
FCF yield	n/a
Operating cash flow yield	n/a
Graham number (per share)	$53.70	$75.52	33rd	$50.71

Profitability (TTM)

Measure	WRB	Industry median	Industry percentile	Sector median
Gross margin	n/a
EBITDA margin	n/a
Operating margin	13.7%	14.5%	46th	23.3%
EBIT margin	14.1%	15.5%	44th	23.3%
Net margin	10.7%	11.2%	48th	18.7%
NOPAT margin	11.0%	11.5%	46th	18.7%
FCF margin	n/a
Operating cash flow margin	n/a
R&D / revenue	0.0%	0.0%	0th	0.0%
SG&A / revenue	0.0%	5.7%	0th	20.1%
Stock comp / revenue	0.1%	0.3%	38th	0.7%
Effective tax rate	19.8%	20.9%	20th	21.0%

Returns on capital

Measure	WRB	Industry median	Industry percentile	Sector median
ROE (on average equity)	19.8%	18.3%	54th	11.9%
ROA	4.4%	3.3%	63rd	1.4%
ROIC	n/a
ROCE	n/a
Return on tangible assets	5.7%	4.4%	62nd	2.0%
Cash ROIC (OCF / invested capital)	n/a
Gross profitability (GP / assets)	n/a
ROIC, 3-yr average	n/a
ROIC, 5-yr average	n/a
ROE, 5-yr average	19.3%	10.8%	80th	10.7%
Incremental ROIC	n/a

Growth

Measure	WRB	Industry median	Industry percentile	Sector median
Revenue growth (TTM YoY)	26.0%	8.0%	88th	7.1%
Revenue growth (QoQ)	85.2%	7.4%	98th	2.8%
Revenue CAGR, 3 yr	15.7%	8.4%	79th	10.8%
Revenue CAGR, 5 yr	15.4%	7.5%	76th	11.3%
Gross profit CAGR, 3 yr	n/a
Operating income CAGR, 3 yr	15.5%	19.9%	36th	8.8%
Net income growth (TTM YoY)	9.5%	29.7%	16th	24.7%
Net income CAGR, 3 yr	15.2%	22.9%	31st	9.4%
EPS growth (TTM YoY)	11.9%	32.1%	14th	25.1%
EPS CAGR, 3 yr	16.9%	25.3%	28th	7.3%
EPS CAGR, 5 yr	17.4%	7.7%	76th	4.2%
FCF growth (TTM YoY)	n/a
FCF CAGR, 3 yr	n/a
Operating cash flow CAGR, 3 yr	n/a
Book value CAGR, 3 yr	15.7%	12.2%	67th	8.9%
Dividend CAGR, 3 yr	-5.8%	2.9%	17th	1.9%
Sustainable growth rate	14.9%	11.8%	62nd	8.3%

Margin history & stability

Measure	WRB	Industry median	Industry percentile	Sector median
Gross margin, 3-yr average	n/a
Operating margin, 3-yr average	15.0%	10.5%	67th	21.4%
Net margin, 3-yr average	11.7%	8.2%	75th	16.5%
FCF margin, 3-yr average	n/a
Revenue stability (0-1)	0.94	0.94	52nd	0.86
Earnings stability (0-1)	0.94	0.44	96th	0.37
Margin stability (0-1)	0.61	0.72	40th	0.81

Liquidity (latest quarter)

Measure	WRB	Industry median	Industry percentile	Sector median
Cash & short-term investments	n/a
Net cash (− = net debt)	n/a
Working capital	n/a
Current ratio	n/a
Quick ratio	n/a
Cash ratio (cash + ST investments / current liabilities)	n/a
Defensive interval (days)	n/a

Leverage & solvency (latest quarter)

Measure	WRB	Industry median	Industry percentile	Sector median
Total debt	n/a
Debt / equity	n/a
Net debt / equity	n/a
Debt / assets	n/a
Debt / capital	n/a
Debt / EBITDA	n/a
Net debt / EBITDA	n/a
Interest coverage (EBIT / interest)	n/a
Cash interest coverage	n/a
Debt payback (years of OCF)	n/a
Liabilities / assets	77.6%	76.7%	56th	86.2%
IS credit model rating	AA	—		—
Implied credit spread (bps)	80	80	46th	175

Efficiency

Measure	WRB	Industry median	Industry percentile	Sector median
Asset turnover	n/a
Fixed asset turnover	n/a
Inventory turnover	n/a
Receivables turnover	n/a
Days sales outstanding	n/a
Days inventory outstanding	n/a
Days payables outstanding	n/a
Cash conversion cycle (days)	n/a
Capex / revenue	n/a
Capex / depreciation	n/a
Operating expense ratio	n/a

Cash flow & earnings quality

Measure	WRB	Industry median	Industry percentile	Sector median
Operating cash flow / net income	n/a
FCF / net income	n/a
FCF / operating cash flow	n/a
Capex / operating cash flow	n/a
Accruals ratio	n/a
Sloan accruals ratio	n/a
Earnings quality score (0-1)	n/a

Dividends & buybacks

Measure	WRB	Industry median	Industry percentile	Sector median
Dividend yield	2.5%	1.6%	62nd	2.3%
Dividend per share (TTM)	$1.88	$1.28	63rd	$1.03
Payout ratio (dividends / net income)	24.9%	19.5%	58th	30.0%
Dividends / FCF	n/a
Dividend growth (YoY)	-18.3%	7.8%	16th	6.4%
Buyback yield	2.3%	1.5%	62nd	1.7%
Shareholder yield (dividends + buybacks)	4.0%	3.9%	56th	5.2%
Share count change (YoY)	-2.1%	-0.8%	26th	-0.3%
Buybacks, last 5 years	$1.7B	$125.1M	85th	$85.3M

Scores & forensic checks

Measure	WRB	Industry median	Industry percentile	Sector median
IS score	60	59	58th	53
IS profitability	51	51	46th	59
IS growth	67	61	76th	57
IS value	69	76	31st	77
IS momentum	91	86	78th	76
IS risk (safety)	100	100	19th	65
IS quality	81	78	77th	71
IS balance sheet	78	69	75th	51
IS earnings quality	67	69	40th	74
IS cash flow	79	75	65th	71
Piotroski F-score (0-9)	8	6	87th	6
Altman Z-score	—
Beneish M-score	—
Ohlson O-score	−7.20	−6.61	22nd	−6.00
IS credit score	87	87	50th	68

Per share

Measure	WRB	Industry median	Industry percentile	Sector median
EPS, diluted (TTM)	$4.92	$4.92	50th	$3.36
Book value per share	$26.04	$37.25	40th	$28.13
Tangible book per share	$23.17	$23.17	50th	$21.49
Revenue per share	$45.96	$73.91	42nd	$17.62
FCF per share	n/a
Operating cash flow per share	n/a
Cash per share	n/a

Size (TTM)

Measure	WRB	Industry median	Industry percentile	Sector median
Market cap	$28.0B	$2.5B	92nd	$2.5B
Revenue	$18.0B	$2.0B	90th	$1.0B
EBITDA	$2.5B	$307.4M	87th	$269.3M
Net income	$1.9B	$219.9M	88th	$168.0M
Free cash flow	n/a
Total assets	$45.7B	$6.4B	87th	$8.5B
Shareholders' equity	$10.2B	$1.7B	85th	$1.5B
Employees	8,804	1,800	83rd	1,392

Insider transactions, last 6 months

Form 4 · most recent 12

Date	Insider	Type	Shares	Price	Value	Owned after
2026-08-03	Welt Philip S EVP & Secretary	Award / grant	14,086	—	—	214,625
2026-08-03	Welt Philip S EVP & Secretary	Tax withholding	592	$72.29	$42,794	214,033
2026-08-03	Baio Richard Mark EVP & CFO	Award / grant	14,086	—	—	228,261
2026-08-03	Baio Richard Mark EVP & CFO	Tax withholding	650	$72.29	$46,987	227,611
2026-08-03	Berkley William R Jr Director, 10 percent owner, Chairman, Pr	Award / grant	98,593	—	—	4,654,453
2026-08-03	Berkley William R Jr Director, 10 percent owner, Chairman, Pr	Tax withholding	4,139	$72.29	$299,198	4,650,314
2026-08-03	Shiel James G EVP - Investments	Award / grant	14,086	—	—	811,283
2026-08-03	Shiel James G EVP - Investments	Tax withholding	650	$72.29	$46,987	810,633
2026-06-03	Berkley William R Director, 10 percent owner, Executive Ch	Award / grant	3,090	—	—	17,366,375
2026-06-03	Ferre Maria Luisa Director	Award / grant	3,090	—	—	59,234
2026-06-03	Mattson Marie Angela Director	Award / grant	3,090	—	—	9,667
2026-06-03	Berkley William R Jr Director, President and CEO	Award / grant	3,090	—	—	4,555,860

Shares acquired vs disposed, by month

acquired disposed · all Form 4 types

By transaction type, 6 months

Type	Direction	Filings	Shares	Value
Award / grant	Acquired	14	171,751	—
Tax withholding	Disposed	4	6,031	$435,966
—	Disposed	1	0	—

Awards, option exercises and tax withholding are compensation mechanics; open-market buys and sales are the discretionary ones.

Form 144 notices

Filed	Filer	Shares proposed	Est. proceeds
None on file.

A Form 144 is notice of a proposed sale, not a confirmed one.

Congress trades

12 months: House 30 trades (1 purchases) · Senate 0 (0 purchases)

Traded	Member	Chamber	Type	Amount	Disclosed
2026-06-05	Gilbert Cisneros	House	Sale	$1,001 - $15,000	2026-07-03
2026-06-05	Gilbert Cisneros	House	Sale (Partial)	$1,001 - $15,000	2026-07-03
2026-06-04	Gilbert Ray Cisneros	House	Sale (Partial)	$1,001 - $15,000	2026-07-03
2026-06-02	Ro Khanna	House	Purchase	$1,001 - $15,000	2026-07-08

STOCK Act disclosures, in ranges, filed up to 45 days after the trade.

Largest 13F holders

Quarter to 2026-06-30, the latest most managers have filed

Manager	Shares	Value	% of shares out
MITSUI SUMITOMO INSURANCE CO LTD	58,780,450	$4.1B	15.83%
BlackRock, Inc.	21,934,626	$1.5B	5.91%
VANGUARD CAPITAL MANAGEMENT LLC	18,690,969	$1.3B	5.03%
VANGUARD PORTFOLIO MANAGEMENT LLC	14,550,971	$1.0B	3.92%
STATE STREET CORP	14,126,628	$1.0B	3.81%
GEODE CAPITAL MANAGEMENT, LLC	8,268,721	$588.5M	2.23%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	6,377,064	$449.8M	1.72%
Invesco Ltd.	5,028,284	$354.6M	1.35%
GOLDMAN SACHS GROUP INC	4,158,216	$293.3M	1.12%
DIMENSIONAL FUND ADVISORS LP	4,041,846	$285.1M	1.09%
WELLS FARGO & COMPANY/MN	3,720,958	$262.4M	1.00%
FIRST TRUST ADVISORS LP	3,624,858	$255.7M	0.98%
NORGES BANK	3,148,633	$222.1M	0.85%
BANK OF AMERICA CORP /DE/	2,849,413	$201.0M	0.77%
UBS Group AG	2,827,822	$199.4M	0.76%

Institutional ownership by quarter

% of shares held by 13F filers

Number of 13F filers holding

Holder changes by quarter

Quarter	Holders	Ownership	New	Increased	Reduced	Closed
2026-06-30	956	72.2%	123	336	329	88
2026-03-31	928	71.7%	98	247	423	106
2025-12-31	955	73.1%	135	312	355	95
2025-09-30	936	63.1%	103	314	360	80
2025-06-30	926	65.5%	101	352	339	85
2025-03-31	921	67.4%	129	332	332	71
2024-12-31	879	67.3%	131	348	258	43
2024-09-30	804	66.6%	110	647	37	58
2024-06-30	760	68.5%	85	299	251	91
2024-03-31	776	69.0%	103	277	264	49
2023-12-31	731	68.6%	125	250	236	55
2023-09-30	668	67.0%	75	233	230	60

Schedule 13D / 13G filers

Filed	Form	Filer	% of class	Shares
None on file.

Required above 5% of a class; 13G is the passive form.

ETFs with the largest holding

ETF	Weight in fund	Holding value
VITSX	0.02%	$439.7M
VSMPX	0.02%	$439.7M
VTSAX	0.02%	$439.7M
VTI	0.02%	$439.7M
VOO	0.02%	$400.7M
VFIAX	0.02%	$400.7M

Share structure

Shares outstanding371,228,000

Float243,524,048

Free float65.6%

Income statement

Fiscal years, USD

	FY2021	FY2022	FY2023	FY2024	FY2025
Revenue	$9.5B	$11.2B	$12.1B	$13.6B	$14.7B
Cost of revenue	$7.4B	$8.7B	$9.4B	$10.5B	$11.8B
Gross profit	$2.0B	$2.4B	$2.7B	$3.1B	$2.9B
R&D	$0	$0	$0	$0	$0
SG&A	$0	$0	$0	$0	$0
Operating income	$1.3B	$1.7B	$1.8B	$2.3B	$2.3B
EBITDA	$1.6B	$1.9B	$1.9B	$2.2B	$2.4B
Pretax income	$1.3B	$1.7B	$1.8B	$2.3B	$2.3B
Income tax	$251.9M	$334.7M	$370.6M	$509.9M	$495.8M
Net income	$1.0B	$1.4B	$1.4B	$1.8B	$1.8B
EPS, diluted	$2.44	$3.29	$3.37	$4.36	$4.45
Diluted shares	419.6M	419.2M	409.9M	403.2M	399.1M

Balance sheet

	FY2021	FY2022	FY2023	FY2024	FY2025
Cash & short-term investments	$18.2B	$19.0B	$21.5B	$24.3B	$28.8B
Receivables	$5.5B	$6.2B	$6.9B	$6.9B	$7.2B
Inventory	$0	$0	$0	$0	$0
Total current assets	$8.0B	$0	$0	$0	$36.9B
PP&E, net	$419.9M	$423.2M	$426.8M	$478.5M	$596.2M
Goodwill & intangibles	$254.7M	$185.5M	$174.6M	$184.3M	$1.2B
Total assets	$32.1B	$33.9B	$37.2B	$40.6B	$44.1B
Accounts payable	$568.6M	$523.1M	$631.2M	$668.7M	$615.8M
Total current liabilities	$515.0M	$0	$0	$0	$26.5B
Long-term debt	$3.3B	$2.8B	$2.8B	$2.8B	$2.8B
Total liabilities	$25.4B	$27.1B	$29.7B	$32.2B	$34.4B
Shareholders' equity	$6.7B	$6.8B	$7.5B	$8.4B	$9.7B

Cash flow statement

Outflows are negative

	FY2021	FY2022	FY2023	FY2024	FY2025
Net income	$1.0B	$1.4B	$1.4B	$1.8B	$1.8B
Depreciation & amortization	$129.7M	$55.9M	−$20.9M	−$170.6M	−$48.1M
Stock-based compensation	$46.7M	$49.4M	$51.0M	$54.4M	$0
Change in working capital	$1.3B	$1.4B	$1.6B	$2.1B	$2.0B
Operating cash flow	$2.2B	$2.6B	$2.9B	$3.7B	$3.6B
Capital expenditure	−$66.6M	−$52.7M	−$53.1M	−$105.6M	−$170.0M
Free cash flow	$2.1B	$2.5B	$2.9B	$3.6B	$3.5B
Investing cash flow	−$3.0B	−$1.9B	−$2.0B	−$2.2B	−$2.0B
Net debt issued / repaid	$529.2M	−$429.8M	−$974,000	$3.1M	−$2.1M
Buybacks	−$122.4M	−$94.1M	−$537.2M	−$303.7M	−$270.2M
Dividends paid	−$355.7M	−$235.2M	−$501.5M	−$532.0M	−$700.3M

Ratio history

Margins on the fiscal-year (TTM at Q4) basis; multiples at each year end

	FY2021	FY2022	FY2023	FY2024	FY2025
Gross margin	21.4%	22.1%	22.2%	22.9%	19.8%
Operating margin	13.6%	15.4%	14.4%	16.6%	15.9%
Net margin	10.8%	12.4%	11.4%	12.9%	12.1%
FCF margin	22.4%	22.5%	23.7%	26.2%	23.3%
ROE	15.8%	20.6%	19.5%	22.2%	19.7%
ROIC	-12.5%	-14.7%	-12.4%	-13.4%	-11.3%
ROA	3.4%	4.2%	3.9%	4.5%	4.2%
Debt / equity	0.49	0.42	0.38	0.34	0.29
Interest coverage	9.7x	14.2x	14.8x	18.8x	19.0x
Current ratio	15.50	—	—	—	1.39
Revenue growth	+16.7%	+18.1%	+8.7%	+12.3%	+7.8%
EPS growth	+94.2%	+34.9%	+2.9%	+28.9%	+1.8%
P/E at year end	13.6x	13.5x	13.2x	13.0x	15.7x
EV / EBITDA at year end	n/m	1.3x	n/m	0.6x	0.9x
FCF yield at year end	15.18%	13.45%	15.79%	15.64%	12.26%
Dividend payout	34.8%	17.0%	36.3%	30.3%	39.4%

Revenue by segment

	FY2021	FY2022	FY2023	FY2024
Insurance-Domestic Segment	$7.6B	$8.4B	$10.0B	$11.2B
Reinsurance-Global Segment	$1.2B	—	—	$1.7B
Reinsurance and Monoline Excess Segment	—	$1.2B	$1.5B	—

Street estimates by fiscal year

Next report 2026-10-19 · consensus EPS $1.15 · these are analysts' numbers, not ours

Fiscal year	Revenue (mean)	Revenue range	EPS (mean)	EPS range	Analysts	P/E on mean EPS
2026	$15.1B	$14.8B – $15.3B	$4.94	$4.75 – $5.04	11	15.3x
2027	$15.8B	$15.4B – $16.2B	$4.88	$4.56 – $5.14	11	15.5x
2028	$16.5B	$16.3B – $16.6B	$5.14	$5.11 – $5.20	3	14.7x

Reported vs expected, every quarter on file

Reported	EPS expected	EPS actual	EPS surprise	Revenue expected	Revenue actual	Revenue surprise
2026-07-20	$1.08	$1.27	+17.6%	$3.3B	$3.7B	+13.2%
2026-04-21	$1.13	$1.30	+15.0%	$3.2B	$3.1B	−2.4%
2026-01-26	$1.13	$1.13	0.0%	$3.1B	$3.2B	+1.1%
2025-10-20	$1.11	$1.10	−0.9%	$3.2B	$3.8B	+19.5%
2025-07-21	$1.03	$1.05	+1.9%	$3.1B	$3.7B	+18.4%
2025-04-21	$0.98	$1.01	+2.5%	$3.0B	$3.5B	+17.6%
2025-01-27	$0.96	$1.13	+17.8%	$3.0B	$3.7B	+25.0%
2024-10-21	$0.92	$0.93	+1.1%	$2.9B	$3.4B	+16.2%
2024-07-22	$0.92	$1.04	+13.0%	$2.8B	$3.3B	+16.5%
2024-04-23	$1.43	$1.04	−27.3%	$2.8B	$3.3B	+18.2%
2024-01-24	$0.90	$0.97	+7.8%	$3.2B	$3.2B	−0.7%
2023-10-23	$0.76	$0.90	+18.4%	$3.1B	$3.1B	−0.5%
2023-07-20	$0.71	$0.76	+7.0%	$3.1B	$3.0B	−2.7%
2023-04-20	$0.79	$0.67	−15.2%	$2.9B	$2.9B	+0.8%
2023-01-26	$0.71	$0.77	+8.5%	$2.5B	$3.0B	+19.0%
2022-10-24	$0.55	$0.67	+21.8%	$2.4B	$2.8B	+13.4%
2022-07-21	$0.56	$0.75	+33.9%	$2.3B	$2.6B	+9.9%
2022-04-25	$0.61	$0.73	+19.7%	$2.3B	$2.9B	+29.3%
2022-01-27	$0.54	$0.68	+25.9%	$2.5B	$2.6B	+2.5%
2021-10-21	$0.42	$0.59	+40.5%	$2.3B	$2.4B	+6.2%
2021-07-22	$0.43	$0.52	+20.9%	$2.3B	$2.3B	+0.1%
2021-04-20	$0.40	$0.48	+20.0%	$2.1B	$2.2B	+2.8%
2021-01-26	$0.35	$0.41	+17.1%	$1.9B	$2.3B	+19.7%
2020-10-20	$0.28	$0.29	+3.6%	$2.1B	$2.0B	−4.2%

Off-exchange (dark pool) volume, weekly

FINRA ATS, $ billions · through the week of 2026-08-31 (FINRA publishes with a delay)

Week of	Notional	Shares	Trades
2026-08-31	$189.4M	2,761,622	71,711
2026-08-24	$135.6M	1,974,800	62,212
2026-08-17	$128.7M	1,841,856	54,989
2026-08-10	$116.7M	1,658,671	50,528
2026-08-03	$155.0M	2,157,254	56,631
2026-07-27	$148.5M	1,982,312	59,016

Short-sale share of off-exchange volume

daily 20-day average

Date	Short share	Short volume	Total volume
2026-10-15	45.1%	276,693	613,783
2026-10-14	40.3%	203,307	504,365
2026-10-13	50.8%	326,080	641,496
2026-10-12	44.1%	207,808	470,811
2026-10-09	48.4%	313,126	646,927
2026-10-08	43.4%	416,740	961,228
2026-10-07	61.0%	480,709	787,870
2026-10-06	55.0%	576,233	1,047,080
2026-10-05	40.3%	301,122	747,001
2026-10-02	42.3%	254,034	600,283

A daily flow measure from FINRA, not short interest.

Seasonality

Average return by calendar month

Month	Avg return	Up years	Years
Jan	+0.2%	50%	20
Feb	+0.8%	60%	20
Mar	+2.0%	71%	21
Apr	−0.1%	45%	20
May	+0.5%	65%	20
Jun	−0.2%	40%	20
Jul	−0.4%	50%	20
Aug	+1.8%	65%	20
Sep	+0.4%	50%	20
Oct	+3.1%	65%	20
Nov	+2.8%	70%	20
Dec	+0.9%	50%	20

History, not a forecast.

Indicators

as of 2026-10-16

RSI 1476.7

MFI85.8

ADX31.3

Stochastic %K / %D90.5 / 92.6

Williams %R-4.6

CCI144

TSI / signal30.0 / 10.1

Chaikin money flow-0.05

ATR$1.42

Bollinger width14.7%

Volume vs 20-day avg1.17x

SupertrendUp

Moving averages and bands

level (price vs level)

SMA 20$70.14 (+7.5%)

SMA 50$69.76 (+8.1%)

SMA 200$68.54 (+10.0%)

EMA 21$71.22 (+5.9%)

EMA 50$70.32 (+7.3%)

EMA 200$69.09 (+9.2%)

Bollinger upper$75.30 (+0.2%)

Bollinger lower$64.98 (+16.1%)

Parabolic SAR$71.64 (+5.3%)

Open the live chart, 110+ indicators

About W. R. Berkley Corporation

W. R. Berkley Corporation functions as an insurance holding company, primarily underwriting commercial policies across the United States and globally. Its extensive operations are divided into two principal divisions: Insurance, and Reinsurance & Monoline Excess. The Insurance segment delivers a wide spectrum of commercial insurance solutions. This includes foundational coverages such as general liability, property, commercial auto, and professional liability, alongside specialized offerings like workers' compensation, environmental policies for diverse businesses, directors and officers (D&O) liability, cyber risk protection, and niche policies for fine arts and jewelry. The segment also extends to personal lines, providing home and automobile insurance, and specialized liability products for sectors such as law enforcement and public officials. Additionally, it offers accident and health insurance, group life, and crime and fidelity products, coupled with risk management and alternative risk program services. The Reinsurance & Monoline Excess segment focuses on assisting other insurance carriers and self-insured entities in effectively managing their overall risk exposure. This is accomplished through both treaty reinsurance, which handles portfolios of policies, and facultative reinsurance, designed for individual risks. Founded in 1967, W. R. Berkley Corporation is headquartered in Greenwich, Connecticut.

https://www.berkley.com

Key executives

Name	Title	Pay	Born
William Robert Berkley	President, CEO & Chairman	$12.8M	1972
Philip Stanley Welt	Executive Vice President & Secretary	$2.5M	1960
Richard Mark Baio	Executive Vice President & Chief Financial Officer	$2.5M	1969
James Gerald Shiel	Executive Vice President of Investments	$2.3M	1960
Edward F. Linekin	Senior Vice President of Investments	—	—
Jonathan Levine	Vice President & Chief Marketing Officer	—	—
Karen A. Horvath	Vice President of Investor Relations	—	—
Robert Carruthers Hewitt	Chairman of Berkley Re	—	1960

Executive pay, latest proxy

Executive	Year	Salary	Stock awards	Incentive	Total
William R. Berkley Chairman of the Board and Chief Executive Officer	2013	$1.0M	$0	$9.1M	$11.2M
W. Robert Berkley, Jr. President and Chief Operating Officer	2013	$850,000	$0	$2.8M	$4.2M
Eugene G. Ballard Senior Vice President— Chief Financial Officer	2013	$605,000	$0	$368,088	$1.5M
Ira S. Lederman Senior Vice President— General Counsel and Secretary	2013	$605,000	$0	$753,088	$1.5M
James G. Shiel Senior Vice President— Investments	2013	$605,000	$0	$753,088	$1.4M

Employees

Dividends

Ex-date	Amount	Paid
2026-09-21	$0.1	2026-09-30
2026-06-23	$0.6	2026-07-02
2026-02-23	$0.09	2026-03-04
2025-12-15	$1.09	2025-12-29
2025-09-22	$0.09	2025-09-30
2025-06-23	$0.59	2025-06-30
2025-03-03	$0.08	2025-03-12
2024-12-16	$0.58	2024-12-27

Moat model

Weak · Intangible Assets · 2026-06-30

Cost advantage53

Intangibles55

Switching costs40

Network effect27

Efficient scale43

Our component scores (0-100) and overall 44.9; a model of the business, not a call on the stock.

InsiderStreet reports findings from filings and market data. Nothing on this page is a recommendation to buy or sell.Every figure is computed in code · data as of 2026-10-17

WRB

One year, rebased to 100

Score DNA

Flags

Smart-money strip

Key financials · FY2025

Valuation

WRB vs industry median

Earnings delivery

Peers

Recent 8-K filings

Context

Full factsheet

All fundamentals · 140 measures in 13 categories

Valuation

Profitability (TTM)

Returns on capital

Growth

Margin history & stability

Liquidity (latest quarter)

Leverage & solvency (latest quarter)

Efficiency

Cash flow & earnings quality

Dividends & buybacks

Scores & forensic checks

Per share

Size (TTM)

Insider transactions, last 6 months

Shares acquired vs disposed, by month

By transaction type, 6 months

Form 144 notices

Congress trades

Largest 13F holders

Institutional ownership by quarter

Holder changes by quarter

Schedule 13D / 13G filers

ETFs with the largest holding

Share structure

Income statement

Balance sheet

Cash flow statement

Ratio history

Revenue by segment

Street estimates by fiscal year

Reported vs expected, every quarter on file

Off-exchange (dark pool) volume, weekly

Short-sale share of off-exchange volume

Seasonality

Indicators

Moving averages and bands

About W. R. Berkley Corporation

Key executives

Executive pay, latest proxy

Employees

Dividends

Moat model

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