Berkley W R CORP

Market Movers (8-K)

NYSE
W. R. Berkley Corporation announced record gross premiums written and net investment income for the second quarter of 2026, exceeding expectations with strong underwriting and investment performance.
Better than expected
NYSE
Lucille Sgaglione will resign as Executive Vice President of W. R. Berkley Corporation effective June 30, 2026.
NYSE
W. R. Berkley Corporation has amended its Credit Agreement, extending the maturity date of its revolving credit facility.
NYSE
W. R. Berkley Corporation successfully concluded its 2026 Annual Meeting of Stockholders, confirming director elections, executive compensation, and auditor appointment.
NYSE
W. R. Berkley Corporation reported strong first quarter 2026 results, with net income and operating income significantly increasing, driven by robust underwriting and investment performance.
Better than expected
NYSE
W. R. Berkley Corporation announced record fourth quarter and full year 2025 results, driven by strong underwriting income and net investment income, alongside significant capital returns to shareholders.
Better than expected

Quarterly Earnings (10-Q)

NYSE
W. R. Berkley Corporation reported increased net income for the second quarter and first six months of 2026, driven by higher net investment income and improved underwriting results.
NYSE
W. R. Berkley Corporation announced a significant increase in net income and diluted EPS for both the third quarter and the first nine months of 2025, driven by robust investment gains and premium growth.
Better than expected
NYSE
W. R. Berkley Corporation reported a slight increase in net income for the first half of 2025, driven by strong investment performance, despite a worsening underwriting combined ratio and higher catastrophe losses.
Worse than expected
Capital raise
NYSE
W. R. Berkley Corporation's first quarter 2025 net income decreased due to higher catastrophe losses and foreign currency fluctuations, despite premium growth.
Worse than expected
NYSE
W. R. Berkley Corporation's Q3 2024 results show a significant increase in net income, driven by strong investment income and premium growth, despite some prior year reserve adjustments.
Better than expected
NYSE
W. R. Berkley Corporation announced a solid second quarter performance, highlighted by significant growth in net investment income and written premiums.
Better than expected

Annual Reports (10-K)

NYSE
W. R. Berkley Corporation achieved significant revenue and net income growth in 2025, driven by strong premium increases and investment income, despite challenges from social inflation and catastrophe losses.
Better than expected
NYSE
W. R. Berkley Corporation's 2024 10-K filing reveals a year of growth in net premiums written and strategic focus on specialized insurance markets.
NYSE
W. R. Berkley Corporation's 2023 annual report highlights a year of growth in premiums and investment income, alongside detailed financial statements and risk disclosures.

Insider Trading (Form 4)

NYSE
Executive Chairman William R. Berkley acquired 3,090 shares of W. R. Berkley Corporation common stock via a director stock plan.
NYSE
Director Maria Luisa Ferre was granted 3,090 shares of W. R. Berkley Corporation common stock as part of a director compensation plan.
NYSE
Director Marie A. Mattson acquired 3,090 shares of W. R. Berkley Corporation common stock via a director equity grant.
NYSE
CEO William R. Berkley Jr. acquired 3,090 shares of W. R. Berkley Corporation common stock via a director stock plan award.
NYSE
Director Daniel L. Mosley acquired 3,090 shares of W. R. Berkley Corporation common stock via a director stock plan award.
NYSE
Director Mary C. Farrell acquired 3,090 shares of W. R. Berkley Corporation common stock via a director stock plan award.

Proxy Statements (Def-14A)

NYSE
W. R. Berkley Corporation's 2026 proxy statement outlines director elections, executive compensation, and record-breaking 2025 financial performance.
Better than expected
NYSE
W. R. Berkley Corporation issues a supplement to its proxy statement clarifying that brokers have discretionary voting rights on a proposal to increase the authorized number of common stock shares.
NYSE
W. R. Berkley Corporation's upcoming annual meeting includes proposals to elect directors, increase authorized common stock, approve executive compensation, ratify the accounting firm, and consider a stockholder proposal on director resignation policy.
NYSE
W. R. Berkley Corporation is set to hold its annual meeting, seeking stockholder approval for increasing authorized common stock, executive compensation, and auditor ratification, while also addressing director elections and a stockholder proposal.
Better than expected
NYSE
W. R. Berkley Corporation's 2024 Annual Meeting is scheduled for June 12, 2024, with proxy voting open until June 11, 2024.
NYSE
W. R. Berkley Corporation announces record financial results for 2023 and outlines proposals for the upcoming Annual Meeting of Stockholders.
Better than expected

Institutional Holdings (13F)

NYSE
W.R. Berkley Corporation discloses its institutional investment holdings as of March 31, 2026, totaling over $1.86 billion in value.
NYSE
Berkley W.R. Corp. filed its Q4 2025 13F-HR report, revealing $2.13 billion in managed assets across 285 positions, with significant investments in SPACs and major tech stocks.
NYSE
Berkley W.R. Corp. filed its Q3 2025 13F-HR report, revealing institutional investment holdings totaling over $1.73 billion across 235 securities.
NYSE
Berkley W. R. Corp. filed its Q2 2025 13F-HR report, revealing a $1.9 billion equity portfolio across 227 unique positions, including significant investments in SPACs, technology, and energy.
NYSE
Berkley W R Corp's latest 13F filing discloses $1.7 billion in managed securities as of March 31, 2025, showcasing a diverse portfolio including significant investments in special purpose acquisition companies (SPACs) and established tech giants.
NYSE
Berkley W R Corp's latest 13F filing reveals a diverse portfolio of 154 holdings valued at over $2.5 billion as of December 31, 2024.

Schedule 13D - Activist Investments

NYSE
An amendment to a Schedule 13D filing reveals updated beneficial ownership details for W. R. Berkley Corporation, with reporting persons collectively holding 25.67% of outstanding shares.
NYSE
MS&AD Insurance Group and Mitsui Sumitomo Insurance confirm the election of Andrew Carrier to the W. R. Berkley Board of Directors.
NYSE
An amendment to Schedule 13D details the Berkley family's 25.51% beneficial ownership in W. R. Berkley Corporation and the nomination of an MSI executive to the board.
NYSE
Mitsui Sumitomo Insurance Co., Ltd. increased its beneficial ownership in W. R. Berkley Corporation to 15.7% and designated an executive for the board.
NYSE
Mitsui Sumitomo Insurance Co., Ltd. increased its beneficial ownership in W. R. Berkley Corporation to 14.9% through recent open market purchases totaling over $252 million.
NYSE
Mitsui Sumitomo Insurance Co. increased its beneficial ownership in W. R. Berkley Corporation to 13.9% through recent open market purchases totaling over $287 million.

Schedule 13G - Passive Investments

NYSE
W. R. Berkley Corporation and its subsidiary, Berkley Insurance Company, have reported a 5.3% beneficial ownership stake in UY Scuti Acquisition Corp.
NYSE
W. R. Berkley Corporation and Berkley Insurance Company filed an amendment confirming they hold zero beneficial ownership in Integrated Wellness Acquisition Corp.
NYSE
W. R. Berkley Corporation and Berkley Insurance Company have reported a 5.8% beneficial ownership stake in Wintergreen Acquisition Corp.
NYSE
W. R. Berkley Corporation and its subsidiary, Berkley Insurance Company, have reported a 5.2% beneficial ownership stake in Voyager Acquisition Corp.
NYSE
W. R. Berkley Corporation and its subsidiary, Berkley Insurance Company, have reported a 5.2% beneficial ownership stake in Armada Acquisition Corp. II.
NYSE
W. R. Berkley Corporation and Berkley Insurance Company have reported a 7.4% beneficial ownership stake in SilverBox Corp IV.