12,408 Shares in W.R. Berkley Corporation $WRB Bought by Cushing Capital Partners LLC

Cushing Capital Partners LLC acquired a new stake in W.R. Berkley Corporation (NYSE:WRB) during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 12,408 shares of the insurance provider’s stock, valued at approximately $951,000.

Several other institutional investors have also recently bought and sold shares of WRB. Brighton Jones LLC lifted its holdings in shares of W.R. Berkley by 75.6% in the fourth quarter. Brighton Jones LLC now owns 50,503 shares of the insurance provider’s stock worth $2,955,000 after acquiring an additional 21,737 shares during the last quarter. Kestra Advisory Services LLC lifted its stake in W.R. Berkley by 12.6% in the 1st quarter. Kestra Advisory Services LLC now owns 18,242 shares of the insurance provider’s stock valued at $1,298,000 after purchasing an additional 2,041 shares during the last quarter. SVB Wealth LLC acquired a new stake in W.R. Berkley in the first quarter valued at approximately $93,000. ICONIQ Capital LLC bought a new stake in shares of W.R. Berkley during the first quarter worth $222,000. Finally, Aristides Capital LLC acquired a new position in shares of W.R. Berkley during the first quarter worth $1,637,000. Institutional investors and hedge funds own 68.82% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently weighed in on the company. Wolfe Research began coverage on W.R. Berkley in a report on Monday, September 15th. They set a “peer perform” rating on the stock. Cantor Fitzgerald set a $78.00 price target on W.R. Berkley in a research note on Monday, October 27th. Barclays reaffirmed an “underweight” rating and issued a $73.00 price objective on shares of W.R. Berkley in a research note on Wednesday, October 8th. UBS Group reiterated a “neutral” rating and set a $87.00 target price on shares of W.R. Berkley in a research report on Friday, November 7th. Finally, Mizuho set a $67.00 price target on shares of W.R. Berkley and gave the company a “neutral” rating in a research report on Monday, December 15th. Three analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $73.93.

Insider Buying and Selling at W.R. Berkley

In other W.R. Berkley news, major shareholder Sumitomo Insurance Co L. Mitsui acquired 204,350 shares of the company’s stock in a transaction dated Thursday, December 18th. The shares were bought at an average cost of $69.38 per share, with a total value of $14,177,803.00. Following the purchase, the insider directly owned 48,805,938 shares of the company’s stock, valued at $3,386,155,978.44. This trade represents a 0.42% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Over the last three months, insiders bought 610,350 shares of company stock valued at $42,548,323. Company insiders own 23.00% of the company’s stock.

W.R. Berkley News Summary

Here are the key news stories impacting W.R. Berkley this week:

• Positive Sentiment: Large insider buying — Sumitomo Insurance (Mitsui) disclosed multiple buys totaling roughly 204,000-share blocks (purchases around $69–$70 per share), increasing its stake and signaling confidence from a major, long‑standing shareholder. Insider purchases by a >10% holder often reduce perceived downside risk and can support the stock. Sumitomo Insurance Co Mitsui Buys 204,350 Shares of W.R. Berkley
• Positive Sentiment: Credit strength and baby-bond opportunity — Analysis notes WRB’s investment‑grade ratings, a strong balance sheet (~$43.7B in assets vs ~$3.08B debt), and baby bonds trading below par with yields-to-worst near 7%. That underscores WRB’s credit health and offers attractive fixed‑income entry points for investors, which can be supportive for equity sentiment. Close To 7% Investment-Grade Opportunity: W. R. Berkley’s Baby Bonds
• Positive Sentiment: Positive coverage on growth prospects — Recent commentary (Zacks, MSN) highlights WRB as a long‑term growth stock based on underwriting performance and historical total‑return outperformance versus peers; such coverage can attract longer‑term investors. Why W.R. Berkley (WRB) is a Top Growth Stock for the Long-Term
• Neutral Sentiment: Dividend and analyst mix — Market summaries note a recently declared small quarterly dividend (annualized ~$0.36, ~0.5% yield) and a range of analyst ratings (majority Hold, some Buys). The dividend is modest; analyst coverage is mixed and implies limited near‑term catalyst from upgrades alone. W.R. Berkley Overview and MarketBeat Coverage

W.R. Berkley Stock Performance

NYSE:WRB opened at $70.23 on Wednesday. The company has a debt-to-equity ratio of 0.29, a quick ratio of 0.37 and a current ratio of 0.37. W.R. Berkley Corporation has a fifty-two week low of $55.97 and a fifty-two week high of $78.96. The company has a 50 day simple moving average of $73.39 and a two-hundred day simple moving average of $72.59. The company has a market capitalization of $26.69 billion, a PE ratio of 14.75, a P/E/G ratio of 2.68 and a beta of 0.37.

W.R. Berkley (NYSE:WRB) last posted its quarterly earnings data on Monday, October 20th. The insurance provider reported $1.10 EPS for the quarter, beating analysts’ consensus estimates of $1.07 by $0.03. W.R. Berkley had a net margin of 13.01% and a return on equity of 18.86%. The company had revenue of $3.77 billion for the quarter, compared to analyst estimates of $3.16 billion. During the same period in the prior year, the firm posted $0.93 EPS. The company’s quarterly revenue was up 10.8% on a year-over-year basis. Research analysts anticipate that W.R. Berkley Corporation will post 4.33 earnings per share for the current year.

W.R. Berkley Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, December 29th. Stockholders of record on Monday, December 15th will be given a $0.09 dividend. The ex-dividend date of this dividend is Monday, December 15th. This represents a $0.36 annualized dividend and a dividend yield of 0.5%. W.R. Berkley’s dividend payout ratio (DPR) is 7.56%.

About W.R. Berkley

W. R. Berkley Corporation (NYSE: WRB) is a publicly traded insurance holding company that underwrites and sells commercial property and casualty insurance, specialty insurance products, and reinsurance. Headquartered in Greenwich, Connecticut, the company operates a portfolio of underwriting businesses that focus on niche and specialty commercial risks, offering coverage tailored to industries such as transportation, construction, professional services and other commercial lines.

The company’s product mix includes primary and excess casualty, property, professional liability, environmental and other specialty lines, together with treaty and facultative reinsurance solutions.