W.R. Berkley Corporation $WRB Stock Holdings Lessened by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. cut its stake in shares of W.R. Berkley Corporation (NYSE:WRB) by 21.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 52,604 shares of the insurance provider’s stock after selling 14,282 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in W.R. Berkley were worth $4,031,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of WRB. Hilltop National Bank acquired a new position in shares of W.R. Berkley in the 2nd quarter valued at $27,000. Twin Peaks Wealth Advisors LLC acquired a new stake in W.R. Berkley during the 2nd quarter worth about $27,000. Elevation Point Wealth Partners LLC purchased a new stake in W.R. Berkley during the second quarter valued at about $34,000. Cary Street Partners Financial LLC boosted its holdings in shares of W.R. Berkley by 691.9% in the second quarter. Cary Street Partners Financial LLC now owns 586 shares of the insurance provider’s stock worth $43,000 after buying an additional 512 shares during the period. Finally, Whipplewood Advisors LLC increased its position in shares of W.R. Berkley by 148.4% in the second quarter. Whipplewood Advisors LLC now owns 616 shares of the insurance provider’s stock worth $45,000 after acquiring an additional 368 shares in the last quarter. 68.82% of the stock is owned by institutional investors and hedge funds.

W.R. Berkley Trading Down 2.5%

NYSE WRB opened at $68.45 on Friday. The company has a current ratio of 0.37, a quick ratio of 0.37 and a debt-to-equity ratio of 0.29. W.R. Berkley Corporation has a 1-year low of $55.97 and a 1-year high of $78.96. The firm’s fifty day simple moving average is $72.41 and its 200-day simple moving average is $72.33. The company has a market capitalization of $26.01 billion, a PE ratio of 14.38, a price-to-earnings-growth ratio of 2.54 and a beta of 0.39.

W.R. Berkley (NYSE:WRB) last issued its earnings results 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 return on equity of 18.86% and a net margin of 13.01%.The firm had revenue of $3.77 billion for the quarter, compared to the consensus estimate of $3.16 billion. During the same quarter in the previous year, the company posted $0.93 earnings per share. The business’s quarterly revenue was up 10.8% compared to the same quarter last year. As a group, sell-side analysts anticipate that W.R. Berkley Corporation will post 4.33 earnings per share for the current fiscal year.

W.R. Berkley Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, December 29th. Shareholders of record on Monday, December 15th were paid a $0.09 dividend. The ex-dividend date was Monday, December 15th. This represents a $0.36 dividend on an annualized basis and a yield of 0.5%. W.R. Berkley’s payout ratio is 7.56%.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on WRB shares. Evercore ISI set a $69.00 price target on shares of W.R. Berkley and gave the company an “underperform” rating in a research report on Wednesday. Truist Financial set a $84.00 target price on shares of W.R. Berkley and gave the company a “buy” rating in a research note on Tuesday, October 21st. Jefferies Financial Group decreased their target price on W.R. Berkley from $76.00 to $75.00 and set a “hold” rating for the company in a research report on Tuesday, October 21st. UBS Group reiterated a “neutral” rating and set a $87.00 price target on shares of W.R. Berkley in a report on Friday, November 7th. Finally, Mizuho set a $67.00 price objective on W.R. Berkley and gave the stock a “neutral” rating in a research note on Monday, December 15th. Three investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $72.87.

Insider Buying and Selling

In other W.R. Berkley news, major shareholder Sumitomo Insurance Co L. Mitsui purchased 275,000 shares of the company’s stock in a transaction dated Friday, January 9th. The shares were bought at an average price of $68.95 per share, for a total transaction of $18,961,250.00. Following the purchase, the insider directly owned 51,915,463 shares in the company, valued at $3,579,571,173.85. This trade represents a 0.53% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders have purchased 3,108,875 shares of company stock valued at $217,295,222 over the last ninety days. Insiders own 23.30% of the company’s stock.

W.R. Berkley News Summary

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

• Positive Sentiment: Major shareholder Sumitomo (a >10% holder) has been buying materially—multiple purchases Jan. 5–9 totaling roughly 671k shares—signaling confidence from a large, strategic investor and providing steady demand. Read More.
• Positive Sentiment: The board increased the share repurchase authorization to 25 million shares, which supports buyback-driven EPS/book‑value accretion expectations and likely lifted sentiment among income/capital-return focused holders. Read More.
• Positive Sentiment: Some analysts/shops remain constructive — e.g., Keefe, Bruyette & Woods raised its price target — helping offset negative notes and giving investors a visible upside case. Read More.
• Neutral Sentiment: W.R. Berkley set its Q4 and full‑year 2025 earnings release for Jan. 26 (after‑market) with a conference call — this is a clear near‑term catalyst that could swing the stock either way. Read More.
• Negative Sentiment: Evercore ISI downgraded WRB to “underperform” citing EPS pressure and set a ~$69 target — high‑profile downgrades can trigger selling or reduce conviction among momentum investors. Read More.
• Negative Sentiment: Bank of America and other shops have trimmed targets or maintained cautious stances, adding to mixed analyst sentiment and limiting upside from current levels. Read More.

W.R. Berkley Company Profile

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.