Focus Partners Advisor Solutions LLC Decreases Stock Position in W.R. Berkley Corporation $WRB

Focus Partners Advisor Solutions LLC cut its position in W.R. Berkley Corporation (NYSE:WRB) by 44.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,911 shares of the insurance provider’s stock after selling 8,658 shares during the quarter. Focus Partners Advisor Solutions LLC’s holdings in W.R. Berkley were worth $836,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Compass Financial Services Inc purchased a new stake in W.R. Berkley in the 3rd quarter worth about $26,000. Twin Peaks Wealth Advisors LLC purchased a new stake in W.R. Berkley during the second quarter valued at about $27,000. Elevation Point Wealth Partners LLC bought a new position in W.R. Berkley during the second quarter worth about $34,000. Physician Wealth Advisors Inc. boosted its position in W.R. Berkley by 40.2% during the third quarter. Physician Wealth Advisors Inc. now owns 523 shares of the insurance provider’s stock worth $40,000 after purchasing an additional 150 shares during the period. Finally, Westside Investment Management Inc. increased its stake in shares of W.R. Berkley by 100.0% in the third quarter. Westside Investment Management Inc. now owns 528 shares of the insurance provider’s stock worth $40,000 after purchasing an additional 264 shares in the last quarter. Institutional investors own 68.82% of the company’s stock.

W.R. Berkley Trading Up 0.5%

Shares of WRB opened at $69.93 on Friday. W.R. Berkley Corporation has a fifty-two week low of $60.68 and a fifty-two week high of $78.96. The firm has a market cap of $26.19 billion, a price-to-earnings ratio of 15.71, a PEG ratio of 2.93 and a beta of 0.35. The firm has a 50 day moving average price of $69.70 and a 200-day moving average price of $72.22. 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 (NYSE:WRB) last released its earnings results on Monday, January 26th. The insurance provider reported $1.13 EPS for the quarter, missing the consensus estimate of $1.14 by ($0.01). The business had revenue of $3.18 billion for the quarter, compared to the consensus estimate of $3.18 billion. W.R. Berkley had a net margin of 12.10% and a return on equity of 18.17%. W.R. Berkley’s revenue for the quarter was up 2.1% on a year-over-year basis. During the same period in the prior year, the business posted $1.13 EPS. As a group, equities research analysts forecast that W.R. Berkley Corporation will post 4.33 earnings per share for the current year.

W.R. Berkley Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, March 4th. Stockholders of record on Monday, February 23rd were paid a dividend of $0.09 per share. This represents a $0.36 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend was Monday, February 23rd. W.R. Berkley’s dividend payout ratio (DPR) is 8.09%.

Insider Activity at W.R. Berkley

In related news, major shareholder Sumitomo Insurance Co L. Mitsui bought 370,000 shares of the stock in a transaction dated Monday, January 26th. The stock was bought at an average price of $67.07 per share, with a total value of $24,815,900.00. Following the purchase, the insider owned 54,959,504 shares in the company, valued at approximately $3,686,133,933.28. The trade was a 0.68% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at this link. Insiders bought a total of 9,933,862 shares of company stock valued at $688,134,108 in the last quarter. 23.30% of the stock is currently owned by insiders.

Key Stories Impacting W.R. Berkley

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

• Positive Sentiment: Major insider buying reported — a stakeholder purchased approximately $10.65M of WRB stock, which can be interpreted as insider confidence in the company’s outlook. Article Title
• Positive Sentiment: Additional insider purchase of roughly $8.10M was reported, reinforcing the positive signal from insider accumulation. Article Title
• Positive Sentiment: Zacks Research raised its FY2028 EPS estimate slightly to $4.90 (from $4.85), indicating a marginally improved long‑term view. Article Title
• Neutral Sentiment: Zacks still shows the consensus for the company’s current full-year EPS at $4.33 — unchanged consensus provides context that estimates remain in a narrow range. Article Title
• Negative Sentiment: Zacks trimmed several near-term estimates: Q1 2026 to $1.14 (from $1.15), Q1 2027 to $1.15 (from $1.16), Q2 2027 to $1.21 (from $1.22), Q3 2027 to $1.08 (from $1.09) and nudged FY2026 to $4.55 (from $4.56) and FY2027 to $4.75 (from $4.78). The cuts are small (pennies per share) but represent a modest downward revision in the near-term earnings trajectory that could cap upside until results or new guidance arrive. Article Title

Wall Street Analyst Weigh In

WRB has been the topic of a number of recent research reports. Weiss Ratings restated a “buy (b)” rating on shares of W.R. Berkley in a research note on Wednesday, January 21st. Argus reduced their price objective on shares of W.R. Berkley from $82.00 to $76.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. TD Cowen cut shares of W.R. Berkley from a “buy” rating to a “sell” rating and lowered their target price for the company from $77.00 to $55.00 in a report on Tuesday, January 20th. Bank of America dropped their target price on W.R. Berkley from $69.00 to $66.00 and set a “neutral” rating on the stock in a research report on Tuesday, January 27th. Finally, Wall Street Zen cut W.R. Berkley from a “hold” rating to a “sell” rating in a research report on Saturday. Four equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and four have given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $69.67.

W.R. Berkley 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.