Cornerstone Investment Partners LLC Has $74.01 Million Stock Position in W.R. Berkley Corporation $WRB

Cornerstone Investment Partners LLC grew its stake in shares of W.R. Berkley Corporation (NYSE:WRB) by 27.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 965,942 shares of the insurance provider’s stock after acquiring an additional 207,060 shares during the period. W.R. Berkley accounts for 3.1% of Cornerstone Investment Partners LLC’s holdings, making the stock its 15th largest position. Cornerstone Investment Partners LLC owned about 0.25% of W.R. Berkley worth $74,010,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC boosted its stake in W.R. Berkley by 75.6% in the 4th quarter. Brighton Jones LLC now owns 50,503 shares of the insurance provider’s stock valued at $2,955,000 after purchasing an additional 21,737 shares during the period. Empowered Funds LLC boosted its position in shares of W.R. Berkley by 9.7% in the first quarter. Empowered Funds LLC now owns 33,990 shares of the insurance provider’s stock valued at $2,419,000 after acquiring an additional 3,013 shares during the period. Acadian Asset Management LLC grew its stake in shares of W.R. Berkley by 399.0% in the first quarter. Acadian Asset Management LLC now owns 9,506 shares of the insurance provider’s stock valued at $675,000 after acquiring an additional 7,601 shares in the last quarter. US Bancorp DE grew its stake in shares of W.R. Berkley by 4.4% in the second quarter. US Bancorp DE now owns 19,980 shares of the insurance provider’s stock valued at $1,468,000 after acquiring an additional 849 shares in the last quarter. Finally, Blair William & Co. IL increased its position in W.R. Berkley by 3.5% during the second quarter. Blair William & Co. IL now owns 9,409 shares of the insurance provider’s stock worth $691,000 after acquiring an additional 319 shares during the period. Institutional investors and hedge funds own 68.82% of the company’s stock.

More W.R. Berkley News

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

• Positive Sentiment: Major shareholder Sumitomo Insurance increased its stake with three purchases (Feb. 9, 10 and 11) totaling about 97,996 shares (~$6.83M at the reported prices), nudging its ownership above 56.5M shares. Insider buying at these levels is a strong bullish signal for sentiment and supports the recent price rise. SEC Filing
• Neutral Sentiment: Management presented at the Bank of America Financial Services Conference; the transcript provides detail on strategy, underwriting, and reserve positioning that investors can use to judge forward outlook. Review the transcript for management commentary. Bank of America Conference Transcript
• Neutral Sentiment: Management also presented at UBS’s Financial Services Conference; that transcript offers additional color on capital deployment and loss-cost trends — useful but not market-moving by itself. UBS Conference Transcript
• Neutral Sentiment: UBS maintained a Hold rating on WRB, which suggests analysts are not yet ready to turn bullish despite insider buying — this may limit near-term analyst-driven upside. Article
• Neutral Sentiment: Recent media pieces are re‑examining WRB’s valuation after a strong multi‑year run, prompting debate about upside vs. current multiples and expected earnings growth — these discussions can increase volatility as investors reassess valuation. Is It Time To Reassess Valuation Look

W.R. Berkley Stock Performance

W.R. Berkley stock opened at $71.55 on Thursday. The company has a quick ratio of 0.37, a current ratio of 0.37 and a debt-to-equity ratio of 0.29. The stock has a market cap of $27.19 billion, a PE ratio of 16.08, a P/E/G ratio of 2.92 and a beta of 0.37. W.R. Berkley Corporation has a 12-month low of $59.55 and a 12-month high of $78.96. The business’s 50-day moving average price is $69.05 and its two-hundred day moving average price is $72.11.

W.R. Berkley (NYSE:WRB) last posted its quarterly earnings results on Monday, January 26th. The insurance provider reported $1.13 earnings per share for the quarter, missing analysts’ consensus estimates of $1.14 by ($0.01). The company had revenue of $3.18 billion during the quarter, compared to analyst estimates of $3.18 billion. W.R. Berkley had a net margin of 12.10% and a return on equity of 18.35%. The company’s revenue for the quarter was up 2.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.13 earnings per share. As a group, analysts expect that W.R. Berkley Corporation will post 4.33 earnings per share for the current fiscal year.

W.R. Berkley Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, December 29th. Shareholders of record on Monday, December 15th 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, December 15th. W.R. Berkley’s payout ratio is presently 8.09%.

Insider Activity

In other news, major shareholder Sumitomo Insurance Co L. Mitsui bought 370,000 shares of the stock in a transaction on Monday, January 26th. The stock was acquired at an average price of $67.07 per share, with a total value of $24,815,900.00. Following the acquisition, the insider directly owned 54,959,504 shares in the company, valued at approximately $3,686,133,933.28. This trade represents a 0.68% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders have acquired 7,730,064 shares of company stock worth $531,163,987 in the last three months. 23.30% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of brokerages have issued reports on WRB. Truist Financial set a $80.00 target price on shares of W.R. Berkley and gave the stock a “buy” rating in a research report on Tuesday, January 27th. TD Cowen cut W.R. Berkley from a “buy” rating to a “sell” rating and cut their price target for the company from $77.00 to $55.00 in a research note on Tuesday, January 20th. Evercore set a $69.00 price objective on W.R. Berkley and gave the stock an “underperform” rating in a research note on Wednesday, January 7th. BMO Capital Markets cut W.R. Berkley from a “market perform” rating to an “underperform” rating and set a $64.00 price objective for the company. in a report on Wednesday, October 22nd. Finally, UBS Group set a $71.00 target price on W.R. Berkley in a report on Monday, February 2nd. Four investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and four have issued a Sell rating to the company. According to MarketBeat, W.R. Berkley has a consensus rating of “Hold” and an average price target of $69.67.

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.