Truist Financial Corp Decreases Position in W.R. Berkley Corporation $WRB

Truist Financial Corp lowered its stake in shares of W.R. Berkley Corporation (NYSE:WRB) by 2.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,287,224 shares of the insurance provider’s stock after selling 34,087 shares during the quarter. Truist Financial Corp’s holdings in W.R. Berkley were worth $98,627,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Vanguard Group Inc. grew its stake in W.R. Berkley by 1.7% during the 2nd quarter. Vanguard Group Inc. now owns 36,961,788 shares of the insurance provider’s stock worth $2,715,583,000 after purchasing an additional 625,685 shares in the last quarter. Geode Capital Management LLC boosted its stake in shares of W.R. Berkley by 3.7% in the 2nd quarter. Geode Capital Management LLC now owns 8,189,248 shares of the insurance provider’s stock valued at $599,271,000 after buying an additional 289,172 shares during the period. JPMorgan Chase & Co. grew its position in shares of W.R. Berkley by 8.6% during the second quarter. JPMorgan Chase & Co. now owns 7,274,234 shares of the insurance provider’s stock worth $534,438,000 after buying an additional 577,873 shares in the last quarter. Norges Bank purchased a new stake in shares of W.R. Berkley during the second quarter worth approximately $367,921,000. Finally, Royal London Asset Management Ltd. raised its holdings in W.R. Berkley by 4.6% in the second quarter. Royal London Asset Management Ltd. now owns 2,738,612 shares of the insurance provider’s stock valued at $201,206,000 after acquiring an additional 121,045 shares in the last quarter. 68.82% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at W.R. Berkley

In other W.R. Berkley news, major shareholder Sumitomo Insurance Co L. Mitsui purchased 370,000 shares of W.R. Berkley stock in a transaction that occurred on Monday, January 26th. The stock was purchased at an average price of $67.07 per share, for a total transaction of $24,815,900.00. Following the transaction, the insider directly owned 54,959,504 shares in the company, valued at $3,686,133,933.28. This trade represents a 0.68% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through the SEC website. Over the last 90 days, insiders have acquired 6,811,847 shares of company stock valued at $468,372,975. Insiders own 23.00% of the company’s stock.

Analyst Upgrades and Downgrades

WRB has been the subject of several analyst reports. TD Cowen cut shares of W.R. Berkley from a “buy” rating to a “sell” rating and lowered their price target for the stock from $77.00 to $55.00 in a report on Tuesday, January 20th. Evercore ISI set a $69.00 target price on shares of W.R. Berkley and gave the stock an “underperform” rating in a research note on Wednesday, January 7th. Morgan Stanley set a $73.00 price target on W.R. Berkley in a research note on Wednesday. Mizuho lowered their price objective on W.R. Berkley from $69.00 to $67.00 and set a “neutral” rating for the company in a research report on Tuesday. Finally, UBS Group reiterated a “neutral” rating and issued a $87.00 price objective on shares of W.R. Berkley in a report on Friday, November 7th. Three 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. Based on data from MarketBeat, W.R. Berkley has an average rating of “Reduce” and an average target price of $70.43.

Key W.R. Berkley News

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

• Positive Sentiment: Company reaffirmed a sub‑30% expense‑ratio target while signaling increased technology investments and returning $971M to shareholders (buybacks/dividends), supporting earnings power and capital allocation. W. R. Berkley signals increased technology investments and affirms sub‑30% expense ratio target while returning $971M to shareholders
• Positive Sentiment: Management highlighted solid full‑year growth and record investment income that offset a modest Q4 operational miss, providing some upside to underwriting results and investment‑driven EPS. W. R. Berkley Balances Record Earnings With Market Risks
• Neutral Sentiment: Q4 call/transcript shows a very small EPS miss (reported $1.13 vs. $1.14 consensus, ~‑$0.01) and revenues roughly in line; that reduces immediate shock but leaves little positive surprise in the quarter. W R Berkley (WRB) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst write‑ups note “solid underwriting” and structural strength but flag slowing growth and valuation concerns — useful context for longer‑term investors but not an immediate operational change. W.R. Berkley: Solid Q4 But Structurally Expensive
• Negative Sentiment: Several sell‑side firms cut price targets and kept neutral/hold opinions (Jefferies, Wells Fargo, Mizuho, Bank of America), signaling limited near‑term upside and contributing downward pressure on the stock. W. R. Berkley: Solid Underwriting but Slowing Growth and Limited Upside Justify Neutral (Hold) Rating
• Negative Sentiment: Market reaction is also reflecting a narrow EPS miss and flat revenue trend in the quarter — these keep valuation multiple under pressure (analysts trimmed targets to mid‑$60s). W.R. Berkley Q4 Earnings Miss Estimate, Revenues Up Y/Y

W.R. Berkley Stock Performance

Shares of WRB stock opened at $67.67 on Thursday. The stock’s 50-day moving average is $70.37 and its two-hundred day moving average is $72.02. 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 1 year low of $58.07 and a 1 year high of $78.96. The firm has a market cap of $25.72 billion, a price-to-earnings ratio of 15.21, a PEG ratio of 2.50 and a beta of 0.39.

W.R. Berkley (NYSE:WRB) last announced its earnings results on Monday, January 26th. The insurance provider reported $1.13 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.14 by ($0.01). The firm 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 firm’s revenue for the quarter was up 2.1% compared to the same quarter last year. During the same period last year, the company earned $1.13 earnings per share. Analysts predict that W.R. Berkley Corporation will post 4.33 earnings per share for the current year.

W.R. Berkley Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, December 29th. Stockholders of record on Monday, December 15th were given a dividend of $0.09 per share. The ex-dividend date was Monday, December 15th. This represents a $0.36 dividend on an annualized basis and a dividend yield of 0.5%. W.R. Berkley’s dividend payout ratio (DPR) is 8.09%.

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.