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Company Profile: W. R. Berkley Corporation (WRB)

WRB insider trades (13 months) →

$75.12 −0.05% vs. previous close · Market cap $27.89B

Momentum
4.3/10
Value
5.3/10
Growth
4.1/10
Quality
-
Multifactor
-

Market and Valuation

Price & Market

Prev Close Price:$75.16
Open:$75.00
Day's Low:$74.31
Day's High:$75.63
Bid / Ask:-
Market Cap:27.89B
Enterprise Value:28.44B

52-Week Range

52-Week Low:$62.87
52-Week High:$78.96
Current position in 52-week range
52w Low-52w High
50-Day Avg:$70.61
200-Day Avg:$69.25

Volume

Volume Today:1,540,626
Avg Volume (3m):2,568,076
Avg Volume (10d):2,415,770
52-Week Change:+1.50%
vs S&P 500, 52 weeks:-
Beta:0.22

Valuation Multiples

P/E (trailing):15.88

Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Nov 2, 2026. The P/E is the price divided by that EPS.

P/E (forward):15.48
PEG Ratio:4.95
Price / Book:2.97
Price / Sales (TTM):1.88
EV / Revenue:1.91
EV / EBITDA:11.31

Dividends

Current yield:0.53%
Annual Dividend Rate:$0.40
Dividend Trailing:$0.09
Yield Trailing:0.12%
5-Year Avg Yield:0.54%
Payout Ratio:8.03%
Last Ex-Dividend Date:-

Valuation Context

P/E vs sector (indicative)

Most Recent Quarter:-
Fiscal Year (Next):-

Loading historical OHLCV database...

Financial Statements TTM (Trailing 12 Months)

Income Statement

Total Revenue (TTM):14.87B
Gross Profit:6.48B
EBITDA:2.51B
Net Income (TTM):1.86B
Rev Growth (YoY):-0.80%
Earnings Growth (YoY):-10.90%
Quarterly earnings growth (YoY):-12.70%

Margins

Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-

Per Share

EPS Trailing (TTM):$4.73

Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Nov 2, 2026. The P/E is the price divided by that EPS.

EPS Forward (Est.):$4.85
Revenue Per Share:$37.95
Cash Per Share:-
Book Value:$25.32
Last Dividend:-
Ex-Dividend Date:-
Last Split:-

Balance Sheet & Liquidity

Total cash:3.90B
Total Debt:3.10B
Net Debt (Debt - Cash):−795.73M (net cash)
Debt / Equity:31.53%
Current Ratio:-
Quick Ratio:-

Cash Flows

Operating Cash Flow:-
Free Cash Flow (FCF):-
FCF Yield (FCF / Market Cap):-
Enterprise Value:28.44B
EV / Revenue:1.91
EV / EBITDA:11.31

Profitability

ROE (Return on Equity):-
ROA (Return on Assets):-
P/E (trailing):15.88
P/E (forward):15.48
Price / Book:2.97
PEG Ratio:4.95
52-Week Change:+1.50%
S&P 500 change, 52 weeks:+11.37%

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

EPS Trailing (TTM):$4.73

Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Nov 2, 2026. The P/E is the price divided by that EPS.

EPS Forward (Est.):$4.85
P/E (forward):15.48
PEG Ratio:4.95

Growth and Margins

Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-

Per Share

Revenue Per Share:$37.95
Cash Per Share:-
Book Value:$25.32

Cash Flows (TTM)

Free Cash Flow:-
Operating Cash Flow:-
EBITDA:2.51B
Total Revenue (TTM):14.87B
Net Income (TTM):1.86B
Fiscal Year (Last):-

EPS Surprise History - Last 4 Quarters

Actual vs. Analyst Estimates · Green = beat expectations · Red = missed

Quarter Period Actual EPS Estimated EPS Difference Surprise % Currency

Ownership Structure

Ownership Distribution

% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float

Shares & Short Interest

Shares Outstanding:371,227,529
Float (free shares):248,981,360
Short interest (shares):35,638
Short % of float:-
Short Ratio (days to cover):0.01
Short interest, prior month:-
Short Interest Date:-

Governance Score (1=Best, 10=Worst)

Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-

Top Institutional Holders

Position Change: ▲ Increased · ▼ Reduced · = Unchanged

Organization Report Date % Shares No. Shares Value (USD) Change %

Top Mutual Funds

Position Change: ▲ Increased ▼ Decreased = Unchanged

Fund Report Date % Shares No. Shares Value (USD) Change %

Recent Insider Trades

Executive / Insider Title Date Action Shares

Options Chain

CALLS

StrikeLastBidAskVol.O.I.IV

PUTS

StrikeLastBidAskVol.O.I.IV

W. R. Berkley Corporation (WRB) SEC filings: 10-K, 10-Q and 8-K

Direct links to financial reports filed with the SEC.

Type Date Official link
S-3ASR2026-11-02View filing ↗
8-K2026-10-19View filing ↗
N-PX2026-08-26View filing ↗
10-Q2026-07-31View filing ↗
8-K2026-07-20View filing ↗
8-K2026-06-26View filing ↗
11-K2026-06-25View filing ↗
8-K2026-06-11View filing ↗
8-K2026-06-10View filing ↗
8-K2026-06-05View filing ↗

Company and Executive Profile

W. R. Berkley Corporation, an insurance holding company, operates as a commercial line writer worldwide. The company operates through Insurance and Reinsurance & Monoline Excess segments. The Insurance segment underwrites commercial insurance business, including excess and surplus lines, admitted lines, and specialty personal lines. This segment also provides accident and health insurance and reinsurance products; insurance for commercial risks; casualty and specialty environmental products; insurance coverages for fine arts and jewelry exposures; excess liability and inland marine coverage for small to medium-sized insureds; and commercial general liability, umbrella, professional liability, directors and officers, commercial property, and surety products, as well as products for technology, and life sciences and travel industries. In addition, it offers cyber risk solutions; crime and fidelity insurance products; medical professional coverages; workers' compensation insurance products; management liability and general insurance products; personal lines insurance solutions, including home, condo/co-op, auto, fine arts and collectibles, liability, collector vehicle, and recreational marine; law enforcement, public officials and educator's legal, and employment practices liability, as well as incidental medical, property, and crime insurance products; at-risk and alternative risk insurance program management services; professional liability; energy and marine risks; and insurance products to the Lloyd's marketplace. The Reinsurance & Monoline Excess segment provides treaty and facultative reinsurance solutions; property and casualty reinsurance products; facultative reinsurance products include automatic, semi-automatic, and individual risk assumed reinsurance; and turnkey products, such as cyber, employment practices liability insurance, liquor liability insurance and violent events. The company was founded in 1967 and is headquartered in Greenwich, Connecticut.

General Information

Headquarters:United States
City:Greenwich
Employees:8,804
Industry:Insurance - Property & Casualty
Website:-

Key Executives

NameTitleAgeTotal pay
Mr. William Robert Berkley Jr.President, CEO & Chairman5312.77M
Mr. Richard Mark BaioExecutive VP & CFO562.50M
Mr. James Gerald ShielExecutive Vice President of Investments652.31M
Mr. Philip Stanley Welt CPAExecutive VP & Secretary652.50M
Ms. Karen A. HorvathVice President of Investor Relations--
Mr. Stephen Mark KennedySenior VP & General Counsel--
Scott Allen BennettSenior VP & Chief Compliance Officer--
Mr. Jonathan M. LevineVP & Chief Marketing Officer--

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W. R. Berkley Corporation (WRB): Quantitative Analysis

W. R. Berkley Corporation (WRB) — Financial Services — Insurance - Property & Casualty. WRB is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.

So far in 2026, WRB has returned +8.3% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.

Its strongest factor is value (Z 0.16, ranked 147 of 489); its weakest is growth (Z -0.52, ranked 421 of 489). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.

Factor scores

The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.

FactorZ-ScoreRank
Momentum-0.430317 of 494 ↑8
Value0.162147 of 489
Growth-0.520421 of 489

Market data

MetricValue
Price$75.12
Market Cap27.89B
P/E15.88
Revenue (last 12 months)14.87B
Price / book2.97
Book value per share$25.32
52-week range$62.87 – $78.96
Dividend yield0.53%
Beta0.22
Average volume2,568,076
Shares outstanding371.23M
Short interest (% of float)0.02% (as of Oct 15, 2026)

When does WRB report earnings? 11 of its last 12, after the close →

What are WRB insiders doing? 69 transactions filed with the SEC, of them 50 buys, the last one on Aug 3, 2026 →

WRB latest SEC filings

Filing dates on EDGAR, the SEC's public registry. All WRB filings on EDGAR.

Guides: How to read a Quant500 company page · What the S&P 500 is · P/E ratio explained · 10-K, 10-Q and 8-K · all guides

Frequently asked questions about W. R. Berkley (WRB)

When does W. R. Berkley report earnings?

W. R. Berkley has no announced date in the Nasdaq public calendar checked (Nov 3, 2026 to Dec 7, 2026). Of its last 12 earnings announcements: 11 after the close and 1 before the open (SEC filings through Oct 19, 2026). WRB earnings dates and times, quarter by quarter →

What is W. R. Berkley's P/E ratio?

W. R. Berkley's P/E (price over earnings per share for the last twelve months) is 15.9 at the Nov 3, 2026 close. That EPS is the 12-month diluted figure from the SEC, the four quarters ended Sep 30, 2026. The median of the 68 Financial Services companies with a P/E is 14.2, and the S&P 500's, 23.5: W. R. Berkley is above its sector median. Financial Services stocks, company by company →

Have W. R. Berkley insiders bought or sold shares?

The latest open-market purchase of W. R. Berkley shares filed with the SEC (Form 4) was on Mar 3, 2026, by a 10% owner, for $8.1M. Nor any open-market sale. In total, from August 2025 through Nov 3, 2026: 50 purchases and 0 sales by directors, officers and large shareholders. All WRB insider trades →

Does W. R. Berkley pay a dividend?

Yes. Its dividend yield is 0.53% at the Nov 3, 2026 close (annual dividend of $0.40 per share). The latest recorded ex-dividend date is Sep 21, 2026.

What sector is W. R. Berkley in, and which index?

W. R. Berkley is classified in the Financial Services sector (industry: Insurance - Property & Casualty), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 70 S&P 500 companies in that sector. Financial Services stocks →

What is behind these numbers

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Data as of Nov 3, 2026. Source: point-in-time SEC fundamentals and closing prices. Method and formulas are on the home page.

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