135,541 Shares in W.R. Berkley Corporation $WRB Purchased by Moran Wealth Management LLC

Moran Wealth Management LLC acquired a new position in W.R. Berkley Corporation (NYSE:WRB) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 135,541 shares of the insurance provider’s stock, valued at approximately $10,385,000.

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

W.R. Berkley Stock Performance

WRB stock opened at $68.51 on Thursday. The company has a current ratio of 0.37, a quick ratio of 0.37 and a debt-to-equity ratio of 0.29. The business’s 50-day moving average price is $72.49 and its two-hundred day moving average price is $72.38. W.R. Berkley Corporation has a 1-year low of $55.97 and a 1-year high of $78.96. The firm has a market cap of $26.03 billion, a PE ratio of 14.39, a P/E/G ratio of 2.60 and a beta of 0.39.

W.R. Berkley (NYSE:WRB) last posted its earnings results on Monday, October 20th. The insurance provider reported $1.10 earnings per share (EPS) for the quarter, topping 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 business had revenue of $3.77 billion during the quarter, compared to analysts’ expectations of $3.16 billion. During the same period in the prior year, the business earned $0.93 EPS. W.R. Berkley’s revenue for the quarter was up 10.8% compared to the same quarter last year. As a group, research analysts forecast 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 declared a quarterly dividend, which was paid on Monday, December 29th. Shareholders of record on Monday, December 15th were paid a $0.09 dividend. This represents a $0.36 annualized dividend and a yield of 0.5%. The ex-dividend date was Monday, December 15th. W.R. Berkley’s payout ratio is presently 7.56%.

Insider Transactions at W.R. Berkley

In related news, major shareholder Sumitomo Insurance Co L. Mitsui purchased 265,000 shares of W.R. Berkley stock in a transaction that occurred on Wednesday, January 7th. The stock was purchased at an average cost of $68.50 per share, with a total value of $18,152,500.00. Following the completion of the transaction, the insider owned 51,445,463 shares of the company’s stock, valued at approximately $3,524,014,215.50. This trade represents a 0.52% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders bought a total of 2,638,875 shares of company stock worth $184,652,772 in the last 90 days. Corporate insiders own 23.30% of the company’s stock.

Key W.R. Berkley News

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

• Positive Sentiment: Sumitomo Insurance (a major WRB shareholder) made large open-market purchases across Jan. 5–7, adding roughly 681,218 shares and increasing its stake by about 0.4–0.5% — a strong signal of confidence from a large strategic investor. SEC filing: Sumitomo purchases
• Positive Sentiment: Keefe, Bruyette & Woods raised its price target to $76 (from $73) and maintains a market-perform view, providing incremental analyst support that implies upside from current levels. W R Berkley price target raised to $76 from $73 at Keefe Bruyette
• Neutral Sentiment: W.R. Berkley set its fourth-quarter and full-year 2025 earnings release and conference call for Jan. 26 — a key date that will likely drive volatility and reprice expectations depending on results and underwriting trends. Earnings date announcement
• Neutral Sentiment: Financial media highlighted the wave of early-2026 insider purchases (including Sumitomo’s buys), which may attract attention from value investors but does not guarantee near-term price support. Billionaires Start 2026 With Huge Insider Buys
• Negative Sentiment: Evercore downgraded WRB to Underperform citing EPS pressure, a notable negative catalyst because downgrades can prompt selling and reduce demand from institutional holders. W.R. Berkley downgraded to Underperform at Evercore on EPS pressure
• Negative Sentiment: Bank of America trimmed its price target slightly to $73 from $74 — a modest negative signal that, combined with the Evercore note, is pressuring near-term sentiment. W R Berkley price target lowered to $73 from $74 at BofA

Wall Street Analysts Forecast Growth

WRB has been the topic of a number of analyst reports. Barclays reissued an “underweight” rating and set a $73.00 price objective on shares of W.R. Berkley in a report on Wednesday, October 8th. Jefferies Financial Group lowered their price target on W.R. Berkley from $76.00 to $75.00 and set a “hold” rating on the stock in a research note on Tuesday, October 21st. Cantor Fitzgerald set a $78.00 price objective on shares of W.R. Berkley in a research note on Monday, October 27th. Keefe, Bruyette & Woods boosted their price target on W.R. Berkley from $73.00 to $76.00 and gave the company a “market perform” rating in a research note on Tuesday. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of W.R. Berkley in a research note on Wednesday, October 8th. Three investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $73.47.

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.