W.R. Berkley Corporation $WRB Shares Sold by Pitcairn Co.

Pitcairn Co. reduced its stake in shares of W.R. Berkley Corporation (NYSE:WRB) by 50.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 7,653 shares of the insurance provider’s stock after selling 7,903 shares during the quarter. Pitcairn Co.’s holdings in W.R. Berkley were worth $586,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the stock. Compass Financial Services Inc acquired a new stake in shares of W.R. Berkley during the 3rd quarter worth approximately $26,000. Twin Peaks Wealth Advisors LLC acquired a new position in shares of W.R. Berkley in the 2nd quarter valued at $27,000. Elevation Point Wealth Partners LLC acquired a new position in shares of W.R. Berkley in the 2nd quarter valued at $34,000. Physician Wealth Advisors Inc. boosted its holdings 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 buying an additional 150 shares in the last quarter. Finally, Westside Investment Management Inc. grew its position in W.R. Berkley by 100.0% during the third quarter. Westside Investment Management Inc. now owns 528 shares of the insurance provider’s stock valued at $40,000 after buying an additional 264 shares during the period. 68.82% of the stock is owned by institutional investors and hedge funds.

W.R. Berkley News Summary

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

Insider Activity at W.R. Berkley

In other news, major shareholder Sumitomo Insurance Co L. Mitsui bought 370,000 shares of the firm’s stock in a transaction dated Monday, January 26th. The shares were acquired at an average price of $67.07 per share, for a total transaction of $24,815,900.00. Following the completion of the transaction, the insider directly owned 54,959,504 shares in the company, valued at $3,686,133,933.28. The trade was a 0.68% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders purchased a total of 9,933,862 shares of company stock worth $688,134,108 over the last ninety days. 23.30% of the stock is owned by corporate insiders.

W.R. Berkley Stock Performance

WRB opened at $69.93 on Friday. The firm’s fifty day simple moving average is $69.70 and its two-hundred day simple moving average is $72.22. W.R. Berkley Corporation has a 52-week low of $60.68 and a 52-week high of $78.96. The company 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 company has a quick ratio of 0.37, a current ratio of 0.37 and a debt-to-equity ratio of 0.29.

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 analysts’ consensus estimates of $1.14 by ($0.01). The company had revenue of $3.18 billion for the quarter, compared to analysts’ expectations of $3.18 billion. W.R. Berkley had a return on equity of 18.17% and a net margin of 12.10%.The firm’s revenue for the quarter was up 2.1% on a year-over-year basis. During the same period in the prior year, the firm earned $1.13 EPS. Equities analysts anticipate that W.R. Berkley Corporation will post 4.33 earnings per share for the current fiscal year.

W.R. Berkley Announces Dividend

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

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on WRB shares. Barclays reaffirmed an “underweight” rating and issued a $64.00 price objective (down from $73.00) on shares of W.R. Berkley in a report on Thursday, January 8th. Wells Fargo & Company dropped their target price on W.R. Berkley from $68.00 to $66.00 and set an “equal weight” rating on the stock in a research report on Tuesday, January 27th. Mizuho cut their price target on W.R. Berkley from $69.00 to $67.00 and set a “neutral” rating for the company in a research note on Tuesday, January 27th. Evercore set a $69.00 price target on W.R. Berkley and gave the stock an “underperform” rating in a report on Wednesday, January 7th. Finally, Truist Financial set a $80.00 price objective on W.R. Berkley and gave the company a “buy” rating in a report on Tuesday, January 27th. Four 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 has a consensus rating of “Hold” and a consensus price target 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.