Welcome to our dedicated page for W.R Berkley SEC filings (Ticker: WRB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The W. R. Berkley Corporation (WRB) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. W. R. Berkley is a Delaware-incorporated insurance holding company whose common stock trades on the New York Stock Exchange under the symbol WRB, alongside several series of subordinated debentures listed under symbols such as WRB-PE, WRB-PF, WRB-PG, and WRB-PH, as noted in its Form 8-K filings.
Through this page, users can review current reports on Form 8-K in which W. R. Berkley reports material events. Recent 8-K filings referenced in the supplied data include announcements of quarterly results, where the company incorporates its earnings press releases by reference, and an 8-K describing Mitsui Sumitomo Insurance Co., Ltd.’s acquisition of beneficial ownership of a portion of W. R. Berkley’s outstanding common stock. These filings also confirm key details such as the company’s jurisdiction of incorporation and the listing of its securities on the New York Stock Exchange.
In addition to 8-Ks, investors typically look to annual reports on Form 10-K and quarterly reports on Form 10-Q for information on segment performance, underwriting results, investment income, risk factors, and capital structure. While those specific forms are not reproduced in the provided text, they are part of the company’s broader SEC reporting framework referenced in its Safe Harbor statements, which direct readers to risks and uncertainties detailed in its SEC filings.
Stock Titan enhances access to these documents with AI-powered summaries that help explain the key points in lengthy filings, highlight important items such as segment results and capital actions, and make it easier to understand complex disclosures. Users can also monitor filings related to the company’s listed debt securities and any future insider transaction reports on Form 4, all in one place with real-time updates from the EDGAR system.
W R Berkley Corp disclosure: The Vanguard Group filed an amended Schedule 13G/A stating it holds 0 shares of W R Berkley Corp common stock, representing 0% of the class, following an internal realignment effective January 12, 2026. The filing explains certain Vanguard subsidiaries will report beneficial ownership separately in reliance on SEC Release No. 34-39538.
W. R. Berkley Corporation’s controlling family and related entities have amended their Schedule 13D to update ownership and governance arrangements. The Reporting Persons now report beneficial ownership of 95,551,144 shares of common stock, representing about 25.51% of the outstanding shares, based on 380,021,174 shares outstanding as of February 23, 2026.
The amendment clarifies that Mitsui Sumitomo Insurance Co., Ltd. (MSI) separately beneficially owns 58,780,450 shares, or about 15.7% of the common stock. Under a Framework Agreement and an amended LLC Agreement, the Reporting Persons may be deemed to share voting power over MSI’s shares, and MSI has designated executive Andrew Carrier to join W. R. Berkley’s board, with his election anticipated at the June 2026 annual meeting.
Mitsui Sumitomo Insurance Co., Ltd. has increased its stake in W. R. Berkley Corporation and now reports beneficial ownership of 58,780,450 common shares, or 15.7% of shares outstanding. The stake was built using a Rule 10b5-1 open-market purchase plan.
Between February 9 and March 3, 2026, Mitsui Sumitomo bought 2,321,794 shares for an aggregate price of $165,197,113.28, funded with cash on hand. Because Mitsui Sumitomo is a wholly owned subsidiary, MS&AD Insurance Group Holdings, Inc. may be deemed an indirect beneficial owner but disclaims beneficial ownership.
The filing also notes that WR Berkley & Others LLC (Family Holdings) separately beneficially owns 63,515,547 shares, or approximately 17.0% of outstanding shares, and describes a Framework Agreement and a new LLC Agreement among Mitsui Sumitomo, Symphony Partners, LLC and Family Holdings. In connection with acquiring 15% of the defined Outstanding Agreement Shares, Mitsui Sumitomo has designated its executive officer Andrew Carrier to join W. R. Berkley’s board, with his election anticipated at the June 2026 annual meeting.
Mitsui Sumitomo Insurance Co., Ltd., a major shareholder of W. R. Berkley, reported four open-market purchases of the company’s common stock under a Rule 10b5-1 purchase plan adopted on October 3, 2025.
The trades on March 2–3, 2026 totaled 258,176 shares at weighted average prices of about $71–$73 per share, increasing its direct holdings to as many as 58,780,450 shares after the last transaction. The shares are held directly by Mitsui Sumitomo, a wholly owned subsidiary of MS&AD Insurance Group Holdings, Inc., which may be deemed a beneficial owner but expressly disclaims beneficial ownership except to the extent of its pecuniary interest.
W. R. Berkley Corporation’s major shareholder Mitsui Sumitomo Insurance Co., Ltd. bought 300,000 shares of common stock in open-market purchases. The trades occurred on February 26–27, 2026 at weighted average prices around $71–$72 per share under a Rule 10b5-1 purchase plan adopted on October 3, 2025. Following these purchases, Mitsui Sumitomo directly holds 58,522,274 shares. MS&AD Insurance Group Holdings, Inc., Mitsui Sumitomo’s parent, may be deemed to beneficially own these securities but expressly disclaims beneficial ownership except to the extent of its pecuniary interest.
W. R. Berkley Corporation reported 2025 total revenue of $14,707,856 thousand, up from $13,638,752 thousand in 2024, with income before income taxes of $2,280,543 thousand. Net premiums written were $12,711,327 thousand, led by the Insurance segment, which contributed 88.0% of net premiums.
The Insurance segment produced revenue of $12,095,601 thousand and income before income taxes of $2,027,244 thousand, while Reinsurance & Monoline Excess generated revenue of $1,781,761 thousand and income before income taxes of $517,538 thousand. The total combined ratio was 90.7%, indicating underwriting profitability, and net investment income reached $1,429,067 thousand with a 4.5% earned yield on average investments.
BERKLEY W R CORP reported substantial insider-related buying of its common stock by Mitsui Sumitomo Insurance Co., Ltd. over three days. The reporting group purchased a total of 553,654 shares in open-market transactions on February 23, 24 and 25, 2026 at prices generally around the low-$70 range per share.
These trades were executed under a pre-arranged Rule 10b5-1 purchase plan adopted on October 3, 2025, meaning the buying followed a preset schedule rather than day-to-day discretion. The shares are held directly by Mitsui Sumitomo Insurance Co., Ltd.; its parent, MS&AD Insurance Group Holdings, Inc., may be deemed to beneficially own them but expressly disclaims beneficial ownership except to the extent of its pecuniary interest.
Mitsui Sumitomo Insurance Co., Ltd., a 10% owner of W. R. Berkley, reported automatic open-market purchases of the company’s common stock under a Rule 10b5-1 trading plan adopted on October 3, 2025. The transactions on February 19-20, 2026 totaled 505,582 shares at weighted average prices around $70–$71 per share. After these trades, Mitsui Sumitomo held 57,668,620 W. R. Berkley shares directly. MS&AD Insurance Group Holdings, Inc., Mitsui Sumitomo’s parent, may be deemed a beneficial owner but expressly disclaims beneficial ownership beyond its economic interest.
Mitsui Sumitomo Insurance Co., Ltd., a 10% owner of W. R. Berkley Corporation, reported open-market purchases of a total of 566,386 shares of common stock on February 17 and 18, 2026, at weighted average prices of about $70–71 per share.
The trades were executed under a pre-arranged Rule 10b5-1 purchase plan adopted on October 3, 2025. The shares are held directly by Mitsui Sumitomo Insurance Co., Ltd.; its parent, MS&AD Insurance Group Holdings, Inc., may be deemed a beneficial owner but expressly disclaims beneficial ownership except to the extent of its pecuniary interest.
Mitsui Sumitomo Insurance Co., Ltd. (MSI), a 10% owner of W.R. Berkley Corporation, reported a series of open-market purchases of common stock on February 12–13, 2026 under a pre-arranged Rule 10b5-1 purchase plan adopted on October 3, 2025.
MSI bought multiple blocks of shares on those dates at weighted average prices, with transaction price ranges between $69.3373 and $73.0501. Following these trades, MSI directly held 56,596,652 shares of W.R. Berkley common stock. MS&AD Insurance Group Holdings, Inc. may be deemed to beneficially own these securities through MSI but expressly disclaims beneficial ownership except to the extent of its pecuniary interest.