W. R. Berkley Corporation filings document the regulatory record of an insurance holding company with common stock and subordinated debentures registered on the New York Stock Exchange. Current reports attach earnings releases for quarterly operating results, while proxy materials address board and shareholder voting matters.
The filing record also covers capital-structure disclosures for WRB common stock and exchange-listed debenture series, as well as material-event reports on beneficial ownership changes. These documents frame the company’s Insurance and Reinsurance & Monoline Excess operations through formal reporting, governance, capital-structure and event-disclosure categories.
BERKLEY W R CORP filed a Form 13F reporting its institutional holdings as of the filing, listing 345 holdings with a total market value of $1,861,376,127. The report was signed by Richard M. Baio, Executive Vice President & Chief Financial Officer, on 05-15-2026.
W. R. Berkley Corporation delivered stronger results for the quarter ended March 31, 2026. Net income to common stockholders rose to $515.2 million from $417.6 million a year earlier, and diluted earnings per share increased to $1.31 from $1.04.
Total revenues grew to $3.69 billion from $3.55 billion, driven by net premiums earned of $3.12 billion and higher net investment income of $404.3 million. These gains were partly offset by $15.8 million of net investment losses versus gains in the prior year, and a $150.2 million other comprehensive loss, mainly from unrealized investment and currency movements.
At March 31, 2026, total assets were $44.3 billion and total stockholders’ equity was $9.74 billion. Gross reserves for losses and loss expenses increased to $22.62 billion, reflecting growth in the insurance and reinsurance books and management’s cautious stance amid social inflation and higher litigation severity.
W R Berkley Corp Schedule 13G: Vanguard Capital Management reports beneficial ownership of 21,732,802 shares of Common Stock, representing 5.8% of the class as of 03/31/2026. The filing shows 2,806,961 shares with sole voting power and 21,732,802 shares with sole dispositive power. The filing states these holdings include securities held for Vanguard funds and managed accounts and identifies related Vanguard affiliates that exercise voting or dispositive power.
W. R. Berkley Corporation calls a virtual Annual Meeting on June 3, 2026, asking stockholders to elect five directors, approve a non-binding advisory vote on executive pay, and ratify KPMG as auditor. The record date is April 9, 2026, and all voting can be done online or by proxy.
The proxy highlights a strong 2025: return on beginning equity of 21.2%, record pre-tax underwriting income, net investment income, and net income of $1.8 billion, with book value per share up 26.7% before dividends and buybacks. Total revenues reached $14.7 billion and net premiums written $12.7 billion, with a 90.7% combined ratio better than the industry.
The Board emphasizes long-term, risk‑adjusted value creation, a largely independent, diversified board, and pay programs that are predominantly performance-based. CEO compensation is 93% performance-linked, other NEOs 84%, with mandatory deferral of vested RSUs until separation and robust clawback and stock ownership requirements to align management with stockholders.
W. R. Berkley Corporation reported strong first quarter 2026 results with net income to common stockholders of $515.2 million, up 23.4% year over year, and operating income of $514.3 million, up 22.5% to a record level.
Return on equity was 21.2%, matching operating return on equity and improving from 19.9%. Total revenues rose to $3.69 billion, driven by higher net premiums earned of $3.12 billion and net investment income that grew 12.2% to a record $404.3 million.
The consolidated GAAP combined ratio was 90.7%, slightly better than 90.9% a year earlier, reflecting disciplined underwriting. The insurance segment posted a combined ratio of 92.2%, while Reinsurance & Monoline Excess improved to 78.6%. Cash flow from operations was $667.9 million.
The company returned $336.1 million of capital to shareholders, including $302.4 million of share repurchases, retiring nearly 4.5 million shares, and $33.7 million of regular dividends. Book value per share reached $26.13, and tangible book value per share was $25.52 as of March 31, 2026.
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.