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Berkley W R Corp, an institutional investment manager, reported its quarterly equity holdings under Form 13F. The filing lists 342 reportable positions with an aggregate reported value of $2,097,316,550. No other investment managers are included in this report.
W. R. Berkley Corporation filed an amended Schedule 13G reporting its ownership in Pyrophyte Acquisition Corp. has been reduced to 0 Class A Ordinary Shares, representing 0% of that class. The company reports no sole or shared voting power and no sole or shared dispositive power over any shares.
W. R. Berkley Corporation EVP & Secretary Philip S. Welt reported equity compensation activity in common stock. On August 3, 2026, he acquired 14,086 shares at no cost upon vesting of tranches of performance-based RSUs granted in 2021, 2022 and 2023 under the 2018 Stock Incentive Plan. On the same date, 592 shares were withheld at $72.2875 per share to satisfy related tax liabilities. His reported position also includes 139,750 shares of common stock underlying vested RSUs with receipt deferred and 25,139 shares held indirectly through an ESPP.
W. R. Berkley Corporation EVP & CFO Richard Mark Baio received 14,086 shares of common stock on August 3, 2026 through vesting of performance-based RSUs granted in 2021, 2022 and 2023 under the 2018 Stock Incentive Plan. To satisfy related taxes, 650 shares were withheld at $72.2875 per share. Reported ownership includes 224,986 shares of common stock underlying vested RSUs with receipt deferred and 22,067 shares held indirectly through a 401(k) Plan, and excludes unvested performance-based RSUs.
W. R. Berkley Corporation reported that Chairman, President and CEO William R. Berkley, Jr. acquired 98,593 shares of common stock on August 3, 2026 through vesting of performance-based RSUs granted in 2021, 2022 and 2023 under its 2018 Stock Incentive Plan for a three-year performance period ending June 30, 2026, consisting of 38,841, 29,264 and 30,488 shares. To satisfy related tax liabilities, 4,139 shares were withheld at $72.2875 per share rather than sold on the market. Reported indirect holdings include 63,515,547 shares held by WR Berkley & Others LLC, 3,553,486 shares by WR Berkley & Others 2 LLC, 1,350,000 shares by the 2011 GST Trust, and 17,675,925 shares held by the Estate of William R. Berkley, where he serves as co-executor; these holdings also include 3,275,694 vested RSU underlying shares whose receipt has been deferred.
W. R. Berkley Corporation EVP – Investments James G. Shiel reported the vesting of 14,086 shares of performance-based restricted stock units on August 3, 2026, from awards granted in 2021, 2022 and 2023 for a three-year performance period ending June 30, 2026. To satisfy related tax obligations, 650 shares of common stock were withheld at $72.2875 per share. He also reports 208,000 shares of common stock held indirectly by a 2022 SLAT and 660,468 shares of common stock underlying vested RSUs for which receipt has been deferred.
W. R. Berkley Corporation reported stronger profitability for the second quarter and first half of 2026. Net income to common stockholders was $452.3 million for the quarter and $967.5 million for the first six months, up from $401.3 million and $818.9 million a year earlier. Six‑month diluted EPS rose to $2.46 from $2.05. Net premiums earned grew to $3.19 billion in the quarter and $6.30 billion year‑to‑date, while net investment income increased to $418.7 million in Q2 and $823.0 million for the half. These gains were partly offset by net investment losses of $55.2 million in Q2 and $71.0 million year‑to‑date, compared with gains in 2025.
Total assets reached $45.68 billion at June 30, 2026, including $31.74 billion of investments and $2.61 billion of cash and cash equivalents. Reserves for losses and loss expenses rose to $23.18 billion, with modest adverse prior‑year development net of premium effects but some favorable property experience. Accumulated other comprehensive loss widened to $640.0 million, driven largely by unrealized losses on fixed‑maturity securities. Operating cash flow remained strong at $1.47 billion for the first half. Management highlights ongoing exposure to social inflation in auto‑related and liability lines and continued volatility from market‑sensitive investment strategies, including merger arbitrage and investment funds.
WR Berkley & Others LLC, WR Berkley & Others 2 LLC, the Estate of William R. Berkley, Marjorie J. Berkley, W. Robert Berkley, Jr., and several Berkley family trusts report beneficial ownership of 95,557,324 shares of W. R. Berkley Corporation common stock, representing approximately 25.67% of the 372,276,732 shares outstanding as of April 27, 2026.
The amendment reflects that, on July 17, 2026, the Estate acquired beneficial ownership of 17,366,375 shares following William R. Berkley’s death and became the successor reporting person to his previously reported holdings. The group’s calculation excludes shares held by Mitsui Sumitomo Insurance Co., Ltd. (58,780,450 shares, about 15.8% of outstanding). Under a Framework Agreement and an Amended and Restated LLC Agreement, the reporting persons may be deemed to share voting power over MSI’s shares, but they do not concede that they form a group with MSI.
The reported shares were accumulated in or before the issuer’s initial public offering, through open-market purchases using personal funds, gifts, inheritances and other gratuitous transfers, and as equity compensation for service as officers, directors or employees.
W. R. Berkley Corporation reported strong second quarter 2026 results, highlighted by net income to common stockholders of $452.3 million and operating income of $497.1 million. Return on equity was 18.6%, and operating return on equity was 20.5%, reflecting robust profitability.
Gross premiums written grew to a record $4.1 billion, while pre-tax underwriting income rose 21.8% to $317.5 million. The current accident year combined ratio before catastrophe losses was 88.1%, and the consolidated GAAP combined ratio was 90.0%. Net investment income increased 10.4% to a record $418.7 million, supported by a fixed-maturity portfolio with an average AA- rating and 3.2-year duration.
Capital management remained active: total capital returned to shareholders in the quarter was $334.1 million, including $185.5 million of special dividends, $111.5 million of share repurchases, and $37.1 million of regular dividends. Book value per share at June 30, 2026 was $26.50, and tangible book value per share was $25.89.
W. R. Berkley Corporation reports that Executive Vice President Lucille Sgaglione has informed the company she will resign from her executive role effective June 30, 2026. After stepping down as an executive officer, she will remain with the company on a part-time basis as Senior Advisor, with her compensation adjusted to match this new position.
The company states that Ms. Sgaglione’s outstanding long-term incentive awards will be handled according to the existing terms and conditions of the applicable award agreements, indicating no special or one-time arrangements disclosed beyond the standard plan rules.