STOCK TITAN

W. R. Berkley (WRB) executive donates 1,250 shares, holds over 1M total

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

W. R. Berkley Corporation executive reports charitable stock donation. An executive vice president for investments of W. R. Berkley Corporation filed a report of a non-market transaction involving the company’s common stock. On December 18, 2025, the reporting person donated 1,250 directly owned shares of W. R. Berkley common stock to a donor-advised fund for charitable purposes.

After this donation, the reporting person beneficially owned 797,197 shares directly, which includes 647,032 shares of common stock underlying vested restricted stock units for which receipt has been deferred, and separately 208,000 shares held indirectly through a 2022 SLAT. The transaction was reported as a gift with a price of $0 per share, reflecting its non-sale, charitable nature.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
SHIEL JAMES G

(Last) (First) (Middle)
W. R. BERKLEY CORPORATION
475 STEAMBOAT ROAD

(Street)
GREENWICH CT 06830

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
BERKLEY W R CORP [ WRB ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
EVP - Investments
3. Date of Earliest Transaction (Month/Day/Year)
12/18/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 12/18/2025 G 1,250(1) D $0 797,197(2) D
Common Stock 208,000 I By 2022 SLAT
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. On December 18, 2025, the reporting person donated 1,250 directly owned shares of common stock to a donor-advisor fund, which will use the gifted shares for charitable purposes.
2. Includes 647,032 shares of common stock underlying restricted stock units ("RSUs"), all of which have vested (the receipt of which has been deferred) and does not include unvested shares of common stock underlying performance-based RSUs.
James G. Shiel 12/19/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transaction did W. R. Berkley (WRB) report for December 18, 2025?

On December 18, 2025, a W. R. Berkley Corporation executive vice president for investments reported a gift of 1,250 shares of common stock. The shares were donated to a donor-advised fund that will use them for charitable purposes.

Who is the reporting person in this W. R. Berkley (WRB) Form 4 filing and what is their role?

The reporting person is James G. Shiel, who serves as EVP - Investments at W. R. Berkley Corporation. He filed the Form 4 as an officer and as a single reporting person.

How many W. R. Berkley (WRB) shares does the insider own after the reported transaction?

Following the gift, the reporting person beneficially owns 797,197 shares of common stock directly and 208,000 shares indirectly through a 2022 SLAT, as disclosed in the filing.

What portion of the W. R. Berkley (WRB) insider’s holdings are from restricted stock units?

The filing states that the direct holdings include 647,032 shares of common stock underlying vested restricted stock units (RSUs), with receipt of those shares deferred. It excludes unvested performance-based RSUs.

Was the reported W. R. Berkley (WRB) insider transaction a market sale or purchase?

No. The transaction was coded as G (gift) and reported at a price of $0 per share, indicating it was a charitable donation to a donor-advised fund rather than an open-market trade.

Does the W. R. Berkley (WRB) Form 4 mention any Rule 10b5-1 trading plan?

The form includes a checkbox for indicating transactions under a Rule 10b5-1(c) trading plan, but the excerpt does not show that this box was marked for the reported gift transaction.

W.R Berkley

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26.36B
282.04M
24.81%
68.44%
2.31%
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GREENWICH