Every Form 4 that W.R. Berkley Corporation (WRB) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow WRB and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full WRB filings page.
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.
BERKLEY WILLIAM R reported acquisition or exercise transactions in this Form 4 filing.
W. R. Berkley Corporation Executive Chairman William R. Berkley reported a stock award of 3,090 shares of common stock. The award was granted under the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated.
After this grant, he directly holds 17,366,375 common shares, which include 7,618,901 shares underlying vested Restricted Stock Units whose receipt has been deferred. The filing also lists substantial indirect holdings through family trusts, a spouse, and limited liability companies, with certain trust-held shares expressly disclaimed as beneficially owned.
Ferre Maria Luisa reported acquisition or exercise transactions in this Form 4 filing.
BERKLEY W R CORP director Maria Luisa Ferre received a grant of 3,090 shares of common stock on June 3, 2026. The award was issued at $0.00 per share under the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated, increasing her direct holdings to 59,234 shares. This is a compensation-related stock award rather than an open-market purchase.
Mattson Marie Angela reported acquisition or exercise transactions in this Form 4 filing.
BERKLEY W R CORP director Marie Angela Mattson reported a stock award of 3,090 shares of Common Stock. The award was granted on June 3, 2026 under the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. The grant carried a price of $0.00 per share as compensation rather than a market purchase. Following this award, she directly holds a total of 9,667 shares of Common Stock.
BERKLEY WILLIAM R JR reported acquisition or exercise transactions in this Form 4 filing.
W. R. Berkley Corporation director and CEO William R. Berkley Jr. reported an equity award of 3,090 shares of common stock. The shares were granted at a price of $0.00 per share as a grant or award and are classified as directly owned.
After this award, his direct holdings total 4,555,860 common shares. A footnote states this direct position includes 3,181,240 shares underlying vested Restricted Stock Units, where receipt has been deferred. Additional indirect holdings are reported through family-related trusts and limited liability companies.
Mosley Daniel Lynn reported acquisition or exercise transactions in this Form 4 filing.
BERKLEY W R CORP director Daniel Lynn Mosley received a grant of 3,090 shares of Common Stock as board compensation. The award was granted on June 3, 2026 under the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. The shares were issued at a stated price of $0.00 per share as an equity award rather than a market purchase. Following this grant, Mosley directly holds a total of 14,885 shares of the company’s Common Stock.
Farrell Mary C reported acquisition or exercise transactions in this Form 4 filing.
W. R. Berkley Corporation director Mary C. Farrell received a grant of 3,090 shares of Common Stock, recorded at a price of $0.00 per share. This was issued as an award under the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. After this award, she directly holds 19,378 common shares. The filing also reports indirect holdings of 489 shares through an IRA and 141,106 shares through a trust, showing her overall equity exposure to the company.
Rusbuldt Robert Alan reported acquisition or exercise transactions in this Form 4 filing.
BERKLEY W R CORP director Robert Alan Rusbuldt reported receiving a grant of 3,090 shares of common stock on June 3, 2026. The award was granted under the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated, at a stated price of $0.00 per share, indicating it is a compensation grant rather than a market purchase. Following this award, Rusbuldt directly holds 5,866 shares of Berkley common stock. This filing reflects routine director equity compensation and does not report any open‑market buying or selling.
Augostini Christopher L reported acquisition or exercise transactions in this Form 4 filing.
BERKLEY W R CORP director receives stock grant. Director Christopher L. Augostini was awarded 3,090 shares of Common Stock on June 3, 2026 under the W. R. Berkley Corporation 2009 Directors Stock Plan. After this compensation-related award, he directly holds 109,859 shares of the company’s common stock.
BLAYLOCK RONALD E reported acquisition or exercise transactions in this Form 4 filing.
W. R. Berkley Corporation director Ronald E. Blaylock reported a new stock award and updated holdings. He received an award of 3,090 shares of Common Stock at no cash cost, granted under the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated.
After this grant, Blaylock directly holds 121,990 shares of common stock and indirectly holds 25,953 shares through a trust. These entries reflect director compensation and updated ownership rather than open-market buying or selling.
Talisman Jonathan reported acquisition or exercise transactions in this Form 4 filing.
W. R. Berkley Corporation director Jonathan Talisman received 3,090 shares of Common Stock as a grant or award at $0.00 per share, described as an award under the W. R. Berkley Corporation 2009 Directors Stock Plan. Following this award, he holds 33,180 shares directly and 855 shares indirectly through a dividend reinvestment plan.
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.
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.
Mitsui Sumitomo Insurance Co., Ltd. (MSI), a 10% owner of W.R. Berkley Corporation, reported multiple open-market purchases of the company’s common stock from February 9 to 11, 2026. The trades were executed under a Rule 10b5-1 purchase plan adopted on October 3, 2025.
MSI bought several blocks of shares, including 35,952 shares at a weighted average price of $69.2744 and 11,163 shares at $71.4493 per share, at prices calculated as weighted averages over multiple trades. Following the reported transactions, MSI directly held 56,556,652 shares of W.R. Berkley common stock. MS&AD Insurance Group Holdings, Inc., MSI’s parent, may be deemed to beneficially own these securities 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 Corporation, reported a series of share purchases executed under a Rule 10b5-1 purchase plan adopted on October 3, 2025. On February 5 and 6, 2026, MSI bought blocks of common stock at weighted average prices between about $70.46 and $71.39 per share, in transactions of 6,528, 13,472, 15,694 and 4,306 shares.
Following these purchases, MSI was reported as directly holding 56,458,656 W. R. Berkley common shares. MS&AD Insurance Group Holdings, Inc., MSI’s parent, may be deemed to beneficially own these securities 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 multiple open-market purchases of WRB common stock on February 2–4, 2026. The trades, all coded "P", were executed under a pre-arranged Rule 10b5-1 purchase plan adopted on October 3, 2025.
Individual transactions included purchases such as 237,062 shares at a weighted average price of $67.7086 on February 2, 2026 and 22,415 shares at $70.2528 on February 4, 2026. Following the final reported transaction, MSI directly held 56,418,656 WRB common shares. MSI is a wholly owned subsidiary of MS&AD Insurance Group Holdings, Inc., which may be deemed to beneficially own these securities 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 Corporation, reported multiple open-market purchases of the issuer’s common stock on January 29–30, 2026 under a Rule 10b5-1 purchase plan adopted on October 3, 2025.
On January 29, 2026, Mitsui Sumitomo purchased 262,282 shares at a weighted average price of $68.0816 and 27,718 shares at $68.5605. On January 30, 2026, it purchased 195,000 shares at $68.3611, bringing its directly held position to 56,103,435 common shares. The filing notes that 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.
Mitsui Sumitomo Insurance Co., Ltd. (MSI), a 10% owner of W. R. Berkley Corporation, reported a series of open‑market common stock purchases under a pre‑arranged Rule 10b5‑1 plan adopted on October 3, 2025.
On January 26, 2026, MSI bought 293,611 shares at a weighted average price of $66.8554 and 76,389 shares at $67.877. On January 27, 2026, it executed several additional purchases, including 325,960 shares at $67.4036 and 8,582 shares at $68.561. On January 28, 2026, MSI purchased 280,354 shares at $67.5756 and 28,577 shares at $67.8935.
Following these transactions, MSI directly held up to 55,618,435 W. R. Berkley shares. Because MSI is a wholly owned subsidiary of MS&AD Insurance Group Holdings, Inc., MS&AD may be deemed to beneficially own these securities 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 sizable open‑market share purchases under a pre-set trading plan. On January 22, 2026, MSI bought 330,000 shares of W. R. Berkley common stock at a weighted average price of $67.4505. On January 23, 2026, MSI made two additional purchases of 201,081 shares at a weighted average price of $66.7699 and 166,919 shares at a weighted average price of $67.1803. These transactions were effected pursuant to a Rule 10b5-1 purchase plan adopted on October 3, 2025. Following the reported trades, MSI directly held 54,589,504 W. R. Berkley common shares. Because MSI is a wholly owned subsidiary of MS&AD Insurance Group Holdings, Inc., MS&AD may be deemed to beneficially own these securities, 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 Corporation, reported open-market purchases of the company’s common stock over two days in January 2026 under a pre-arranged Rule 10b5‑1 trading plan adopted on October 3, 2025. On January 20, 2026, it bought 265,006 shares at a weighted average price of $67.7506 and 44,994 shares at $68.0772. On January 21, 2026, it purchased 59,002 shares at $66.9526 and 260,998 shares at $67.6032, for an aggregate 630,000 shares across both days. Following these transactions, the reporting persons show beneficial ownership of 53,891,504 shares. The filing notes that the shares are held directly by Mitsui Sumitomo Insurance Co., Ltd., and that 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 Corporation, reported a series of open-market purchases of the company’s common stock. On January 15, 2026, it bought blocks of 166,907 shares at $68.675 and 68,093 shares at $69.4472. On January 16, 2026, it purchased 241,309 shares at $68.031 and 58,691 shares at $68.7857.
The filing states these purchases were made under a Rule 10b5-1 purchase plan adopted on October 3, 2025, indicating they were pre-arranged. After these transactions, Mitsui Sumitomo Insurance directly held 53,261,504 shares of W.R. Berkley common stock. Because Mitsui Sumitomo Insurance is a wholly owned subsidiary of MS&AD Insurance Group Holdings, Inc., MS&AD may be deemed to beneficially own these securities, though it expressly disclaims beneficial ownership except to the extent of its pecuniary interest.
Mitsui Sumitomo Insurance Co., Ltd., a more than 10% owner of W.R. Berkley Corporation, reported multiple open-market purchases of W.R. Berkley common stock. On January 12, 2026, it bought 256,041 shares at a weighted average price of $68.7344 per share, followed by additional purchases on January 13 and 14, 2026 at weighted average prices between $67.8241 and $69.2333 per share. After these transactions, it directly held 52,726,504 shares of W.R. Berkley common stock. The filing notes that these trades were made under a Rule 10b5-1 purchase plan adopted on October 3, 2025, and that MS&AD Insurance Group Holdings, Inc. may be deemed to beneficially own the securities through its wholly owned subsidiary but disclaims beneficial ownership except for its pecuniary interest.
Mitsui Sumitomo Insurance Co., Ltd., a 10% owner of W. R. Berkley Corporation, reported open-market purchases of the issuer’s common stock on January 8 and 9, 2026 under a Rule 10b5-1 purchase plan adopted on October 3, 2025. On those dates, Mitsui Sumitomo bought several blocks of shares at weighted average prices ranging from about $68.48 to $70.32 per share. Following the final reported trade, the filing shows 51,915,463 shares of W. R. Berkley common stock beneficially owned in direct form. Because Mitsui Sumitomo is a wholly owned subsidiary of MS&AD Insurance Group Holdings, Inc., MS&AD may be deemed to beneficially own these securities 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 Corporation, reported a series of open-market purchases of W.R. Berkley common stock executed under a Rule 10b5-1 purchase plan adopted on October 3, 2025.
On January 5–7, 2026, Mitsui Sumitomo recorded multiple buy transactions, including 153,686 shares at a weighted average price of $70.7775 on January 5 and 254,622 shares at a weighted average price of $68.4677 on January 7. Following the final reported trade, Mitsui Sumitomo is shown as beneficially owning 51,445,463 W.R. Berkley common shares directly.
The filing notes that these prices are weighted averages for numerous trades within stated price ranges and that additional detail is available on request. It also states that Mitsui Sumitomo is a wholly owned subsidiary of MS&AD Insurance Group Holdings, Inc., which may be deemed to beneficially own the securities but expressly disclaims beneficial ownership except to the extent of its pecuniary interest.
W.R. Berkley Corporation insider Mitsui Sumitomo Insurance Co., Ltd., together with MS&AD Insurance Group Holdings, reported sizable open-market purchases of common stock under a pre-arranged Rule 10b5-1 trading plan adopted on October 3, 2025. On December 30, 2025, the reporting persons bought 205,000 shares at a weighted average price of $70.8284, bringing their beneficial holdings to 50,296,511 shares. On December 31, 2025, they purchased another 230,000 shares at a weighted average price of $70.2652, increasing holdings to 50,526,511 shares. On January 2, 2026, they bought a further 237,734 shares at a weighted average price of $69.3477, resulting in beneficial ownership of 50,764,245 shares held directly by Mitsui Sumitomo Insurance. The reporting persons state these prices reflect multiple trades within disclosed price ranges and clarify that MS&AD’s interest is through its wholly owned subsidiary.
Mitsui Sumitomo Insurance Co., Ltd., a director of W.R. Berkley Corporation, reported a series of open‑market purchases of WRB common stock in late December 2025. On December 23, 2025, it bought 232,546 shares at a weighted average price of $70.3106 and 2,027 shares at $71.1535. Additional purchases of 220,000 shares were made on December 24 and December 26, and 205,000 shares on December 29, at weighted average prices between $70.5093 and $70.7726. After these transactions, Mitsui Sumitomo reported beneficial ownership of 50,091,511 WRB shares held directly. The trades were executed under a Rule 10b5‑1 purchase plan adopted on October 3, 2025, and the filing notes that prices reflect weighted averages over multiple trades within stated ranges.
Mitsui Sumitomo Insurance Co., Ltd. (MSI), together with its parent MS&AD Insurance Group Holdings, Inc., reported open-market purchases of W. R. Berkley Corporation common stock. On December 18, 2025, MSI bought 204,350 shares at a weighted average price of $69.3815 per share under a Rule 10b5-1 purchase plan adopted on October 3, 2025. On December 19, 2025, it acquired another 204,000 shares at a weighted average of $69.503.
On December 22, 2025, MSI purchased 39,940 shares at a weighted average price of $69.9716 and 162,060 shares at a weighted average of $70.3257. Following these transactions, MSI is shown as beneficially owning 49,211,938 W. R. Berkley shares in direct form. MS&AD may be deemed to beneficially own these securities through its 100% ownership of MSI but expressly disclaims beneficial ownership except to the extent of its pecuniary interest.
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.