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.
WR Berkley & Others LLC and related parties have filed a Schedule 13D detailing their holdings in W. R. Berkley Corporation common stock. The reporting group, including family holding companies, trusts and family members, beneficially owns 95,551,144 shares, representing 25.14% of the 380,021,174 shares outstanding as of October 28, 2025.
The filing also highlights a strategic relationship with MS&AD Insurance Group’s Mitsui Sumitomo Insurance (MSI)48,601,588 shares, or about 12.8% of the common stock, and may increase its stake to as much as 15% of the “Outstanding Agreement Shares” by March 31, 2026. A Framework Agreement and a future LLC Agreement coordinate voting between the Berkley family holdings and MSI through Symphony Partners, with Family Holdings retaining effective control of joint voting decisions.
MSI has the right, subject to regulatory approvals and ownership thresholds, to designate one director candidate to the board after March 15, 2026, while agreeing to customary standstill restrictions and coordinated voting with the Berkley family entities.
Mitsui Sumitomo Insurance Co., Ltd. (MSI)W. R. Berkley Corporation. MSI reports beneficial ownership of 48,601,588 shares of W. R. Berkley common stock, held directly. The filing date of the reportable event is 12/04/2025.
The filing states that 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. It also notes existing agreements among MSI, the issuer and WR Berkley & Others LLC and disclaims forming a group or owning securities held by that LLC.
W. R. Berkley Corporation now has Mitsui Sumitomo Insurance Co., Ltd. (MSI), part of MS&AD Insurance Group, as a major strategic shareholder. MSI beneficially owns 48,601,588 shares of common stock, representing about 12.8% of outstanding shares, based on 380,021,174 shares outstanding as of October 28, 2025. As of December 4, 2025, MSI acquired 30,395,535 of these shares through a contingent purchase agreement at $74.6857 per share.
MSI and family-controlled WR Berkley & Others LLC (Family Holdings) have a Framework Agreement and an LLC Agreement tied to Symphony Partners, LLC. MSI plans, via a Rule 10b5-1 plan, to increase its stake up to 15% of a defined Outstanding Agreement Shares figure, with a standstill that generally caps its position and restricts activism. Once certain ownership and regulatory conditions are met, MSI may designate one director to W. R. Berkley’s board, while agreeing to vote its shares largely in line with Family Holdings or Symphony Partners’ board decisions.
W. R. Berkley Corporation reported a significant change in ownership of its common stock. The company announced that Mitsui Sumitomo Insurance Co., Ltd. (MSI) has acquired beneficial ownership of at least 12.5% of W. R. Berkley’s outstanding common stock. This stake was obtained under MSI’s previously announced agreements with a company owned by members of the Berkley family and related trusts, indicating that the transaction involves a transfer from long‑standing family-related holders rather than a new share issuance by the company. The announcement was made through a press release dated December 5, 2025, which is filed as an exhibit and incorporated by reference.
W. R. Berkley Corporation reported third‑quarter results in its Form 10‑Q. Net income to common stockholders was $511,032,000 with diluted EPS of $1.28 (basic $1.29). Total revenues were $3,768,236,000, led by net premiums earned of $3,156,382,000 and net investment income of $351,238,000. Net realized and unrealized investment gains were $78,960,000.
Total assets were $43,715,217,000 and total liabilities were $33,910,214,000. Stockholders’ equity was $9,798,892,000, reflecting an improvement in accumulated other comprehensive loss to $(506,156,000). The fixed‑maturity portfolio had a fair value of $24,947,949,000 with gross unrealized losses of $500,678,000 and gains of $313,743,000.
Operating cash flow for the nine months ended September 30, 2025 was $2,587,484,000. Common shares outstanding were 380,021,174 as of October 28, 2025. The company paid common dividends of $288,365,000 year‑to‑date and repurchased treasury stock totaling $73,829,000.
W. R. Berkley Corporation furnished a press release announcing its results of operations for the third quarter of 2025. The press release, dated October 20, 2025, is attached as Exhibit 99.1 to the report under Item 2.02.
The company states this information is furnished and not deemed “filed” under Section 18 of the Exchange Act. The filing also includes Exhibit 104, the cover page Inline XBRL data. WRB’s common stock trades on the NYSE under WRB, alongside listed subordinated debentures WRB‑PE, WRB‑PF, WRB‑PG, and WRB‑PH.
James G. Shiel, Executive Vice President - Investments of W.R. Berkley Corporation (WRB), reported transactions on Form 4 dated 08/15/2025. The filing shows 16,126 shares were acquired by virtue of vesting of performance-based restricted stock units granted in 2020, 2021 and 2022 for the three-year performance period ending June 30, 2025 (6,396; 5,549; and 4,181 shares respectively). To satisfy tax withholding related to those vesting events, 744 shares were withheld and disposed at a reported price of $71.235 per share. Following the transactions, Mr. Shiel is recorded as beneficially owning 799,191 shares prior to the withholding and 798,447 shares after (the filing also notes 647,032 shares underlying RSUs have vested but receipt has been deferred). The form was signed on 08/19/2025.
Lucille T. Sgaglione, Executive Vice President of W. R. Berkley Corporation (WRB), reported insider transactions dated 08/15/2025. The filing shows 16,126 shares were acquired representing the vesting of performance-based restricted stock units (RSUs) granted in 2020, 2021 and 2022 for the three-year performance period ending June 30, 2025 (6,396; 5,549; and 4,181 shares respectively). To satisfy tax withholding on the vesting, 717 shares were withheld and disposed at a price of $71.235 per share. After these transactions, Ms. Sgaglione beneficially owned 241,036 shares directly and additionally had 8,748 shares indirectly through the employee stock purchase plan (ESPP). The report reflects routine equity compensation settlement rather than a purchase or sale for investment purposes.
Philip S. Welt, Executive Vice President & Secretary of W. R. Berkley Corporation (WRB), reported insider transactions on 08/15/2025 related to the vesting of performance-based restricted stock units (RSUs) and related tax withholding. A tranche of 16,126 shares was acquired upon vesting at no cash price, and 678 shares were disposed of to satisfy tax withholding at a price of $71.235 per share. Following these transactions, Mr. Welt beneficially owns 201,217 shares of common stock directly and an additional 24,324 shares indirectly through the Employee Stock Purchase Plan (ESPP). The filing notes 126,256 shares underlying RSUs have vested but their receipt has been deferred.
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