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.
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.
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.
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.
W. R. Berkley Corporation reported 2025 total revenue of $14,707,856 thousand, up from $13,638,752 thousand in 2024, with income before income taxes of $2,280,543 thousand. Net premiums written were $12,711,327 thousand, led by the Insurance segment, which contributed 88.0% of net premiums.
The Insurance segment produced revenue of $12,095,601 thousand and income before income taxes of $2,027,244 thousand, while Reinsurance & Monoline Excess generated revenue of $1,781,761 thousand and income before income taxes of $517,538 thousand. The total combined ratio was 90.7%, indicating underwriting profitability, and net investment income reached $1,429,067 thousand with a 4.5% earned yield on average investments.
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.