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.
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.
BERKLEY W R CORP filed a Form 13F reporting institutional holdings with a Form 13F Information Table Value Total of $2,125,345,226. The report lists 285 portfolio entries and indicates no other included managers. The filing was signed by Richard M. Baio, Executive Vice President & Chief Financial Officer, on 02-13-2026.
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 has filed Amendment No. 2 to its Schedule 13D for W. R. Berkley Corporation. Mitsui Sumitomo Insurance Co., Ltd. now beneficially owns 56,458,656 shares of common stock, representing 14.9% of the 380,021,174 shares outstanding as of October 28, 2025.
Between January 15, 2026 and February 6, 2026, Mitsui Sumitomo bought 3,732,152 shares in open-market transactions under a previously disclosed Rule 10b5-1 purchase plan with Jefferies LLC, for a total of $252,827,490.60 paid in cash. Parent company MS&AD Insurance Group Holdings, Inc. may be deemed to indirectly beneficially own these shares through its wholly owned subsidiary but disclaims beneficial ownership.
The filing notes that, under a Framework Agreement and LLC Agreement, the reporting persons may be deemed to share voting power over 67,069,033 additional shares (about 17.6%) held by WR Berkley & Others LLC (Family Holdings), while stating this is not an admission that they form a group with Family Holdings.
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.
W. R. Berkley Corporation has furnished an update on its business by releasing its results of operations and financial condition for the fourth quarter of 2025. The company issued a press release on January 26, 2026 describing its quarterly performance.
The press release is included as Exhibit 99.1 to this current report and is incorporated by reference for detailed financial figures and commentary. The company notes that the information in this report is being furnished, rather than filed, so it is not subject to certain liability provisions of the federal securities laws.