Welcome to our dedicated page for BERKLEY W R 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.
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Richard M. Baio, EVP & CFO of W. R. Berkley Corporation (WRB), reported insider transactions dated 08/15/2025. He received 16,126 shares upon vesting of performance-based restricted stock units granted in 2020, 2021 and 2022 covering the three-year performance period ending June 30, 2025. To satisfy tax withholding on the vesting, 744 shares were withheld at a price of $71.235. Following these transactions, reported beneficial ownership figures are 214,175 shares (direct) and 21,415 shares indirect via a 401(k) plan; the filing notes 211,550 shares underlying vested RSUs that have been deferred.
W.R. Berkley insider report: The filing shows that William R. Berkley Jr. had performance-based restricted stock units (RSUs) vest on 08/15/2025, resulting in 111,869 shares issued from grants made in 2020, 2021 and 2022 tied to the three-year performance period ending June 30, 2025. To cover taxes, 4,696 shares were withheld/sold at $71.235, leaving Mr. Berkley Jr. with 4,552,770 shares directly beneficially owned. The filing also reports indirect holdings: 67,069,033 shares held by WR Berkley & Others LLC and 1,350,000 shares held by the 2011 GST Trust, reflecting the reporting person and Mr. William R. Berkley as majority beneficial owners of the LLC.
William R. Berkley, Executive Chairman and director of W. R. Berkley Corporation (WRB), reported transactions dated 08/15/2025 reflecting the vesting of performance-based restricted stock units (RSUs) and a tax-withholding sale. A total of 111,869 shares vested from grants made in 2020–2022, increasing his direct holdings to 17,367,562 shares before withholding. The company withheld 4,277 shares to satisfy tax obligations at a reported price of $71.235 per share, leaving 17,363,285 shares directly held after the withholding. The filing also discloses substantial indirect holdings: 67,069,033 shares via WR Berkley & Others LLC, 1,350,000 shares via the 2011 GST Trust, and 204,364 shares held by the reporting person’s spouse. The form was signed on 08/19/2025.
BERKLEY W R CORP filed a Form 13F reporting its institutional holdings. The report lists 227 positions with a combined market value of $1,906,688,792. The report is signed by Richard M. Baio, Executive Vice President & Chief Financial Officer, dated 08-14-2025.
W.R. Berkley Corp. (WRB) – Form 144 filing: An insider has filed notice to sell up to 53,375 common shares through J.P. Morgan Securities on or about 28 Jul 2025 on the NYSE. The shares carry an aggregate market value of roughly $3.67 million. With 379.36 million shares outstanding, the planned disposition equals only ~0.014 % of total shares, indicating limited dilution or price impact.
- Stock was acquired via equity-compensation grants made annually from 2017-2024.
- No sales have been recorded by this filer during the past three months.
- The filer certifies possession of no undisclosed adverse information.
The Form 144 is a preliminary notice; the trade may or may not be executed, but it signals a modest insider liquidity event that investors may monitor for sentiment cues.