WRBNYSEFire, Marine & Casualty InsuranceFiscal year ends December 31Also trades as WRB.PE, WRB.PF, WRB.PG, WRB.PH
BERKLEY W R CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$74.08−1.34 (-1.78%)
Close on Oct 19, 2026
- Market cap
- $29.02B
- P/E (TTM)
- 15.2
- Dividend yield
- 2.50%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
279M
Shares held, 13F filers
Institutional holders
949
120 new, 84 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
94 buys · 0 sales
Net bought $705.46M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| WR Berkley & Others 2 LLC | 95,557,324 | 25.67% | 13D (active) amendment | Jul 17, 2026 |
| The William R. Berkley 2022 Family Trust f/b/o William R. Berkley, Jr. and His Issue | 95,551,144 | 25.14% | 13D (active) | Dec 5, 2025 |
| Marjorie J. Berkley | 95,551,144 | 25.51% | 13D (active) amendment | Mar 4, 2026 |
| MS&AD Insurance Group Holdings, Inc. | 58,780,450 | 15.80% | 13D (active) amendment | Jun 3, 2026 |
| Mitsui Sumitomo Insurance Co., Ltd. | 58,780,450 | 15.70% | 13D (active) amendment | Mar 4, 2026 |
| Vanguard Capital Management | 21,732,802 | 5.80% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 16,362,167 | 6.30% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WRB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Mitsui Sumitomo Insurance Co Ltd | 58,780,450 | – | $4.15B | – | 100.00% |
| BlackRock, Inc. | 21,934,626 | – | $1.55B | −1,345,982 | 0.02% |
| Vanguard Capital Management LLC | 18,690,969 | – | $1.32B | −234,872 | 0.03% |
| Vanguard Portfolio Management LLC | 14,550,971 | – | $1.03B | −199,262 | 0.05% |
| State Street Corp | 14,126,628 | – | $1.00B | −278,782 | 0.03% |
| Geode Capital Management, LLC | 8,268,721 | – | $588.46M | +39,067 | 0.03% |
| Morgan Stanley | 8,252,790 | – | $582.07M | −2,159,675 | 0.03% |
| Kayne Anderson Rudnick Investment Management LLC | 6,377,064 | – | $449.77M | −1,395,149 | 1.40% |
| Invesco Ltd. | 5,028,284 | – | $354.64M | −23,481 | 0.03% |
| Goldman Sachs Group Inc | 4,158,216 | – | $293.28M | +1,306,932 | 0.03% |
| Dimensional Fund Advisors LP | 4,041,846 | – | $285.09M | +273,666 | 0.05% |
| Wells Fargo & Company/Mn | 3,720,958 | – | $262.44M | −68,708 | 0.04% |
| Aqr Capital Management LLC | 3,680,160 | – | $259.56M | +1,832,055 | 0.09% |
| First Trust Advisors LP | 3,624,858 | – | $255.66M | −348,071 | 0.15% |
| Norges Bank | 3,148,633 | – | $222.07M | New | 0.02% |
| Bank Of America Corp /De/ | 2,849,413 | – | $200.97M | −55,109 | 0.01% |
| UBS Group AG | 2,835,322 | – | $199.98M | −432,454 | 0.03% |
| Arrowstreet Capital, Limited Partnership | 2,588,583 | – | $182.57M | +1,785,433 | 0.08% |
| Northern Trust Corp | 2,552,698 | – | $180.04M | −152,697 | 0.02% |
| 1832 Asset Management L.P. | 2,293,864 | – | $161.79M | −57 | 0.08% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 949 | 279M | 120 / 337 | 327 / 84 | 20M | 17M |
| Q1 2026 | 926 | 279M | 97 / 246 | 423 / 107 | 56M | 26M |
| Q4 2025 | 951 | 286M | 134 / 310 | 354 / 100 | 74M | 37M |
| Q3 2025 | 933 | 250M | 102 / 312 | 360 / 79 | 19M | 25M |
| Q2 2025 | 922 | 257M | 101 / 352 | 336 / 82 | 14M | 19M |
| Q1 2025 | 914 | 262M | 126 / 332 | 329 / 71 | 20M | 16M |
| Q4 2024 | 875 | 262M | 128 / 346 | 259 / 41 | 18M | 23M |
| Q3 2024 | 799 | 268M | 107 / 648 | 36 / 57 | 108M | 7M |
| Q2 2024 | 757 | 183M | 85 / 63 | 608 / 92 | 3M | 134M |
| Q1 2024 | 771 | 314M | 100 / 279 | 261 / 47 | 34M | 11M |
| Q4 2023 | 727 | 292M | 122 / 251 | 235 / 54 | 46M | 15M |
| Q3 2023 | 666 | 261M | 73 / 233 | 231 / 62 | 17M | 18M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of WRB | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 8,866,248 | – | $625.34M | 0.03% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 7,618,198 | – | $537.31M | 0.03% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 6,050,140 | – | $426.72M | 0.19% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 4,045,493 | – | $285.33M | 0.03% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 3,812,931 | – | $242.27M | 0.03% | May 31, 2026 |
| Eaton Vance Atlanta Capital SMID-Cap Fund | 3,580,233 | – | $252.51M | 2.87% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 2,734,583 | – | $198.37M | 0.21% | Jul 31, 2026 |
| Vanguard Value Index Fund | 2,655,203 | – | $187.27M | 0.07% | Jun 30, 2026 |
| First Trust Capital Strength ETF | 2,322,187 | – | $163.78M | 2.14% | Jun 30, 2026 |
| State Street(R) Financial Select Sector SPDR(R) ETF | 1,989,377 | – | $140.31M | 0.27% | Jun 30, 2026 |
| Vanguard Mid-Cap Value Index Fund | 1,793,310 | – | $126.48M | 0.34% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 1,664,001 | – | $120.71M | 0.09% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 1,595,111 | – | $112.50M | 0.03% | Jun 30, 2026 |
| Invesco S&P 500 Low Volatility ETF | 981,547 | – | $62.37M | 0.90% | May 31, 2026 |
| iShares Russell Mid-Cap ETF | 935,182 | – | $65.96M | 0.12% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| William R. Berkley Jr | Chairman, President and CEO, Director, 10% owner | 90,745,272 | Aug 5, 2026 |
| William R. Berkley | Executive Chairman, Director, 10% owner | 91,001,464 | Jun 4, 2026 |
| Philip S. Welt | EVP & Secretary | 239,172 | Aug 5, 2026 |
| James G. Shiel | EVP - Investments | 1,018,633 | Aug 5, 2026 |
| Richard Mark Baio | EVP & CFO | 250,328 | Aug 5, 2026 |
| Lucille T. Sgaglione | EVP | 250,501 | Aug 19, 2025 |
| Marie Angela Mattson | Director | 9,667 | Jun 4, 2026 |
| Robert Alan Rusbuldt | Director | 5,866 | Jun 4, 2026 |
| Andrew Carrier | Director | 0 | Jun 4, 2026 |
| Ronald E. Blaylock | Director | 147,943 | Jun 4, 2026 |
| Mary C. Farrell | Director | 160,973 | Jun 4, 2026 |
| Christopher L. Augostini | Director | 109,859 | Jun 4, 2026 |
| Jonathan Talisman | Director | 34,035 | Jun 4, 2026 |
| Daniel Lynn Mosley | Director | 14,885 | Jun 4, 2026 |
| Maria Luisa Ferre | Director | 108,067 | Jun 4, 2026 |
| MS&AD Insurance Group Holdings, Inc. | 10% owner | 58,207,918 | Mar 3, 2026 |
| Sumitomo Insurance Co Ltd Mitsui | 10% owner | 58,707,265 | Mar 3, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Richard Mark Baio EVP & CFO | Aug 3, 2026 | Award | +14,086 | – | – | 228,261 |
| Richard Mark Baio EVP & CFO | Aug 3, 2026 | Tax withholding | −650 | $72.29 | $46.99K | 227,611 |
| Philip S. Welt EVP & Secretary | Aug 3, 2026 | Tax withholding | −592 | $72.29 | $42.80K | 214,033 |
| Philip S. Welt EVP & Secretary | Aug 3, 2026 | Award | +14,086 | – | – | 214,625 |
| William R. Berkley Jr Chairman, President and CEO, Director, 10% owner | Aug 3, 2026 | Tax withholding | −4,139 | $72.29 | $299.21K | 4,650,314 |
| William R. Berkley Jr Chairman, President and CEO, Director, 10% owner | Aug 3, 2026 | Award | +98,593 | – | – | 4,654,453 |
| James G. Shiel EVP - Investments | Aug 3, 2026 | Tax withholding | −650 | $72.29 | $46.99K | 810,633 |
| James G. Shiel EVP - Investments | Aug 3, 2026 | Award | +14,086 | – | – | 811,283 |
| Maria Luisa Ferre Director | Jun 3, 2026 | Award | +3,090 | – | – | 59,234 |
| Jonathan Talisman Director | Jun 3, 2026 | Award | +3,090 | – | – | 33,180 |
| William R. Berkley Executive Chairman, Director, 10% owner | Jun 3, 2026 | Award | +3,090 | – | – | 17,366,375 |
| Mary C. Farrell Director | Jun 3, 2026 | Award | +3,090 | – | – | 19,378 |
| Robert Alan Rusbuldt Director | Jun 3, 2026 | Award | +3,090 | – | – | 5,866 |
| Ronald E. Blaylock Director | Jun 3, 2026 | Award | +3,090 | – | – | 121,990 |
| Daniel Lynn Mosley Director | Jun 3, 2026 | Award | +3,090 | – | – | 14,885 |
| Christopher L. Augostini Director | Jun 3, 2026 | Award | +3,090 | – | – | 109,859 |
| Marie Angela Mattson Director | Jun 3, 2026 | Award | +3,090 | – | – | 9,667 |
| William R. Berkley Jr President and CEO, Director | Jun 3, 2026 | Award | +3,090 | – | – | 4,555,860 |
| Sumitomo Insurance Co Ltd Mitsui 10% owner | Mar 3, 2026 | Buy | +38,991 | $71.60 | $2.79M | 58,707,265 |
| Sumitomo Insurance Co Ltd Mitsui 10% owner | Mar 3, 2026 | Buy | +73,185 | $72.52 | $5.31M | 58,780,450 |
| Sumitomo Insurance Co Ltd Mitsui 10% owner | Mar 2, 2026 | Buy | +45,103 | $72.29 | $3.26M | 58,567,377 |
| Sumitomo Insurance Co Ltd Mitsui 10% owner | Mar 2, 2026 | Buy | +100,897 | $73.20 | $7.39M | 58,668,274 |
| Sumitomo Insurance Co Ltd Mitsui 10% owner | Feb 27, 2026 | Buy | +147,000 | $71.63 | $10.53M | 58,522,274 |
| Sumitomo Insurance Co Ltd Mitsui 10% owner | Feb 26, 2026 | Buy | +7,509 | $72.11 | $541.47K | 58,375,274 |
| Sumitomo Insurance Co Ltd Mitsui 10% owner | Feb 26, 2026 | Buy | +145,491 | $71.65 | $10.42M | 58,367,765 |
| MS&AD Insurance Group Holdings, Inc. 10% owner | Feb 25, 2026 | Buy | +154,512 | $71.39 | $11.03M | 58,207,918 |
| MS&AD Insurance Group Holdings, Inc. 10% owner | Feb 25, 2026 | Buy | +14,356 | $71.77 | $1.03M | 58,222,274 |
| MS&AD Insurance Group Holdings, Inc. 10% owner | Feb 24, 2026 | Buy | +61,594 | $71.28 | $4.39M | 58,053,406 |
| MS&AD Insurance Group Holdings, Inc. 10% owner | Feb 24, 2026 | Buy | +103,192 | $70.52 | $7.28M | 57,991,812 |
| MS&AD Insurance Group Holdings, Inc. 10% owner | Feb 23, 2026 | Buy | +203,590 | $71.09 | $14.47M | 57,872,210 |
| MS&AD Insurance Group Holdings, Inc. 10% owner | Feb 23, 2026 | Buy | +16,410 | $71.80 | $1.18M | 57,888,620 |
| MS&AD Insurance Group Holdings, Inc. 10% owner | Feb 20, 2026 | Buy | +160,582 | $70.80 | $11.37M | 57,668,620 |
| MS&AD Insurance Group Holdings, Inc. 10% owner | Feb 19, 2026 | Buy | +44,014 | $71.50 | $3.15M | 57,508,038 |
| MS&AD Insurance Group Holdings, Inc. 10% owner | Feb 19, 2026 | Buy | +300,986 | $70.53 | $21.23M | 57,464,024 |
| Sumitomo Insurance Co Ltd Mitsui 10% owner | Feb 18, 2026 | Buy | +45,250 | $70.96 | $3.21M | 57,163,038 |
| Sumitomo Insurance Co Ltd Mitsui 10% owner | Feb 18, 2026 | Buy | +239,750 | $70.58 | $16.92M | 57,117,788 |
| Sumitomo Insurance Co Ltd Mitsui 10% owner | Feb 17, 2026 | Buy | +281,386 | $71.19 | $20.03M | 56,878,038 |
| MS&AD Insurance Group Holdings, Inc. 10% owner | Feb 13, 2026 | Buy | +15,406 | $69.73 | $1.07M | 56,592,058 |
| MS&AD Insurance Group Holdings, Inc. 10% owner | Feb 13, 2026 | Buy | +280 | $71.18 | $19.93K | 56,596,652 |
| MS&AD Insurance Group Holdings, Inc. 10% owner | Feb 13, 2026 | Buy | +4,314 | $70.30 | $303.27K | 56,596,372 |
| MS&AD Insurance Group Holdings, Inc. 10% owner | Feb 12, 2026 | Buy | +17,599 | $71.88 | $1.27M | 56,574,251 |
| MS&AD Insurance Group Holdings, Inc. 10% owner | Feb 12, 2026 | Buy | +2,401 | $72.76 | $174.70K | 56,576,652 |
| MS&AD Insurance Group Holdings, Inc. 10% owner | Feb 11, 2026 | Buy | +3,578 | $70.50 | $252.25K | 56,545,489 |
| MS&AD Insurance Group Holdings, Inc. 10% owner | Feb 11, 2026 | Buy | +9,289 | $69.59 | $646.42K | 56,541,911 |
| MS&AD Insurance Group Holdings, Inc. 10% owner | Feb 11, 2026 | Buy | +11,163 | $71.45 | $797.60K | 56,556,652 |
| MS&AD Insurance Group Holdings, Inc. 10% owner | Feb 10, 2026 | Buy | +21,884 | $69.09 | $1.51M | 56,520,540 |
| MS&AD Insurance Group Holdings, Inc. 10% owner | Feb 10, 2026 | Buy | +12,082 | $69.92 | $844.77K | 56,532,622 |
| MS&AD Insurance Group Holdings, Inc. 10% owner | Feb 9, 2026 | Buy | +35,952 | $69.27 | $2.49M | 56,494,608 |
| MS&AD Insurance Group Holdings, Inc. 10% owner | Feb 9, 2026 | Buy | +4,048 | $70.32 | $284.66K | 56,498,656 |
| MS&AD Insurance Group Holdings, Inc. 10% owner | Feb 6, 2026 | Buy | +4,306 | $71.39 | $307.41K | 56,458,656 |
| MS&AD Insurance Group Holdings, Inc. 10% owner | Feb 6, 2026 | Buy | +15,694 | $70.46 | $1.11M | 56,454,350 |
| MS&AD Insurance Group Holdings, Inc. 10% owner | Feb 5, 2026 | Buy | +13,472 | $71.25 | $959.88K | 56,438,656 |
| MS&AD Insurance Group Holdings, Inc. 10% owner | Feb 5, 2026 | Buy | +6,528 | $70.79 | $462.12K | 56,425,184 |
| Sumitomo Insurance Co Ltd Mitsui 10% owner | Feb 4, 2026 | Buy | +22,415 | $70.25 | $1.57M | 56,418,656 |
| Sumitomo Insurance Co Ltd Mitsui 10% owner | Feb 4, 2026 | Buy | +2,585 | $69.77 | $180.36K | 56,396,241 |
| Sumitomo Insurance Co Ltd Mitsui 10% owner | Feb 3, 2026 | Buy | +8,347 | $67.75 | $565.51K | 56,362,003 |
| Sumitomo Insurance Co Ltd Mitsui 10% owner | Feb 3, 2026 | Buy | +31,653 | $68.87 | $2.18M | 56,393,656 |
| Sumitomo Insurance Co Ltd Mitsui 10% owner | Feb 2, 2026 | Buy | +13,159 | $68.42 | $900.34K | 56,353,656 |
| Sumitomo Insurance Co Ltd Mitsui 10% owner | Feb 2, 2026 | Buy | +237,062 | $67.71 | $16.05M | 56,340,497 |
| Sumitomo Insurance Co Ltd Mitsui 10% owner | Jan 30, 2026 | Buy | +195,000 | $68.36 | $13.33M | 56,103,435 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Shapiro Mark Former Board Member | Jul 28, 2025 | 53,375 | $3.67M | Jul 28, 2025 | Compensation |