Nicholson Wealth Management Group LLC Acquires 11,830 Shares of W.R. Berkley Corporation $WRB

Nicholson Wealth Management Group LLC lifted its stake in W.R. Berkley Corporation (NYSE:WRB) by 126.3% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 21,200 shares of the insurance provider’s stock after purchasing an additional 11,830 shares during the quarter. Nicholson Wealth Management Group LLC’s holdings in W.R. Berkley were worth $1,624,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently bought and sold shares of the company. Brighton Jones LLC lifted its stake in shares of W.R. Berkley by 75.6% in the fourth quarter. Brighton Jones LLC now owns 50,503 shares of the insurance provider’s stock worth $2,955,000 after buying an additional 21,737 shares in the last quarter. Empowered Funds LLC grew its position in W.R. Berkley by 9.7% in the 1st quarter. Empowered Funds LLC now owns 33,990 shares of the insurance provider’s stock worth $2,419,000 after purchasing an additional 3,013 shares during the period. Acadian Asset Management LLC grew its holdings in shares of W.R. Berkley by 399.0% in the first quarter. Acadian Asset Management LLC now owns 9,506 shares of the insurance provider’s stock worth $675,000 after acquiring an additional 7,601 shares during the period. ASR Vermogensbeheer N.V. grew its stake in shares of W.R. Berkley by 6.5% during the 2nd quarter. ASR Vermogensbeheer N.V. now owns 9,102 shares of the insurance provider’s stock valued at $669,000 after purchasing an additional 555 shares during the period. Finally, Mirae Asset Global Investments Co. Ltd. grew its position in W.R. Berkley by 7.2% during the second quarter. Mirae Asset Global Investments Co. Ltd. now owns 35,628 shares of the insurance provider’s stock valued at $2,618,000 after buying an additional 2,407 shares during the period. Institutional investors own 68.82% of the company’s stock.

Key Stories Impacting W.R. Berkley

Here are the key news stories impacting W.R. Berkley this week:

• Positive Sentiment: Large, repeated insider purchases by major shareholder Sumitomo (Mitsui) over several days — totaling hundreds of thousands of shares and adding materially to a >10% stake — signal strong insider confidence and likely underpin buying interest. SEC Filing: Sumitomo/Mitsui buys WRB shares
• Positive Sentiment: Company commentary and updates highlighted record profitability, a $971M program of buybacks/dividends and a sub?30% expense?ratio target alongside increased technology investment — supportive for EPS and capital returns over time. W. R. Berkley signals increased technology investments and affirms sub?30% expense ratio target while returning $971M to shareholders
• Neutral Sentiment: Q4 results showed a very small EPS miss ($1.13 vs. $1.14 consensus) with revenue roughly in line — not a material shock but it removes upside surprise from the quarter. W R Berkley (WRB) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Several sell?side firms cut price targets (Jefferies, Mizuho, Wells Fargo, Bank of America) and the consensus analyst rating sits at “Reduce”, applying downward pressure and limiting near?term upside. WRB Given Consensus Rating of “Reduce” by Analysts
• Negative Sentiment: Analysts flag slowing growth and valuation concerns despite solid underwriting — trimmed targets to the mid?$60s raise the risk of further multiple compression if results do not accelerate. W. R. Berkley: Solid Underwriting but Slowing Growth and Limited Upside Justify Neutral (Hold) Rating

Insider Transactions at W.R. Berkley

In other news, major shareholder Sumitomo Insurance Co L. Mitsui bought 370,000 shares of W.R. Berkley stock in a transaction on Monday, January 26th. The stock was acquired at an average cost of $67.07 per share, for a total transaction of $24,815,900.00. Following the completion of the acquisition, the insider owned 54,959,504 shares of the company’s stock, valued at $3,686,133,933.28. This trade represents a 0.68% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders bought a total of 7,296,847 shares of company stock valued at $501,460,875 in the last 90 days. 23.00% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on WRB. Truist Financial set a $80.00 price target on W.R. Berkley and gave the company a “buy” rating in a report on Tuesday, January 27th. Bank of America reduced their price objective on shares of W.R. Berkley from $69.00 to $66.00 and set a “neutral” rating on the stock in a research report on Tuesday, January 27th. Wells Fargo & Company decreased their target price on W.R. Berkley from $68.00 to $66.00 and set an “equal weight” rating on the stock in a research report on Tuesday, January 27th. Jefferies Financial Group decreased their price target on shares of W.R. Berkley from $75.00 to $70.00 and set a “hold” rating on the stock in a research note on Tuesday, January 27th. Finally, BMO Capital Markets downgraded W.R. Berkley from a “market perform” rating to an “underperform” rating and set a $64.00 price objective on the stock. in a research report on Wednesday, October 22nd. Three research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Reduce” and an average price target of $70.43.

W.R. Berkley Trading Up 0.4%

Shares of NYSE WRB opened at $68.56 on Monday. The company has a quick ratio of 0.37, a current ratio of 0.37 and a debt-to-equity ratio of 0.29. The business has a fifty day simple moving average of $70.00 and a two-hundred day simple moving average of $72.05. The firm has a market cap of $26.05 billion, a PE ratio of 15.41, a price-to-earnings-growth ratio of 2.84 and a beta of 0.37. W.R. Berkley Corporation has a twelve month low of $58.07 and a twelve month high of $78.96.

W.R. Berkley (NYSE:WRB) last issued its earnings results on Monday, January 26th. The insurance provider reported $1.13 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.14 by ($0.01). W.R. Berkley had a return on equity of 18.35% and a net margin of 12.10%.The business had revenue of $3.18 billion for the quarter, compared to the consensus estimate of $3.18 billion. During the same quarter in the previous year, the company earned $1.13 earnings per share. The firm’s revenue was up 2.1% on a year-over-year basis. Analysts expect that W.R. Berkley Corporation will post 4.33 earnings per share for the current fiscal year.

W.R. Berkley Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, December 29th. Stockholders of record on Monday, December 15th were issued a $0.09 dividend. The ex-dividend date was Monday, December 15th. This represents a $0.36 dividend on an annualized basis and a dividend yield of 0.5%. W.R. Berkley’s dividend payout ratio (DPR) is currently 8.09%.

W.R. Berkley Company Profile

W. R. Berkley Corporation (NYSE: WRB) is a publicly traded insurance holding company that underwrites and sells commercial property and casualty insurance, specialty insurance products, and reinsurance. Headquartered in Greenwich, Connecticut, the company operates a portfolio of underwriting businesses that focus on niche and specialty commercial risks, offering coverage tailored to industries such as transportation, construction, professional services and other commercial lines.

The company’s product mix includes primary and excess casualty, property, professional liability, environmental and other specialty lines, together with treaty and facultative reinsurance solutions.