Truist Financial Corp Reduces Position in W.R. Berkley Corporation $WRB

Truist Financial Corp trimmed its holdings in W.R. Berkley Corporation (NYSE:WRB) by 2.6% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,287,224 shares of the insurance provider’s stock after selling 34,087 shares during the period. Truist Financial Corp owned 0.34% of W.R. Berkley worth $98,627,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Hilltop National Bank purchased a new position in W.R. Berkley in the 2nd quarter worth approximately $27,000. Twin Peaks Wealth Advisors LLC acquired a new stake in shares of W.R. Berkley in the second quarter valued at approximately $27,000. Elevation Point Wealth Partners LLC acquired a new stake in shares of W.R. Berkley in the second quarter valued at approximately $34,000. Cary Street Partners Financial LLC boosted its stake in W.R. Berkley by 691.9% during the second quarter. Cary Street Partners Financial LLC now owns 586 shares of the insurance provider’s stock worth $43,000 after buying an additional 512 shares during the last quarter. Finally, Whipplewood Advisors LLC grew its holdings in W.R. Berkley by 148.4% in the 2nd quarter. Whipplewood Advisors LLC now owns 616 shares of the insurance provider’s stock valued at $45,000 after buying an additional 368 shares in the last quarter. 68.82% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other W.R. Berkley news, major shareholder Sumitomo Insurance Co L. Mitsui purchased 370,000 shares of the business’s stock in a transaction on Monday, January 26th. The shares were bought at an average cost of $67.07 per share, for a total transaction of $24,815,900.00. Following the completion of the purchase, the insider directly owned 54,959,504 shares of the company’s stock, valued at approximately $3,686,133,933.28. This trade represents a 0.68% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. In the last three months, insiders bought 6,811,847 shares of company stock worth $468,372,975. Company insiders own 23.00% 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: Company reaffirmed a sub?30% expense?ratio target while signaling increased technology investments and returning $971M to shareholders (buybacks/dividends), supporting earnings power and capital allocation. W. R. Berkley signals increased technology investments and affirms sub?30% expense ratio target while returning $971M to shareholders
• Positive Sentiment: Management highlighted solid full?year growth and record investment income that offset a modest Q4 operational miss, providing some upside to underwriting results and investment?driven EPS. W. R. Berkley Balances Record Earnings With Market Risks
• Neutral Sentiment: Q4 call/transcript shows a very small EPS miss (reported $1.13 vs. $1.14 consensus, ~?$0.01) and revenues roughly in line; that reduces immediate shock but leaves little positive surprise in the quarter. W R Berkley (WRB) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst write?ups note “solid underwriting” and structural strength but flag slowing growth and valuation concerns — useful context for longer?term investors but not an immediate operational change. W.R. Berkley: Solid Q4 But Structurally Expensive
• Negative Sentiment: Several sell?side firms cut price targets and kept neutral/hold opinions (Jefferies, Wells Fargo, Mizuho, Bank of America), signaling limited near?term upside and contributing downward pressure on the stock. W. R. Berkley: Solid Underwriting but Slowing Growth and Limited Upside Justify Neutral (Hold) Rating
• Negative Sentiment: Market reaction is also reflecting a narrow EPS miss and flat revenue trend in the quarter — these keep valuation multiple under pressure (analysts trimmed targets to mid?$60s). W.R. Berkley Q4 Earnings Miss Estimate, Revenues Up Y/Y

Analyst Upgrades and Downgrades

Several research firms have recently commented on WRB. Jefferies Financial Group reduced their price target on W.R. Berkley from $75.00 to $70.00 and set a “hold” rating on the stock in a report on Tuesday. Mizuho cut their price objective on shares of W.R. Berkley from $69.00 to $67.00 and set a “neutral” rating for the company in a research report on Tuesday. Morgan Stanley set a $73.00 target price on shares of W.R. Berkley in a report on Wednesday. Wells Fargo & Company cut their price target on shares of W.R. Berkley from $68.00 to $66.00 and set an “equal weight” rating for the company in a report on Tuesday. Finally, Cantor Fitzgerald lowered their price objective on W.R. Berkley from $78.00 to $76.00 and set an “overweight” rating for the company in a research report on Wednesday, January 14th. Three analysts have rated the stock with a Buy rating, nine have given a Hold rating and four have given a Sell rating to the company. According to MarketBeat, W.R. Berkley currently has a consensus rating of “Reduce” and a consensus price target of $70.43.

W.R. Berkley Stock Performance

NYSE:WRB opened at $67.67 on Thursday. The company has a debt-to-equity ratio of 0.29, a quick ratio of 0.37 and a current ratio of 0.37. The stock has a market capitalization of $25.72 billion, a P/E ratio of 15.21, a PEG ratio of 2.50 and a beta of 0.39. The company has a 50 day moving average price of $70.37 and a 200 day moving average price of $72.02. W.R. Berkley Corporation has a fifty-two week low of $58.07 and a fifty-two week high of $78.96.

W.R. Berkley (NYSE:WRB) last announced its earnings results on Monday, January 26th. The insurance provider reported $1.13 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.14 by ($0.01). W.R. Berkley had a net margin of 12.10% and a return on equity of 18.35%. The firm had revenue of $3.18 billion during the quarter, compared to analysts’ expectations of $3.18 billion. During the same period in the previous year, the firm earned $1.13 EPS. The firm’s revenue for the quarter was up 2.1% compared to the same quarter last year. Equities research analysts forecast that W.R. Berkley Corporation will post 4.33 EPS for the current year.

W.R. Berkley Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, December 29th. Investors of record on Monday, December 15th were paid a dividend of $0.09 per share. The ex-dividend date of this dividend was Monday, December 15th. This represents a $0.36 annualized dividend and a yield of 0.5%. W.R. Berkley’s dividend payout ratio is presently 8.09%.

W.R. Berkley 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.