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.
The W. R. Berkley Corporation (WRB) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. W. R. Berkley is a Delaware-incorporated insurance holding company whose common stock trades on the New York Stock Exchange under the symbol WRB, alongside several series of subordinated debentures listed under symbols such as WRB-PE, WRB-PF, WRB-PG, and WRB-PH, as noted in its Form 8-K filings.
Through this page, users can review current reports on Form 8-K in which W. R. Berkley reports material events. Recent 8-K filings referenced in the supplied data include announcements of quarterly results, where the company incorporates its earnings press releases by reference, and an 8-K describing Mitsui Sumitomo Insurance Co., Ltd.’s acquisition of beneficial ownership of a portion of W. R. Berkley’s outstanding common stock. These filings also confirm key details such as the company’s jurisdiction of incorporation and the listing of its securities on the New York Stock Exchange.
In addition to 8-Ks, investors typically look to annual reports on Form 10-K and quarterly reports on Form 10-Q for information on segment performance, underwriting results, investment income, risk factors, and capital structure. While those specific forms are not reproduced in the provided text, they are part of the company’s broader SEC reporting framework referenced in its Safe Harbor statements, which direct readers to risks and uncertainties detailed in its SEC filings.
Stock Titan enhances access to these documents with AI-powered summaries that help explain the key points in lengthy filings, highlight important items such as segment results and capital actions, and make it easier to understand complex disclosures. Users can also monitor filings related to the company’s listed debt securities and any future insider transaction reports on Form 4, all in one place with real-time updates from the EDGAR system.
W. R. Berkley Corporation delivered stronger results for the quarter ended March 31, 2026. Net income to common stockholders rose to $515.2 million from $417.6 million a year earlier, and diluted earnings per share increased to $1.31 from $1.04.
Total revenues grew to $3.69 billion from $3.55 billion, driven by net premiums earned of $3.12 billion and higher net investment income of $404.3 million. These gains were partly offset by $15.8 million of net investment losses versus gains in the prior year, and a $150.2 million other comprehensive loss, mainly from unrealized investment and currency movements.
At March 31, 2026, total assets were $44.3 billion and total stockholders’ equity was $9.74 billion. Gross reserves for losses and loss expenses increased to $22.62 billion, reflecting growth in the insurance and reinsurance books and management’s cautious stance amid social inflation and higher litigation severity.
W R Berkley Corp Schedule 13G: Vanguard Capital Management reports beneficial ownership of 21,732,802 shares of Common Stock, representing 5.8% of the class as of 03/31/2026. The filing shows 2,806,961 shares with sole voting power and 21,732,802 shares with sole dispositive power. The filing states these holdings include securities held for Vanguard funds and managed accounts and identifies related Vanguard affiliates that exercise voting or dispositive power.
W. R. Berkley Corporation calls a virtual Annual Meeting on June 3, 2026, asking stockholders to elect five directors, approve a non-binding advisory vote on executive pay, and ratify KPMG as auditor. The record date is April 9, 2026, and all voting can be done online or by proxy.
The proxy highlights a strong 2025: return on beginning equity of 21.2%, record pre-tax underwriting income, net investment income, and net income of $1.8 billion, with book value per share up 26.7% before dividends and buybacks. Total revenues reached $14.7 billion and net premiums written $12.7 billion, with a 90.7% combined ratio better than the industry.
The Board emphasizes long-term, risk‑adjusted value creation, a largely independent, diversified board, and pay programs that are predominantly performance-based. CEO compensation is 93% performance-linked, other NEOs 84%, with mandatory deferral of vested RSUs until separation and robust clawback and stock ownership requirements to align management with stockholders.
W. R. Berkley Corporation reported strong first quarter 2026 results with net income to common stockholders of $515.2 million, up 23.4% year over year, and operating income of $514.3 million, up 22.5% to a record level.
Return on equity was 21.2%, matching operating return on equity and improving from 19.9%. Total revenues rose to $3.69 billion, driven by higher net premiums earned of $3.12 billion and net investment income that grew 12.2% to a record $404.3 million.
The consolidated GAAP combined ratio was 90.7%, slightly better than 90.9% a year earlier, reflecting disciplined underwriting. The insurance segment posted a combined ratio of 92.2%, while Reinsurance & Monoline Excess improved to 78.6%. Cash flow from operations was $667.9 million.
The company returned $336.1 million of capital to shareholders, including $302.4 million of share repurchases, retiring nearly 4.5 million shares, and $33.7 million of regular dividends. Book value per share reached $26.13, and tangible book value per share was $25.52 as of March 31, 2026.
W R Berkley Corp disclosure: The Vanguard Group filed an amended Schedule 13G/A stating it holds 0 shares of W R Berkley Corp common stock, representing 0% of the class, following an internal realignment effective January 12, 2026. The filing explains certain Vanguard subsidiaries will report beneficial ownership separately in reliance on SEC Release No. 34-39538.
W. R. Berkley Corporation’s controlling family and related entities have amended their Schedule 13D to update ownership and governance arrangements. The Reporting Persons now report beneficial ownership of 95,551,144 shares of common stock, representing about 25.51% of the outstanding shares, based on 380,021,174 shares outstanding as of February 23, 2026.
The amendment clarifies that Mitsui Sumitomo Insurance Co., Ltd. (MSI) separately beneficially owns 58,780,450 shares, or about 15.7% of the common stock. Under a Framework Agreement and an amended LLC Agreement, the Reporting Persons may be deemed to share voting power over MSI’s shares, and MSI has designated executive Andrew Carrier to join W. R. Berkley’s board, with his election anticipated at the June 2026 annual meeting.
Mitsui Sumitomo Insurance Co., Ltd. has increased its stake in W. R. Berkley Corporation and now reports beneficial ownership of 58,780,450 common shares, or 15.7% of shares outstanding. The stake was built using a Rule 10b5-1 open-market purchase plan.
Between February 9 and March 3, 2026, Mitsui Sumitomo bought 2,321,794 shares for an aggregate price of $165,197,113.28, funded with cash on hand. Because Mitsui Sumitomo is a wholly owned subsidiary, MS&AD Insurance Group Holdings, Inc. may be deemed an indirect beneficial owner but disclaims beneficial ownership.
The filing also notes that WR Berkley & Others LLC (Family Holdings) separately beneficially owns 63,515,547 shares, or approximately 17.0% of outstanding shares, and describes a Framework Agreement and a new LLC Agreement among Mitsui Sumitomo, Symphony Partners, LLC and Family Holdings. In connection with acquiring 15% of the defined Outstanding Agreement Shares, Mitsui Sumitomo has designated its executive officer Andrew Carrier to join W. R. Berkley’s board, with his election anticipated at the June 2026 annual meeting.
Mitsui Sumitomo Insurance Co., Ltd., a major shareholder of W. R. Berkley, reported four open-market purchases of the company’s common stock under a Rule 10b5-1 purchase plan adopted on October 3, 2025.
The trades on March 2–3, 2026 totaled 258,176 shares at weighted average prices of about $71–$73 per share, increasing its direct holdings to as many as 58,780,450 shares after the last transaction. The shares are held directly by Mitsui Sumitomo, a wholly owned subsidiary of MS&AD Insurance Group Holdings, Inc., which may be deemed a beneficial owner but expressly disclaims beneficial ownership except to the extent of its pecuniary interest.
W. R. Berkley Corporation’s major shareholder Mitsui Sumitomo Insurance Co., Ltd. bought 300,000 shares of common stock in open-market purchases. The trades occurred on February 26–27, 2026 at weighted average prices around $71–$72 per share under a Rule 10b5-1 purchase plan adopted on October 3, 2025. Following these purchases, Mitsui Sumitomo directly holds 58,522,274 shares. 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.