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.
W. R. Berkley Corporation filings document the regulatory record of an insurance holding company with common stock and subordinated debentures registered on the New York Stock Exchange. Current reports attach earnings releases for quarterly operating results, while proxy materials address board and shareholder voting matters.
The filing record also covers capital-structure disclosures for WRB common stock and exchange-listed debenture series, as well as material-event reports on beneficial ownership changes. These documents frame the company’s Insurance and Reinsurance & Monoline Excess operations through formal reporting, governance, capital-structure and event-disclosure categories.
W. R. Berkley Corporation has amended its main bank credit agreement. On June 9, 2026, the company signed a First Amendment that extends the maturity of its revolving credit facility from April 1, 2027 to June 9, 2031, under the existing Credit Agreement terms.
The facility continues to involve multiple lenders with Bank of America, N.A. as Administrative Agent, alongside M&T Bank, JPMorgan Chase Bank, N.A. and Morgan Stanley Senior Funding, Inc. as Syndication Agents. This change lengthens the company’s committed bank liquidity horizon by more than four years.
W. R. Berkley Corporation reported the passing of its founder and Executive Chairman, William R. Berkley, at the age of 80. He founded the company in 1967 and helped build it into a Fortune 500 commercial insurance organization.
Following his death, the Board of Directors appointed W. Robert Berkley, Jr., the company’s President and Chief Executive Officer, as Chairman, effective immediately. The company reaffirmed its commitment to the founder’s values, culture, and long-term perspective in its insurance and reinsurance businesses.
W. R. Berkley Corporation reported the results of its annual meeting of stockholders held on June 3, 2026. Shareholders elected five directors with strong support, including W. Robert Berkley, Jr., who received 344,315,966 votes for and 3,079,856 against.
Stockholders also approved, on a non-binding advisory basis, the compensation of the company’s named executive officers, with 339,651,297 votes for and 5,149,752 against. In addition, they ratified the appointment of KPMG LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 355,949,139 votes for and 12,941,192 against.
MS&AD Insurance Group Holdings and Mitsui Sumitomo Insurance have amended their Schedule 13D for W. R. Berkley Corporation, confirming that Mitsui Sumitomo Insurance beneficially owns 58,780,450 common shares, or 15.8% of the shares outstanding as of April 27, 2026.
The filing explains that, because Mitsui Sumitomo is a wholly owned subsidiary, MS&AD may be deemed an indirect beneficial owner of these shares, though it disclaims beneficial ownership. It also notes a Framework Agreement under which Andrew Carrier, an MSI executive, was designated and elected as a director of W. R. Berkley on June 3, 2026.
The amendment further states that, through the Framework Agreement and related LLC Agreement, the reporting persons may be deemed to share voting power over 63,515,547 additional shares held by WR Berkley & Others LLC (Family Holdings), representing about 17.1% of the common stock, while expressly declining to admit they form a group with Family Holdings.
BERKLEY WILLIAM R reported acquisition or exercise transactions in this Form 4 filing.
W. R. Berkley Corporation Executive Chairman William R. Berkley reported a stock award of 3,090 shares of common stock. The award was granted under the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated.
After this grant, he directly holds 17,366,375 common shares, which include 7,618,901 shares underlying vested Restricted Stock Units whose receipt has been deferred. The filing also lists substantial indirect holdings through family trusts, a spouse, and limited liability companies, with certain trust-held shares expressly disclaimed as beneficially owned.
Ferre Maria Luisa reported acquisition or exercise transactions in this Form 4 filing.
BERKLEY W R CORP director Maria Luisa Ferre received a grant of 3,090 shares of common stock on June 3, 2026. The award was issued at $0.00 per share under the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated, increasing her direct holdings to 59,234 shares. This is a compensation-related stock award rather than an open-market purchase.
Mattson Marie Angela reported acquisition or exercise transactions in this Form 4 filing.
BERKLEY W R CORP director Marie Angela Mattson reported a stock award of 3,090 shares of Common Stock. The award was granted on June 3, 2026 under the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. The grant carried a price of $0.00 per share as compensation rather than a market purchase. Following this award, she directly holds a total of 9,667 shares of Common Stock.
BERKLEY WILLIAM R JR reported acquisition or exercise transactions in this Form 4 filing.
W. R. Berkley Corporation director and CEO William R. Berkley Jr. reported an equity award of 3,090 shares of common stock. The shares were granted at a price of $0.00 per share as a grant or award and are classified as directly owned.
After this award, his direct holdings total 4,555,860 common shares. A footnote states this direct position includes 3,181,240 shares underlying vested Restricted Stock Units, where receipt has been deferred. Additional indirect holdings are reported through family-related trusts and limited liability companies.
Mosley Daniel Lynn reported acquisition or exercise transactions in this Form 4 filing.
BERKLEY W R CORP director Daniel Lynn Mosley received a grant of 3,090 shares of Common Stock as board compensation. The award was granted on June 3, 2026 under the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. The shares were issued at a stated price of $0.00 per share as an equity award rather than a market purchase. Following this grant, Mosley directly holds a total of 14,885 shares of the company’s Common Stock.
Farrell Mary C reported acquisition or exercise transactions in this Form 4 filing.
W. R. Berkley Corporation director Mary C. Farrell received a grant of 3,090 shares of Common Stock, recorded at a price of $0.00 per share. This was issued as an award under the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. After this award, she directly holds 19,378 common shares. The filing also reports indirect holdings of 489 shares through an IRA and 141,106 shares through a trust, showing her overall equity exposure to the company.