WRB Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $73.33
Market Cap (MRQ) $27.21B
P/E (TTM) 15.1
EPS (TTM) $4.87
Revenue (TTM) $14.90B
Div Yield 2.5%
ROE (TTM) 20.2%
52W Range $63–$79

WRB Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
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Stock splits 10
Ex-date Split Type
July 11, 2024 3-for-2 Forward
March 24, 2022 3-for-2 Forward
April 3, 2019 3-for-2 Forward
April 5, 2006 3-for-2 Forward
April 11, 2005 3-for-2 Forward
Aug. 28, 2003 3-for-2 Forward
July 3, 2002 3-for-2 Forward
Sept. 19, 1997 3-for-2 Forward
May 6, 1991 3-for-2 Forward
June 19, 1986 3-for-2 Forward

About W.R. Berkley Corporation Common Stock Company overview from Wikipedia

05 · wikidata

W. R. Berkley Corporation is an American commercial lines property and casualty insurance holding company organized in Delaware and based in Greenwich, Connecticut.

The company operates commercial insurance businesses in the United Kingdom, Continental Europe, South America, Canada, Mexico, Scandinavia, Asia and Australia and reinsurance businesses in the United States, United Kingdom, Continental Europe, Australia, the Asia-Pacific region and South Africa.

The company is ranked 397th on the Fortune 500.

## History

W. R. Berkley Corporation was founded in 1967 by William R. Berkley, who served as Executive Chairman from 2015 until his death in 2026.

In November 1973, the company became a public company via an initial public offering. At that time, the founder owned 23.8% of the company.

In 1994, the company acquired Key Risk Management Services Inc.

In 1995, the company acquired the remaining 40% interest in Signet Star from Gen Re. The company also acquired MECC for $138 million.

In August 2006, the company acquired Garnet Captive Services LLC, a San Francisco insurance brokerage and alternative risk consulting firm.

On October 31, 2015, Mr. Berkley's son, W. Robert Berkley, Jr., became President and CEO.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorFinancials industryInsurance employees8,804 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$14.71B
2016-12-31 → 2025-12-31
EPS$4.45
2016-12-31 → 2025-12-31
Free Cash Flow·
2016-12-31 → 2019-12-31
Net margin12.9%
2016-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend WRB 5Y avg Peer Median Verdict
P/E (TTM) 15.15Y avg ≈13.6 ≈13.6 10.8 Overvalued
P/S (TTM) 1.85Y avg ≈1.3 ≈1.3 1.5 Overvalued
P/B (MRQ) 2.85Y avg ≈2.0 ≈2.0 1.8 Overvalued
Price / Cash Flow 7.75Y avg ≈5.1 ≈5.1 7.4 Fair value
Price / Tangible Book 2.95Y avg ≈2.0 ≈2.0 · ·
PEG Ratio ≈0.8 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield2.5%
Payout Ratio39.4%
Annualized Payout≈$0.40Paid quarterly
5Y Div CAGR≈44.9%Per share, split-adjusted
Ex-dateAmountCurrencyYield
Sep 21, 2026$0.10USD≈2.7%
Jun 23, 2026$0.60USD≈2.7%
Feb 23, 2026$0.09USD≈2.6%
Dec 15, 2025$1.09USD≈2.7%
Sep 22, 2025$0.09USD≈1.8%
Jun 23, 2025$0.59USD≈2.1%
Mar 3, 2025$0.08USD≈2.2%
Dec 16, 2024$0.58USD≈2.3%
Sep 23, 2024$0.33USD≈2.1%
Jun 24, 2024$0.41USD≈2.4%
Mar 1, 2024$0.07USD≈1.7%
Dec 15, 2023$0.41USD≈2.9%
Sep 22, 2023$0.41USD≈2.2%
Jun 23, 2023$0.07USD≈2.6%
Mar 8, 2023$0.07USD≈2.2%
Jan 12, 2023$0.33USD≈1.9%
Dec 16, 2022$0.07USD≈1.2%
Sep 23, 2022$0.07USD≈2.4%
Jun 24, 2022$0.40USD≈2.2%
Mar 8, 2022$0.06USD≈2.3%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 4.4%
PeriodReportEPS ActualEPS EstSurprise
Sept. 30, 2026 Oct 19, 2026 $1.17 $1.16 0.62%
June 30, 2026 Jul 16, 2026 $1.27 $1.10 15.9%
March 31, 2026 $1.30 $1.16 12.4%
Dec. 31, 2025 $1.13 $1.14 -0.73%
Sept. 30, 2025 $1.10 $1.11 -0.46%
June 30, 2025 $1.05 $1.04 1.2%
March 31, 2025 $1.01 $0.99 1.7%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 10
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $14.71B$13.64B$12.14B$11.17B$9.46B$8.10B$7.90B$7.69B$7.68B$7.65B$7.21B$7.13B
Interest Expense $127M$127M$127M$130M$147M$151M$153M$157M$147M$141M$131M$128M
Pretax Income $2.28B$2.26B$1.75B$1.72B$1.28B$705M$853M$812M$773M$896M$732M$952M
Income Tax $496M$510M$371M$335M$252M$172M$169M$163M$219M$293M$228M$303M
Net Income $1.78B$1.76B$1.38B$1.38B$1.02B$531M$682M$641M$549M$602M$504M$649M
EPS (Basic) $4.48$4.39$3.40$3.33$3.69$1.89$3.58$3.37$2.93$4.91$4.06$5.07
EPS (Diluted) $4.45$4.36$3.37$3.29$3.66$1.87$3.52$3.33$2.84$4.68$3.87$4.86
Shares (Basic) 396,968,000399,734,000406,500,000415,278277,430280,386190,722190,048187,265122,650,997124,040,313127,873,708
Shares (Diluted) 399,861,000403,224,000409,948,000419,192279,749283,145193,521192,395193,527128,552,838130,188,866133,651,855
EBITDA $-48M$-171M$-21M·········
Balance Sheet 14
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $2.54B$1.97B$1.36B$1.45B$1.57B$2.37B$1.02B$818M$950M$795M$764M$674M
PP&E (Net) $596M$479M$427M$423M$420M$406M$422M$416M$423M$349M$348M$332M
Goodwill $184M$184M$175M$186M$170M$170M$170M$173M$179M$145M$153M$151M
Intangibles $86M$97M··········
Total Assets $43.93B$40.57B$37.20B$33.86B$32.09B$28.61B$26.66B$24.90B$24.30B$23.36B$21.73B$21.72B
Deferred Tax $39M$65M$43M$12M$17M$42M$26M$0$87M···
Total Liabilities $34.21B$32.16B$29.73B$27.09B$25.42B$22.28B$20.54B$19.42B$18.85B$18.28B$17.10B$17.09B
Common Stock $159M$159M$159M$106M$106M$71M$71M$71M$47M$47M$47M$47M
Retained Earnings $13.34B$12.27B$11.04B$10.16B$9.02B$8.35B$7.93B$7.56B$6.96B$6.60B$6.18B$5.73B
Treasury Stock $4.34B$4.08B$3.78B$3.25B$3.17B$3.06B$2.73B$2.72B$2.71B$2.69B$2.56B$2.36B
AOCI $-451M$-934M$-926M$-1.26B$-282M$-62M$-257M$-510M$69M$56M$-67M$184M
Stockholders' Equity $9.70B$8.40B$7.46B$6.75B$6.65B$6.31B$6.07B$5.44B$5.41B$5.05B$4.60B$4.59B
Liabilities + Equity $43.93B$40.57B$37.20B$33.86B$32.09B$28.61B$26.66B$24.90B$24.30B$23.36B$21.73B$21.72B
Shares Outstanding 377,155,799380,066,070384,817,136396,819,150397,756,323266,737,725275,117,861182,993,640182,272,278181,790,399123,307,837126,748,836
Cash Flow 16
Metric Trend 202520242023202220212020201920182017201620152014
D&A $-48M$-171M$-21M$56M$130M$135M$113M$131M$113M$86M$85M$89M
Stock-based Comp $55M$54M$51M$49M$47M$50M$49M$37M$40M$37M$32M$28M
Deferred Tax $-14M$96M$-27M$-4M$13M$-14M$36M$-40M$-15M$10M$51M$31M
Other Non-cash $1.81B$1.94B$1.54B·········
Operating Cash Flow $3.58B$3.68B$2.93B$2.57B$2.18B$1.62B$1.14B$620M$711M$848M$881M$735M
CapEx ······$60M$50M$116M$51M$64M$42M
Investing Cash Flow $-2.03B$-2.18B$-1.96B$-1.89B$-2.99B$120M$-425M$-714M$-333M$-794M$-171M$-808M
Debt Issued $0$3M$980.0K$0$1.03B$742M$291M$295M$7M$389M$9M$354M
Net Debt Issued $0$3M$-974.0K$-3M$1.03B$742M$291M$295M$7M$389M$9M$354M
Stock Repurchased $270M$304M$537M$94M$122M$346M$18M$25M$48M$132M$224M$239M
Net Stock Activity $-270M$-304M$-537M$-94M$-122M$-346M$-18M$-25M$-48M$-132M$-224M$-239M
Dividends Paid $700M$532M$501M$235M$356M$84M$308M$255M$188M$184M$58M$181M
Financing Cash Flow $-1.03B$-852M$-1.06B$-772M$6M$-398M$-513M$-7M$-235M$-7M$-555M$-70M
Net Change in Cash $565M$612M$-86M$-119M$-804M$1.35B$206M$-133M$155M$32M$89M$-165M
Free Cash Flow ······$1.08B$570M$595M$798M$818M$693M
Levered FCF ······$960M$445M$490M$703M$728M$605M
Profitability 5
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 12.1%12.9%11.4%12.4%10.8%6.6%8.6%8.3%7.1%7.9%7.0%9.1%
Pretax Margin 15.5%16.6%14.4%15.4%13.6%8.7%10.8%10.6%10.1%11.7%10.2%13.4%
EBITDA Margin -0.33%-1.2%-0.17%·········
ROA 4.2%4.5%3.9%4.2%3.4%1.9%2.6%2.6%2.3%2.7%2.3%3.1%
ROE 19.7%22.2%19.4%20.6%15.8%8.6%11.8%11.8%10.5%12.5%11.0%14.5%
Efficiency 1
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.30.40.30.30.30.30.30.30.30.30.30.3
Per Share 6
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share $25.72$22.09$29.06$25.51$37.63$35.49$33.12$44.57$44.53$41.65$37.31$36.21
Revenue / Share $36.78$33824.26$44431.13$39957.27$50699.82$42905.26$40833.79$59.97$59.56$59.54$55.35$53.34
Cash Flow / Share $8.96$9122.39$10718.11$9191.28$11710.45$8564.63$5910.43$4.84$5.51$6.60$6.77$5.50
Cash / Share $6.73$5.20$5.31$5.48$8.87$13.34$5.58$6.70$7.82$6.56$6.19$5.32
Dividend Paid / Share $1.85$1.40$1.29$0.59$1.34$0.31$1.68$1.39$1.03···
EPS (TTM) $4.45$4.36$3.37$3.29$3.66$1.87$3.52$3.33$2.84$4.68$3.87$4.86
Growth Rates 10
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 7.8%12.3%8.7%18.1%16.8%·······
Revenue CAGR 3Y 9.6%13.0%14.4%·········
Revenue CAGR 5Y 12.7%···········
EPS YoY 2.1%29.4%2.4%-10.1%95.7%·······
EPS CAGR 3Y 10.6%6.0%21.7%·········
EPS CAGR 5Y 18.9%···········
Net Income YoY 1.3%27.1%0.02%35.1%92.7%·······
Net Income CAGR 3Y 8.8%19.8%37.6%·········
Net Income CAGR 5Y 27.4%···········
Dividends Paid CAGR 5Y 52.8%···········
Valuation (TTM) 13
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $14.71B$13.64B$12.14B$11.17B$9.46B$8.10B$7.90B$7.69B$7.68B$7.65B$7.21B$7.13B
Net Income TTM $1.78B$1.76B$1.38B$1.38B$1.02B$531M$682M$641M$549M$602M$504M$649M
Market Cap $26.45B$22.24B$12.10B$12.80B$6.47B$5.25B$5.63B$2.67B$2.58B$2.39B$2.00B$1.93B
P/E 15.813.414.014.710.015.88.76.67.54.24.23.1
P/S 1.81.61.01.10.70.60.70.30.30.30.30.3
P/B 2.72.61.61.91.00.80.90.50.50.50.40.4
P / Tangible Book 2.82.71.72.01.00.9······
P / Cash Flow 7.46.04.15.03.03.24.94.33.62.82.32.6
P / FCF ······5.24.74.33.02.42.8
Dividend Yield 2.6%2.4%4.2%1.8%5.5%1.6%5.5%9.5%7.3%7.7%2.9%9.4%
Earnings Yield 6.3%7.4%7.1%6.8%10.0%6.3%11.5%15.2%13.4%23.8%23.9%32.0%
Payout Ratio 39.4%30.3%36.3%17.0%34.8%15.9%45.2%39.8%34.3%30.6%11.5%28.0%
Annual Payout $700M$532M$501M$235M$356M$84M$308M$255M$188M$184M$58M$181M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $14.71B $13.64B $12.14B $11.17B $9.46B
Net Income $1.78B $1.76B $1.38B $1.38B $1.02B
Diluted EPS $4.45 $4.36 $3.37 $3.29 $3.66

Institutional owners (13F) 1,014 filers · $22.3B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 1,014
Value held $22.3B
New positions 114
Exited positions 81
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
114 (+3 vs prior Q) 81 (-24 vs prior Q) 331 (+84 vs prior Q) 331 (-79 vs prior Q) +3.0M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Mitsui Sumitomo Insurance Co Ltd $4,145,785,139 58,780,450 18.55% Shares
VANGUARD GROUP INC $2,596,794,700 37,033,581 11.62% Shares
BlackRock, Inc. $1,547,049,191 21,934,626 6.92% Shares
VANGUARD CAPITAL MANAGEMENT LLC $1,318,274,044 18,690,969 5.90% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $1,026,279,985 14,550,971 4.59% Shares
STATE STREET CORP $1,004,668,877 14,126,628 4.50% Shares
GEODE CAPITAL MANAGEMENT, LLC $588,464,510 8,268,721 2.63% Shares
MORGAN STANLEY $582,069,551 8,252,790 2.61% Shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $449,774,394 6,377,064 2.01% Shares
Invesco Ltd. $354,644,870 5,028,284 1.59% Shares
GOLDMAN SACHS GROUP INC $293,279,011 4,158,216 1.31% Shares
DIMENSIONAL FUND ADVISORS LP $285,090,089 4,041,846 1.28% Shares
WELLS FARGO & COMPANY/MN $262,439,161 3,720,958 1.17% Shares
AQR CAPITAL MANAGEMENT LLC $259,561,706 3,680,160 1.16% Shares
FIRST TRUST ADVISORS LP $255,661,220 3,624,858 1.14% Shares
NORGES BANK $222,073,085 3,148,633 0.99% Shares
BANK OF AMERICA CORP /DE/ $200,969,092 2,849,413 0.90% Shares
UBS Group AG $199,975,261 2,835,322 0.90% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $182,572,759 2,588,583 0.82% Shares
NORTHERN TRUST CORP $180,041,789 2,552,698 0.81% Shares
JANUS HENDERSON GROUP PLC $162,909,996 2,457,890 0.73% Shares
1832 Asset Management L.P. $161,786,228 2,293,864 0.72% Shares
JPMORGAN CHASE & CO $152,989,434 2,154,477 0.68% Shares
Polar Capital Holdings Plc $150,228,900 2,130,000 0.67% Shares
ROYAL LONDON ASSET MANAGEMENT LTD $149,188,512 2,115,249 0.67% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $144,191,609 2,175,492 0.65% Shares
TWO SIGMA INVESTMENTS, LP $142,002,140 2,013,358 0.64% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $135,237,679 1,917,449 0.61% Shares
VANGUARD FIDUCIARY TRUST CO $115,171,681 1,632,946 0.52% Shares
Legal & General Group Plc $112,813,089 1,599,505 0.50% Shares
Madison Asset Management, LLC $105,638,722 1,497,784 0.47% Shares
CITADEL ADVISORS LLC $104,099,035 1,475,954 0.47% Shares
PRINCIPAL FINANCIAL GROUP INC $103,071,273 1,461,348 0.46% Shares
FMR LLC $102,043,390 1,446,808 0.46% Shares
BARCLAYS PLC $101,591,977 1,440,408 0.45% Shares
Bank of New York Mellon Corp $95,039,623 1,347,506 0.43% Shares
CHILTON INVESTMENT CO INC. $94,501,525 1,339,877 0.42% Shares
Cornerstone Investment Partners, LLC $94,238,377 1,336,146 0.42% Shares
DEUTSCHE BANK AG\ $92,085,873 1,305,627 0.41% Shares
JONES FINANCIAL COMPANIES LLLP $89,753,885 1,259,360 0.40% Shares
ROYAL BANK OF CANADA $88,691,000 1,257,518 0.40% Shares
HSBC HOLDINGS PLC $78,632,772 1,110,733 0.35% Shares
ANCHOR CAPITAL ADVISORS LLC $73,023,238 1,035,350 0.33% Shares
RAYMOND JAMES FINANCIAL INC $70,038,261 993,028 0.31% Shares
BNP PARIBAS FINANCIAL MARKETS $68,370,019 969,375 0.31% Shares
MILLENNIUM MANAGEMENT LLC $66,029,622 936,192 0.30% Shares
PARNASSUS INVESTMENTS, LLC $64,963,754 961,856 0.29% Shares
Bristol Gate Capital Partners Inc. $64,748,735 918,030 0.29% Shares
CONFLUENCE INVESTMENT MANAGEMENT LLC $63,912,411 946,290 0.29% Shares
JANE STREET GROUP, LLC $61,763,403 875,704 0.28% Shares

Show all 1,014 institutional owners →

Activists & 5%+ owners 2 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
WR Berkley & Others LLC, WR Berkley & Others 2 LLC, Estate of William R. Berkley, Marjorie J. Berkley, W. Robert Berkley, Jr., The William R. Berkley 2011 GST Trust u/a dated December 20, 2011, The William R. Berkley 2022 Family Trust f/b/o William R. Berkley, Jr. and His Issue, The William R. Berkley 2022 Family Trust f/b/o Lauren Berkley and Her Issue ×3 filings July 21, 2026 0.00% Amendment · SEC
Mitsui Sumitomo Insurance Co., Ltd., MS&AD Insurance Group Holdings, Inc. ×5 filings June 4, 2026 0.00% Amendment Board campaign SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 39 insiders · 19 officers · 17 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
William R. Berkley Executive Chairman June 3, 2026 A 17,366,375 0 0 $0
Lucille T Sgaglione EVP Aug. 15, 2025 F 241,036 0 0 $0
Ira S Lederman EVP & Secretary Dec. 11, 2019 G 240,031 0 0 $0
Matthew M Ricciardi SVP and General Counsel May 15, 2018 F 15,561 0 0 $0
Eugene G Ballard EVP, Finance Aug. 7, 2017 F 251,656 0 0 $0
Clement P Patafio VP - Corporate Controller Dec. 17, 2012 F 126,628 0 0 $0
Kevin H Ebers SVP - Information Technology May 18, 2010 I 8,197 0 0 $0
Jeffrey Marc Hafter SVP May 3, 2010 A 15,000 0 0 $0
Carol Josephine Lapunzina SVP - Human Resources March 2, 2010 A 34,813 0 0 $0
Steven William Taylor SVP - International March 2, 2010 A 41,000 0 0 $0
Carl Fred Madsen SVP - Reinsurance Operations March 2, 2010 A 50,500 0 0 $0
Robert Daly Stone SVP - Alt. Mkts. Operations March 2, 2010 A 76,698 0 0 $0
Robert W Gosselink SVP-Insurance Risk Mgmnt. March 2, 2010 A 50,000 0 0 $0
Robert C Hewitt SVP-Excess and Surplus Lines March 2, 2010 A 85,000 0 0 $0
Paul J Hancock SVP - Chief Corporate Actuary March 2, 2010 M 103,062 0 0 $0
Robert P Cole SVP - Regional Operations March 2, 2010 A 217,669 0 0 $0
Gillian B James SVP-Enterprise Risk Management Dec. 3, 2009 A 10,000 0 0 $0
Peter Lind Kamford SVP-Admitted Specialty Lines June 17, 2008 A 31,419 0 0 $0
James W Mccleary SVP-Reinsurance Operations Dec. 5, 2005 A 105,919 0 0 $0
Robert Alan Rusbuldt Director June 3, 2026 A 5,866 0 0 $0
Marie Angela Mattson Director June 3, 2026 A 9,667 0 0 $0
Daniel Lynn Mosley Director June 3, 2026 A 14,885 0 0 $0
Jonathan Talisman Director June 3, 2026 A 33,180 0 0 $0
Christopher L Augostini Director June 3, 2026 A 109,859 0 0 $0
Mary C Farrell Director June 3, 2026 A 19,378 0 0 $0
Maria Luisa Ferre Director June 3, 2026 A 59,234 0 0 $0
Ronald E Blaylock Director June 3, 2026 A 121,990 0 0 $0
Mark L Shapiro Director June 12, 2024 A 2,534 0 0 $0
Mark Ellwood Brockbank Director Aug. 1, 2022 P 6,000 0 0 $0
Leigh Ann Pusey Director Dec. 1, 2021 M 13,214 0 0 $0
Jack H Nusbaum Director June 12, 2020 A 149,799 0 0 $0
George G Daly Director Nov. 21, 2016 G 40,822 0 0 $0
Rodney A Hawes JR Director May 17, 2011 A 20,500 0 0 $0
Philip J Ablove Director May 28, 2008 A 11,739 0 0 $0
Richard G Merrill Director Nov. 24, 2004 G 27,432 0 0 $0
Philip S Welt · Aug. 3, 2026 F 214,033 0 0 $0
Richard Mark Baio · Aug. 3, 2026 F 227,611 0 0 $0
William R Berkley JR · Aug. 3, 2026 F 4,650,314 0 0 $0
James G Shiel · Aug. 3, 2026 F 810,633 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 114 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
KBWP · Invesco Exchange-Traded Fund Trust … 4.26% 170,813 SH Oct. 23, 2026 Daily
STNC · Hennessy Funds Trust 3.30% 42,233 NS July 31, 2026 N-PORT
RSPF · Invesco Exchange-Traded Fund Trust 1.42% 61,443 SH Oct. 23, 2026 Daily
SPGP · Invesco Exchange-Traded Fund Trust 1.01% 282,519 SH Oct. 23, 2026 Daily
SPLV · Invesco Exchange-Traded Fund Trust … 0.97% 951,045 SH Oct. 23, 2026 Daily
JOET · Virtus ETF Trust II 0.75% 25,210 NS July 31, 2026 N-PORT
NUMV · Nushares ETF Trust 0.71% 43,628 NS July 31, 2026 N-PORT
PGX · Invesco Exchange-Traded Fund Trust … 0.70% 1,552,507 Oct. 23, 2026 Daily
UPSD · ETF Series Solutions 0.62% 9,937 NS July 31, 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0.59% 74,215 NS July 31, 2026 N-PORT
QLV · FlexShares Trust 0.46% 10,332 NS July 31, 2026 N-PORT
FDLO · FIDELITY COVINGTON TRUST 0.45% 88,221 NS July 31, 2026 N-PORT
FTA · First Trust Exchange-Traded AlphaDE… 0.35% 68,179 NS July 31, 2026 N-PORT
PFF · iShares Trust 0.34% 2,544,440 SH Sept. 11, 2026 Daily
VOE · VANGUARD INDEX FUNDS 0.34% 1,793,548 SH Aug. 19, 2026 Daily
FXO · First Trust Exchange-Traded AlphaDE… 0.31% 48,013 NS July 31, 2026 N-PORT
ACWV · iShares, Inc. 0.29% 139,314 SH Sept. 11, 2026 Daily
IMCV · iShares Trust 0.27% 44,779 SH Sept. 11, 2026 Daily
IYF · iShares Trust 0.24% 151,994 SH Sept. 11, 2026 Daily
RSP · Invesco Exchange-Traded Fund Trust 0.21% 2,808,370 SH Oct. 23, 2026 Daily
JQUA · J.P. Morgan Exchange-Traded Fund Tr… 0.21% 235,958 NS July 31, 2026 N-PORT
EUSA · iShares, Inc. 0.20% 56,056 SH Sept. 11, 2026 Daily
SIZE · iShares Trust 0.20% 12,018 SH Sept. 11, 2026 Daily
VO · VANGUARD INDEX FUNDS 0.19% 6,051,052 SH Aug. 19, 2026 Daily
FEX · First Trust Exchange-Traded AlphaDE… 0.19% 39,957 NS July 31, 2026 N-PORT
VFH · VANGUARD WORLD FUND 0.18% 350,296 SH Aug. 19, 2026 Daily
FAS · Direxion Shares ETF Trust 0.18% 57,949 NS July 31, 2026 N-PORT
DFLV · Dimensional ETF Trust 0.18% 166,173 NS July 31, 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0.18% 4,119 NS July 31, 2026 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0.17% 56,560 NS July 31, 2026 N-PORT
EQIN · Columbia ETF Trust I 0.17% 7,190 NS July 31, 2026 N-PORT
IWS · iShares Trust 0.16% 340,284 SH Sept. 11, 2026 Daily
DFVX · Dimensional ETF Trust 0.15% 10,883 NS July 31, 2026 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0.14% 8,720 NS July 31, 2026 N-PORT
IMCB · iShares Trust 0.13% 32,200 SH Sept. 11, 2026 Daily
IXG · iShares Trust 0.13% 12,744 SH Sept. 11, 2026 Daily
DEUS · DBX ETF Trust 0.12% 5,456 NS Aug. 31, 2026 N-PORT
XOEF · iShares Trust 0.12% 374 SH Sept. 11, 2026 Daily
IWR · iShares Trust 0.12% 932,565 SH Sept. 11, 2026 Daily
ESUM · Strategy Shares 0.10% 2,500 NS July 31, 2026 N-PORT
PFM · Invesco Exchange-Traded Fund Trust 0.10% 10,555 SH Oct. 23, 2026 Daily
DXUV · Dimensional ETF Trust 0.09% 6,901 NS July 31, 2026 N-PORT
VIG · VANGUARD SPECIALIZED FUNDS 0.09% 1,661,507 SH Aug. 19, 2026 Daily
DFUV · Dimensional ETF Trust 0.09% 185,094 NS July 31, 2026 N-PORT
RWL · Invesco Exchange-Traded Fund Trust … 0.08% 107,693 SH Oct. 23, 2026 Daily
DFAC · Dimensional ETF Trust 0.08% 517,040 NS July 31, 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0.07% 7,663 SH Oct. 23, 2026 Daily
VTV · VANGUARD INDEX FUNDS 0.07% 2,652,467 SH Aug. 19, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.07% 906,062 SH Aug. 19, 2026 Daily
DFSU · Dimensional ETF Trust 0.07% 20,801 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.07% 30,167 NS July 31, 2026 N-PORT
IQSU · New York Life Investments ETF Trust 0.06% 2,893 NS July 31, 2026 N-PORT
USXF · iShares Trust 0.06% 12,787 SH Sept. 11, 2026 Daily
IUS · Invesco Exchange-Traded Self-Indexe… 0.06% 8,129 SH Oct. 23, 2026 Daily
VFMV · VANGUARD WELLINGTON FUND 0.06% 3,563 SH Aug. 19, 2026 Daily
ILCV · iShares Trust 0.06% 10,793 SH Sept. 11, 2026 Daily
DFAU · Dimensional ETF Trust 0.05% 93,411 NS July 31, 2026 N-PORT
SPXD · DBX ETF Trust 0.05% 54 NS Aug. 31, 2026 N-PORT
QUAL · iShares Trust 0.05% 324,979 SH Sept. 11, 2026 Daily
IWD · iShares Trust 0.04% 506,941 SH Sept. 11, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.04% 136,971 SH Aug. 19, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust 0.04% 51,483 SH Oct. 23, 2026 Daily
VOXP · Advisors Series Trust 0.04% 30 NS July 31, 2026 N-PORT
TOPC · iShares Trust 0.04% 173 SH Sept. 11, 2026 Daily
XVV · iShares Trust 0.04% 3,421 SH Sept. 11, 2026 Daily
APUE · Trust for Professional Managers 0.03% 12,611 NS Aug. 31, 2026 N-PORT
PTLC · Pacer Funds Trust 0.03% 15,079 NS July 31, 2026 N-PORT
BKLC · BNY Mellon ETF Trust 0.03% 25,000 NS July 31, 2026 N-PORT
IVW · iShares Trust 0.03% 357,480 SH Sept. 11, 2026 Daily
IVV · iShares Trust 0.03% 3,706,913 SH Sept. 11, 2026 Daily
IUSG · iShares Trust 0.03% 147,327 SH Sept. 11, 2026 Daily
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0.03% 37,968 NS July 31, 2026 N-PORT
VOTE · TCW ETF Trust 0.03% 4,655 NS July 31, 2026 N-PORT
SPUU · Direxion Shares ETF Trust 0.03% 1,109 NS July 31, 2026 N-PORT
VOO · VANGUARD INDEX FUNDS 0.03% 7,636,450 SH Aug. 19, 2026 Daily
VV · VANGUARD INDEX FUNDS 0.03% 325,948 SH Aug. 19, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.03% 8,867,874 SH Aug. 19, 2026 Daily
VOOG · VANGUARD ADMIRAL FUNDS 0.03% 124,694 SH Aug. 19, 2026 Daily
VOOV · VANGUARD ADMIRAL FUNDS 0.03% 29,232 SH Aug. 19, 2026 Daily
QDPL · Pacer Funds Trust 0.03% 7,065 NS July 31, 2026 N-PORT
ESGV · VANGUARD WORLD FUND 0.03% 51,282 SH Aug. 19, 2026 Daily
IVE · iShares Trust 0.03% 208,785 SH Sept. 11, 2026 Daily
IYY · iShares Trust 0.03% 12,483 SH Sept. 11, 2026 Daily
ROUS · Lattice Strategies Trust 0.03% 2,817 NS July 31, 2026 N-PORT
ILCB · iShares Trust 0.03% 5,332 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.03% 388,582 SH Sept. 11, 2026 Daily
IUSV · iShares Trust 0.03% 109,836 SH Sept. 11, 2026 Daily
HCMT · Direxion Shares ETF Trust 0.03% 2,043 NS July 31, 2026 N-PORT
PBP · Invesco Exchange-Traded Fund Trust 0.03% 1,358 SH Oct. 23, 2026 Daily
SPXL · Direxion Shares ETF Trust 0.02% 22,990 NS July 31, 2026 N-PORT
PBUS · Invesco Exchange-Traded Fund Trust … 0.02% 34,399 SH Oct. 23, 2026 Daily
DFUS · Dimensional ETF Trust 0.02% 67,796 NS July 31, 2026 N-PORT
DGRO · iShares Trust 0.02% 141,389 SH Sept. 11, 2026 Daily
IWB · iShares Trust 0.02% 156,739 SH Sept. 11, 2026 Daily
TILT · FlexShares Trust 0.02% 6,640 NS July 31, 2026 N-PORT
PHDG · Invesco Actively Managed Exchange-T… 0.02% 178 SH Oct. 23, 2026 Daily
IWV · iShares Trust 0.02% 61,985 SH Sept. 11, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.02% 37,747 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.02% 19,155 SH Aug. 19, 2026 Daily
TOV · EA Series Trust 0.02% 738 NS July 31, 2026 N-PORT
KOKU · DBX ETF Trust 0.02% 2,108 NS Aug. 31, 2026 N-PORT
URTH · iShares, Inc. 0.02% 20,130 SH Sept. 11, 2026 Daily
TOK · iShares Trust 0.02% 542 SH Sept. 11, 2026 Daily
ACWI · iShares Trust 0.02% 73,756 SH Sept. 11, 2026 Daily
USCL · iShares Trust 0.01% 5,611 SH Sept. 11, 2026 Daily
QVML · Invesco Exchange-Traded Fund Trust … 0.01% 2,296 SH Oct. 23, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 196,439 SH Aug. 19, 2026 Daily
OMFL · Invesco Exchange-Traded Self-Indexe… 0.01% 5,572 SH Oct. 23, 2026 Daily
BLV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VCLT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VTC · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
IAK · iShares Trust · 156,755 SH Sept. 11, 2026 Daily

WRB Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 27 analysts HOLD
Median target $70.00 -4.5%
0 0.0% Strong Buy
2 7.4% Buy
14 51.9% Hold
9 33.3% Sell
2 7.4% Strong Sell

12-Month Price Target

17 analysts · 2026-10-19

Mean target $69.06 -5.8%

Now Current price $73.33
Low$51.00 Mean$69.06 High$83.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
WRB $26.45B 15.8 7.8% 12.1% 19.7% ·
PGR · 11.8 16.3% 12.9% 40.5% ·
TRV $63.09B 10.6 5.2% 12.9% 20.6% ·
ALL $54.12B 5.5 5.6% 15.2% 39.5% ·
AIG $46.04B 15.8 -1.8% 11.6% 7.4% ·
HIG $38.16B 10.3 6.9% 13.5% 21.4% ·
CINF $25.38B 10.8 11.4% 18.9% 16.0% ·
MKL $27.06B 12.7 4.7% 13.6% 11.9% ·
L · 13.2 5.4% 9.0% 9.3% ·
AIZ · · · · · ·
CNA $12.92B 10.2 5.0% 8.5% 11.6% ·

Latest News Recent headlines mentioning this company

23

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Source: SEC 10-Q filed Jul 31, 2026