BERKLEY W R CORP(WRB)— Stock Profile, AI Score & Financials
Financials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
BERKLEY W R CORP (WRB) stock profile, AI quality score, and SEC EDGAR financial data, a Financials sector company. 13F Pro's AI-powered ranking engine scores WRB at 68.6/100 on a 32-signal composite quality model, placing it at rank #309 of 2,960 stocks — the top 25% of the AI-ranked universe. WRB scores in the top quartile across revenue scale (90.0), free cash flow (77.9), earnings quality (77.3). Based on the latest XBRL financial filings (Q2 2026), BERKLEY W R CORP reports quarterly revenue of $3.7B, net income of $452.3M, an operating margin of 15.5%. Top institutional holders of WRB by reported 13-F value include Mitsui Sumitomo Insurance Ltd, BlackRock, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. WRB trades on the NYSE exchange and files with the SEC under CIK 11544. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WRB daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for BERKLEY W R CORP directly from SEC EDGAR.
AI Quality Score
68.6/100
AI Rank
#309
Revenue
$3.7B
Net Income
$452.3M
Operating Margin
15.5%
WRB key financials by period
BERKLEY W R CORP reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$14.7B
$1.8B
15.5%
FY 2024
10-K
$13.6B
$1.8B
16.6%
FY 2023
10-K
$12.1B
$1.4B
14.4%
FY 2022
10-K
$11.2B
$1.4B
15.4%
FY 2021
10-K
$9.5B
$1.0B
13.6%
FY 2020
10-K
$8.1B
$530.7M
8.7%
Institutions holding WRB
Institutional investors reporting a position in BERKLEY W R CORP on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-07-31 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
W. R. Berkley grew Q2 revenue 1% YoY to $3.72B as net income rose 13% to $452M, driven by an improved 90.0% combined ratio on lower catastrophe losses.
Biggest Revenue Drivers
Insurance$3.17B+4.5% YoY
Higher net premiums earned and increased net investment income
Reinsurance & Monoline Excess$432M-4.0% YoY
Gross premiums written fell 8%, driven by declines of 13% in casualty and 11% in property lines
Biggest Revenue Drivers
Total revenue: $3.72B+1% YoY
Insurance$3.17B+4.5% YoY
Higher net premiums earned and increased net investment income
Within Insurance
Other liability$1,127M+2% YoY
Largest Insurance line of business by net premiums earned
Short-tail lines$663M+7% YoY
Includes commercial multi-peril, inland marine, accident and health, fidelity and surety
Reinsurance & Monoline Excess$432M-4.0% YoY
Gross premiums written fell 8%, driven by declines of 13% in casualty and 11% in property lines
Largest Expense Items
Losses and loss expenses$1.96B+0.3% YoY
Consolidated loss ratio improved to 61.5% from 63.1% on lower catastrophe losses ($62M vs $99M)
Policy acquisition and insurance operating expenses$909M+3% YoY
Commissions, premium taxes and underwriting costs rose with premium growth; expense ratio held at 28.5%
Expenses from non-insurance businesses$123M+0.2% YoY
Increase mainly related to aviation-related business, offset by lower textile and promotional merchandise business
Interest expense$31.7Mflat YoY
Consistent with prior year debt levels
Margins: GAAP combined ratio improved to 90.0% from 91.6% a year earlier, as the loss ratio fell to 61.5% from 63.1% on lower catastrophe losses, while the expense ratio held steady at 28.5%.
Watch Items from the Filing
Reinsurance & Monoline Excess segment revenue fell 4% YoY and gross premiums written dropped 8%, with casualty down 13% and property down 11%.
Mitsui Sumitomo Insurance (MSI) owned 15.8% of outstanding common stock as of June 30, 2026 and has a board designee under a Framework Agreement with the Berkley Family.
Related-party reinsurer Lifson Re takes a 32.5% share of most reinsurance placements; due from reinsurers to Lifson Re was $615M as of June 30, 2026.
Approximately $3.4 billion (17.3%) of net loss reserves relate to the Reinsurance & Monoline Excess segment, dominated by higher-uncertainty excess workers' compensation and assumed reinsurance reserves.
On April 23, 2026, a court ruled in favor of a Company subsidiary in a lawsuit seeking over $90 million from reinsurers; certain reinsurers have filed to appeal.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
