BERKLEY W R CORP(WRB)Stock Analysis
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Rank #245 of 2,879 stocksTOP 10%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
WRB Stock Analysis & AI Quality Score
AI stock analysis and institutional research for BERKLEY W R CORP (WRB), a Financials sector company. 13F Pro's AI-powered ranking engine scores WRB at 71.8/100 on a 32-signal composite quality model, placing it at rank #245 of 2,879 stocks — the top 10% of the AI-ranked universe. WRB scores in the top quartile across free cash flow (98.3), profitability (97.9). Areas of concern include revenue scale (38.8), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), BERKLEY W R CORP reports quarterly revenue of $3.7B, net income of $515.2M, an operating margin of 16.7%. Top institutional holders of WRB by reported 13-F value include Mitsui Sumitomo Insurance Co 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. BERKLEY W R CORP's 13F Pro composite quality score has ranged between 60 and 82 since 2021, currently 71.8 — an improving long-term trajectory across 28 quarterly and live scoring snapshots.
What's Driving WRB's Business? Latest 10-Q Breakdown
✓ 34/34 datapoints verifiedAI-extracted from BERKLEY W R CORP's 10-Q filed 2026-05-01 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net income surged 23% to $515M on higher investment income and favorable underwriting, with combined ratio improving to 90.7% from 90.9%.
Biggest Revenue Drivers
Total revenue: $3,690M+4% YoY
Driven by gross premium growth of 3% to $3,786M, reflecting rate increases of 6.6% and higher volume in insurance segment.
Larger fixed maturity securities portfolio and increased investment fund earnings, with fixed maturity yield stable at 4.9%.
Aviation-related business gains from plane sales, partially offset by reduction in textile business.
Largest Expense Items
Loss ratio 62.1% vs 63.1% prior year; catastrophe losses $76M vs $111M; underlying loss ratio ex-cat/PYCR up 30bps.
Expense ratio 28.6% vs 27.8%; increase driven by business investments and Reinsurance segment earned premium decline.
Aviation-related cost of goods sold and operating expenses increased, partially offset by textile business reduction.
Margins: Consolidated combined ratio improved 20bps to 90.7%, with Insurance segment holding steady at 92.2% despite higher expenses, and Reinsurance segment strengthening to 78.6% from 85.4% due to lower catastrophe losses and favorable reserve development.
Watch Items from the Filing
- Adverse prior year development in other liability ($8M in Q1 2026) concentrated in accident years 2019–2023, driven by social inflation in auto-related claims and increased litigation costs, offset only modestly by short-tail favorable development.
- Reinsurance & Monoline Excess gross premiums declined 9% YoY; casualty reinsurance down 13% and property down 17%, indicating potential exposure to market softness in that segment.
- Fixed maturity portfolio includes $212.8M aggregate fair value of non-investment grade securities in unrealized loss position (93 securities), with foreign government segment carrying 59 securities and $174.7M unrealized loss driven partly by currency headwinds.
- MSI owns 15.8% of WRB common stock excluding deferred comp shares; MSI designee nominated to board; related-party reinsurance transactions totaled $15M ceded premiums and $118.5M ceded written premiums to Lifson Re in Q1 2026.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$3.7B
Net Income
Q1 2026
$515.2M
Free Cash Flow
Q1 2026
$667.9M
Operating Margin
Q1 2026
16.7%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+7.8% YoYNet Income
+1.3% YoYEPS (Diluted)
+2.1% YoYTotal Assets
+8.6% YoYOp. Cash Flow
-2.6% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $14.71B +7.8% | $13.64B +12.3% | $12.14B +8.7% | $11.17B +18.1% | $9.46B +16.7% | $8.10B |
| Net Income | $1.78B +1.3% | $1.76B +27.1% | $1.38B +0.0% | $1.38B +35.1% | $1.02B +92.6% | $530.7M |
| EPS (Diluted) | $4.45 +2.1% | $4.36 +29.4% | $3.37 +2.4% | $3.29 +34.8% | $2.44 +95.7% | $1.25 |
| Total Assets | $43.93B +8.6% | $40.45B +8.7% | $37.20B +9.9% | $33.86B +5.7% | $32.05B +12.0% | $28.61B |
| Operating Cash Flow | $3.58B -2.6% | $3.68B +25.6% | $2.93B +14.0% | $2.57B +17.6% | $2.18B +35.1% | $1.62B |
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Available Research
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Top Institutional Holders of WRB
Mitsui Sumitomo Insurance Co Ltd
$3.9B58,780,450 shBlackRock, Inc.
$1.5B23,280,608 shVANGUARD CAPITAL MANAGEMENT LLC
$1.3B18,925,841 shVANGUARD PORTFOLIO MANAGEMENT LLC
$977.6M14,750,233 shSTATE STREET CORP
$954.8M14,405,410 shMORGAN STANLEY
$690.1M10,412,465 shGEODE CAPITAL MANAGEMENT, LLC
$549.2M8,229,654 shKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$515.1M7,772,213 shInvesco Ltd.
$334.8M5,051,765 shFIRST TRUST ADVISORS LP
$263.3M3,972,929 sh
| Fund | Value | Shares |
|---|---|---|
| Mitsui Sumitomo Insurance Co Ltd | $3.9B | 58,780,450 |
| BlackRock, Inc. | $1.5B | 23,280,608 |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.3B | 18,925,841 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $977.6M | 14,750,233 |
| STATE STREET CORP | $954.8M | 14,405,410 |
| MORGAN STANLEY | $690.1M | 10,412,465 |
| GEODE CAPITAL MANAGEMENT, LLC | $549.2M | 8,229,654 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $515.1M | 7,772,213 |
| Invesco Ltd. | $334.8M | 5,051,765 |
| FIRST TRUST ADVISORS LP | $263.3M | 3,972,929 |
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Is WRB a good stock to buy?
13F Pro's AI-powered analysis of BERKLEY W R CORP (WRB) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for WRB are available on the WRB stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own WRB?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling WRB. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of BERKLEY W R CORP's investment landscape.