What is the 13F Pro Quality Score for WRB?

13F Pro ranks BERKLEY W R CORP (WRB) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View WRB's current score at https://13fpro.ai/company/WRB (free sign-up required for the full ranking).

Which hedge funds own the most WRB stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of WRB include Mitsui Sumitomo Insurance Co Ltd, BlackRock,, VANGUARD CAPITAL MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/WRB as soon as new 13F filings post.

Where does 13F Pro source WRB data?

All BERKLEY W R CORP fundamentals and ownership data come directly from SEC EDGAR. BERKLEY W R CORP files with the SEC under CIK 11544. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is WRB in?

BERKLEY W R CORP (WRB) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

What drives WRB's revenue?

Per BERKLEY W R CORP's latest 10-Q filed with the SEC on 2026-07-31, the biggest revenue drivers are: Insurance ($3.17B, +4.5% YoY); Reinsurance & Monoline Excess ($432M, -4.0% YoY); Other liability ($1,127M, +2% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/WRB.

What are WRB's largest expenses?

BERKLEY W R CORP's latest 10-Q reports these as the largest expense items: Losses and loss expenses ($1.96B, +0.3% YoY); Policy acquisition and insurance operating expenses ($909M, +3% YoY); Expenses from non-insurance businesses ($123M, +0.2% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is WRB research updated on 13F Pro?

WRB's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

BERKLEY W R CORP(WRB)Stock Analysis

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SEC EDGAR: CIK 11544 WRB stock profile & AI dashboard →

13F Pro Quality Score

68.6/100

Rank #310 of 2,961 stocksTOP 25%

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

55.7/100

Profitability

70.3/100

Balance Sheet

66.4/100

Earnings Quality

77.3/100

Free Cash Flow

77.9/100

Institutional Flow

49.9/100

Revenue Scale

90.0/100

Dilution Risk

79.8/100

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Why WRB Scores 69/100

exact factor attribution · 2026-09-11

WRB's composite is driven by scale and free cash flow. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+8.0 pts

90th pct

Free cash flow

+4.2 pts

78th pct

Profitability

+4.1 pts

70th pct

Earnings quality

+2.7 pts

77th pct

Capital efficiency

+2.2 pts

66th pct

Shareholder dilution

+2.0 pts

80th pct

Revenue growth

+1.5 pts

56th pct

Earnings growth

+0.9 pts

63th pct

Institutional flow

-0.0 pts

50th pct

Latest change (2026-07-31): 72 → 67 · ↓ Dilution 80→18; ↓ Institutional flow 49→37

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

WRB Stock Analysis & AI Quality Score

Data updated 2026-09-11

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 68.6/100 on a 32-signal composite quality model, placing it at rank #310 of 2,961 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. BERKLEY W R CORP's 13F Pro composite quality score has ranged between 63 and 82 since 2021, currently 68.6 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about BERKLEY W R CORP

Quirks, history, and lore behind WRB — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. financial services company · operates in the specialty insurance space · listed on the NYSE · headquartered in Connecticut.
2
The Numbers
Annual revenues in the range of $10–11 billion, with a combined ratio that regularly sits below 100 — meaning it actually makes money underwriting, not just investing.
3
The History
Founded in the early 1970s, it was built on the philosophy that disciplined underwriting beats chasing market share — a contrarian idea in an industry addicted to growth.
4
The Secret
It operates through more than 50 largely autonomous subsidiaries, each targeting a specific niche — think excess and surplus lines, professional liability, and reinsurance.
5
The Lore
Founder William R. Berkley is still the executive chairman and remains one of the most quoted voices in insurance on pricing discipline — the man loves a hard market.
6
The Giveaway
The ticker is literally the founder's initials — WRB — and the company name is just his surname with a first initial attached.

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What's Driving WRB's Business? Latest 10-Q Breakdown

✓ 29/29 datapoints verified

AI-extracted from BERKLEY W R CORP's 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.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$3.7B

Net Income

Q2 2026

$452.3M

Operating Margin

Q2 2026

15.5%

ROIC

Q2 2026

23.4%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+7.8% YoY

$14.71BFY 2025

FY22 $11.17BFY23 $12.14BFY24 $13.64BFY25 $14.71B

Net Income

+1.3% YoY

$1.78BFY 2025

FY22 $1.38BFY23 $1.38BFY24 $1.76BFY25 $1.78B

EPS (Diluted)

+2.1% YoY

$4.45FY 2025

FY22 $3.29FY23 $3.37FY24 $4.36FY25 $4.45

Total Assets

+8.6% YoY

$43.93BFY 2025

FY22 $33.82BFY23 $37.11BFY24 $40.45BFY25 $43.93B

Op. Cash Flow

-2.6% YoY

$3.58BFY 2025

FY22 $2.57BFY23 $2.93BFY24 $3.68BFY25 $3.58B

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 +92.7%	$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 +9.0%	$37.11B +9.7%	$33.82B +5.5%	$32.05B +12.2%	$28.57B
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

13F Pro tracks comprehensive data for BERKLEY W R CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of WRB

Mitsui Sumitomo Insurance Co Ltd
$4.1B58,780,450 sh
BlackRock, Inc.
$1.5B21,934,626 sh
VANGUARD CAPITAL MANAGEMENT LLC
$1.3B18,690,969 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.0B14,550,971 sh
STATE STREET CORP
$1.0B14,126,628 sh
GEODE CAPITAL MANAGEMENT, LLC
$588.5M8,268,721 sh
MORGAN STANLEY
$582.1M8,252,790 sh
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$449.8M6,377,064 sh
Invesco Ltd.
$354.6M5,028,284 sh
GOLDMAN SACHS GROUP INC
$293.3M4,158,216 sh

Fund	Value	Shares
Mitsui Sumitomo Insurance Co Ltd	$4.1B	58,780,450
BlackRock, Inc.	$1.5B	21,934,626
VANGUARD CAPITAL MANAGEMENT LLC	$1.3B	18,690,969
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.0B	14,550,971
STATE STREET CORP	$1.0B	14,126,628
GEODE CAPITAL MANAGEMENT, LLC	$588.5M	8,268,721
MORGAN STANLEY	$582.1M	8,252,790
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$449.8M	6,377,064
Invesco Ltd.	$354.6M	5,028,284
GOLDMAN SACHS GROUP INC	$293.3M	4,158,216

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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. WRB is classified as a large company.

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.