W. R. Berkley Corporation (WRB) Stock: Price, Forecast & Analyst Target
W. R. Berkley Corporation (WRB) — MoonshotScore 92/100 (Exceptional band), calculated Oct 9, 2026. Price $72.05 (+3.33%), as of the Oct 8, 2026 trading session; market cap $26.8B. Expected results Oct 19, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 0.90× (market value Oct 8, 2026; cash Jun 30, 2026) · expected results Oct 19, 2026
W. R. Berkley Corporation · WRB · NYSE · Financial Services · Insurance - Property & Casualty
Research dated 2026-09-12: W. R. Berkley underwrites commercial and specialty risks through insurance operations, while Berkley Re assumes risk from other carriers and self-insured organizations. Domestic insurance supplies most disclosed segment revenue, making this primarily a commercial underwriting business rather than a balanced insurer-reinsurer hybrid. Revenue growth creates value only when the risks Berkley accepts continue to produce operating profit and cash instead of disproportionately larger claims.
Price as of Oct 8, 2026
Key Statistics
MoonshotScore v2 · W. R. Berkley (WRB)
ExceptionalWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
Elite quality, a strong balance sheet and durable growth, at a cheap price, with no real weak spot. Business Quality: Elite; Financial Safety: Fortress; Valuation: Cheap; Growth Durability: Growing; Momentum: Quiet.
- quarterly revenue $6.83B (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 6 of 8
- expected results Oct 19, 2026
Helping: business quality, balance-sheet strength, an attractive price, durable growth
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 89 | Exceptional | |
| 90 | Exceptional | |
| 90 | Exceptional | |
| 91 | Exceptional | |
| 91 | Exceptional | |
| 91 | Exceptional |
The score moved from 91 in the stored Oct 7, 2026 snapshot to 92 in the current publication computed Oct 9, 2026 (+1); the largest pillar moves were Momentum +16 and Valuation -2. This current publication is not yet represented in the immutable snapshot archive.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $72.05 | |
| Change on the day | +3.33% | |
| 52-week range | $62.87–$78.96 | |
| Market capitalisation | $26.8B | |
| Price / earnings (trailing) | 14.73 | |
| Shares traded on the day | 2.24M | |
| Beta (volatility vs the S&P 500) | 0.28 | |
| Dividends per share (last 12 months) | $1.88 | |
| Dividend yield (last 12 months) | 2.70% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · below the recorded estimate
- · Earnings results · in line with the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
The provider's estimated date can change.
What to watch nextOther perspectives
Council score for W. R. Berkley (WRB): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
6 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 5, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 9, 2026, except a card that shows its own read date.
Watch the WRB film — every key number, told as a short cinematic story
~2 min · open the film
What is W. R. Berkley (WRB), and what does it report?
Short answer · as of
Berkley sells coverage for commercial liability, property, vehicles, professional conduct, workers, environmental exposures, cyber incidents and specialized assets.
Research dated 2026-09-12.
Berkley sells coverage for commercial liability, property, vehicles, professional conduct, workers, environmental exposures, cyber incidents and specialized assets. It also writes personal and accident-and-health products, but the breadth of its commercial underwriting is the defining source of demand: customers pay Berkley to assume specified risks.
The reporting structure separates Insurance from Reinsurance and Monoline Excess. Insurance contributes the dominant disclosed revenue base, while reinsurance covers portfolios or individual risks transferred by carriers and self-insured entities. Consolidated revenue, operating result and net result therefore combine businesses with different customers and risk-transfer arrangements.
What do the latest results show for W. R. Berkley (WRB)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $6.83B.
Research dated 2026-09-12.
The latest earnings release cleared consensus for revenue and earnings per share. Quarterly financials nevertheless show net result and operating result easing from the immediately preceding period, while operating cash flow strengthened. The distinction matters: a favorable surprise against expectations does not mean every measure improved sequentially.
Across the annual series, revenue and net result have continued to rise, although the latest revenue expansion was accompanied by much less growth in net result. That pattern makes profit conversion more important than headline growth alone.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $6.83B Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $575.20M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $6.83B | Not available | Not available | $575.20M |
| Mar 31, 2026 | $3.69B | Not available | Not available | $616.10M |
| Dec 31, 2025 | $3.72B | Not available | Not available | $606.51M |
| Sep 30, 2025 | $3.77B | Not available | Not available | $667.30M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $3.72B Jul 20, 2026
- Latest report · revenue estimate
- $3.28B Jul 20, 2026
- Latest report · revenue vs estimate
- Above estimate Jul 20, 2026
- Latest report · EPS vs estimate
- Above estimate Jul 20, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 20, 2026 | $3.72B | $3.28B | $1.2700 | $1.0800 |
| Apr 21, 2026 | $3.12B | $3.19B | $1.3000 | $1.1300 |
| Jan 26, 2026 | $3.18B | $3.14B | $1.1300 | $1.1300 |
| Oct 20, 2025 | $3.77B | $3.15B | $1.1000 | $1.1100 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $6.83B | $452M | $1.15 (diluted) |
| Q1 FY2026 | $3.69B | $515M | $1.31 (diluted) |
| Q4 FY2025 | $3.72B | $450M | $1.13 (diluted) |
| Q3 FY2025 | $3.77B | $511M | $1.28 (diluted) |
What are the financial strengths and risks for W. R. Berkley (WRB)?
Short answer
Cash and short-term investments were $29.78B at the Jun 30, 2026 balance-sheet date. Operating cash flow was $800.05M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-12.
Berkley has generated positive operating cash flow throughout the disclosed quarterly series, and cash plus short-term investments have risen across that span. Debt is modest beside the investment pool, while profitability and cash-flow ratios remain healthy.
The investment balance should not be treated as idle corporate cash. Berkley is an insurer with liabilities close in scale to cash and investments, so those assets sit alongside obligations created by underwriting. The business is exposed when claims across commercial policies or assumed reinsurance risks outrun the economics embedded in the coverage, compressing operating profit and cash generation.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $800.05M Jun 30, 2026
- Previous quarter · operating cash flow
- $667.86M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $800.05M | $11.85M |
| Mar 31, 2026 | $667.86M | $0.00 |
| Dec 31, 2025 | $1.01B | −$116.26M |
| Sep 30, 2025 | $1.14B | −$16.94M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at W. R. Berkley (WRB)?
Short answer · as of
The next earnings report is expected on Oct 19, 2026.
Research dated 2026-09-12.
At the scheduled earnings release, watch whether revenue again exceeds expectations and whether operating result and net result recover alongside it. Another consensus beat would be less informative if profit conversion continued to weaken.
Operating cash flow and the direction of cash plus short-term investments provide a separate check on reported earnings. Analyst averages currently pair continued revenue expansion with a near-term pause in earnings per share, so improving profit alongside growth would challenge that cautious shape; further divergence would reinforce it.
How does W. R. Berkley compare with its peers?
Short answer
W. R. Berkley's score ranks tied for 6th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-12.
Berkley differs from a pure personal-lines insurer through its concentration in commercial and specialty exposures, including professional liability, environmental risk, cyber coverage, fine arts and public-sector liability. It also differs from a pure reinsurer because domestic Insurance supplies far more disclosed segment revenue than global Reinsurance.
That mix puts customer selection and risk selection at the center of the comparison. Berkley directly underwrites a broad collection of specialized policies while also accepting transferred risk from insurers and self-insured organizations, giving it exposure to distinct distribution channels without making reinsurance the dominant revenue engine.
| Company | Price | Market value | Score |
|---|---|---|---|
| $230.63 Oct 8, 2026 | $59.4B | 99 5-pillar Oct 9, 2026 | |
| $370.27 Oct 8, 2026 | $77.2B | 98 5-pillar Oct 9, 2026 | |
| $221.93 Oct 8, 2026 | $7.73B | 97 5-pillar Oct 9, 2026 | |
| $102.29 Oct 8, 2026 | $5.67B | 96 5-pillar Oct 9, 2026 | |
| $218.73 Oct 8, 2026 | $127B | 95 5-pillar Oct 9, 2026 | |
| W. R. Berkley (WRB) — this page | $72.05 | $26.8B | 92 |
| $15.00 Oct 8, 2026 | $5.33B | 92 5-pillar Oct 9, 2026 | |
| $165.25 Oct 8, 2026 | $25.4B | 90 5-pillar Oct 9, 2026 | |
| $56.30 Oct 8, 2026 | $5.17B | 89 5-pillar Oct 9, 2026 | |
| $2059.77 Oct 8, 2026 | $5.10B | 86 5-pillar Oct 9, 2026 | |
| $343.78 Oct 8, 2026 | $133B | 85 5-pillar Oct 9, 2026 | |
| $141.98 Oct 8, 2026 | $11.8B | 84 5-pillar Oct 9, 2026 | |
| $339.65 Oct 8, 2026 | $7.74B | 79 5-pillar Oct 9, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $58.00 – $77.00
- Consensus target
- $69.10
- Median target
- $70.00
Consensus record · Captured .
Measured against a quoted price of $72.05 (as of Oct 8, 2026).
Insider activity
Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Aug 3, 2026
- Transactions
- 18
- Identified insiders
- 13
- Purchases
- 0
- Sales
- 0
- Other transactions
- 18
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 71.6% Period end Jun 30, 2026
- Previous quarter · ownership
- 71.1% Prior to period end Jun 30, 2026
- Reporting holders
- 961 Period end Jun 30, 2026
- Previous quarter · holders
- 936 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Mitsui Sumitomo Insurance Co Ltd | 58,780,450 |
| Blackrock, INC. | 21,934,626 |
| Vanguard Capital Management LLC | 18,690,969 |
| Vanguard Portfolio Management LLC | 14,550,971 |
| State Street Corp | 14,126,628 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about W. R. Berkley (WRB)?
What Investors Ask About W. R. Berkley (WRB) — Financial Services
Research dated 2026-09-12; the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.
What does Berkley’s Insurance division actually cover?
The division writes core commercial coverage alongside professional liability, workers’ compensation, environmental, cyber and specialized property risks. It also offers selected personal, accident-and-health, life, crime and fidelity products.
How does Berkley Re differ from Berkley’s direct insurance operations?
Berkley Re assumes portfolios or individual risks from insurers and self-insured entities, whereas the Insurance division writes policies for the underlying insured customers. Reinsurance is the smaller disclosed revenue contributor.
What is included in Berkley’s large liquidity balance?
The reported total combines cash and short-term investments with separately classified long-term investments. Because Berkley carries substantial insurance liabilities, the balance is not equivalent to freely distributable cash.
Do Berkley’s recent insider transactions represent open-market buying?
Recent insider activity consists of awards and in-kind transactions rather than reported purchases or sales. The positive net share movement therefore should not be interpreted as open-market buying.
What is the WRB stock price today?
The last price recorded on this page for W. R. Berkley Corporation (WRB) is $72.05, as of the Oct 8, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the WRB price target?
The analyst consensus price target for W. R. Berkley Corporation (WRB) is $69.10 (range $58.00 to $77.00, median $70.00), per FMP data captured Oct 9, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
When are WRB's next earnings?
The next earnings date listed on this page for W. R. Berkley Corporation (WRB) is Oct 19, 2026. Companies sometimes move report dates, so the company's own announcement is the final word on timing.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (75 figures)
The 75 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 1 fact from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
id.hq | SEC filing business address | 475 Steamboat Road, ., Greenwich, CT, 06830 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "475 Steamboat Road, Greenwich, CT, 06830, US". |
FMP — 65 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.last | Latest provided price | $72.05 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-09T09:44:54.039Z. | |
px.change | Change on the day | +3.33% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $26.8B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-08. FMP quote timestamp: 2026-10-08T20:00:02.000Z. Captured from FMP at 2026-10-09T09:44:52.999Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$2.32 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $6.83B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $62.87–$78.96 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 14.73 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 2.24M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 0.28 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | William Robert Berkley Jr. | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 8,804 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $9.46B, net result $1.02B; FY2022 revenue $11.17B, net result $1.38B; FY2023 revenue $12.14B, net result $1.38B; FY2024 revenue $13.64B, net result $1.76B; FY2025 revenue $14.71B, net result $1.78B | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Insurance-Domestic Segment $11.18B · Reinsurance-Global Segment $1.70B | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 44.8% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $6.83B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $575.20M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $3.69B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $616.10M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $3.72B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $606.51M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $3.77B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $667.30M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-07-20.revenue_actual | Revenue · reported — report date 2026-07-20 | $3.72B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-20.revenue_estimated | Revenue · estimate — report date 2026-07-20 | $3.28B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-20.eps_actual | EPS · reported — report date 2026-07-20 | $1.2700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-20.eps_estimated | EPS · estimate — report date 2026-07-20 | $1.0800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-21.revenue_actual | Revenue · reported — report date 2026-04-21 | $3.12B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-21.revenue_estimated | Revenue · estimate — report date 2026-04-21 | $3.19B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-21.eps_actual | EPS · reported — report date 2026-04-21 | $1.3000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-21.eps_estimated | EPS · estimate — report date 2026-04-21 | $1.1300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-26.revenue_actual | Revenue · reported — report date 2026-01-26 | $3.18B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-26.revenue_estimated | Revenue · estimate — report date 2026-01-26 | $3.14B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-26.eps_actual | EPS · reported — report date 2026-01-26 | $1.1300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-26.eps_estimated | EPS · estimate — report date 2026-01-26 | $1.1300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-20.revenue_actual | Revenue · reported — report date 2025-10-20 | $3.77B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-20.revenue_estimated | Revenue · estimate — report date 2025-10-20 | $3.15B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-20.eps_actual | EPS · reported — report date 2025-10-20 | $1.1000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-20.eps_estimated | EPS · estimate — report date 2025-10-20 | $1.1100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $29.78B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $800.05M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $5.15B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $2.84B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 2.66× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $800.05M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $667.86M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | $11.85M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | $0.00 | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $1.01B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$116.26M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $1.14B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$16.94M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $58.00 – $77.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 9, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $69.10 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 9, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $70.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 9, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 18 transactions · 0 purchases, 0 sales, 18 other transactions · 13 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Aug 3, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 71.6% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 71.1% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 961 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 936 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Mitsui Sumitomo Insurance Co Ltd — shares in provider snapshot | 58,780,450 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Blackrock, INC. — shares in provider snapshot | 21,934,626 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Vanguard Capital Management LLC — shares in provider snapshot | 18,690,969 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 14,550,971 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | State Street Corp — shares in provider snapshot | 14,126,628 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Oct 19, 2026 | UNRECORDED | Stored earnings-calendar observation — Captured 2026-09-14 | |
earn.history | Reported versus estimated, recent quarters | EPS beat 6 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-04 · Expired observation |
COMPUTED — 5 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 0.90× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $29.78B at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-08. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $1.88 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-08, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 2.70% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-07-20.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($3.72B) with the recorded estimate ($3.28B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-20.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($1.2700) with the recorded estimate ($1.0800) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 92 of 100 · Exceptional · pillars 92 / 83 / 81 / 74 / 53 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 91 (stored snapshot Oct 7, 2026) → 92 (current publication computed Oct 9, 2026) (+1) | OURS | Stock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive. |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-07-20. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-20.revenue_actual,earn.history.depth.2026-07-20.revenue_estimated,earn.history.depth.2026-07-20.revenue_actual.comparison,earn.history.depth.2026-07-20.eps_actual.comparison,earn.history.depth.2026-07-20.eps_actual,earn.history.depth.2026-07-20.eps_estimated,earn.history.depth.2026-04-21.revenue_actual,earn.history.depth.2026-04-21.revenue_estimated,earn.history.depth.2026-04-21.eps_actual,earn.history.depth.2026-04-21.eps_estimated,earn.history.depth.2026-01-26.revenue_actual,earn.history.depth.2026-01-26.revenue_estimated,earn.history.depth.2026-01-26.eps_actual,earn.history.depth.2026-01-26.eps_estimated,earn.history.depth.2025-10-20.revenue_actual,earn.history.depth.2025-10-20.revenue_estimated,earn.history.depth.2025-10-20.eps_actual,earn.history.depth.2025-10-20.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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- sedat@stockexpertai.com
Sources used for research written 2026-09-12
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Legal name | BERKLEY W R CORP Our market-data provider lists the name as "W. R. Berkley Corporation"; the filer's own record is used here. | 2026-02-27 | OFFICIAL | SEC EDGAR — 10-K filed 2026-02-27 |
| Business description | W. R. Berkley Corporation functions as an insurance holding company, primarily underwriting commercial policies across the United States and globally. Its extensive operations are divided into two principal divisions: Insurance, and Reinsurance & Monoline Excess. The Insurance segment delivers a wide spectrum of commercial insurance solutions. This includes foundational coverages such as general liability, property, commercial auto, and professional liability, alongside specialized offerings like workers' compensation, environmental policies for diverse businesses, directors and officers (D&O) liability, cyber risk protection, and niche policies for fine arts and jewelry. The segment also extends to personal lines, providing home and automobile insurance, and specialized liability products for sectors such as law enforcement and public officials. Additionally, it offers accident and health insurance, group life, and crime and fidelity products, coupled with risk management and alternative risk program services. The Reinsurance & Monoline Excess segment focuses on assisting other insurance carriers and self-insured entities in effectively managing their overall risk exposure. This is accomplished through both treaty reinsurance, which handles portfolios of policies, and facultative reinsurance, designed for individual risks. Founded in 1967, W. R. Berkley Corporation is headquartered in Greenwich, Connecticut. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Sector / industry (provider taxonomy) | Financial Services / Insurance - Property & Casualty The company's SEC filings classify it under SIC 6331 — Fire, Marine & Casualty Insurance. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Insurance-Domestic Segment: $11.18B; Reinsurance-Global Segment: $1.70B | 2024-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-20 | FMP | Financial Modeling Prep (FMP) earnings |
| Recent SEC filings |
| 2026-07-31 | OFFICIAL | SEC EDGAR filer submissions |
| Most recent periodic reports | Annual: Document: https://www.sec.gov/Archives/edgar/data/11544/000001154426000005/wrb-20251231.htm, Filed: 2026-02-27, Period end: 2025-12-31; Quarterly: Document: https://www.sec.gov/Archives/edgar/data/11544/000001154426000036/wrb-20260630.htm, Filed: 2026-07-31, Period end: 2026-06-30 | 2026-07-31 | OFFICIAL | SEC EDGAR filer submissions |
| Cash, investments and debt | Total debt: $2.84B; Liquidity basis: cash and short-term investments; Total liabilities: $35.46B; Cash and short-term investments: $29.78B; Cash and investments: $34.93B; Long-term investments: $5.15B; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $34.93B; Cash and short-term investments: $29.78B; Long-term investments: $5.15B; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Trailing twelve-month ratio set | Quick ratio: 1.37; Current ratio: 1.37; Debt to equity: 0.28; Net margin: 10.7%; Gross margin: 44.8%; Operating margin: 13.7%; Return on assets: 4.2%; Return on equity: 19.6% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Distress and quality screens | Altman Z-score: 1.72; Piotroski F-score: 8 Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) financial scores |
| Next earnings report | Date: 2026-10-19; EPS estimate: $1.13 per share; Revenue estimate: $3.77B The date is our provider's estimate until the company confirms it. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-12 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Insider transactions, last 180 days | Net shares: 165,720; Window days: 180; Price low: $72.29; Clustered days: 2026-06-03; 2026-08-03; Price high: $72.29; Buy transactions: 0; Distinct insiders: 13; Sell transactions: 0; Other transactions: 18; Total transactions: 18; Other transaction types: A-Award: 14, F-InKind: 4; Unknown direction transactions: 0 Purchase and sale counts require explicit provider transaction types, without a conflicting acquisition/disposition direction. Other transactions retain their provider type; awards, exercises, gifts and in-kind transactions are not counted as purchases or sales. Net shares sums acquired minus disposed shares across direction-known records, including other transaction types; unknown directions are excluded. It is not net purchases or a verified change in beneficial ownership. Named-insider counts, same-day clusters and positive reported prices cover all retained records. Filing dates are used only when transaction dates are absent. Neither timing nor price establishes motive or whether a transaction was on the open market. | 2026-08-03 | FMP | Financial Modeling Prep (FMP) insider transactions, from Form 4 filings |
Data provided for informational purposes only.
ETFs that hold WRB
Funds in our ETF coverage that list WRB among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.
| ETF | Weight | Holdings as of |
|---|---|---|
| Professionally Managed Portfoli (OCFS) | 4.30% |