W.R. Berkley Corporation $WRB is Mraz Amerine & Associates Inc.’s 3rd Largest Position

Mraz Amerine & Associates Inc. lowered its stake in shares of W.R. Berkley Corporation (NYSE:WRB) by 1.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 624,209 shares of the insurance provider’s stock after selling 8,003 shares during the quarter. W.R. Berkley makes up about 7.4% of Mraz Amerine & Associates Inc.’s investment portfolio, making the stock its 3rd largest holding. Mraz Amerine & Associates Inc. owned approximately 0.16% of W.R. Berkley worth $47,827,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Compass Financial Services Inc acquired a new position in W.R. Berkley during the 3rd quarter worth $26,000. Twin Peaks Wealth Advisors LLC bought a new position in shares of W.R. Berkley during the second quarter worth about $27,000. Elevation Point Wealth Partners LLC acquired a new position in W.R. Berkley in the second quarter worth about $34,000. Physician Wealth Advisors Inc. increased its holdings in W.R. Berkley by 40.2% in the third quarter. Physician Wealth Advisors Inc. now owns 523 shares of the insurance provider’s stock valued at $40,000 after buying an additional 150 shares during the last quarter. Finally, Westside Investment Management Inc. increased its holdings in W.R. Berkley by 100.0% in the third quarter. Westside Investment Management Inc. now owns 528 shares of the insurance provider’s stock valued at $40,000 after buying an additional 264 shares during the last quarter. 68.82% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the company. Barclays reiterated an “underweight” rating and issued a $64.00 price target (down from $73.00) on shares of W.R. Berkley in a report on Thursday, January 8th. Keefe, Bruyette & Woods lifted their price objective on shares of W.R. Berkley from $73.00 to $76.00 and gave the stock a “market perform” rating in a report on Tuesday, January 6th. Mizuho dropped their target price on shares of W.R. Berkley from $69.00 to $67.00 and set a “neutral” rating on the stock in a report on Tuesday, January 27th. Evercore set a $69.00 price target on shares of W.R. Berkley and gave the company an “underperform” rating in a report on Wednesday, January 7th. Finally, UBS Group set a $71.00 price objective on shares of W.R. Berkley in a research report on Monday, February 2nd. Four research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and four have issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $69.67.

W.R. Berkley News Roundup

Here are the key news stories impacting W.R. Berkley this week:

• Positive Sentiment: Sumitomo Insurance increased its WRB stake with multiple purchases (roughly 98k shares across filings, ~ $6.8M at reported prices), nudging ownership above 56.5M shares — insider buying at these levels is a bullish signal for investor sentiment. Read More.
• Neutral Sentiment: Management presented at the Bank of America Financial Services Conference; the transcript offers detail on underwriting, reserves and capital deployment — useful for assessing forward outlook but not an immediate catalyst by itself. Read More.
• Neutral Sentiment: UBS maintained a Hold rating on WRB, signaling analysts are not yet upgrading despite insider buying — this may limit analyst-driven upside in the near term. Read More.
• Neutral Sentiment: Recent media pieces are re‑examining WRB’s valuation after a strong multi‑year run, which can increase short‑term volatility as investors debate upside vs. current multiples and consensus earnings growth. Read More. Read More.

Insiders Place Their Bets

In other W.R. Berkley news, major shareholder Sumitomo Insurance Co L. Mitsui purchased 24,030 shares of W.R. Berkley stock in a transaction on Wednesday, February 11th. The stock was bought at an average price of $70.59 per share, for a total transaction of $1,696,277.70. Following the transaction, the insider owned 56,556,652 shares of the company’s stock, valued at $3,992,334,064.68. The trade was a 0.04% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Over the last 90 days, insiders acquired 7,730,064 shares of company stock worth $531,163,987. 23.30% of the stock is owned by insiders.

W.R. Berkley Trading Up 0.3%

Shares of NYSE:WRB opened at $71.72 on Friday. The company has a quick ratio of 0.37, a current ratio of 0.37 and a debt-to-equity ratio of 0.29. The company’s 50-day moving average price is $69.07 and its 200 day moving average price is $72.10. The company has a market cap of $27.26 billion, a PE ratio of 16.12, a P/E/G ratio of 2.99 and a beta of 0.37. W.R. Berkley Corporation has a fifty-two week low of $59.55 and a fifty-two week high of $78.96.

W.R. Berkley (NYSE:WRB) last posted its earnings results on Monday, January 26th. The insurance provider reported $1.13 EPS for the quarter, missing the consensus estimate of $1.14 by ($0.01). The firm had revenue of $3.18 billion during the quarter, compared to the consensus estimate of $3.18 billion. W.R. Berkley had a return on equity of 18.35% and a net margin of 12.10%.W.R. Berkley’s revenue for the quarter was up 2.1% on a year-over-year basis. During the same quarter last year, the company posted $1.13 EPS. Sell-side analysts anticipate that W.R. Berkley Corporation will post 4.33 earnings per share for the current year.

W.R. Berkley Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, December 29th. Investors of record on Monday, December 15th were given a $0.09 dividend. This represents a $0.36 annualized dividend and a yield of 0.5%. The ex-dividend date was Monday, December 15th. W.R. Berkley’s dividend payout ratio (DPR) is currently 8.09%.

W.R. Berkley Company Profile

W. R. Berkley Corporation (NYSE: WRB) is a publicly traded insurance holding company that underwrites and sells commercial property and casualty insurance, specialty insurance products, and reinsurance. Headquartered in Greenwich, Connecticut, the company operates a portfolio of underwriting businesses that focus on niche and specialty commercial risks, offering coverage tailored to industries such as transportation, construction, professional services and other commercial lines.

The company’s product mix includes primary and excess casualty, property, professional liability, environmental and other specialty lines, together with treaty and facultative reinsurance solutions.