Rep. Gilbert Ray Cisneros, Jr. Sells Off Shares of W.R. Berkley Corporation (NYSE:WRB)

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of W.R. Berkley Corporation (NYSE:WRB). In a filing disclosed on April 07th, the Representative disclosed that they had sold between $1,001 and $15,000 in W.R. Berkley stock on March 18th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of MACOM Technology Solutions (NASDAQ:MTSI) on 3/27/2026.
• Purchased $1,001 – $15,000 in shares of StandardAero (NYSE:SARO) on 3/27/2026.
• Purchased $1,001 – $15,000 in shares of FirstService (NASDAQ:FSV) on 3/27/2026.
• Sold $1,001 – $15,000 in shares of Charles Schwab (NYSE:SCHW) on 3/27/2026.
• Sold $1,001 – $15,000 in shares of Advanced Energy Industries (NASDAQ:AEIS) on 3/27/2026.
• Sold $1,001 – $15,000 in shares of Flex (NASDAQ:FLEX) on 3/27/2026.
• Purchased $1,001 – $15,000 in shares of LPL Financial (NASDAQ:LPLA) on 3/27/2026.
• Purchased $1,001 – $15,000 in shares of DoorDash (NASDAQ:DASH) on 3/27/2026.
• Sold $1,001 – $15,000 in shares of Viavi Solutions (NASDAQ:VIAV) on 3/27/2026.
• Purchased $15,001 – $50,000 in shares of Fabrinet (NYSE:FN) on 3/27/2026.

W.R. Berkley Stock Performance

Shares of W.R. Berkley stock opened at $67.15 on Thursday. The stock’s fifty day moving average is $68.73 and its two-hundred day moving average is $71.30. The company has a market capitalization of $25.15 billion, a PE ratio of 15.09, a price-to-earnings-growth ratio of 2.58 and a beta of 0.37. The company has a quick ratio of 0.37, a current ratio of 0.37 and a debt-to-equity ratio of 0.29. W.R. Berkley Corporation has a 52 week low of $63.65 and a 52 week high of $78.96.

W.R. Berkley (NYSE:WRB) last announced its quarterly earnings data 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 business had revenue of $3.18 billion during the quarter, compared to the consensus estimate of $3.18 billion. W.R. Berkley had a net margin of 12.10% and a return on equity of 18.17%. The business’s revenue was up 2.1% compared to the same quarter last year. During the same period last year, the company earned $1.13 EPS. As a group, analysts expect that W.R. Berkley Corporation will post 4.33 earnings per share for the current year.

W.R. Berkley Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, March 4th. Shareholders of record on Monday, February 23rd were given a $0.09 dividend. This represents a $0.36 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend was Monday, February 23rd. W.R. Berkley’s dividend payout ratio is 8.09%.

Hedge Funds Weigh In On W.R. Berkley

A number of hedge funds and other institutional investors have recently made changes to their positions in WRB. Mitsui Sumitomo Insurance Co. Ltd. bought a new position in shares of W.R. Berkley during the 4th quarter worth $3,542,919,000. Jefferies Financial Group Inc. bought a new position in shares of W.R. Berkley during the 3rd quarter worth $682,816,000. Norges Bank bought a new position in shares of W.R. Berkley during the 4th quarter worth $435,752,000. Balyasny Asset Management L.P. grew its position in shares of W.R. Berkley by 6,503.1% during the 2nd quarter. Balyasny Asset Management L.P. now owns 2,561,230 shares of the insurance provider’s stock worth $188,174,000 after buying an additional 2,601,230 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in shares of W.R. Berkley by 35,572.5% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,219,902 shares of the insurance provider’s stock worth $155,660,000 after buying an additional 2,213,679 shares in the last quarter. Institutional investors own 68.82% of the company’s stock.

Key Headlines Impacting W.R. Berkley

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

• Positive Sentiment: Zacks Research raised several near- and medium-term EPS forecasts (small lifts to Q3 2026, Q3 2027, Q4 2026/2027 and FY2026/FY2028; slight reduction to some quarters), implying incremental earnings tailwinds and supporting forward profit expectations. Zacks / MarketBeat note
• Positive Sentiment: A Seeking Alpha piece highlights W.R. Berkley’s baby bonds as “investment-grade income at a discount,” which can attract income-oriented investors and provide demand support for the stock and paper. Seeking Alpha: Baby Bonds
• Neutral Sentiment: A Globe and Mail summary notes analysts have conflicting views on financial names including WRB, underscoring mixed market sentiment rather than a clear directional catalyst. Globe and Mail: Analysts Conflicting
• Negative Sentiment: Barclays cut its price target to $62 and moved to an “underweight” stance — a materially negative signal that implies downside versus current levels and could pressure sentiment among institutional holders. Benzinga: Barclays PT cut
• Negative Sentiment: UBS trimmed its target to $69 and set a “neutral” rating, lowering upside from prior expectations and removing some buy-side enthusiasm. Benzinga: UBS PT cut
• Negative Sentiment: Morgan Stanley issued a pessimistic forecast for WRB, adding downside commentary that could weigh on sentiment among growth/value-focused investors. AmericanBankingNews: Morgan Stanley

Analyst Ratings Changes

Several brokerages have commented on WRB. Barclays cut their price objective on W.R. Berkley from $64.00 to $62.00 and set an “underweight” rating on the stock in a research report on Wednesday. Bank of America cut their price objective on W.R. Berkley from $69.00 to $66.00 and set a “neutral” rating on the stock in a research report on Tuesday, January 27th. Truist Financial set a $80.00 price objective on W.R. Berkley and gave the company a “buy” rating in a research report on Tuesday, January 27th. Jefferies Financial Group cut their price objective on W.R. Berkley from $75.00 to $70.00 and set a “hold” rating on the stock in a research report on Tuesday, January 27th. Finally, Mizuho cut their price objective on W.R. Berkley from $69.00 to $67.00 and set a “neutral” rating on the stock in a research report on Tuesday, January 27th. Four equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $68.94.

Insider Activity

In other news, major shareholder Sumitomo Insurance Co L. Mitsui purchased 370,000 shares of the company’s stock in a transaction dated Monday, January 26th. The shares were acquired at an average price of $67.07 per share, with a total value of $24,815,900.00. Following the transaction, the insider owned 54,959,504 shares of the company’s stock, valued at $3,686,133,933.28. This represents a 0.68% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Over the last 90 days, insiders acquired 7,099,987 shares of company stock worth $489,800,136. 23.30% of the stock is currently owned by corporate insiders.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

About W.R. Berkley

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.