Robeco Institutional Asset Management B.V. Has $4.03 Million Holdings in W.R. Berkley Corporation $WRB

Robeco Institutional Asset Management B.V. decreased its stake in shares of W.R. Berkley Corporation (NYSE:WRB) by 21.4% during the third quarter, HoldingsChannel.com reports. The fund owned 52,604 shares of the insurance provider’s stock after selling 14,282 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in W.R. Berkley were worth $4,031,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the stock. Public Employees Retirement System of Ohio grew its position in shares of W.R. Berkley by 3.6% in the second quarter. Public Employees Retirement System of Ohio now owns 96,851 shares of the insurance provider’s stock valued at $7,116,000 after purchasing an additional 3,395 shares during the last quarter. Trueblood Wealth Management LLC acquired a new position in shares of W.R. Berkley during the 2nd quarter worth about $553,000. Sumitomo Mitsui Trust Group Inc. boosted its stake in W.R. Berkley by 0.6% during the 2nd quarter. Sumitomo Mitsui Trust Group Inc. now owns 737,183 shares of the insurance provider’s stock valued at $54,161,000 after purchasing an additional 4,423 shares during the period. American Trust acquired a new stake in W.R. Berkley in the 2nd quarter valued at approximately $1,847,000. Finally, Czech National Bank increased its position in W.R. Berkley by 6.3% in the 2nd quarter. Czech National Bank now owns 73,255 shares of the insurance provider’s stock worth $5,382,000 after buying an additional 4,336 shares during the period. 68.82% of the stock is owned by institutional investors.

Insider Activity at W.R. Berkley

In related news, major shareholder Sumitomo Insurance Co L. Mitsui purchased 275,000 shares of the firm’s stock in a transaction that occurred on Friday, January 9th. The shares were acquired at an average price of $68.95 per share, with a total value of $18,961,250.00. Following the purchase, the insider directly owned 51,915,463 shares in the company, valued at $3,579,571,173.85. This represents a 0.53% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through the SEC website. In the last ninety days, insiders purchased 3,108,875 shares of company stock worth $217,295,222. 23.30% of the stock is owned by company insiders.

W.R. Berkley Trading Down 2.5%

Shares of WRB stock opened at $68.45 on Friday. The firm has a fifty day moving average of $72.41 and a 200-day moving average of $72.33. The stock has a market cap of $26.01 billion, a price-to-earnings ratio of 14.38, a P/E/G ratio of 2.54 and a beta of 0.39. W.R. Berkley Corporation has a 52-week low of $55.97 and a 52-week high of $78.96. The company has a debt-to-equity ratio of 0.29, a quick ratio of 0.37 and a current ratio of 0.37.

W.R. Berkley (NYSE:WRB) last posted its earnings results on Monday, October 20th. The insurance provider reported $1.10 earnings per share for the quarter, beating analysts’ consensus estimates of $1.07 by $0.03. W.R. Berkley had a net margin of 13.01% and a return on equity of 18.86%. The business had revenue of $3.77 billion for the quarter, compared to analysts’ expectations of $3.16 billion. During the same quarter in the previous year, the firm posted $0.93 earnings per share. The firm’s revenue for the quarter was up 10.8% on a year-over-year basis. On average, equities research analysts forecast that W.R. Berkley Corporation will post 4.33 earnings per share for the current fiscal year.

W.R. Berkley Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, December 29th. Stockholders of record on Monday, December 15th were issued a $0.09 dividend. The ex-dividend date of this dividend was Monday, December 15th. This represents a $0.36 dividend on an annualized basis and a dividend yield of 0.5%. W.R. Berkley’s dividend payout ratio is presently 7.56%.

More W.R. Berkley News

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

• Positive Sentiment: Major shareholder Sumitomo (a >10% holder) has been buying materially—multiple purchases Jan. 5–9 totaling roughly 671k shares—signaling confidence from a large, strategic investor and providing steady demand. Read More.
• Positive Sentiment: The board increased the share repurchase authorization to 25 million shares, which supports buyback-driven EPS/book‑value accretion expectations and likely lifted sentiment among income/capital-return focused holders. Read More.
• Positive Sentiment: Some analysts/shops remain constructive — e.g., Keefe, Bruyette & Woods raised its price target — helping offset negative notes and giving investors a visible upside case. Read More.
• Neutral Sentiment: W.R. Berkley set its Q4 and full‑year 2025 earnings release for Jan. 26 (after‑market) with a conference call — this is a clear near‑term catalyst that could swing the stock either way. Read More.
• Negative Sentiment: Evercore ISI downgraded WRB to “underperform” citing EPS pressure and set a ~$69 target — high‑profile downgrades can trigger selling or reduce conviction among momentum investors. Read More.
• Negative Sentiment: Bank of America and other shops have trimmed targets or maintained cautious stances, adding to mixed analyst sentiment and limiting upside from current levels. Read More.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on WRB shares. The Goldman Sachs Group reissued a “neutral” rating and issued a $73.00 price objective on shares of W.R. Berkley in a research report on Wednesday. Jefferies Financial Group reduced their price target on shares of W.R. Berkley from $76.00 to $75.00 and set a “hold” rating for the company in a report on Tuesday, October 21st. Barclays restated an “underweight” rating and issued a $64.00 price target (down from $73.00) on shares of W.R. Berkley in a research report on Thursday. Wolfe Research began coverage on shares of W.R. Berkley in a research report on Monday, September 15th. They set a “peer perform” rating for the company. Finally, Truist Financial set a $84.00 target price on W.R. Berkley and gave the stock a “buy” rating in a research report on Tuesday, October 21st. Three equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $72.87.

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.