Focus Partners Advisor Solutions LLC Sells 8,658 Shares of W.R. Berkley Corporation $WRB

Focus Partners Advisor Solutions LLC trimmed its position in W.R. Berkley Corporation (NYSE:WRB) by 44.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,911 shares of the insurance provider’s stock after selling 8,658 shares during the quarter. Focus Partners Advisor Solutions LLC’s holdings in W.R. Berkley were worth $836,000 as of its most recent filing with the Securities & Exchange Commission.

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

Analysts Set New Price Targets

A number of research analysts recently issued reports on WRB shares. UBS Group set a $71.00 price target on W.R. Berkley in a report on Monday, February 2nd. TD Cowen cut W.R. Berkley from a “buy” rating to a “sell” rating and dropped their price objective for the stock from $77.00 to $55.00 in a report on Tuesday, January 20th. Evercore set a $69.00 target price on W.R. Berkley and gave the company an “underperform” rating in a research note on Wednesday, January 7th. Wells Fargo & Company decreased their target price on W.R. Berkley from $68.00 to $66.00 and set an “equal weight” rating for the company in a report on Tuesday, January 27th. Finally, Keefe, Bruyette & Woods raised their price target on W.R. Berkley from $73.00 to $76.00 and gave the stock a “market perform” rating in a research note on Tuesday, January 6th. Four investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $69.67.

W.R. Berkley Stock Performance

Shares of WRB stock opened at $69.93 on Friday. The company has a market capitalization of $26.19 billion, a price-to-earnings ratio of 15.71, a price-to-earnings-growth ratio of 2.93 and a beta of 0.35. 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 Corporation has a one year low of $60.68 and a one year high of $78.96. The company’s 50-day moving average is $69.70 and its 200 day moving average is $72.22.

W.R. Berkley (NYSE:WRB) last issued its earnings results on Monday, January 26th. The insurance provider reported $1.13 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.14 by ($0.01). W.R. Berkley had a return on equity of 18.17% and a net margin of 12.10%.The firm had revenue of $3.18 billion during the quarter, compared to analysts’ expectations of $3.18 billion. During the same period last year, the firm posted $1.13 earnings per share. The firm’s quarterly revenue was up 2.1% on a year-over-year basis. Sell-side analysts expect that W.R. Berkley Corporation will post 4.33 EPS for the current fiscal year.

W.R. Berkley Announces Dividend

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

Insider Transactions at W.R. Berkley

In other W.R. Berkley news, major shareholder Sumitomo Insurance Co L. Mitsui bought 370,000 shares of the business’s stock in a transaction on Monday, January 26th. The shares were acquired at an average cost of $67.07 per share, for a total transaction of $24,815,900.00. Following the purchase, the insider owned 54,959,504 shares in the company, valued at approximately $3,686,133,933.28. This trade represents a 0.68% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Over the last quarter, insiders purchased 9,933,862 shares of company stock valued at $688,134,108. Corporate insiders own 23.30% of the company’s stock.

W.R. Berkley News Roundup

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

• Positive Sentiment: Major insider buying reported — a stakeholder purchased approximately $10.65M of WRB stock, which can be interpreted as insider confidence in the company’s outlook. Article Title
• Positive Sentiment: Additional insider purchase of roughly $8.10M was reported, reinforcing the positive signal from insider accumulation. Article Title
• Positive Sentiment: Zacks Research raised its FY2028 EPS estimate slightly to $4.90 (from $4.85), indicating a marginally improved long‑term view. Article Title
• Neutral Sentiment: Zacks still shows the consensus for the company’s current full-year EPS at $4.33 — unchanged consensus provides context that estimates remain in a narrow range. Article Title
• Negative Sentiment: Zacks trimmed several near-term estimates: Q1 2026 to $1.14 (from $1.15), Q1 2027 to $1.15 (from $1.16), Q2 2027 to $1.21 (from $1.22), Q3 2027 to $1.08 (from $1.09) and nudged FY2026 to $4.55 (from $4.56) and FY2027 to $4.75 (from $4.78). The cuts are small (pennies per share) but represent a modest downward revision in the near-term earnings trajectory that could cap upside until results or new guidance arrive. Article Title

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.