Assetmark Inc. Has $8.76 Million Position in W.R. Berkley Corporation $WRB

Posted by ABMN Staff on Jul 21st, 2026

Assetmark Inc. boosted its position in W.R. Berkley Corporation (NYSE:WRB – Free Report) by 9.9% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 132,231 shares of the insurance provider’s stock after buying an additional 11,894 shares during the quarter. Assetmark Inc.’s holdings in W.R. Berkley were worth $8,764,000 as of its most recent filing with the SEC.

Other institutional investors have also recently bought and sold shares of the company. Mitsui Sumitomo Insurance Co. Ltd. acquired a new position in W.R. Berkley during the 4th quarter worth approximately $3,542,919,000. Norges Bank acquired a new position in W.R. Berkley during the fourth quarter worth $435,752,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in W.R. Berkley by 35,572.5% during the fourth 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 purchasing an additional 2,213,679 shares during the last quarter. Invesco Ltd. grew its position in W.R. Berkley by 33.4% in the third quarter. Invesco Ltd. now owns 4,892,799 shares of the insurance provider’s stock valued at $374,886,000 after purchasing an additional 1,224,363 shares in the last quarter. Finally, Goldman Sachs Group Inc. increased its stake in W.R. Berkley by 70.7% in the 4th quarter. Goldman Sachs Group Inc. now owns 2,754,383 shares of the insurance provider’s stock valued at $193,137,000 after buying an additional 1,140,349 shares during the last quarter. Institutional investors own 68.82% of the company’s stock.

W.R. Berkley Trading Up 1.5%

Shares of W.R. Berkley stock opened at $72.71 on Tuesday. The company has a debt-to-equity ratio of 0.29, a quick ratio of 0.36 and a current ratio of 0.36. The firm has a 50-day moving average of $68.61 and a 200-day moving average of $68.34. W.R. Berkley Corporation has a 52-week low of $62.87 and a 52-week high of $78.96. The stock has a market cap of $27.07 billion, a PE ratio of 15.40, a PEG ratio of 3.39 and a beta of 0.29.

W.R. Berkley (NYSE:WRB – Get Free Report) last released its quarterly earnings results on Monday, July 20th. The insurance provider reported $1.27 EPS for the quarter, topping analysts’ consensus estimates of $1.09 by $0.18. W.R. Berkley had a net margin of 12.64% and a return on equity of 18.92%. The business had revenue of $3.72 billion for the quarter, compared to analyst estimates of $3.28 billion. During the same period last year, the firm earned $1.05 earnings per share. W.R. Berkley’s revenue for the quarter was up 2.4% compared to the same quarter last year. As a group, sell-side analysts forecast that W.R. Berkley Corporation will post 4.66 EPS for the current year.

W.R. Berkley Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, July 2nd. Stockholders of record on Tuesday, June 23rd were issued a dividend of $0.10 per share. This is a boost from W.R. Berkley’s previous quarterly dividend of $0.09. This represents a $0.40 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend was Tuesday, June 23rd. W.R. Berkley’s payout ratio is 8.47%.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the stock. Barclays reissued an “underweight” rating and set a $62.00 price target (down from $64.00) on shares of W.R. Berkley in a research report on Friday, June 12th. Atlantic Securities set a $74.00 target price on W.R. Berkley in a research report on Wednesday, July 15th. Wolfe Research lowered W.R. Berkley from a “hold” rating to a “strong sell” rating in a report on Wednesday, July 1st. Wall Street Zen upgraded W.R. Berkley from a “sell” rating to a “hold” rating in a report on Saturday, April 25th. Finally, Weiss Ratings downgraded W.R. Berkley from a “buy (b)” rating to a “buy (b-)” rating in a research note on Wednesday, May 20th. Three investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and six have given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Reduce” and a consensus target price of $70.00.

View Our Latest Stock Report on WRB

W.R. Berkley News Roundup

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

Positive Sentiment: WRB reported Q2 adjusted earnings of $1.27 per share, topping the consensus estimate of $1.09, which signals stronger-than-expected profitability. W. R. Berkley Corporation Reports Second Quarter 2026 Results
Positive Sentiment: The company said profit rose on strong underwriting results, suggesting disciplined pricing and claims management are helping earnings. W. R. Berkley second-quarter profit rises on strong underwriting
Neutral Sentiment: WRB’s Q2 revenue of $3.72 billion beat last year’s level but missed analyst expectations of about $3.28 billion, which likely limited upside for the stock. W R Berkley (NYSE:WRB) misses Q2 CY2026 revenue estimates
Neutral Sentiment: Investors are also watching the earnings call for management commentary on premium growth, underwriting margins, and the outlook for the rest of 2026. W. R. Berkley Corporation (WRB) Q2 2026 Earnings Call Transcript
Negative Sentiment: A Bank of America underperform rating reiteration may be adding some caution, signaling that not all analysts are convinced the current valuation or growth outlook is attractive. W.R. Berkley’s (WRB) “Underperform” Rating Reiterated at Bank of America

W.R. Berkley Profile

(Free Report)

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.