NEOS Investment Management LLC Raises Position in W.R. Berkley Corporation $WRB

NEOS Investment Management LLC grew its holdings in shares of W.R. Berkley Corporation (NYSE:WRB) by 106.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 52,240 shares of the insurance provider’s stock after acquiring an additional 26,906 shares during the period. NEOS Investment Management LLC’s holdings in W.R. Berkley were worth $4,003,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently bought and sold shares of the stock. Compass Financial Services Inc purchased a new stake in W.R. Berkley in the third quarter worth about $26,000. Twin Peaks Wealth Advisors LLC bought a new position in shares of W.R. Berkley during the 2nd quarter valued at approximately $27,000. Elevation Point Wealth Partners LLC purchased a new stake in W.R. Berkley in the 2nd quarter worth approximately $34,000. Physician Wealth Advisors Inc. raised its stake in W.R. Berkley by 40.2% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 523 shares of the insurance provider’s stock worth $40,000 after acquiring an additional 150 shares during the period. Finally, Westside Investment Management Inc. increased its stake in shares of W.R. Berkley by 100.0% in 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 in the last quarter. 68.82% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, major shareholder Sumitomo Insurance Co L. Mitsui acquired 285,000 shares of W.R. Berkley stock in a transaction dated Wednesday, February 18th. The stock was acquired at an average price of $70.64 per share, for a total transaction of $20,132,400.00. Following the transaction, the insider owned 57,163,038 shares of the company’s stock, valued at $4,037,997,004.32. This represents a 0.50% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Insiders acquired 8,316,450 shares of company stock valued at $572,768,056 in the last 90 days. 23.30% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several analysts have commented on the stock. Weiss Ratings reiterated a “buy (b)” rating on shares of W.R. Berkley in a research note on Wednesday, January 21st. Barclays restated an “underweight” rating and set a $64.00 target price (down previously from $73.00) on shares of W.R. Berkley in a research report on Thursday, January 8th. Truist Financial set a $80.00 price target on shares of W.R. Berkley and gave the stock a “buy” rating in a report on Tuesday, January 27th. Bank of America decreased their price objective on shares of W.R. Berkley from $69.00 to $66.00 and set a “neutral” rating for the company in a report on Tuesday, January 27th. Finally, The Goldman Sachs Group reaffirmed a “neutral” rating and set a $73.00 target price on shares of W.R. Berkley in a research report on Wednesday, January 7th. Four equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $69.67.

W.R. Berkley News Summary

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

• Positive Sentiment: Sumitomo Insurance (a >10% holder) purchased a large block of WRB shares across Feb. 17–18 (total ~566,386 shares, ~0.5% increase; ~$40M combined), signaling confidence from a major strategic investor. SEC filing: SEC Filing
• Positive Sentiment: The company declared a quarterly dividend of $0.09 (ex‑dividend Feb. 23; payable Mar. 4), a modest cash return (approx. 0.5% yield) that supports income‑oriented holders. (Reported in recent coverage.)
• Neutral Sentiment: Zacks Research raised its Q4 2027 EPS estimate for WRB to $1.31 from $1.23 — a one‑quarter upside revision that is unlikely by itself to materially move valuation.
• Neutral Sentiment: MarketWatch flagged that WRB underperformed its peers on Tuesday despite daily gains, suggesting sector rotation or relative valuation shifts are affecting short‑term flows. Article
• Negative Sentiment: Zacks Research issued multiple downward revisions across near‑term quarters and trimmed FY2026 and FY2027 EPS (FY2026 to $4.56, FY2027 to $4.78), reflecting weaker forward outlook assumptions and creating downside risk for consensus estimates and forward guidance expectations.

W.R. Berkley Stock Down 0.5%

Shares of WRB stock opened at $70.42 on Friday. W.R. Berkley Corporation has a twelve month low of $59.55 and a twelve month high of $78.96. The stock has a market cap of $26.76 billion, a P/E ratio of 15.83, a P/E/G ratio of 2.96 and a beta of 0.37. The stock has a 50 day moving average of $69.36 and a 200 day moving average of $72.16. The company has a current ratio of 0.37, a quick ratio of 0.37 and a debt-to-equity ratio of 0.29.

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

W.R. Berkley Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 4th. Shareholders of record on Monday, February 23rd will be given a $0.09 dividend. The ex-dividend date of this dividend is Monday, February 23rd. 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 currently 8.09%.

W.R. Berkley 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.