Independent Advisor Alliance Sells 18,655 Shares of W.R. Berkley Corporation $WRB

Independent Advisor Alliance trimmed its position in W.R. Berkley Corporation (NYSE:WRB) by 34.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 34,736 shares of the insurance provider’s stock after selling 18,655 shares during the period. Independent Advisor Alliance’s holdings in W.R. Berkley were worth $2,436,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Compass Financial Services Inc bought a new stake in shares of W.R. Berkley in the third quarter valued at about $26,000. Triumph Capital Management bought a new stake in shares of W.R. Berkley in the third quarter valued at about $35,000. Physician Wealth Advisors Inc. increased its position in shares of W.R. Berkley by 40.2% in the third quarter. Physician Wealth Advisors Inc. now owns 523 shares of the insurance provider’s stock valued at $40,000 after acquiring an additional 150 shares during the last quarter. Westside Investment Management Inc. increased its position 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 valued at $40,000 after acquiring an additional 264 shares during the last quarter. Finally, Cary Street Partners Financial LLC increased its position in shares of W.R. Berkley by 691.9% in the second quarter. Cary Street Partners Financial LLC now owns 586 shares of the insurance provider’s stock valued at $43,000 after acquiring an additional 512 shares during the last quarter. 68.82% of the stock is currently owned by institutional investors.

Key W.R. Berkley News

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

• Positive Sentiment: Zacks Research raised multiple future earnings estimates for W.R. Berkley, including FY2026, FY2028, Q1 2027, Q3 2027, and Q4 2027, signaling improved profit expectations.
• Positive Sentiment: The company’s most recent quarterly results beat analyst expectations, with EPS and revenue both coming in above consensus, reinforcing the view that operating performance remains solid.
• Neutral Sentiment: Some near-term estimates were trimmed slightly for Q2 2026, Q2 2027, Q3 2026, and Q4 2026, but the changes were relatively small compared with the upward revisions to later periods.
• Neutral Sentiment: A Zacks “Strong Growth Stock” style note may add sentiment support, but it appears more educational/ratings-based than a direct fundamental catalyst. Article Title

W.R. Berkley Trading Up 0.8%

Shares of WRB stock opened at $65.97 on Friday. The company has a current ratio of 0.36, a quick ratio of 0.36 and a debt-to-equity ratio of 0.29. The stock has a market cap of $24.56 billion, a P/E ratio of 13.98, a price-to-earnings-growth ratio of 3.11 and a beta of 0.33. The stock has a 50 day simple moving average of $66.76 and a 200 day simple moving average of $69.69. W.R. Berkley Corporation has a 1 year low of $63.67 and a 1 year high of $78.96.

W.R. Berkley (NYSE:WRB) last issued its quarterly earnings results on Tuesday, April 21st. The insurance provider reported $1.30 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.13 by $0.17. The business had revenue of $3.69 billion during the quarter, compared to analysts’ expectations of $3.18 billion. W.R. Berkley had a return on equity of 18.92% and a net margin of 12.64%.The firm’s revenue for the quarter was up 1.3% compared to the same quarter last year. During the same period in the previous year, the company posted $1.01 earnings per share. On average, research analysts predict that W.R. Berkley Corporation will post 4.65 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other W.R. Berkley news, major shareholder Sumitomo Insurance Co L. Mitsui bought 112,176 shares of the business’s stock in a transaction on Tuesday, March 3rd. The stock was purchased at an average cost of $72.20 per share, for a total transaction of $8,099,107.20. Following the completion of the purchase, the insider directly owned 58,780,450 shares of the company’s stock, valued at approximately $4,243,948,490. This trade represents a 0.19% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is available through the SEC website. Insiders acquired 2,183,798 shares of company stock worth $155,530,321 in the last three months. 23.30% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of analysts recently issued reports on the company. Bank of America lowered their target price on W.R. Berkley from $68.00 to $67.00 and set a “neutral” rating on the stock in a research report on Tuesday, April 14th. Weiss Ratings raised W.R. Berkley from a “buy (b-)” rating to a “buy (b)” rating in a research report on Monday, May 4th. Keefe, Bruyette & Woods lowered their price target on W.R. Berkley from $74.00 to $66.00 and set a “market perform” rating on the stock in a research report on Wednesday, April 1st. TD Cowen downgraded W.R. Berkley from a “buy” rating to a “sell” rating and lowered their price target for the stock from $77.00 to $55.00 in a research report on Tuesday, January 20th. Finally, Wall Street Zen raised W.R. Berkley from a “sell” rating to a “hold” rating in a research report on Saturday, April 25th. Two equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat, W.R. Berkley currently has a consensus rating of “Reduce” and a consensus target price of $68.81.

W.R. Berkley Company 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.