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W. R. Berkley Corporation WRB SPXR3KFINANCIAL

Financial Services · Insurance - Property & Casualty · United States
https://www.berkley.com
Company Profile ↓
$69.56
+0.19% 1Y
Mkt Cap$25.82B
P/E14.31
P/B2.87
Div. Yield0.55%
52W High$76.44
52W Low$62.97
Book Value$24.97
EPS (TTM)$4.86

Company Overview

W. R. Berkley Corporation, an insurance holding company, operates as a commercial line writer worldwide. The company operates through Insurance and Reinsurance & Monoline Excess segments. The Insurance segment underwrites commercial insurance business, including excess and surplus lines, admitted lines, and specialty personal lines. This segment also provides accident and health insurance and reinsurance products; insurance for commercial risks; casualty and specialty environmental products; insurance coverages for fine arts and jewelry exposures; excess liability and inland marine coverage for small to medium-sized insureds; and commercial general liability, umbrella, professional liability, directors and officers, commercial property, and surety products, as well as products for technology, and life sciences and travel industries. In addition, it offers cyber risk solutions; crime and fidelity insurance products; medical professional coverages; workers' compensation insurance products; management liability and general insurance products; personal lines insurance solutions, including home, condo/co-op, auto, fine arts and collectibles, liability, collector vehicle, and recreational marine; law enforcement, public officials and educator's legal, and employment practices liability, as well as incidental medical, property, and crime insurance products; at-risk and alternative risk insurance program management services; professional liability; energy and marine risks; and insurance products to the Lloyd's marketplace. The Reinsurance & Monoline Excess segment provides treaty and facultative reinsurance solutions; property and casualty reinsurance products; facultative reinsurance products include automatic, semi-automatic, and individual risk assumed reinsurance; and turnkey products, such as cyber, employment practices liability insurance, liquor liability insurance and violent events. The company was founded in 1967 and is headquartered in Greenwich, Connecticut.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 20.2%, reflecting efficient use of shareholder capital.

Consistent Profit Growth

Net profit has compounded at 12.2% per year over the last five years.

Reasonable Valuation

Trades at a P/E of 14.3, below the sector median of 14.5.

Healthy Margins

Operating margin of 16.4% supports profitability.

Conservative Balance Sheet

Carries low leverage with a debt-to-equity ratio of 0.32.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $14.64B (+6.9% YoY); net profit $1.78B.
  • Trailing 12 Months Year-on-year growth — revenue +1.2%, earnings +15.0%.
  • 5-Year Trend Long-term compounding — revenue CAGR 7.3%, profit CAGR 12.2%.

Growth & Price Performance

Compounded Sales Growth

5 Years:7.35%
1 Year:1.20%

Compounded Profit Growth

5 Years:12.22%
1 Year:15.00%

Stock Price Performance

1 Year:+0.19%
6 Months:+0.38%
3 Months:+2.36%
1 Month:-3.56%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Mixed
52-Week Range 49% of range
$62.97 $76.44
Trend Signals
  • Price vs 50-DMABelow
  • Price vs 200-DMAAbove
  • RSI (14)49.21 · Neutral
Price Performance
1M-3.56%
3M+2.36%
6M+0.38%
1Y+0.19%
Valuation vs Sector

P/E of 14.31 is below the sector median of 14.52 — relatively cheaper than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Strong return on equity of 20.2%.
  • Profit CAGR of 12.2% over 5 years.
  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
14.31
Industry PE
14.52
Forward P/E
14.40
PEG Ratio
4.87
Book Value
$24.97
Price to Book
2.87
P/S
1.78
EV/EBITDA
10.48
Dividend Yield
0.55%

Growth (CAGR)

Revenue 5Y
7.35%
Profit 5Y
12.22%
Revenue (YoY)
1.20%
Earnings (YoY)
15.00%

Profitability & Returns

ROCE
-
ROE
20.21%
ROA
3.56%
Profit Margin
12.94%
Op Margin
16.39%
Gross Margin
43.79%
EPS (Latest Qtr)
$1.15
EPS (TTM)
$4.86

Balance Sheet & Liquidity

Debt/Equity
0.32
Quick Ratio
0.25
Current Ratio
0.41
Debt
$3.10B
Total Assets
$45.68B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
26.36%
Chg in Prom Hold
0.00%
FII / Inst Holding
76.54%
Chg in FII Hold
0.01%

Financial Snapshot

Enterprise Value
$25.82B
Total Revenue (TTM)
$14.90B
EBITDA
$2.58B
Free Cash Flow
$3.05B
Operating Cash Flow
$3.60B
Shares Outstanding
371.23M
Gross Margin
43.79%
Payout Ratio
7.61%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 WRB W. R. Berkley Corporation SPXR3KFINANCIAL 69.56 14.31 $25.82B 0.55% - 20.21% 7.35% 12.22%
2 JPM JPMorgan Chase & Co. SPXR3KFINANCIAL 358.64 15.37 $953.34B 1.68% - 17.79% 12.50% 14.83%
3 BRK-B Berkshire Hathaway Inc. SPXFINANCIAL 506.03 15.07 $707.59B 0.00% - 10.50% 4.18% 9.44%
4 V Visa Inc. SPXR3KFINANCIAL 374.00 31.86 $637.34B 0.72% 37.15% 61.19% 14.33% 13.04%
5 MA Mastercard Incorporated SPXR3KFINANCIAL 579.21 31.82 $503.60B 0.60% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPXR3KFINANCIAL 62.68 14.48 $438.31B 2.03% - 11.20% 3.14% 4.27%
7 BRK-A Berkshire Hathaway Inc. FINANCIAL 759,350.00 15.07 $384.00B 0.00% - 10.50% 7.60% 10.02%
8 HSBC HSBC Holdings plc FINANCIAL 107.11 15.30 $367.34B 3.62% - 13.10% 9.75% 12.72%
9 MS Morgan Stanley SPXR3KFINANCIAL 217.72 17.59 $342.26B 2.15% - 17.97% 3.76% 9.66%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Jun 2015Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Revenue 1.79B1.86B1.81B1.81B1.86B2.02B1.97B1.87B1.85B2.03B1.93B1.89B1.91B1.94B1.95B1.94B2.02B1.97B1.98B1.81B1.94B2.04B2.16B2.30B2.42B2.92B2.51B2.72B2.90B3.00B3.03B3.26B3.31B3.40B3.53B3.62B3.78B3.72B3.71B3.72B
Cost of Revenue ----------------------------------------
Gross Profit ----------------------------------------
Operating Expenses ----------------------------------------
Operating Income ----------------------------------570.33M553.64M679.87M603.59M647.81M-
EBITDA ----------------------------------------
Interest Expense ----------------------------------31.73M31.78M31.76M31.63M31.71M-
Pretax Income ----------------------------------538.61M521.86M648.11M571.96M616.10M-
Tax Provision ----------------------------------121.26M121.16M136.14M117.21M100.52M-
Net Income 123.03M152.61M109.75M119.51M108.97M220.65M152.79M123.45M109.00M162.05M154.59M166.40M180.07M161.92M132.36M180.72M216.71M165.21M119.31M-4.42M71.26M151.68M229.53M237.24M261.30M590.64M179.32M228.88M294.13M356.31M333.59M442.47M371.91M365.63M417.57M401.29M511.03M449.51M515.22M452.26M
Diluted EPS 0.951.180.850.930.851.721.200.960.851.261.210.870.930.840.690.941.120.850.62-0.020.380.810.820.850.932.120.640.821.060.870.821.090.920.911.041.001.281.131.311.15

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 4.71B4.43B4.72B5.16B5.82B6.41B7.13B7.21B7.65B7.68B7.69B7.90B8.10B-11.22B12.11B13.69B14.64B
Cost of Revenue ------------------
Gross Profit ------------------
Operating Expenses ------------------
Operating Income --------------1.85B1.88B2.39B2.41B
EBITDA ------------------
Interest Expense --------------130.37M127.46M126.91M126.89M
Pretax Income --------------1.72B1.75B2.26B2.28B
Tax Provision --------------334.73M370.56M509.92M495.76M
Net Income 281.14M309.06M446.40M391.21M510.59M499.93M648.88M503.69M601.92M549.09M640.75M681.94M530.67M-1.38B1.38B1.76B1.78B
Diluted EPS 1.621.862.882.693.563.554.863.874.682.843.333.521.87-3.293.374.364.45

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --17.33B17.53B18.40B20.16B20.55B21.72B21.73B23.36B24.30B24.90B26.66B28.61B-33.86B37.20B40.57B44.07B
Current Assets -------------------
Cash & Equivalents 951.86M1.13B515.43M642.95M911.74M839.74M839.74M674.44M763.63M795.28M950.47M817.60M1.02B2.37B-1.45B1.36B1.97B2.54B
Inventory -------------------
Receivables ---------------6.20B6.95B6.88B6.97B
Total Liabilities --13.73B13.82B14.44B15.82B16.18B17.09B17.10B18.28B18.85B19.42B20.54B22.28B-27.09B29.73B32.16B34.36B
Current Liabilities -------------------
Long Term Debt ---------------2.83B2.84B2.84B2.84B
Total Debt ---------------2.84B2.84B2.84B2.84B
Total Equity --3.60B3.70B3.95B4.31B4.34B4.59B4.60B5.05B5.41B5.44B6.07B6.31B-6.75B7.46B8.40B9.70B
Shares Outstanding ---------------793.52M793.52M793.52M793.52M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 1.55B316.05M451.32M670.28M675.46M819.80M734.85M881.30M848.38M710.88M620.20M1.14B1.62B2.18B2.57B2.93B3.68B3.58B
Investing Cash Flow -614.56M-1.12B37.35M-204.27M-775.07M-545.36M-808.31M-170.76M-794.49M-333.46M-714.24M-424.87M119.70M-2.99B-1.89B-1.96B-2.18B-2.03B
Financing Cash Flow -663.29M173.38M-359.07M-195.21M97.19M-330.26M-69.77M-555.32M-6.93M-235.09M-7.40M-513.19M-397.84M5.83M-771.99M-1.06B-852.49M-1.03B
Capital Expenditure -78.95M-30.45M-49.60M-45.32M-40.56M-63.15M-41.96M-63.56M-50.83M-115.72M-49.86M-60.46M---52.68M-53.08M-105.62M-169.99M
Free Cash Flow 1.47B285.60M401.71M624.96M634.90M756.65M692.89M817.74M797.55M595.16M570.34M1.08B--2.52B2.88B3.57B3.41B
Net Change in Cash ---------------94.74M-95.22M641.39M526.83M
Share Buybacks 553.28M147.14M471.01M187.16M127.66M166.47M238.93M223.65M132.39M47.81M24.75M18.23M346.36M122.43M94.14M537.16M303.65M270.22M

Ratios (Annual)

Figures in %.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % ------------------
Operating Margin % --------------16.5%15.5%17.5%16.4%
Net Margin % 6.0%7.0%9.4%7.6%8.8%7.8%9.1%7.0%7.9%7.1%8.3%8.6%6.6%-12.3%11.4%12.8%12.2%
ROE % -8.6%12.1%9.9%11.9%11.5%14.1%10.9%11.9%10.1%11.8%11.2%8.4%-20.5%18.5%20.9%18.3%
ROCE % ------------------

Shareholding Pattern

Insiders
26.36%
Institutions
76.54%
Public Float
103.94%

Top Institutional Holders

#Holder% HeldSharesValue
1 Mitsui Sumitomo Insurance Co Ltd 15.83% 58.78M $4.02B
2 Blackrock Inc. 5.91% 21.93M $1.50B
3 Vanguard Capital Management LLC 5.03% 18.69M $1.28B
4 Vanguard Portfolio Management LLC 3.92% 14.55M $995.87M
5 State Street Corporation 3.81% 14.13M $966.83M
6 Geode Capital Management, LLC 2.23% 8.27M $565.91M
7 Morgan Stanley 2.22% 8.25M $564.82M
8 Kayne Anderson Rudnick Investment Management LLC 1.72% 6.38M $436.45M
9 Invesco Ltd. 1.35% 5.03M $344.14M
10 Goldman Sachs Group Inc 1.12% 4.16M $284.59M

Analyst View

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Latest News

Recent headlines for WRB

Yahoo Finance Fri, 28 Aug 2026

WRB's Underwriting Discipline to Sustain Margins Amid Soft Pricing

W.R. Berkley's underwriting discipline and specialty expertise could help sustain strong margins as insurance pricing softens.

Yahoo Finance Fri, 21 Aug 2026

W. R. Berkley (WRB) Looks Fully Valued Following Berkley Meridian Launch

W. R. Berkley (WRB) has created Berkley Meridian, a specialty insurance business that combines Verus Specialty Insurance and Vela Insurance Services under shared leadership, with industry veteran Marlo M. Morrison appointed president. See o…

Yahoo Finance Wed, 19 Aug 2026

W. R. Berkley Stock: Is Wall Street Bullish or Bearish?

As W. R. Berkley has underperformed the broader market over the past year, Wall Street analysts maintain a cautious outlook about the stock’s prospects.

Yahoo Finance Wed, 19 Aug 2026

Why Is W.R. Berkley (WRB) Down 2.8% Since Last Earnings Report?

W.R. Berkley (WRB) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Yahoo Finance ue, 18 Aug 2026

W. R. Berkley Corporation Forms Berkley Meridian

GREENWICH, Conn., August 18, 2026--W. R. Berkley Corporation (NYSE: WRB) today announced the formation of Berkley Meridian, a new specialty insurance business that will combine the strengths of Verus Specialty Insurance and Vela Insurance S…

Yahoo Finance hu, 03 Sep 2026

CB Stock Trades at 1.62x Book Value: Is the Valuation Worth It?

Chubb's strong underwriting, commercial growth and investment income support earnings, while catastrophe losses and softer pricing pose risks.

WRB — Frequently Asked Questions

What is the current share price of W. R. Berkley Corporation (WRB)?

As of 2026-09-07 16:24 PDT, W. R. Berkley Corporation (WRB) trades at $69.56 on NYSE. Its 52-week range is $62.97 to $76.44.

What is the market capitalisation of WRB?

W. R. Berkley Corporation (WRB) has a market capitalisation of $25.82B on NYSE.

What is the P/E ratio of WRB?

WRB trades at a trailing price-to-earnings (P/E) ratio of 14.31. The industry average P/E is 14.52. Its price-to-book (P/B) ratio is 2.87.

Does WRB pay a dividend?

W. R. Berkley Corporation (WRB) currently offers a dividend yield of 0.55%.

What is the return on equity (ROE) of WRB?

WRB has a return on equity (ROE) of 20.21%.

Is WRB a good stock to buy?

This page provides a data-driven analysis of W. R. Berkley Corporation (WRB), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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