Pacer Advisors Inc. Increases Stock Position in W.R. Berkley Corporation $WRB

Pacer Advisors Inc. increased its position in shares of W.R. Berkley Corporation (NYSE:WRB) by 47.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 35,525 shares of the insurance provider’s stock after buying an additional 11,400 shares during the period. Pacer Advisors Inc.’s holdings in W.R. Berkley were worth $2,491,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Compass Financial Services Inc purchased a new stake in shares of W.R. Berkley during the third quarter worth about $26,000. Triumph Capital Management purchased a new position in W.R. Berkley in the third quarter valued at about $35,000. Physician Wealth Advisors Inc. boosted its holdings in 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 purchasing an additional 150 shares during the last quarter. Westside Investment Management Inc. grew its stake in W.R. Berkley by 100.0% during the 3rd quarter. Westside Investment Management Inc. now owns 528 shares of the insurance provider’s stock valued at $40,000 after purchasing an additional 264 shares in the last quarter. Finally, Cary Street Partners Financial LLC increased its holdings in W.R. Berkley by 691.9% during the 2nd quarter. Cary Street Partners Financial LLC now owns 586 shares of the insurance provider’s stock worth $43,000 after purchasing an additional 512 shares during the last quarter. Institutional investors and hedge funds own 68.82% of the company’s stock.

W.R. Berkley News Roundup

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

Analyst Ratings Changes

A number of analysts recently issued reports on WRB shares. Argus lowered shares of W.R. Berkley from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. Keefe, Bruyette & Woods decreased their price objective on shares of W.R. Berkley from $74.00 to $66.00 and set a “market perform” rating for the company in a report on Wednesday, April 1st. UBS Group set a $68.00 target price on shares of W.R. Berkley and gave the stock a “neutral” rating in a research report on Monday, April 27th. Cantor Fitzgerald lowered shares of W.R. Berkley from an “overweight” rating to a “neutral” rating and cut their target price for the company from $75.00 to $71.00 in a research note on Thursday, April 9th. Finally, Weiss Ratings raised shares of W.R. Berkley from a “buy (b-)” rating to a “buy (b)” rating in a research report on Monday, May 4th. Two research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Reduce” and an average target price of $68.81.

Insider Activity at W.R. Berkley

In related news, major shareholder Sumitomo Insurance Co L. Mitsui purchased 112,176 shares of the company’s stock in a transaction on Tuesday, March 3rd. The shares were bought at an average price of $72.20 per share, with a total value of $8,099,107.20. Following the completion of the acquisition, the insider owned 58,780,450 shares of the company’s stock, valued at approximately $4,243,948,490. This represents a 0.19% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. In the last 90 days, insiders have purchased 2,183,798 shares of company stock valued at $155,530,321. 23.30% of the stock is owned by insiders.

W.R. Berkley Price Performance

Shares of NYSE:WRB opened at $65.97 on Friday. The firm’s 50 day moving average is $66.76 and its two-hundred day moving average is $69.69. The firm has a market capitalization of $24.56 billion, a P/E ratio of 13.98, a PEG ratio of 3.11 and a beta of 0.33. The company has a current ratio of 0.36, a quick ratio of 0.36 and a debt-to-equity ratio of 0.29. W.R. Berkley Corporation has a 52 week low of $63.67 and a 52 week high of $78.96.

W.R. Berkley (NYSE:WRB) last posted its quarterly earnings data on Tuesday, April 21st. The insurance provider reported $1.30 earnings per share for the quarter, topping the consensus estimate of $1.13 by $0.17. The business had revenue of $3.69 billion during the quarter, compared to the consensus estimate of $3.18 billion. W.R. Berkley had a net margin of 12.64% and a return on equity of 18.92%. The company’s quarterly revenue was up 1.3% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.01 earnings per share. Analysts anticipate that W.R. Berkley Corporation will post 4.65 earnings per share for the current year.

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.