Sumitomo Mitsui Trust Group Inc. Has $37.37 Million Stock Holdings in W.R. Berkley Corporation $WRB

Posted by Brian Himes on Jul 13th, 2026

Sumitomo Mitsui Trust Group Inc. reduced its position in shares of W.R. Berkley Corporation (NYSE:WRB – Free Report) by 21.4% during the first quarter, Holdings Channel reports. The institutional investor owned 563,768 shares of the insurance provider’s stock after selling 153,588 shares during the period. Sumitomo Mitsui Trust Group Inc.’s holdings in W.R. Berkley were worth $37,367,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Entrust Financial LLC bought a new stake in shares of W.R. Berkley during the fourth quarter valued at approximately $25,000. Hazlett Burt & Watson Inc. lifted its holdings in shares of W.R. Berkley by 140.0% in the 4th quarter. Hazlett Burt & Watson Inc. now owns 360 shares of the insurance provider’s stock worth $26,000 after purchasing an additional 210 shares in the last quarter. DV Equities LLC acquired a new stake in W.R. Berkley in the 4th quarter valued at $29,000. Triumph Capital Management acquired a new stake in W.R. Berkley in the 3rd quarter valued at $35,000. Finally, Quarry LP bought a new stake in W.R. Berkley during the 4th quarter valued at $39,000. Institutional investors own 68.82% of the company’s stock.

W.R. Berkley Stock Up 0.0%

WRB stock opened at $72.19 on Monday. The stock has a market cap of $26.88 billion, a P/E ratio of 15.30, a P/E/G ratio of 3.42 and a beta of 0.29. 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’s fifty day simple moving average is $67.97 and its two-hundred day simple moving average is $68.29. W.R. Berkley Corporation has a 1-year low of $62.87 and a 1-year high of $78.96.

W.R. Berkley (NYSE:WRB – Get Free Report) last announced its 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 firm had revenue of $3.69 billion during the quarter, compared to analyst estimates of $3.18 billion. W.R. Berkley had a return on equity of 18.92% and a net margin of 12.64%.The business’s revenue was up 1.3% compared to the same quarter last year. During the same period last year, the firm posted $1.01 EPS. Analysts expect that W.R. Berkley Corporation will post 4.66 EPS for the current year.

W.R. Berkley Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Shareholders of record on Tuesday, June 23rd were given a $0.10 dividend. This is a positive change from W.R. Berkley’s previous quarterly dividend of $0.09. This represents a $0.40 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend was Tuesday, June 23rd. W.R. Berkley’s payout ratio is presently 8.47%.

Analyst Ratings Changes

A number of research analysts have weighed in on the stock. UBS Group set a $68.00 price objective on shares of W.R. Berkley and gave the company a “neutral” rating in a research note on Monday, April 27th. Wolfe Research lowered shares of W.R. Berkley from a “hold” rating to a “strong sell” rating in a report on Wednesday, July 1st. Evercore reaffirmed an “underperform” rating and issued a $68.00 price target on shares of W.R. Berkley in a research report on Friday. Brean Capital downgraded W.R. Berkley from a “buy” rating to a “neutral” rating and set a $73.00 price target for the company. in a research note on Wednesday, March 25th. Finally, Truist Financial decreased their price objective on W.R. Berkley from $80.00 to $78.00 and set a “buy” rating for the company in a report on Wednesday, April 22nd. Three research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and five have given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Reduce” and an average target price of $69.69.

Get Our Latest Research Report on W.R. Berkley

W.R. Berkley Company 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.