Confluence Investment Management LLC Has $72.77 Million Stock Position in W.R. Berkley Corporation $WRB

Posted by Stanley Muller on Aug 4th, 2026

Confluence Investment Management LLC lowered its stake in W.R. Berkley Corporation (NYSE:WRB – Free Report) by 7.3% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,031,752 shares of the insurance provider’s stock after selling 81,648 shares during the quarter. Confluence Investment Management LLC’s holdings in W.R. Berkley were worth $72,769,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Stoneridge Investment Partners LLC acquired a new stake in W.R. Berkley in the fourth quarter valued at approximately $2,801,000. Generali Asset Management SPA SGR acquired a new position in shares of W.R. Berkley during the fourth quarter worth approximately $1,630,000. PFA Pension Forsikringsaktieselskab acquired a new position in shares of W.R. Berkley during the fourth quarter worth approximately $65,233,000. Citadel Investment Advisory Inc. lifted its holdings in shares of W.R. Berkley by 105.4% in the 4th quarter. Citadel Investment Advisory Inc. now owns 29,693 shares of the insurance provider’s stock worth $2,082,000 after purchasing an additional 15,240 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in shares of W.R. Berkley by 6.9% in the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 634,244 shares of the insurance provider’s stock worth $43,991,000 after purchasing an additional 41,125 shares in the last quarter. 68.82% of the stock is owned by institutional investors.

W.R. Berkley Trading Down 0.7%

Shares of W.R. Berkley stock opened at $72.06 on Tuesday. The stock has a fifty day simple moving average of $69.95 and a 200 day simple moving average of $68.66. W.R. Berkley Corporation has a 12-month low of $62.87 and a 12-month high of $78.96. The company has a market capitalization of $26.83 billion, a P/E ratio of 14.80, a price-to-earnings-growth ratio of 3.34 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.

W.R. Berkley (NYSE:WRB – Get Free Report) last issued its quarterly earnings data on Monday, July 20th. The insurance provider reported $1.27 earnings per share for the quarter, beating the consensus estimate of $1.08 by $0.19. The business had revenue of $3.72 billion for the quarter, compared to analysts’ expectations of $3.28 billion. W.R. Berkley had a return on equity of 19.49% and a net margin of 12.94%.The business’s revenue was up 2.4% on a year-over-year basis. During the same period last year, the business earned $1.05 EPS. On average, sell-side analysts anticipate that W.R. Berkley Corporation will post 4.79 earnings per share for the current fiscal year.

W.R. Berkley Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, July 2nd. Investors of record on Tuesday, June 23rd were given a dividend of $0.10 per share. The ex-dividend date of this dividend was Tuesday, June 23rd. This is an increase from W.R. Berkley’s previous quarterly dividend of $0.09. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.6%. W.R. Berkley’s payout ratio is 8.21%.

Analyst Upgrades and Downgrades

A number of analysts have commented on WRB shares. Wolfe Research lowered shares of W.R. Berkley from a “hold” rating to a “strong sell” rating in a research note on Wednesday, July 1st. Wall Street Zen raised shares of W.R. Berkley from a “sell” rating to a “hold” rating in a research note on Saturday, April 25th. Truist Financial lifted their price objective on shares of W.R. Berkley from $78.00 to $83.00 and gave the company a “buy” rating in a report on Tuesday, July 21st. Weiss Ratings downgraded shares of W.R. Berkley from a “buy (b)” rating to a “buy (b-)” rating in a research report on Wednesday, May 20th. Finally, Evercore restated an “underperform” rating and issued a $68.00 target price on shares of W.R. Berkley in a report on Friday, July 10th. Three analysts have rated the stock with a Buy rating, nine have given a Hold rating and six have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Reduce” and an average target price of $70.94.

View Our Latest Stock Report on W.R. Berkley

W.R. Berkley 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.