W.R. Berkley
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
215% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 39
55% more call options, than puts
Call options by funds: $10.4M | Put options by funds: $6.69M
31% more repeat investments, than reductions
Existing positions increased: 334 | Existing positions reduced: 255
9% more funds holding
Funds holding: 781 [Q3] → 852 (+71) [Q4]
4% more capital invested
Capital invested by funds: $14.9B [Q3] → $15.5B (+$618M) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 12 [Q3] → 12 (+0) [Q4]
0.32% less ownership
Funds ownership: 68.76% [Q3] → 68.44% (-0.32%) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$52
26%
downside
Avg. target
$64
9%
downside
High target
$74
5%
upside
5 analyst ratings
1 positive
20%
3 neutral
60%
1 negative
20%
B of A Securities Joshua Shanker 53% 1-year accuracy 29 / 55 met price target | 5%upside $74 | Neutral Downgraded | 1 Apr 2025 |
RBC Capital Scott Heleniak 78% 1-year accuracy 36 / 46 met price target | 10%downside $63 | Sector Perform Reiterated | 28 Jan 2025 |
Wells Fargo Elyse Greenspan 65% 1-year accuracy 77 / 119 met price target | 0%downside $70 | Overweight Maintained | 28 Jan 2025 |
Keefe, Bruyette & Woods Meyer Shields 77% 1-year accuracy 86 / 111 met price target | 13%downside $61 | Market Perform Maintained | 28 Jan 2025 |
Barclays Alex Scott 49% 1-year accuracy 39 / 79 met price target | 26%downside $52 | Underweight Maintained | 28 Jan 2025 |
Financial journalist opinion
Based on 11 articles about WRB published over the past 30 days
Negative
Benzinga
1 hour ago
W.R. Berkley Nears Historical Price-To-Book High, Analyst Downgrades Stock On Overvaluation Concerns
BofA Securities analyst Joshua Shanker downgraded W.R. Berkley Corporation WRB from Buy to Neutral, raising the price forecast to $74 from $73.
Positive
Investopedia
4 days ago
WR Berkley Stock Surges to Record High as Japan's MSI Plans to Take 15% Stake
Shares of W.R. Berkley Corporation (WRB) rose more than 7% Friday, leading gainers on the S&P 500 after the line insurance firm said Japan's Mitsui Sumitomo Insurance (MSI) will take a 15% stake in the company.
Positive
Investors Business Daily
4 days ago
Insurance Stock Jumps As Japanese Investor Takes 15% Stake
W.R. Berkley on Friday confirmed a deal for Japan-based insurance firm Mitsui Sumitomo to buy a 15% stake. WRB stock jumps double digits.
Neutral
Business Wire
4 days ago
W. R. Berkley Corporation Confirms Mitsui Sumitomo Insurance Co. Intends to Purchase 15% of the Company's Shares in Open Market or Private Transactions From Third Parties
GREENWICH, Conn.--(BUSINESS WIRE)--W. R. Berkley Corporation (NYSE: WRB) (the “Company”) today confirmed that Mitsui Sumitomo Insurance Co., Ltd. (“MSI”), a leading Japanese property and casualty insurance carrier, has entered into an arrangement (the “Investment and Voting Arrangement”) with a company owned by members of the Berkley family and trusts for their benefit (collectively, the “Berkley Family”) providing for MSI to purchase 15% of the Company's outstanding common stock (the “Common S.
Neutral
Business Wire
6 days ago
W. R. Berkley Corporation to Announce First Quarter 2025 Earnings on April 21, 2025
GREENWICH, Conn.--(BUSINESS WIRE)--W. R. Berkley Corporation (NYSE: WRB) will release its first quarter 2025 earnings after the market closes on Monday, April 21, 2025. A copy of the earnings release will be available on the Company's website at www.berkley.com. The Company has scheduled its quarterly conference call with analysts and investors to discuss its earnings and other information on Monday, April 21, 2025 at 5:00 p.m. eastern time. A live audio webcast of the conference call may be ac.
Positive
Investors Business Daily
2 weeks ago
This Non-China Stock Breaks Out. Funds Are Loading Up.
W.R. Berkley stock broke out of a cup-with-handle base at a buy point of 63.98. The relative strength line is at a new high.
Positive
Zacks Investment Research
2 weeks ago
Here's Why W.R. Berkley (WRB) is a Strong Momentum Stock
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Positive
Investors Business Daily
2 weeks ago
This Watchlist Stock Nears Breakout As Trump Trade War Pounds On S&P 500
Insurance stock W.R. Berkley is near a buy point of 63.98 in a cup-with-handle base after earnings as trade wars intensify.
Neutral
Business Wire
3 weeks ago
W. R. Berkley Corporation Appoints Heath Kidd as Executive Vice President
GREENWICH, Conn.--(BUSINESS WIRE)--W. R. Berkley Corporation (NYSE: WRB) today announced the appointment of Heath Kidd as executive vice president. The appointment is effective immediately. Commenting on the appointment, W. Robert Berkley, Jr., president and chief executive officer of W. R. Berkley Corporation, said, “We are pleased to welcome Heath to Berkley. As a very experienced and established leader in the property casualty insurance industry, we are confident he will be a great contribut.
Positive
Zacks Investment Research
3 weeks ago
W.R. Berkley Stock Trades Above 50-Day SMA: What Should Investors Do?
WRB stock gains from higher premiums, lower claims frequency in certain lines of business, effective capital deployment and sufficient liquidity.
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