Stock analysis, trade plans, and proprietary indicators by Trend Edge.
About W. R. Berkley Corp
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; … Read full Trend Edge analysis →
Sector: Financial Services
Industry: Insurance-Property & Casualty
Exchange: NYSE
IPO Date: September 7, 1984
Headquarters: 475 Steamboat Road, Greenwich, CT, United States, 06830
Hidden Gem: Yes — undiscovered relative to its market cap tier
Founder-Led: Yes — William R. Berkley (Executive Chairman of the Board)
Key Metrics
Current Price
$65.29
Market Cap
$25.12B
Float
244.6M
Shares Outstanding
372.3M
P/E (Forward)
14.77
P/E (TTM)
14.45
Price/Sales (TTM)
1.69
vs. Analyst Target
+3.2% to analyst PT
Profit Margin
12.64%
Operating Margin (TTM)
17.09%
Revenue (TTM)
$14.85B
Earnings Growth (YoY)
26.00%
Dividend Rate
0.4%
Analyst Target Price
$67.38 (16 analysts)
Financial History
Annual Revenue & Earnings History
Year
Revenue
Net Income
Gross Profit
EBITDA
2020
$8.10B
$531M
$1.35B
$990M
2021
$9.46B
$1.02B
$2.02B
$1.56B
2022
$11.17B
$1.38B
$2.44B
$1.91B
2023
$12.14B
$1.38B
$2.72B
$1.86B
2024
$13.64B
$1.76B
$3.12B
$2.22B
2025
$14.71B
$1.78B
$2.91B
$2.37B
Recent Quarterly Revenue & Net Income
Quarter
Revenue
Net Income
Jun 2025
$3.67B
$401M
Sep 2025
$3.77B
$511M
Dec 2025
$3.72B
$450M
Mar 2026
$3.69B
$515M
Ownership & Float
Insider Ownership
26.3%
Institutional Ownership
78.1%
Short Float
0.0%
% of All Funds Holding
10.50%
Number of Funds Holding
863
Current Moving Averages
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
Timeframe
SMA
Value
Trend Context
Weekly
10-Week SMA
$66.11
Near-term / short-term trend
Weekly
40-Week SMA
$70.38
Medium-term trend
Weekly
80-Week SMA
$68.42
Cyclical trend (business cycle)
Weekly
200-Week SMA
$56.32
Secular trend (multi-year)
Monthly
10-Month SMA
$70.61
Near-term monthly trend
Monthly
20-Month SMA
$68.41
Medium-term monthly trend
Monthly
40-Month SMA
$58.34
Secular monthly trend
Volume Shelves — Support & Resistance
Trend Edge identifies volume shelves: price zones where historically elevated trading volume
creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative
volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
Price Level
Type
Volume Ratio
Age
$71.00
resistance
1.00x
1 months ago
$77.00
resistance
1.77x
4 months ago
$64.00
support
1.16x
13 months ago
Historical Earnings Reactions (123 events)
Timeframe
Avg Return
Median
Win Rate
Best
Worst
Gap
0.47%
0.25%
56.91%
7.40%
-6.55%
1 Day
0.47%
0.48%
59.35%
7.18%
-9.22%
1 Week
1.44%
0.90%
60.16%
16.87%
-11.12%
2 Weeks
1.68%
1.18%
62.60%
21.19%
-13.74%
1 Month
2.35%
1.45%
63.11%
46.61%
-14.87%
Next earnings: July 10, 2026 (43 days away)
Seasonality & Day-of-Week Patterns
Monthly Seasonality
Month
Avg Return
Win Rate
Samples
Jan
0.1%
47.1%
51
Feb
3.4%
64.7%
51
Mar
1.1%
54.9%
51
Apr
0.8%
51.0%
51
May
2.8%
66.0%
50
Jun
-1.2%
32.0%
50
Jul
1.6%
46.0%
50
Aug
1.5%
52.0%
50
Sep
2.6%
54.0%
50
Oct
1.7%
58.0%
50
Nov
1.8%
54.0%
50
Dec
2.4%
52.9%
51
Day-of-Week Tendencies
Day
Avg Return
Win Rate
Samples
Monday
-0.03%
40.7%
2384
Tuesday
0.07%
42.6%
2587
Wednesday
0.08%
41.4%
2587
Thursday
0.11%
42.8%
2537
Friday
0.13%
44.3%
2524
Top Institutional Holders
Institutional holder breakdown coming soon.
Total institutional ownership: 78.1%
Insider Transactions — Smart Summary
Total insider ownership: 26.3%
Founder-led management: William R. Berkley (Executive Chairman of the Board)
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The analysis covers five layers:
technical analysis (near-term, medium-term, cyclical, and secular trend, momentum,
volume shelf support and resistance, breakout and breakdown signals),
qualitative analysis (business model, competitive moat, sector dynamics),
insider sentiment (buy and sell signals from executive and director transactions),
share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and
fundamental analysis (valuation, revenue growth, profit margin, earnings quality).
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