W. R. Berkley stock
WRBNYSEW. R. Berkley Corporation, Financial ServicesISIN US0844231029
82Score 82 out of 100, Strong
Price and trend
85 / 100
Price history
+0.4% in one yearThe chart shows daily closes over 20 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Above the 200-day line: the price is 10% above it.
Since August 2026 the 50-day line has been above the 200-day line; the trend has turned up.
Normal: the price is neither overheated nor sold off (RSI 54).
The price is 1.8% below its 52-week high. Largest decline in 20 years: 48% (December 2006 to October 2008).
Chart figures for advanced users
- SMA 50$71.70
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$69.56
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)54
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$63.54
- The lowest closing price of the last twelve months.
- Resistance$78.10
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- W. R. Berkley Corporation belongs to the Insurance (Property & Casualty) industry (United States) and, with a market value of $28.48B, is number 13 of 58 companies in its industry on MEQIRI.
- In fiscal 2025 it reported revenue of $14.71B (up 7.8% year on year) and earnings of $1.78B (up 1.3%).
- For fiscal 2026, analysts expect on average revenue of $15.03B (up 2.2%) and adjusted earnings per share of $4.95 (up 15.3%).
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- MEQIRI Score 82 out of 100 (Strong): rank 62 of 976 in Financial Services, median 68.
- The P/E is 16.1 (Insurance (Property & Casualty) median 12.4, own median of recent years 14.8).
- Our model puts fair value at $69.26, with the price 11% above it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- Earnings per share growingUp 28.9% a year since 2020.Growth 87
- High return on equityReturn on equity 19% over the last 12 months.Profitability 78
- Consistently profitableProfit in all 10 fiscal years from 2016 to 2025.Fundamentals 93
Weaknesses
None of our weakness checks flags anything. Crash risk is measured separately.
Its standout strengths are fundamentals and stability.
Daily figure as of 12 Nov 2026
How the score is calculatedScore overview
The fundamentals are strong overall.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk low
How well MEQIRI warnsOne of the 30% with the lowest crash risk among stocks ranked 101 to 1,000.
From 2016 to 2025, 9 in 100 such stocks fell 30% or more within a year, against a group average of 15 in 100.
What drives the risk
- high growth grade (crashed more often in the backtest)
What lowers it
- solid fundamentals
- price near its 52-week high
Valuation
Valuation signal
Fairly valuedIn our model the price counts as cheap below $57.72 and expensive above $86.58 (uncertainty low, based on the price swings of the past year).
The two parts of the fair value come to $79.69 (excess return model) and $58.84 (industry comparison), and the gap between them shows how uncertain the estimate is.
Calculated with a cost of equity of 8.8%. At 9.8% the fair value would be $62.62, at 7.8% it would be $79.23.
Valuation metrics
Half from the excess return model, half from earnings times the industry P/E (12.4).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 30 Sep 2026, revenue rose 1.4% on the twelve months before. Revenue has grown solidly since 2006, at about 5% per year.
Margins
- Operating margin
- Net margin
In fiscal 2025: operating 16%, net 12%. Banks and insurers have no gross margin, and their net margin is not comparable with other industries. The score leaves both out.
Debt & balance sheet
latest quarterFor banks and insurers, deposits and liabilities are the business. Debt to equity and the current ratio say little here, and the score does not rate them.
Earnings
- Next earnings
- 25 Jan 2027in 74 days
- Last reported
- 19 Oct 2026EPS reported $1.17 (expected $1.15)in line with expectations
Analyst estimates
Earnings estimates have barely changed since 15 Oct 2026.
- Earnings per share
- $4.95+0.2%
- Revenue
- $15.03B−0.6%
- Earnings per share
- $4.84−0.7%
- Revenue
- $15.66B−0.8%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook confirmed
Share price after the results: +0.8%Expense ratio of 28.5% is below earlier expectations and management sees nothing that would hold back returns; no new guidance.
“The overall expense ratio is flat quarter over quarter at 28.5% and remains below our previously shared expectations.”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 20 Jul 2026 (fiscal Q2 2026), read by AI.
Insiders
Open-market purchases and sales by executives, board members and major holders
No open-market purchases or sales in the last 6 months.
- Mitsui Sumitomo Insurance Co LtdPurchase
3 Mar 2026, Major holder
- Shares
- 112,176
- Price
- $72.20
- Value
- $8.1M
- Mitsui Sumitomo Insurance Co LtdPurchase
2 Mar 2026, Major holder
- Shares
- 146,000
- Price
- $72.92
- Value
- $10.65M
- Mitsui Sumitomo Insurance Co LtdPurchase
27 Feb 2026, Major holder
- Shares
- 147,000
- Price
- $71.63
- Value
- $10.53M
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- Mitsui Sumitomo Insurance Co LtdPurchase
26 Feb 2026, Major holder
- Shares
- 153,000
- Price
- $71.67
- Value
- $10.97M
- Mitsui Sumitomo Insurance Co LtdPurchase
25 Feb 2026, Major holder
- Shares
- 168,868
- Price
- $71.42
- Value
- $12.06M
- Mitsui Sumitomo Insurance Co LtdPurchase
24 Feb 2026, Major holder
- Shares
- 164,786
- Price
- $70.81
- Value
- $11.67M
- Mitsui Sumitomo Insurance Co LtdPurchase
23 Feb 2026, Major holder
- Shares
- 220,000
- Price
- $71.15
- Value
- $15.65M
- Mitsui Sumitomo Insurance Co LtdPurchase
20 Feb 2026, Major holder
- Shares
- 160,582
- Price
- $70.80
- Value
- $11.37M
Partial trades from one filing are shown in one row, with the average price.
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at W. R. Berkley
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
976 rated companies in Financial Services
- This company
- 82
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Insurance (Property & Casualty)
The next larger and next smaller companies by market value
- Fairfax Financial HoldingsFFH.TO $40.5B84
- Sompo Holdings8630.T $39.98B80
- Intact FinancialIFC.TO $34.6B73
- Cincinnati FinancialCINF $29.13B75
- MarkelMKL $24.13B63
- LoewsL $22.55B61
- Samsung Fire & Marine Insurance000810.KS $16.86B61
- Powszechny Zaklad UbezpieczenPZU.WA $16.27B80
ETFs that hold W. R. Berkley
Held by 110 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| State Street SPDR S&P 500 Low Volatility UCITS ETF (Acc)SPY1 | 0.97% | 0.35% | €106.3M |
| UBS Factor MSCI USA Low Volatility UCITS ETF USD disUBUR | 0.61% | 0.18% | €64.75M |
| iShares Edge S&P 500 Minimum Volatility UCITS ETFIBCK | 0.54% | 0.20% | €1.97B |
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| iShares MSCI USA Mid-Cap Equal Weight UCITS ETFQDVC | 0.36% | 0.20% | €268.74M |
| iShares Edge MSCI World Minimum Volatility UCITS ETF USDIQQ0 | 0.35% | 0.30% | €2.61B |
| Xtrackers MSCI World Minimum Volatility UCITS ETF 1CXDEB | 0.35% | 0.25% | €1.38B |
| iShares World Equity High Income Active UCITS ETF USDWINC | 0.31% | 0.35% | €942.02M |
| State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF (Dist)SPYD | 0.26% | 0.35% | €3.62B |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 12 Nov 2026, recalculated nightly
- Price
- Closing price of 11 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Strong, published since 7 Nov 2026 (in the score history since 30 Jun 2023)
- Valuation signal Fairly valued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.