Stock profile

WR BERKLEY CORP (WRB)

WRB · Latest close $68.52 as of Oct 2, 2026 · 13F data as of Jun 30, 2026 (2026 Q2)
Latest close
$68.52
As of Oct 2, 2026
Tracked funds holding
2 of 83
2026 Q2 13F filings
Opened / added
0 / 0
vs previous quarter
Trimmed / exited
0
vs previous quarter

Super-investor holdings · 2026 Q2

FundPortfolio weightSharesChange vs prev. quarter
Fairholme Capital1.21%256,350HELD
Markel Group0.03%60,750HELD

Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.

Insider trading · Form 4

Data unavailable — no Form 4 transactions for this ticker were parsed in the 90 days to Oct 3, 2026.

Politician trading · U.S. House

0 House members reported buying (0 purchases vs 7 sales).

Source: U.S. House Clerk STOCK Act periodic transaction reports, as of Oct 3, 2026. Reported amounts are ranges, and reports can arrive up to 45 days after the trade. Senate reports are not included yet.

Screens & lenses

Financial Screens

· Growth — Revenue up every year for 5 straight years

· Lynch PEG — Cheap against its growth rate

· Neff Total Return Ratio — Growth plus dividends divided by P/E is high

· Earnings Quality (Cash Conversion) — Profits that actually come back as cash

· Shareholder Yield — Cash returned through dividends and buybacks

· Earnings Stability — Small earnings swings and almost no loss years

Key figures

· Growth — Latest revenue: $14.7B · 5-yr revenue CAGR: 12.7% · Straight growth years: 16

· Lynch PEG — P/E: 15.40 · 5-yr EPS growth: 18.9% · PEG: 0.81

· Neff Total Return Ratio — EPS growth: 18.9% · Dividend yield: 2.7% · P/E: 15.40 · Neff ratio: 1.41

· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 2.08 · Operating cash flow: $3.6B · Net income: $1.8B

· Shareholder Yield — Shareholder yield: 3.5% · of which dividends: 2.6% · of which buybacks: 1.0%

· Earnings Stability — Earnings variation (CV): 0.46 · Loss years (of 10): 0 · Latest net income: $1.8B

Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.

Signal record

13F signal (2021 Q3 – 2026 Q1)EventsWin rateAvg returnSPYExcess
Heavy accumulation — 3+ tracked funds increased together366.7%+4.0%+5.2%-1.2%

Measured from SEC 13F filings: entry at each quarter’s filing deadline (the first day the list was public), exit one quarter later, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.

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