W. R. Berkley Corporation (WRB)
Greenwich, CT, US
W. R. Berkley Corporation functions as an insurance holding company, primarily underwriting commercial policies across the United States and globally. Its extensive operations are divided into two principal divisions: Insurance, and Reinsurance & Monoline Excess. The Insurance segment delivers a wide spectrum of commercial insurance solutions. This includes foundational coverages such as general liability, property, commercial auto, and professional liability, alongside specialized offerings like workers' compensation, environmental policies for diverse businesses, directors and officers (D&O) liability, cyber risk protection, and niche policies for fine arts and jewelry. The segment also extends to personal lines, providing home and automobile insurance, and specialized liability products for sectors such as law enforcement and public officials. Additionally, it offers accident and health insurance, group life, and crime and fidelity products, coupled with risk management and alternative risk program services. The Reinsurance & Monoline Excess segment focuses on assisting other insurance carriers and self-insured entities in effectively managing their overall risk exposure. This is accomplished through both treaty reinsurance, which handles portfolios of policies, and facultative reinsurance, designed for individual risks. Founded in 1967, W. R. Berkley Corporation is headquartered in Greenwich, Connecticut.
Based on only 1 article — low confidence
No mergers or acquisitions recorded for this company.
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 2019-12-04 | — | Active |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.18% | -5.78% | -4.92% | -11.38% | -18.21% | -9.38% | -15.47% | +71.17% | +84.01% | +275.98% | +38,982.30% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | -2 |
| Hold | 13 | 0 |
| Sell | 2 | -1 |
| Strong Sell | 2 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 3 |
69.00
-2.1%
|
| Last Year | 24 |
73.17
+3.8%
|
| All Time | 44 |
69.66
-1.1%
|
-
Revenue growth Insurance - Property & Casualty: +14.1%+7.8% Q1'26: +4.0% (vs Q1'25)
-
EPS growth Insurance - Property & Casualty: +27.5%+2.1% Q1'26: +26.0% (vs Q1'25)
-
FCF margin FCF growth · Insurance - Property & Casualty: +25.6%+25.8% Q1'26: +18.1% (vs Q1'25)
-
EBIT margin Insurance - Property & Casualty: +16.3%+16.4% ★ Q1'26: +17.6% (vs Q1'25)
-
ROIC Insurance - Property & Casualty: +7.9%— Q1'26: -13.3% (vs Q1'25)
-
Share dilution Insurance - Property & Casualty: +0.4%-1.0% ★ Q1'26: -1.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Insurance - Property & Casualty: -0.10×1.20× ★ Q1'26: 1.10× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 1998 actual |
Dec 2000 actual |
Dec 2001 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 5 Rev. Ana. 12 EPS Ana. |
Dec 2027 5 Rev. Ana. 11 EPS Ana. |
Dec 2028 3 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
1.58B
est: 1.70B (-6.9%)
|
1.78B
est: 1.69B (+5.4%)
|
1.94B
est: 1.65B (+17.7%)
|
2.57B
est: 460.15M (+457.7%)
|
3.63B
est: 2.58B (+40.6%)
|
4.51B
est: 4.02B (+12.2%)
|
5.00B
est: 4.21B (+18.8%)
|
5.39B
est: 4.57B (+17.9%)
|
5.59B
est: 4.79B (+16.7%)
|
4.71B
est: 4.62B (+2.0%)
|
4.43B
est: 4.34B (+2.0%)
|
4.51B
est: 3.97B (+13.5%)
|
4.91B
est: 4.22B (+16.3%)
|
5.82B
est: 4.41B (+32.0%)
|
6.41B
est: 5.49B (+16.7%)
|
7.54B
est: 5.81B (+29.7%)
|
7.21B
est: 6.04B (+19.3%)
|
7.65B
est: 6.47B (+18.3%)
|
8.01B
est: 6.34B (+26.3%)
|
7.69B
est: 6.38B (+20.6%)
|
7.90B
est: 6.62B (+19.4%)
|
8.10B
est: 6.92B (+17.1%)
|
9.46B
est: 8.04B (+17.5%)
|
11.17B
est: 9.56B (+16.9%)
|
12.14B
est: 12.82B (-5.3%)
|
13.64B
est: 11.51B (+18.5%)
|
14.71B
est: 12.45B (+18.1%)
|
12.83B
12.63B – 12.91B
+3.0% YoY
|
13.37B
13.28B – 13.46B
+4.2% YoY
|
14.04B
14.01B – 14.07B
+5.0% YoY
|
| EBITDA |
134.26M
est: 178.30M (-24.7%)
|
110.15M
est: 114.78M (-4.0%)
|
-88.18M
est: -179.83M (+51.0%)
|
322.85M
est: 296.95M (+8.7%)
|
564.36M
est: 532.20M (+6.0%)
|
759.77M
est: 726.44M (+4.6%)
|
919.52M
est: 827.81M (+11.1%)
|
1.15B
est: 1.09B (+5.6%)
|
1.26B
est: 1.20B (+4.8%)
|
494.90M
est: 556.24M (-11.0%)
|
549.09M
est: 535.77M (+2.5%)
|
788.75M
est: 761.11M (+3.6%)
|
713.61M
est: 673.73M (+5.9%)
|
931.65M
est: 782.64M (+19.0%)
|
925.16M
est: 876.65M (+5.5%)
|
1.17B
est: 1.03B (+13.5%)
|
948.12M
est: 878.55M (+7.9%)
|
1.12B
est: 1.07B (+5.1%)
|
1.03B
est: 1.01B (+2.1%)
|
1.10B
est: 873.98M (+25.9%)
|
1.12B
est: 960.34M (+16.6%)
|
990.40M
est: 1.03B (-4.2%)
|
1.56B
est: 1.13B (+38.4%)
|
1.91B
est: 1.24B (+53.7%)
|
1.86B
est: 2.09B (-10.7%)
|
2.22B
est: 1.87B (+18.6%)
|
2.37B
est: 2.02B (+17.2%)
|
2.09B
2.05B – 2.10B
+3.0% YoY
|
2.17B
2.16B – 2.19B
+4.2% YoY
|
2.28B
2.28B – 2.29B
+5.0% YoY
|
| EBIT |
111.60M
est: 256.04M (-56.4%)
|
88.45M
est: 254.44M (-65.2%)
|
-105.68M
est: 248.38M (-142.5%)
|
304.91M
est: 69.28M (+340.1%)
|
544.04M
est: 388.71M (+40.0%)
|
704.94M
est: 605.37M (+16.4%)
|
856.46M
est: 633.19M (+35.3%)
|
1.08B
est: 688.72M (+57.0%)
|
1.18B
est: 721.05M (+63.8%)
|
410.95M
est: 695.20M (-40.9%)
|
470.22M
est: 654.13M (-28.1%)
|
705.88M
est: 598.06M (+18.0%)
|
625.60M
est: 635.72M (-1.6%)
|
828.23M
est: 664.41M (+24.7%)
|
822.07M
est: 826.95M (-0.6%)
|
1.08B
est: 875.35M (+23.4%)
|
862.98M
est: 909.46M (-5.1%)
|
1.04B
est: 973.99M (+6.5%)
|
920.07M
est: 954.78M (-3.6%)
|
969.28M
est: 960.22M (+0.9%)
|
1.01B
est: 996.86M (+1.0%)
|
855.34M
est: 1.04B (-17.9%)
|
1.43B
est: 1.21B (+18.1%)
|
1.85B
est: 1.44B (+28.6%)
|
1.88B
est: 2.31B (-18.7%)
|
2.39B
est: 2.08B (+15.1%)
|
2.41B
est: 2.25B (+7.0%)
|
2.31B
2.28B – 2.33B
+3.0% YoY
|
2.41B
2.40B – 2.43B
+4.2% YoY
|
2.53B
2.53B – 2.54B
+5.0% YoY
|
| Net Income |
58.76M
est: 72.32M (-18.7%)
|
34.08M
est: 37.37M (-8.8%)
|
-91.55M
est: -172.39M (+46.9%)
|
175.05M
est: 161.42M (+8.4%)
|
337.22M
est: 318.92M (+5.7%)
|
438.11M
est: 421.06M (+4.0%)
|
544.89M
est: 491.75M (+10.8%)
|
699.52M
est: 663.68M (+5.4%)
|
766.24M
est: 731.70M (+4.7%)
|
281.14M
est: 318.11M (-11.6%)
|
309.06M
est: 296.73M (+4.2%)
|
446.41M
est: 431.28M (+3.5%)
|
391.21M
est: 370.30M (+5.6%)
|
510.59M
est: 428.84M (+19.1%)
|
499.93M
est: 476.17M (+5.0%)
|
648.88M
est: 568.58M (+14.1%)
|
503.69M
est: 466.80M (+7.9%)
|
601.92M
est: 573.59M (+4.9%)
|
549.09M
est: 537.92M (+2.1%)
|
640.75M
est: 512.48M (+25.0%)
|
681.94M
est: 576.61M (+18.3%)
|
530.67M
est: 527.90M (+0.5%)
|
1.02B
est: 743.89M (+37.5%)
|
1.38B
est: 818.28M (+68.8%)
|
1.38B
est: 1.55B (-10.6%)
|
1.76B
est: 1.61B (+9.0%)
|
1.78B
est: 1.72B (+3.3%)
|
1.89B
1.79B – 1.92B
+10.0% YoY
|
1.95B
1.76B – 2.00B
+3.2% YoY
|
2.06B
2.03B – 2.07B
+5.3% YoY
|
| SGA |
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
1.48B
|
1.44B
est: 1.54B (-6.4%)
|
1.50B
est: 1.44B (+4.2%)
|
1.62B
est: 1.51B (+7.2%)
|
—
est: 1.21B (-100.0%)
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
— – —
|
—
— – —
|
—
— – —
|
| EPS |
0.14
est: 0.45 (-68.9%)
|
0.12
est: 0.19 (-36.8%)
|
-0.27
est: 0.08 (-460.0%)
|
0.45
est: 0.52 (-13.5%)
|
0.80
est: 0.87 (-8.0%)
|
1.03
est: 1.27 (-18.9%)
|
1.27
est: 1.48 (-14.2%)
|
1.62
est: 2.07 (-21.7%)
|
1.80
est: 2.41 (-25.3%)
|
0.75
est: 2.42 (-69.0%)
|
0.86
est: 1.61 (-46.6%)
|
1.33
est: 1.66 (-19.9%)
|
1.26
est: 1.23 (+2.4%)
|
1.65
est: 1.34 (+23.1%)
|
1.09
est: 1.86 (-41.4%)
|
1.50
est: 2.51 (-40.2%)
|
1.20
est: 0.99 (+21.7%)
|
1.45
est: 1.00 (+44.8%)
|
1.30
est: 0.71 (+83.8%)
|
1.48
est: 1.16 (+27.4%)
|
1.59
est: 1.35 (+17.9%)
|
1.26
est: 0.97 (+30.2%)
|
2.46
est: 2.14 (+15.0%)
|
3.33
est: 2.87 (+15.8%)
|
3.40
est: 3.84 (-11.4%)
|
4.39
est: 4.03 (+8.9%)
|
4.48
est: 4.30 (+4.2%)
|
4.68
4.48 – 4.81
+9.0% YoY
|
4.82
4.41 – 5.00
+2.9% YoY
|
5.15
5.10 – 5.18
+6.8% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-27 | UBS | Neutral | Neutral | Maintain |
| 2026-04-23 | BMO Capital | Underperform | Market Perform | Upgrade |
| 2026-04-22 | Wells Fargo | Equal Weight | Equal Weight | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-27 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-26 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-22 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-21 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-20 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-19 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-18 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-15 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-14 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-13 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-12 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-11 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-08 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-07 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-06 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-05 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-04 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-01 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-30 | B- | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-29 | B- | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-28 | B- | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-27 | B- | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-24 | B- | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-23 | B- | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-22 | B- | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-21 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group - 23-1945930 | 15.67M | 8.87% | — | 219.4K | 15.10M | 565.1K | IA | — | 2022-02-10 | ↗ |
| 2 | Morgan Stanley | 10.34M | 3.90% | — | 9.87M | — | 10.34M | HC, CO | Delaware. | 2022-12-12 | ↗ |
| 3 | (1) BlackRock, Inc. | 9.57M | 5.40% | 8.34M | — | 9.57M | — | HC | Delaware | 2022-02-01 | ↗ |
| 4 | Eaton Vance Management 04-3101341 | 8.56M | 11.00% | 8.56M | — | 8.56M | — | IA | United States of America | 2019-02-15 | ↗ |
| 5 | Tax ID # 57-1156902 | 6.86M | 3.74% | — | — | — | — | IA | State of Delaware | 2020-02-10 | ↗ |
| 6 | Eagle Capital Management, LLC | 6.68M | 5.50% | 5.55M | — | 6.68M | — | IA | New Jersey, United States | 2017-02-14 | ↗ |
| 7 | Investment Strategies, LLC, "Goldman Sachs Asset Management") | 5.20M | 3.60% | — | 4.80M | — | 5.20M | IA | Delaware | 2011-02-11 | ↗ |
| 8 | Berkley Insurance Company | 1.04M | 7.60% | — | 1.04M | — | — | IC, CO | Delaware | 2024-11-06 | ↗ |
| 9 | Engaged Capital Master Feeder I, LP | 925.5K | 4.10% | 77.2K | 26.9K | 8.98M | 91.4K | PN | Pennsylvania For | 2018-02-12 | ↗ |
| 10 | W. R. Berkley Corporation | 283.5K | 5.20% | — | 283.5K | — | — | CO | Delaware | 2024-11-06 | ↗ |
| 11 | CS First Boston, Inc. | — | 0.00% | 97.3K | 8.8K | 7.10M | 101.3K | HC | Pennsylvania For | 2016-02-11 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MITSUI SUMITOMO INSURANCE CO LTD | 50.53M +50.5M (+100.0%) | 3.54T +3.5T (+100.0%) | 12.74% +12.737 pp | 100.00% +100.000 pp | USD70.12 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 37.03M +309.8K (+0.8%) | 2.60B -217.0M (-7.7%) | 9.34% +0.085 pp | 0.04% -0.005 pp | USD21.77 +222.1% | 84 qtrs — |
| 3 | BLACKROCK, INC. | 25.06M +285.7K (+1.2%) | 1.76B -141.0M (-7.4%) | 6.32% +0.077 pp | 0.03% -0.004 pp | USD57.66 +21.6% | 6 qtrs — |
| 4 | STATE STREET CORP | 14.92M -4.7K (0.0%) | 1.05B -97.3M (-8.5%) | 3.76% +0.002 pp | 0.04% -0.005 pp | USD23.37 +200.0% | 51 qtrs — |
| 5 | MORGAN STANLEY | 9.80M -2.0M (-17.0%) | 687.06M -217.4M (-24.0%) | 2.47% -0.503 pp | 0.04% -0.014 pp | USD46.44 +51.0% | 51 qtrs — |
| 6 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 8.71M -785.3K (-8.3%) | 610.69M -116.8M (-16.1%) | 2.20% -0.196 pp | 1.64% -0.134 pp | USD33.28 +110.7% | 43 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 8.35M +4.5K (+0.1%) | 586.98M -53.3M (-8.3%) | 2.10% +0.003 pp | 0.04% -0.005 pp | USD31.69 +121.3% | 78 qtrs — |
| 8 | NORGES BANK | 6.21M +6.2M (+100.0%) | 435.75M +435.8M (+100.0%) | 1.57% +1.567 pp | 0.05% +0.047 pp | USD70.12 +0.0% | 1 qtrs NEW |
| 9 | INVESCO LTD. | 4.91M +20.5K (+0.4%) | 344.52M -30.4M (-8.1%) | 1.24% +0.006 pp | 0.05% -0.006 pp | USD51.29 +36.7% | 57 qtrs — |
| 10 | WELLS FARGO & COMPANY/MN | 3.99M +85.2K (+2.2%) | 279.80M -19.4M (-6.5%) | 1.01% +0.022 pp | 0.05% -0.006 pp | USD45.75 +53.3% | 57 qtrs — |
| 11 | DIMENSIONAL FUND ADVISORS LP | 3.64M -73.0K (-2.0%) | 255.14M -29.2M (-10.3%) | 0.92% -0.018 pp | 0.05% -0.008 pp | USD33.48 +109.4% | 51 qtrs — |
| 12 | FIRST TRUST ADVISORS LP | 3.60M -625.7K (-14.8%) | 252.09M -71.3M (-22.1%) | 0.91% -0.157 pp | 0.18% -0.058 pp | USD67.47 +3.9% | 51 qtrs — |
| 13 | JANUS HENDERSON GROUP PLC | 3.56M -3.4M (-48.7%) | 249.47M -282.3M (-53.1%) | 0.90% -0.851 pp | 0.11% -0.131 pp | USD27.29 +156.9% | 69 qtrs — |
| 14 | UBS GROUP AG | 3.51M +906.1K (+34.9%) | 245.83M +46.6M (+23.4%) | 0.88% +0.229 pp | 0.04% +0.009 pp | USD59.06 +18.7% | 45 qtrs — |
| 15 | JPMORGAN CHASE & CO | 2.96M -2.0M (-39.8%) | 207.55M -168.9M (-44.9%) | 0.75% -0.492 pp | 0.01% -0.010 pp | USD34.55 +103.0% | 51 qtrs — |
| 16 | NORTHERN TRUST CORP | 2.89M -124.8K (-4.1%) | 202.53M -28.3M (-12.3%) | 0.73% -0.031 pp | 0.03% -0.004 pp | USD26.24 +167.2% | 51 qtrs — |
| 17 | ROYAL LONDON ASSET MANAGEMENT LTD | 2.79M +26.7K (+1.0%) | 195.66M -16.1M (-7.6%) | 0.70% +0.007 pp | 0.41% -0.044 pp | USD68.66 +2.1% | 31 qtrs — |
| 18 | GOLDMAN SACHS GROUP INC | 2.76M +1.1M (+70.8%) | 193.26M +69.6M (+56.3%) | 0.69% +0.288 pp | 0.02% +0.009 pp | USD61.02 +14.9% | 73 qtrs — |
| 19 | PRINCIPAL FINANCIAL GROUP INC | 2.71M -2.5M (-48.3%) | 189.88M -211.7M (-52.7%) | 0.68% -0.638 pp | 0.10% -0.106 pp | USD56.01 +25.2% | 81 qtrs — |
| 20 | POLAR CAPITAL HOLDINGS PLC | 2.45M -305.0K (-11.1%) | 171.44M -39.3M (-18.6%) | 0.62% -0.076 pp | 0.66% -0.352 pp | USD31.79 +120.6% | 21 qtrs — |
| 21 | BANK OF AMERICA CORP /DE/ | 2.35M -217.1K (-8.4%) | 165.06M -31.9M (-16.2%) | 0.59% -0.054 pp | 0.01% -0.001 pp | USD53.38 +31.4% | 52 qtrs — |
| 22 | 1832 ASSET MANAGEMENT L.P. | 2.32M -73.5K (-3.1%) | 162.93M -20.7M (-11.3%) | 0.59% -0.018 pp | 0.12% -0.021 pp | USD31.55 +122.3% | 34 qtrs — |
| 23 | UBS ASSET MANAGEMENT AMERICAS INC | 2.22M +2.2M (+35,572.5%) | 155.66M +155.2M (+32,546.3%) | 0.56% +0.558 pp | 0.03% +0.033 pp | USD70.04 +0.1% | 81 qtrs — |
| 24 | BANK OF NEW YORK MELLON CORP | 2.20M +466.5K (+26.9%) | 154.39M +21.4M (+16.1%) | 0.56% +0.118 pp | 0.03% +0.002 pp | USD30.87 +127.1% | 66 qtrs — |
| 25 | LEGAL & GENERAL GROUP PLC | 2.06M -73.7K (-3.5%) | 144.51M -19.0M (-11.6%) | 0.52% -0.018 pp | 0.03% -0.005 pp | USD34.42 +103.7% | 75 qtrs — |
| 26 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.88M +19.1K (+1.0%) | 131.61M -10.7M (-7.5%) | 0.47% +0.005 pp | 0.02% -0.002 pp | USD28.26 +148.1% | 93 qtrs — |
| 27 | HSBC HOLDINGS PLC | 1.74M +885.4K (+104.1%) | 121.93M +56.9M (+87.6%) | 0.44% +0.223 pp | 0.06% +0.026 pp | USD57.25 +22.5% | 54 qtrs — |
| 28 | AQR CAPITAL MANAGEMENT LLC | 1.73M +80.1K (+4.9%) | 121.24M -4.9M (-3.9%) | 0.44% +0.021 pp | 0.06% -0.017 pp | USD53.33 +31.5% | 60 qtrs — |
| 29 | MADISON ASSET MANAGEMENT, LLC | 1.72M -106.5K (-5.8%) | 120.93M -19.4M (-13.8%) | 0.43% -0.027 pp | 1.39% -0.157 pp | USD42.30 +65.8% | 25 qtrs — |
| 30 | CHILTON INVESTMENT CO INC. | 1.64M -18.8K (-1.1%) | 114.88M -12.1M (-9.5%) | 0.41% -0.004 pp | 2.40% -0.188 pp | USD47.29 +48.3% | 14 qtrs — |
| 31 | ROYAL BANK OF CANADA | 1.57M -134.7K (-7.9%) | 109.88M -20.5M (-15.7%) | 0.40% -0.034 pp | 0.02% -0.004 pp | USD39.66 +76.8% | 51 qtrs — |
| 32 | EULAV ASSET MANAGEMENT | 1.30M +— (+0.0%) | 90.84M -8.4M (-8.5%) | 0.33% +0.000 pp | 2.42% +0.116 pp | USD33.52 +109.2% | 29 qtrs — |
| 33 | FMR LLC | 1.27M +980.9K (+339.9%) | 89.02M +66.9M (+302.5%) | 0.32% +0.247 pp | 0.00% +0.003 pp | USD68.31 +2.6% | 62 qtrs — |
| 34 | RAYMOND JAMES FINANCIAL INC | 1.19M -129.8K (-9.8%) | 83.59M -17.7M (-17.5%) | 0.30% -0.033 pp | 0.03% -0.007 pp | USD58.52 +19.8% | 5 qtrs — |
| 35 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 1.18M -50.0K (-4.1%) | 82.85M -11.5M (-12.2%) | 0.30% -0.012 pp | 1.24% -0.105 pp | USD25.46 +175.4% | 64 qtrs — |
| 36 | DUNDAS PARTNERS LLP | 1.16M -20.1K (-1.7%) | 81.44M -9.1M (-10.0%) | 0.29% -0.005 pp | 5.74% -0.657 pp | USD39.98 +75.4% | 24 qtrs — |
| 37 | NATIXIS ADVISORS, L.P. | 1.16M -66.0K (-5.4%) | 81.32M -12.6M (-13.4%) | 0.29% -0.016 pp | 0.12% -0.022 pp | USD55.61 +26.1% | 31 qtrs — |
| 38 | ANCHOR CAPITAL ADVISORS LLC | 1.13M -27.0K (-2.3%) | 78.98M -9.4M (-10.6%) | 0.28% -0.007 pp | 2.29% -0.269 pp | USD36.77 +90.7% | 24 qtrs — |
| 39 | CORNERSTONE INVESTMENT PARTNERS, LLC | 1.10M +133.8K (+13.9%) | 77.11M +3.1M (+4.2%) | 0.28% +0.034 pp | 2.99% -0.103 pp | USD71.87 -2.4% | 10 qtrs — |
| 40 | BARCLAYS PLC | 1.05M -423.9K (-28.8%) | 73.32M -10.0M (-12.1%) | 0.26% -0.107 pp | 0.02% -0.004 pp | USD49.91 +40.5% | 51 qtrs — |
| 41 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.04M +469.5K (+82.4%) | 72.85M +29.2M (+67.0%) | 0.26% +0.118 pp | 0.04% +0.015 pp | USD61.46 +14.1% | 15 qtrs — |
| 42 | CAPTRUST FINANCIAL ADVISORS | 948.2K -5.3K (-0.6%) | 66.49M -6.6M (-9.0%) | 0.24% -0.001 pp | 0.13% -0.023 pp | USD69.78 +0.5% | 23 qtrs — |
| 43 | — | 921.4K +921.4K (+100.0%) | 65.23M +65.2M (+100.0%) | 0.23% +0.232 pp | 0.19% +0.185 pp | USD70.12 +0.0% | 1 qtrs NEW |
| 44 | ENVESTNET ASSET MANAGEMENT INC | 917.6K -339.6K (-27.0%) | 64.34M -32.0M (-33.2%) | 0.23% -0.085 pp | 0.02% -0.009 pp | USD44.61 +57.2% | 45 qtrs — |
| 45 | DEUTSCHE BANK AG\ | 867.2K -76.5K (-8.1%) | 60.81M -11.5M (-15.9%) | 0.22% -0.019 pp | 0.02% -0.004 pp | USD47.34 +48.1% | 50 qtrs — |
| 46 | SWISS NATIONAL BANK | 831.5K -43.3K (-4.9%) | 58.30M -8.7M (-13.0%) | 0.21% -0.011 pp | 0.03% -0.004 pp | USD26.75 +162.1% | 51 qtrs — |
| 47 | BRANDES INVESTMENT PARTNERS, LP | 818.0K -170.8K (-17.3%) | 57.36M -18.4M (-24.3%) | 0.21% -0.043 pp | 0.44% -0.171 pp | USD44.40 +57.9% | 12 qtrs — |
| 48 | AMUNDI | 804.0K +218.9K (+37.4%) | 56.38M +11.3M (+25.2%) | 0.20% +0.055 pp | 0.02% +0.001 pp | USD56.77 +23.5% | 19 qtrs — |
| 49 | PARNASSUS INVESTMENTS, LLC | 793.7K -67.1K (-7.8%) | 55.65M -10.3M (-15.6%) | 0.20% -0.017 pp | 0.14% -0.008 pp | USD58.33 +20.2% | 8 qtrs — |
| 50 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 773.3K -346.2K (-30.9%) | 54.22M -31.6M (-36.8%) | 0.19% -0.087 pp | 0.03% -0.020 pp | USD37.73 +85.8% | 58 qtrs — |
| 51 | CERITY PARTNERS LLC | 747.7K +316.8K (+73.5%) | 52.43M +19.4M (+58.8%) | 0.19% +0.080 pp | 0.08% +0.023 pp | USD60.65 +15.6% | 15 qtrs — |
| 52 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 717.4K -11.4K (-1.6%) | 50.30M -5.5M (-9.9%) | 0.18% -0.003 pp | 0.03% -0.003 pp | USD22.78 +207.8% | 59 qtrs — |
| 53 | STIFEL FINANCIAL CORP | 703.0K -138.6K (-16.5%) | 49.30M -15.2M (-23.6%) | 0.18% -0.035 pp | 0.04% -0.015 pp | USD35.22 +99.1% | 48 qtrs — |
| 54 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 685.2K +367.2K (+115.5%) | 48.04M +23.7M (+97.2%) | 0.17% +0.093 pp | 0.08% +0.038 pp | USD63.12 +11.1% | 40 qtrs — |
| 55 | TRUIST FINANCIAL CORP | 685.0K -602.3K (-46.8%) | 48.03M -50.6M (-51.3%) | 0.17% -0.152 pp | 0.06% -0.069 pp | USD47.89 +46.4% | 25 qtrs — |
| 56 | BLOOMBERGSEN INC. | 679.9K -52.6K (-7.2%) | 47.68M -8.5M (-15.1%) | 0.17% -0.013 pp | 3.48% +0.000 pp | USD27.85 +151.8% | 22 qtrs — |
| 57 | MRAZ, AMERINE & ASSOCIATES, INC. | 633.3K +9.1K (+1.5%) | 44.41M -3.4M (-7.2%) | 0.16% +0.002 pp | 6.60% -0.852 pp | USD30.26 +131.7% | 57 qtrs — |
| 58 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 634.2K +41.1K (+6.9%) | 43.99M -1.5M (-3.2%) | 0.16% +0.011 pp | 0.03% -0.003 pp | USD50.79 +38.1% | 58 qtrs — |
| 59 | RHUMBLINE ADVISERS | 619.8K -38.9K (-5.9%) | 43.47M -7.0M (-13.9%) | 0.16% -0.010 pp | 0.04% -0.005 pp | USD29.58 +137.1% | 51 qtrs — |
| 60 | NUVEEN, LLC | 600.6K -1.2K (-0.2%) | 42.12M -4.0M (-8.7%) | 0.15% 0.000 pp | 0.01% -0.001 pp | USD71.24 -1.6% | 4 qtrs — |
| 61 | BNP PARIBAS ARBITRAGE, SNC | 581.5K +107.4K (+22.7%) | 40.77M +4.4M (+12.2%) | 0.15% +0.027 pp | 0.02% -0.001 pp | USD62.35 +12.5% | 51 qtrs — |
| 62 | VICTORY CAPITAL MANAGEMENT INC | 541.9K -118.8K (-18.0%) | 38.00M -12.6M (-24.9%) | 0.14% -0.030 pp | 0.02% -0.008 pp | USD33.87 +107.0% | 50 qtrs — |
| 63 | MAREN CAPITAL LLC | 536.5K -527.4K (-49.6%) | 37.62M -43.9M (-53.8%) | 0.14% -0.133 pp | 2.02% -2.515 pp | USD50.34 +39.3% | 9 qtrs — |
| 64 | CITIGROUP INC | 536.4K +141.3K (+35.8%) | 37.61M +7.3M (+24.3%) | 0.14% +0.036 pp | 0.02% +0.003 pp | USD56.47 +24.2% | 108 qtrs — |
| 65 | DANSKE BANK A/S | 508.9K +40.6K (+8.7%) | 35.68M -194.2K (-0.5%) | 0.13% +0.010 pp | 0.08% -0.006 pp | USD73.35 -4.4% | 8 qtrs — |
| 66 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 480.4K -694.5K (-59.1%) | 33.68M -56.3M (-62.6%) | 0.12% -0.175 pp | 0.03% -0.046 pp | USD50.09 +40.0% | 56 qtrs — |
| 67 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 479.1K +88.0K (+22.5%) | 33.60M +4.2M (+14.1%) | 0.12% +0.022 pp | 0.04% -0.038 pp | USD57.08 +22.8% | 16 qtrs — |
| 68 | RUSSELL INVESTMENTS GROUP, LTD. | 463.6K +149.9K (+47.8%) | 32.57M +8.5M (+35.6%) | 0.12% +0.038 pp | 0.04% +0.008 pp | USD54.12 +29.6% | 37 qtrs — |
| 69 | PRICE T ROWE ASSOCIATES INC /MD/ | 428.2K -10.6K (-2.4%) | 30.03M -3.6M (-10.7%) | 0.11% -0.003 pp | 0.00% 0.000 pp | USD31.84 +120.2% | 75 qtrs — |
| 70 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 383.5K +8.8K (+2.3%) | 26.89M -1.8M (-6.3%) | 0.10% +0.002 pp | 0.03% -0.003 pp | USD19.34 +262.6% | 52 qtrs — |
| 71 | APG ASSET MANAGEMENT N.V. | 447.2K -58.7K (-11.6%) | 26.70M -6.3M (-19.1%) | 0.11% -0.015 pp | 0.08% -0.017 pp | USD35.11 +99.7% | 51 qtrs — |
| 72 | AMERICA FIRST INVESTMENT ADVISORS, LLC | 379.4K -261.0 (-0.1%) | 26.60M -2.5M (-8.5%) | 0.10% +0.000 pp | 4.84% -0.559 pp | USD13.97 +401.9% | 51 qtrs — |
| 73 | AMERICAN CENTURY COMPANIES INC | 368.3K +66.9K (+22.2%) | 25.83M +2.7M (+11.8%) | 0.09% +0.017 pp | 0.01% +0.001 pp | USD53.37 +31.4% | 22 qtrs — |
| 74 | SG AMERICAS SECURITIES, LLC | 344.0K +320.0K (+1,332.7%) | 24.12M +22.3M (+1,211.1%) | 0.09% +0.081 pp | 0.03% +0.025 pp | USD69.60 +0.7% | 51 qtrs — |
| 75 | BANK OF NOVA SCOTIA | 343.8K +242.9K (+240.8%) | 24.11M +16.4M (+211.9%) | 0.09% +0.061 pp | 0.04% +0.022 pp | USD69.88 +0.3% | 25 qtrs — |
| 76 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 340.2K -84.4K (-19.9%) | 23.85M -8.7M (-26.7%) | 0.09% -0.021 pp | 0.09% -0.032 pp | USD39.23 +78.7% | 91 qtrs — |
| 77 | ZACKS INVESTMENT MANAGEMENT | 336.8K -1.9K (-0.6%) | 23.62M -2.3M (-9.0%) | 0.08% 0.000 pp | 0.19% -0.021 pp | USD58.34 +20.2% | 19 qtrs — |
| 78 | ALLIANCEBERNSTEIN L.P. | 327.4K -28.9K (-8.1%) | 22.95M -4.3M (-15.9%) | 0.08% -0.007 pp | 0.01% -0.001 pp | USD31.92 +119.7% | 61 qtrs — |
| 79 | WALLINGTON ASSET MANAGEMENT, LLC | 317.9K -603.0 (-0.2%) | 22.29M -2.1M (-8.7%) | 0.08% 0.000 pp | 2.83% -0.338 pp | USD22.80 +207.5% | 48 qtrs — |
| 80 | STANSBERRY ASSET MANAGEMENT, LLC | 301.1K -11.1K (-3.5%) | 21.12M -2.8M (-11.7%) | 0.08% -0.003 pp | 2.14% -0.364 pp | USD41.11 +70.6% | 33 qtrs — |
| 81 | LPL FINANCIAL LLC | 298.4K +43.1K (+16.9%) | 20.92M +1.4M (+7.0%) | 0.08% +0.011 pp | 0.01% +0.000 pp | USD51.77 +35.4% | 32 qtrs — |
| 82 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 298.4K +298.4K (+100.0%) | 20.92M +20.9M (+100.0%) | 0.08% +0.075 pp | 0.16% +0.164 pp | USD70.12 +0.0% | 1 qtrs NEW |
| 83 | CWM, LLC | 294.1K -11.6K (-3.8%) | 20.62M -2.8M (-12.0%) | 0.07% -0.003 pp | 0.06% -0.015 pp | USD48.21 +45.4% | 17 qtrs — |
| 84 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 282.3K +38.0K (+15.6%) | 19.79M +1.1M (+5.8%) | 0.07% +0.010 pp | 0.04% -0.001 pp | USD53.17 +31.9% | 32 qtrs — |
| 85 | GOTHAM ASSET MANAGEMENT, LLC | 281.1K +69.1K (+32.6%) | 19.71M +3.5M (+21.4%) | 0.07% +0.018 pp | 0.07% +0.001 pp | USD72.04 -2.7% | 25 qtrs — |
| 86 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 279.8K +2.6K (+1.0%) | 19.62M -1.6M (-7.6%) | 0.07% +0.001 pp | 0.13% -0.006 pp | USD64.31 +9.0% | 22 qtrs — |
| 87 | STEPHENS INC /AR/ | 274.0K +5.0K (+1.9%) | 19.21M -1.4M (-6.8%) | 0.07% +0.001 pp | 0.24% -0.024 pp | USD40.65 +72.5% | 40 qtrs — |
| 88 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 268.5K -81.0 (0.0%) | 18.83M -1.8M (-8.5%) | 0.07% +0.000 pp | 0.04% -0.004 pp | USD19.10 +267.1% | 51 qtrs — |
| 89 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 267.1K -38.7K (-12.6%) | 18.73M -4.7M (-20.1%) | 0.07% -0.010 pp | 0.03% -0.008 pp | USD15.45 +353.9% | 51 qtrs — |
| 90 | FRANKLIN RESOURCES INC | 267.1K +95.6K (+55.8%) | 18.73M +5.4M (+40.9%) | 0.07% +0.024 pp | 0.00% +0.001 pp | USD69.07 +1.5% | 51 qtrs — |
| 91 | BARLOW WEALTH PARTNERS, INC. | 269.7K +4.0K (+1.5%) | 18.46M -1.5M (-7.4%) | 0.07% +0.001 pp | 1.99% -0.226 pp | USD57.35 +22.3% | 8 qtrs — |
| 92 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 253.4K +299.0 (+0.1%) | 18.26M -1.1M (-5.8%) | 0.06% +0.000 pp | 0.03% -0.003 pp | USD59.62 +17.6% | 5 qtrs — |
| 93 | PHILOSMITH CAPITAL CORP | 260.4K +— (+0.0%) | 18.26M -1.7M (-8.5%) | 0.07% +0.000 pp | 5.02% -0.523 pp | USD32.52 +115.6% | 18 qtrs — |
| 94 | FAIRHOLME CAPITAL MANAGEMENT LLC | 260.2K -1.3K (-0.5%) | 18.24M -1.8M (-8.9%) | 0.07% 0.000 pp | 1.27% -0.345 pp | USD44.53 +57.5% | 11 qtrs — |
| 95 | BANK OF MONTREAL /CAN/ | 259.9K +13.7K (+5.6%) | 18.23M -641.2K (-3.4%) | 0.07% +0.004 pp | 0.01% -0.001 pp | USD48.89 +43.4% | 51 qtrs — |
| 96 | AVIVA PLC | 250.9K +14.7K (+6.2%) | 17.60M -507.4K (-2.8%) | 0.06% +0.004 pp | 0.03% -0.003 pp | USD71.89 -2.5% | 51 qtrs — |
| 97 | ILLINOIS MUNICIPAL RETIREMENT FUND | 250.7K +37.9K (+17.8%) | 17.58M +1.3M (+7.8%) | 0.06% +0.010 pp | 0.22% +0.012 pp | USD69.88 +0.3% | 16 qtrs — |
| 98 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 246.6K -17.5K (-6.6%) | 17.30M -2.8M (-13.8%) | 0.06% -0.004 pp | 0.03% +0.001 pp | USD43.20 +62.3% | 62 qtrs — |
| 99 | STATE OF WISCONSIN INVESTMENT BOARD | 246.6K -29.6K (-10.7%) | 17.29M -3.9M (-18.3%) | 0.06% -0.007 pp | 0.04% -0.010 pp | USD52.80 +32.8% | 42 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Invesco KBW Property & Casualty Insurance ETF KBWP | 3.95% | 10.35M | 0.35% |
| 2 | Gabelli Financial Services Opportunities ETF GABF | 2.84% | 1.43M | 0.90% |
| 3 | iShares U.S. Insurance ETF IAK | 2.30% | 10.89M | 0.38% |
| 4 | First Trust Dividend Strength ETF FTDS | 2.13% | 798.0K | 0.81% |
| 5 | First Trust Capital Strength ETF FTCS | 2.13% | 166.95M | 0.53% |
| 6 | First Trust Capital Strength UCITS ETF Accum A USD FTCS.L | 2.04% | 239.9K | 0.60% |
| 7 | SEI Enhanced Low Volatility U.S. Large Cap ETF SELV | 1.94% | 3.26M | 0.15% |
| 8 | SEI Enhanced U.S. Large Cap Momentum Factor ETF SEIM | 1.91% | 18.90M | 0.15% |
| 9 | State Street SPDR S&P Insurance ETF KIE | 1.82% | 10.13M | 0.35% |
| 10 | Invesco S&P 500 Equal Weight Financials ETF RSPF | 1.30% | 3.93M | 0.40% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-03 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 73,185 | 72.52 | 5.31M | 58,780,450 | D | ↗ |
| 2026-03-02 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 100,897 | 73.20 | 7.39M | 58,668,274 | D | ↗ |
| 2026-02-27 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 147,000 | 71.63 | 10.53M | 58,522,274 | D | ↗ |
| 2026-02-26 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 7,509 | 72.11 | 541.5K | 58,375,274 | D | ↗ |
| 2026-02-25 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 154,512 | 71.39 | 11.03M | 58,207,918 | D | ↗ |
| 2026-02-24 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 61,594 | 71.28 | 4.39M | 58,053,406 | D | ↗ |
| 2026-02-23 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 16,410 | 71.80 | 1.18M | 57,888,620 | D | ↗ |
| 2026-02-20 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 160,582 | 70.80 | 11.37M | 57,668,620 | D | ↗ |
| 2026-02-19 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 44,014 | 71.50 | 3.15M | 57,508,038 | D | ↗ |
| 2026-02-18 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 239,750 | 70.58 | 16.92M | 57,117,788 | D | ↗ |
| 2026-02-17 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 281,386 | 71.19 | 20.03M | 56,878,038 | D | ↗ |
| 2026-02-13 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 280 | 71.18 | 19.9K | 56,596,652 | D | ↗ |
| 2026-02-12 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 2,401 | 72.76 | 174.7K | 56,576,652 | D | ↗ |
| 2026-02-11 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 11,163 | 71.45 | 797.6K | 56,556,652 | D | ↗ |
| 2026-02-10 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 12,082 | 69.92 | 844.8K | 56,532,622 | D | ↗ |
| 2026-02-09 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 4,048 | 70.32 | 284.7K | 56,498,656 | D | ↗ |
| 2026-02-06 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 4,306 | 71.39 | 307.4K | 56,458,656 | D | ↗ |
| 2026-02-05 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 6,528 | 70.79 | 462.1K | 56,425,184 | D | ↗ |
| 2026-02-04 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 2,585 | 69.77 | 180.3K | 56,396,241 | D | ↗ |
| 2026-02-03 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 31,653 | 68.87 | 2.18M | 56,393,656 | D | ↗ |
| 2026-02-02 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 13,159 | 68.42 | 900.3K | 56,353,656 | D | ↗ |
| 2026-01-30 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 195,000 | 68.36 | 13.33M | 56,103,435 | D | ↗ |
| 2026-01-29 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 27,718 | 68.56 | 1.90M | 55,908,435 | D | ↗ |
| 2026-01-28 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 28,577 | 67.89 | 1.94M | 55,618,435 | D | ↗ |
| 2026-01-27 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 800 | 65.86 | 52.7K | 54,960,304 | D | ↗ |
| 2026-01-26 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 76,389 | 67.88 | 5.19M | 54,959,504 | D | ↗ |
| 2026-01-23 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 166,919 | 67.18 | 11.21M | 54,589,504 | D | ↗ |
| 2026-01-22 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 330,000 | 67.45 | 22.26M | 54,221,504 | D | ↗ |
| 2026-01-21 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 59,002 | 66.95 | 3.95M | 53,630,506 | D | ↗ |
| 2026-01-20 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 44,994 | 68.08 | 3.06M | 53,571,504 | D | ↗ |
| 2026-01-16 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 58,691 | 68.79 | 4.04M | 53,261,504 | D | ↗ |
| 2026-01-15 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 68,093 | 69.45 | 4.73M | 52,961,504 | D | ↗ |
| 2026-01-14 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 21,728 | 68.80 | 1.49M | 52,518,232 | D | ↗ |
| 2026-01-13 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 118,501 | 67.82 | 8.04M | 52,290,005 | D | ↗ |
| 2026-01-12 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 256,041 | 68.73 | 17.60M | 52,171,504 | D | ↗ |
| 2026-01-09 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 8,150 | 70.12 | 571.4K | 51,915,463 | D | ↗ |
| 2026-01-08 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 151,511 | 70.32 | 10.65M | 51,640,463 | D | ↗ |
| 2026-01-07 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 10,378 | 69.20 | 718.2K | 51,445,463 | D | ↗ |
| 2026-01-06 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 92,357 | 70.21 | 6.48M | 51,180,463 | D | ↗ |
| 2026-01-05 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 153,686 | 70.78 | 10.88M | 50,965,175 | D | ↗ |
| 2026-01-02 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 237,734 | 69.35 | 16.49M | 50,764,245 | D | ↗ |
| 2025-12-31 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 230,000 | 70.27 | 16.16M | 50,526,511 | D | ↗ |
| 2025-12-30 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 205,000 | 70.83 | 14.52M | 50,296,511 | D | ↗ |
| 2025-12-29 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 205,000 | 70.77 | 14.51M | 50,091,511 | D | ↗ |
| 2025-12-26 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 220,000 | 70.56 | 15.52M | 49,886,511 | D | ↗ |
| 2025-12-24 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 220,000 | 70.51 | 15.51M | 49,666,511 | D | ↗ |
| 2025-12-23 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 2,027 | 71.15 | 144.2K | 49,446,511 | D | ↗ |
| 2025-12-22 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 162,060 | 70.33 | 11.40M | 49,211,938 | D | ↗ |
| 2025-12-19 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 204,000 | 69.50 | 14.18M | 49,009,938 | D | ↗ |
| 2025-12-18 | SHIEL JAMES G | Officer | G-Gift | D | Common Stock | 1,250 | 0.00 | — | 797,197 | D | ↗ |
| 2025-12-18 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | P-Purchase | A | Common Stock | 204,350 | 69.38 | 14.18M | 48,805,938 | D | ↗ |
| 2025-12-04 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | — | — | Common Stock | 0 | 0.00 | — | 48,601,588 | D | ↗ |
| 2025-08-15 | Welt Philip S | Officer | F-InKind | D | Common Stock | 678 | 71.24 | 48.3K | 200,539 | D | ↗ |
| 2025-08-15 | Sgaglione Lucille T | Officer | F-InKind | D | Common Stock | 717 | 71.24 | 51.1K | 241,036 | D | ↗ |
| 2025-08-15 | SHIEL JAMES G | Officer | F-InKind | D | Common Stock | 744 | 71.24 | 53.0K | 798,447 | D | ↗ |
| 2025-08-15 | Baio Richard Mark | Officer | A-Award | A | Common Stock | 16,126 | 0.00 | — | 214,919 | D | ↗ |
| 2025-08-15 | BERKLEY WILLIAM R JR | Director / Officer | F-InKind | D | Common Stock | 4,696 | 71.24 | 334.5K | 4,552,770 | D | ↗ |
| 2025-08-15 | BERKLEY WILLIAM R | Director / Officer / 10% Owner | A-Award | A | Common Stock | 111,869 | 0.00 | — | 17,367,562 | D | ↗ |
| 2025-06-11 | Talisman Jonathan | Director | A-Award | A | Common Stock | 2,776 | 0.00 | — | 30,090 | D | ↗ |
| 2025-06-11 | Rusbuldt Robert Alan | Director | — | — | No securities are beneficially owned | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-06-11 | Mosley Daniel Lynn | Director | A-Award | A | Common Stock | 2,776 | 0.00 | — | 11,795 | D | ↗ |
| 2025-06-11 | Mattson Marie Angela | Director | A-Award | A | Common Stock | 2,776 | 0.00 | — | 6,577 | D | ↗ |
| 2025-06-11 | Ferre Maria Luisa | Director | A-Award | A | Common Stock | 2,776 | 0.00 | — | 56,144 | D | ↗ |
| 2025-06-11 | Farrell Mary C | Director | A-Award | A | Common Stock | 2,776 | 0.00 | — | 16,288 | D | ↗ |
| 2025-06-11 | BLAYLOCK RONALD E | Director | A-Award | A | Common Stock | 2,776 | 0.00 | — | 118,900 | D | ↗ |
| 2025-06-11 | BERKLEY WILLIAM R JR | Director / Officer | A-Award | A | Common Stock | 2,776 | 0.00 | — | 4,445,597 | D | ↗ |
| 2025-06-11 | BERKLEY WILLIAM R | Director / Officer / 10% Owner | A-Award | A | Common Stock | 2,776 | 0.00 | — | 17,255,693 | D | ↗ |
| 2025-06-11 | Augostini Christopher L | Director | A-Award | A | Common Stock | 2,776 | 0.00 | — | 106,769 | D | ↗ |
| 2025-01-08 | SHIEL JAMES G | Officer | G-Gift | D | Common Stock | 208,000 | 0.00 | — | 783,065 | D | ↗ |
| 2024-12-26 | SHIEL JAMES G | Officer | G-Gift | D | Common Stock | 1,500 | 0.00 | — | 991,065 | D | ↗ |
| 2024-08-15 | Welt Philip S | Officer | F-InKind | D | Common Stock | 735 | 57.75 | 42.4K | 185,091 | — | ↗ |
| 2024-08-15 | Sgaglione Lucille T | Officer | F-InKind | D | Common Stock | 776 | 57.75 | 44.8K | 225,627 | — | ↗ |
| 2024-08-15 | SHIEL JAMES G | Officer | F-InKind | D | Common Stock | 806 | 57.75 | 46.5K | 992,565 | — | ↗ |
| 2024-08-15 | Baio Richard Mark | Officer | F-InKind | D | Common Stock | 806 | 57.75 | 46.5K | 198,793 | — | ↗ |
| 2024-08-15 | BERKLEY WILLIAM R JR | Director / Officer | F-InKind | D | Common Stock | 5,055 | 57.75 | 291.9K | 4,442,821 | — | ↗ |
| 2024-08-15 | BERKLEY WILLIAM R | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 4,604 | 57.75 | 265.9K | 17,252,917 | — | ↗ |
| 2024-06-12 | Talisman Jonathan | Director | A-Award | A | Common Stock | 2,534 | 0.00 | — | 18,210 | — | ↗ |
| 2024-06-12 | SHAPIRO MARK L | Director | A-Award | A | Common Stock | 2,534 | 0.00 | — | 2,534 | — | ↗ |
| 2024-06-12 | Mosley Daniel Lynn | Director | A-Award | A | Common Stock | 2,534 | 0.00 | — | 6,013 | — | ↗ |
| 2024-06-12 | Mattson Marie Angela | Director | A-Award | A | Common Stock | 2,534 | 0.00 | — | 2,534 | — | ↗ |
| 2024-06-12 | Ferre Maria Luisa | Director | A-Award | A | Common Stock | 2,534 | 0.00 | — | 35,579 | — | ↗ |
| 2024-06-12 | Farrell Mary C | Director | A-Award | A | Common Stock | 2,534 | 0.00 | — | 9,008 | — | ↗ |
| 2024-06-12 | BLAYLOCK RONALD E | Director | A-Award | A | Common Stock | 2,534 | 0.00 | — | 77,416 | — | ↗ |
| 2024-06-12 | BERKLEY WILLIAM R JR | Director / Officer | A-Award | A | Common Stock | 2,534 | 0.00 | — | 2,884,966 | — | ↗ |
| 2024-06-12 | BERKLEY WILLIAM R | Director / Officer / 10% Owner | A-Award | A | Common Stock | 2,534 | 0.00 | — | 11,424,727 | — | ↗ |
| 2024-06-12 | Augostini Christopher L | Director | A-Award | A | Common Stock | 2,534 | 0.00 | — | 69,329 | — | ↗ |
| 2023-08-15 | Welt Philip S | Officer | F-InKind | D | Common Stock | 363 | 63.14 | 22.9K | 112,236 | — | ↗ |
| 2023-08-15 | Sgaglione Lucille T | Officer | F-InKind | D | Common Stock | 592 | 63.14 | 37.4K | 139,288 | — | ↗ |
| 2023-08-15 | SHIEL JAMES G | Officer | F-InKind | D | Common Stock | 601 | 63.14 | 37.9K | 650,599 | — | ↗ |
| 2023-08-15 | Baio Richard Mark | Officer | F-InKind | D | Common Stock | 564 | 63.14 | 35.6K | 121,419 | — | ↗ |
| 2023-08-15 | BERKLEY WILLIAM R JR | Director / Officer | F-InKind | D | Common Stock | 3,758 | 63.14 | 237.3K | 2,882,432 | — | ↗ |
| 2023-08-15 | BERKLEY WILLIAM R | Director / Officer / 10% Owner | A-Award | A | Common Stock | 89,507 | 0.00 | — | 11,425,610 | — | ↗ |
| 2023-06-14 | Talisman Jonathan | Director | A-Award | A | Common Stock | 3,479 | 0.00 | — | 15,676 | — | ↗ |
| 2023-06-14 | SHAPIRO MARK L | Director | A-Award | A | Common Stock | 3,479 | 0.00 | — | 3,479 | — | ↗ |
| 2023-06-14 | Mosley Daniel Lynn | Director | A-Award | A | Common Stock | 3,479 | 0.00 | — | 3,479 | — | ↗ |
| 2023-06-14 | Ferre Maria Luisa | Director | A-Award | A | Common Stock | 3,479 | 0.00 | — | 33,045 | — | ↗ |
| 2023-06-14 | Farrell Mary C | Director | A-Award | A | Common Stock | 3,479 | 0.00 | — | 3,479 | — | ↗ |
| 2023-06-14 | BLAYLOCK RONALD E | Director | A-Award | A | Common Stock | 3,479 | 0.00 | — | 74,882 | — | ↗ |
| 2023-06-14 | BERKLEY WILLIAM R JR | Director / Officer | A-Award | A | Common Stock | 3,479 | 0.00 | — | 2,796,683 | — | ↗ |
| 2023-06-14 | BERKLEY WILLIAM R | Director / Officer / 10% Owner | A-Award | A | Common Stock | 3,479 | 0.00 | — | 11,336,103 | — | ↗ |
| 2023-06-14 | Augostini Christopher L | Director | A-Award | A | Common Stock | 3,479 | 0.00 | — | 66,795 | — | ↗ |
| 2023-04-21 | Baio Richard Mark | Officer | A-Award | A | Common Stock | 1,750 | 57.00 | 99.8K | 109,709 | — | ↗ |
| 2023-01-20 | Talisman Jonathan | Director | L-Small | A | Common Stock | 4 | 69.24 | 276.96 | 570 | — | ↗ |
| 2023-01-01 | Mosley Daniel Lynn | — | — | — | — | — | — | — | 0 | — | ↗ |
| 2022-12-23 | Talisman Jonathan | Director | L-Small | A | Common Stock | 1 | 73.28 | 73.28 | 566 | — | ↗ |
| 2022-09-29 | Talisman Jonathan | Director | L-Small | A | Common Stock | 1 | 63.82 | 63.82 | 565 | — | ↗ |
| 2022-08-15 | Welt Philip S | Officer | F-InKind | D | Common Stock | 417 | 65.78 | 27.4K | 104,648 | — | ↗ |
| 2022-08-15 | Sgaglione Lucille T | Officer | A-Award | A | Common Stock | 14,526 | 0.00 | — | 127,441 | — | ↗ |
| 2022-08-15 | SHIEL JAMES G | Officer | F-InKind | D | Common Stock | 667 | 65.78 | 43.9K | 638,116 | — | ↗ |
| 2022-08-15 | Baio Richard Mark | Officer | A-Award | A | Common Stock | 11,914 | 0.00 | — | 108,506 | — | ↗ |
| 2022-08-15 | BERKLEY WILLIAM R JR | Officer | F-InKind | D | Common Stock | 4,172 | 65.78 | 274.4K | 2,793,204 | — | ↗ |
| 2022-08-15 | BERKLEY WILLIAM R | Officer | A-Award | A | Common Stock | 99,374 | 0.00 | — | 11,336,416 | — | ↗ |
| 2022-08-02 | Farrell Mary C | Director | L-Small | A | Common Stock | 48 | 61.47 | 3.0K | 301 | — | ↗ |
| 2022-08-01 | BROCKBANK MARK ELLWOOD | Director | P-Purchase | A | Common Stock | 1,434 | 61.85 | 88.7K | 6,000 | — | ↗ |
| 2022-07-29 | BROCKBANK MARK ELLWOOD | Director | P-Purchase | A | Common Stock | 4,566 | 62.00 | 283.1K | 4,566 | — | ↗ |
| 2022-07-05 | Talisman Jonathan | Director | P-Purchase | A | Common Stock | 6 | 67.60 | 405.57 | 564 | — | ↗ |
| 2022-06-15 | Talisman Jonathan | Director | A-Award | A | Common Stock | 2,995 | 0.00 | — | 12,197 | — | ↗ |
| 2022-06-15 | SHAPIRO MARK L | Director | A-Award | A | Common Stock | 2,995 | 0.00 | — | 2,995 | — | ↗ |
| 2022-06-15 | Ferre Maria Luisa | Director | A-Award | A | Common Stock | 2,995 | 0.00 | — | 29,566 | — | ↗ |
| 2022-06-15 | Farrell Mary C | Director | A-Award | A | Common Stock | 2,995 | 0.00 | — | 2,995 | — | ↗ |
| 2022-06-15 | BROCKBANK MARK ELLWOOD | Director | A-Award | A | Common Stock | 2,995 | 0.00 | — | 89,191 | — | ↗ |
| 2022-06-15 | BLAYLOCK RONALD E | Director | A-Award | A | Common Stock | 2,995 | 0.00 | — | 71,404 | — | ↗ |
| 2022-06-15 | BERKLEY WILLIAM R JR | Officer | A-Award | A | Common Stock | 2,995 | 0.00 | — | 2,698,002 | — | ↗ |
| 2022-06-15 | BERKLEY WILLIAM R | Officer | A-Award | A | Common Stock | 2,995 | 0.00 | — | 11,237,042 | — | ↗ |
| 2022-06-15 | Augostini Christopher L | Director | A-Award | A | Common Stock | 2,995 | 0.00 | — | 63,316 | — | ↗ |
| 2022-03-08 | Farrell Mary C | Director | L-Small | A | Common Stock | 86 | 60.65 | 5.2K | 253 | — | ↗ |
| 2021-12-31 | Talisman Jonathan | Director | — | D | Common Stock | 0 | 0.00 | — | 6,135 | — | ↗ |
| 2021-12-23 | BROCKBANK MARK ELLWOOD | Director | S-Sale | D | Common Stock | 25,000 | 80.31 | 2.01M | 802,659 | — | ↗ |
| 2021-12-01 | Talisman Jonathan | Director | M-Exempt | D | Phantom Stock | 681 | 0.00 | — | 0 | — | ↗ |
| 2021-12-01 | SHAPIRO MARK L | Director | D-Return | D | Common Stock | 5,768 | 77.73 | 448.3K | 0 | — | ↗ |
| 2021-12-01 | Pusey Leigh Ann | Director | M-Exempt | D | Phantom Stock | 2,547 | 0.00 | — | 0 | — | ↗ |
| 2021-12-01 | BROCKBANK MARK ELLWOOD | Director | M-Exempt | D | Phantom Stock | 38,301 | 0.00 | — | 0 | — | ↗ |
| 2021-12-01 | Augostini Christopher L | Director | M-Exempt | D | Phantom Stock | 6,708 | 0.00 | — | 0 | — | ↗ |
| 2021-08-16 | Welt Philip S | Officer | F-InKind | D | Common Stock | 138 | 74.35 | 10.3K | 67,586 | — | ↗ |
| 2021-08-16 | Sgaglione Lucille T | Officer | F-InKind | D | Common Stock | 251 | 74.35 | 18.7K | 75,276 | — | ↗ |
| 2021-08-16 | SHIEL JAMES G | Officer | A-Award | A | Common Stock | 7,226 | 0.00 | — | 416,516 | — | ↗ |
| 2021-08-16 | Baio Richard Mark | Officer | F-InKind | D | Common Stock | 202 | 74.35 | 15.0K | 64,393 | — | ↗ |
| 2021-08-16 | BERKLEY WILLIAM R JR | Director / Officer | F-InKind | D | Common Stock | 2,076 | 74.35 | 154.3K | 1,796,670 | — | ↗ |
| 2021-08-16 | BERKLEY WILLIAM R | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 1,887 | 74.35 | 140.3K | 7,489,363 | — | ↗ |
| 2021-08-05 | Welt Philip S | Officer | F-InKind | D | Common Stock | 78 | 72.23 | 5.6K | 67,724 | — | ↗ |
| 2021-08-05 | Sgaglione Lucille T | Officer | F-InKind | D | Common Stock | 104 | 72.23 | 7.5K | 68,301 | — | ↗ |
| 2021-08-05 | SHIEL JAMES G | Officer | F-InKind | D | Common Stock | 213 | 72.23 | 15.4K | 409,290 | — | ↗ |
| 2021-08-05 | Baio Richard Mark | Officer | F-InKind | D | Common Stock | 104 | 72.23 | 7.5K | 59,111 | — | ↗ |
| 2021-08-05 | BERKLEY WILLIAM R JR | Director / Officer | F-InKind | D | Common Stock | 1,281 | 72.23 | 92.5K | 1,749,308 | — | ↗ |
| 2021-08-05 | BERKLEY WILLIAM R | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 1,164 | 72.23 | 84.1K | 7,441,812 | — | ↗ |
| 2021-06-15 | Talisman Jonathan | Director | A-Award | A | Common Stock | 2,652 | 0.00 | — | 6,494 | — | ↗ |
| 2021-06-15 | SHAPIRO MARK L | Director | A-Award | A | Common Stock | 2,652 | 0.00 | — | 2,652 | — | ↗ |
| 2021-06-15 | Pusey Leigh Ann | Director | A-Award | A | Common Stock | 2,652 | 0.00 | — | 13,214 | — | ↗ |
| 2021-06-15 | Ferre Maria Luisa | Director | A-Award | A | Common Stock | 2,652 | 0.00 | — | 17,714 | — | ↗ |
| 2021-06-15 | Farrell Mary C | Director | A-Award | A | Common Stock | 2,652 | 0.00 | — | 2,652 | — | ↗ |
| 2021-06-15 | BROCKBANK MARK ELLWOOD | Director | A-Award | A | Common Stock | 2,652 | 0.00 | — | 57,464 | — | ↗ |
| 2021-06-15 | BLAYLOCK RONALD E | Director | A-Award | A | Common Stock | 2,652 | 0.00 | — | 45,606 | — | ↗ |
| 2021-06-15 | BERKLEY WILLIAM R JR | Director / Officer | A-Award | A | Common Stock | 2,652 | 0.00 | — | 1,720,077 | — | ↗ |
| 2021-06-15 | BERKLEY WILLIAM R | Director / Officer / 10% Owner | A-Award | A | Common Stock | 2,652 | 0.00 | — | 7,412,464 | — | ↗ |
| 2021-06-15 | Augostini Christopher L | Director | A-Award | A | Common Stock | 2,652 | 0.00 | — | 40,214 | — | ↗ |
| 2021-01-04 | Pusey Leigh Ann | Director | A-Award | A | Phantom Stock | 11 | 0.00 | — | 2,547 | — | ↗ |
| 2021-01-04 | BROCKBANK MARK ELLWOOD | Director | A-Award | A | Phantom Stock | 22 | 0.00 | — | 38,301 | — | ↗ |
| 2021-01-04 | Augostini Christopher L | Director | A-Award | A | Phantom Stock | 22 | 0.00 | — | 6,708 | — | ↗ |
| 2020-12-01 | Pusey Leigh Ann | Director | A-Award | A | Phantom Stock | 18 | 0.00 | — | 2,536 | — | ↗ |
| 2020-12-01 | BROCKBANK MARK ELLWOOD | Director | A-Award | A | Phantom Stock | 37 | 0.00 | — | 38,279 | — | ↗ |
| 2020-12-01 | Augostini Christopher L | Director | A-Award | A | Phantom Stock | 37 | 0.00 | — | 6,686 | — | ↗ |
| 2020-11-02 | Talisman Jonathan | Director | A-Award | A | Phantom Stock | 170 | 0.00 | — | 681 | — | ↗ |
| 2020-11-02 | Pusey Leigh Ann | Director | A-Award | A | Phantom Stock | 170 | 0.00 | — | 2,518 | — | ↗ |
| 2020-11-02 | BROCKBANK MARK ELLWOOD | Director | A-Award | A | Phantom Stock | 341 | 0.00 | — | 38,242 | — | ↗ |
| 2020-11-02 | Augostini Christopher L | Director | A-Award | A | Phantom Stock | 358 | 0.00 | — | 6,649 | — | ↗ |
| 2020-10-01 | BROCKBANK MARK ELLWOOD | Director | A-Award | A | Phantom Stock | 24 | 0.00 | — | 37,901 | — | ↗ |
| 2020-10-01 | Augostini Christopher L | Director | A-Award | A | Phantom Stock | 24 | 0.00 | — | 6,291 | — | ↗ |
| 2020-09-01 | Pusey Leigh Ann | Director | A-Award | A | Phantom Stock | 20 | 0.00 | — | 2,348 | — | ↗ |
| 2020-09-01 | BROCKBANK MARK ELLWOOD | Director | A-Award | A | Phantom Stock | 40 | 0.00 | — | 37,877 | — | ↗ |
| 2020-09-01 | Augostini Christopher L | Director | A-Award | A | Phantom Stock | 40 | 0.00 | — | 6,267 | — | ↗ |
| 2020-08-17 | Welt Philip S | Officer | F-InKind | D | Common Stock | 92 | 61.27 | 5.6K | 67,802 | — | ↗ |
| 2020-08-17 | Sgaglione Lucille T | Officer | A-Award | A | Common Stock | 3,804 | 0.00 | — | 68,574 | — | ↗ |
| 2020-08-17 | SHIEL JAMES G | Officer | A-Award | A | Common Stock | 3,804 | 0.00 | — | 405,211 | — | ↗ |
| 2020-08-17 | Baio Richard Mark | Officer | F-InKind | D | Common Stock | 115 | 61.27 | 7.0K | 56,398 | — | ↗ |
| 2020-08-17 | BERKLEY WILLIAM R JR | Director / Officer | F-InKind | D | Common Stock | 1,093 | 61.27 | 67.0K | 1,717,425 | — | ↗ |
| 2020-08-17 | BERKLEY WILLIAM R | Director / Officer / 10% Owner | A-Award | A | Common Stock | 26,028 | 0.00 | — | 7,410,805 | — | ↗ |
| 2020-08-05 | Welt Philip S | Officer | F-InKind | D | Common Stock | 200 | 62.07 | 12.4K | 67,894 | — | ↗ |
| 2020-08-05 | Sgaglione Lucille T | Officer | F-InKind | D | Common Stock | 239 | 62.07 | 14.8K | 64,770 | — | ↗ |
| 2020-08-05 | SHIEL JAMES G | Officer | F-InKind | D | Common Stock | 391 | 62.07 | 24.3K | 401,407 | — | ↗ |
| 2020-08-05 | Baio Richard Mark | Officer | F-InKind | D | Common Stock | 206 | 62.07 | 12.8K | 53,910 | — | ↗ |
| 2020-08-05 | BERKLEY WILLIAM R JR | Director / Officer | A-Award | A | Common Stock | 59,008 | 0.00 | — | 1,694,967 | — | ↗ |
| 2020-08-05 | BERKLEY WILLIAM R | Director / Officer / 10% Owner | A-Award | A | Common Stock | 78,736 | 0.00 | — | 7,387,781 | — | ↗ |
| 2020-08-03 | Talisman Jonathan | Director | A-Award | A | Phantom Stock | 169 | 0.00 | — | 511 | — | ↗ |
| 2020-08-03 | Pusey Leigh Ann | Director | A-Award | A | Phantom Stock | 169 | 0.00 | — | 2,328 | — | ↗ |
| 2020-08-03 | BROCKBANK MARK ELLWOOD | Director | A-Award | A | Phantom Stock | 338 | 0.00 | — | 37,837 | — | ↗ |
| 2020-08-03 | Augostini Christopher L | Director | A-Award | A | Phantom Stock | 354 | 0.00 | — | 6,227 | — | ↗ |
| 2020-07-01 | Pusey Leigh Ann | Director | A-Award | A | Phantom Stock | 65 | 0.00 | — | 2,159 | — | ↗ |
| 2020-07-01 | BROCKBANK MARK ELLWOOD | Director | A-Award | A | Phantom Stock | 130 | 0.00 | — | 37,499 | — | ↗ |
| 2020-07-01 | Augostini Christopher L | Director | A-Award | A | Phantom Stock | 148 | 0.00 | — | 5,873 | — | ↗ |
| 2020-06-20 | Pusey Leigh Ann | Director | A-Award | A | Common Stock | 3,483 | 0.00 | — | 10,562 | — | ↗ |
| 2020-06-12 | Talisman Jonathan | Director | A-Award | A | Common Stock | 3,483 | 0.00 | — | 3,842 | — | ↗ |
| 2020-06-12 | SHAPIRO MARK L | Director | A-Award | A | Common Stock | 3,483 | 0.00 | — | 3,483 | — | ↗ |
| 2020-06-12 | NUSBAUM JACK H | Director | A-Award | A | Common Stock | 3,483 | 0.00 | — | 149,799 | — | ↗ |
| 2020-06-12 | Ferre Maria Luisa | Director | A-Award | A | Common Stock | 3,483 | 0.00 | — | 15,062 | — | ↗ |
| 2020-06-12 | Farrell Mary C | Director | A-Award | A | Common Stock | 3,483 | 0.00 | — | 60,215 | — | ↗ |
| 2020-06-12 | BROCKBANK MARK ELLWOOD | Director | A-Award | A | Common Stock | 3,483 | 0.00 | — | 54,812 | — | ↗ |
| 2020-06-12 | BLAYLOCK RONALD E | Director | A-Award | A | Common Stock | 3,483 | 0.00 | — | 42,954 | — | ↗ |
| 2020-06-12 | BERKLEY WILLIAM R | Director / Officer / 10% Owner | A-Award | A | Common Stock | 3,483 | 0.00 | — | 7,309,045 | — | ↗ |
| 2020-06-12 | Augostini Christopher L | Director | A-Award | A | Common Stock | 3,483 | 0.00 | — | 37,562 | — | ↗ |
| 2020-06-01 | Pusey Leigh Ann | Director | A-Award | A | Phantom Stock | 13 | 0.00 | — | 2,094 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2013 | William R. Berkley Chairman of the Board and Chief Executive Officer | 1.00M | — | — | — | 9.14M | 1.01M | 11.16M | 0.00% | ↗ |
| 2 | 2013 | W. Robert Berkley, Jr. President and Chief Operating Officer | 850.0K | — | — | — | 2.84M | 504.3K | 4.20M | 0.00% | ↗ |
| 3 | 2013 | Eugene G. Ballard Senior Vice President— Chief Financial Officer | 605.0K | 384.0K | — | — | 368.1K | 94.0K | 1.45M | 0.00% | ↗ |
| 4 | 2013 | Ira S. Lederman Senior Vice President— General Counsel and Secretary | 605.0K | — | — | — | 753.1K | 92.7K | 1.45M | 0.00% | ↗ |
| 5 | 2013 | James G. Shiel Senior Vice President— Investments | 605.0K | — | — | — | 753.1K | 87.7K | 1.45M | 0.00% | ↗ |
| 6 | 2012 | William R. Berkley Chairman of the Board and Chief Executive Officer | 1.00M | — | 9.25M | — | 9.72M | 11.32M | 31.30M | 29.56% | ↗ |
| 7 | 2012 | W. Robert Berkley, Jr. President and Chief Operating Officer | 850.0K | — | 5.00M | — | 2.53M | 709.7K | 9.09M | 54.96% | ↗ |
| 8 | 2012 | Eugene G. Ballard Senior Vice President— Chief Financial Officer | 590.0K | 400.0K | 832.5K | — | 365.5K | 184.8K | 2.37M | 35.08% | ↗ |
| 9 | 2012 | Ira S. Lederman Senior Vice President— General Counsel and Secretary | 590.0K | — | 832.5K | — | 765.5K | 184.8K | 2.37M | 35.08% | ↗ |
| 10 | 2012 | James G. Shiel Senior Vice President— Investments | 590.0K | — | 832.5K | — | 765.5K | 167.4K | 2.36M | 35.34% | ↗ |
| 11 | 2011 | William R. Berkley Chairman of the Board and Chief Executive Officer | 1.00M | — | — | — | 8.49M | 5.71M | 15.20M | 0.00% | ↗ |
| 12 | 2011 | W. Robert Berkley, Jr. President and Chief Operating Officer | 850.0K | — | — | — | 2.10M | 382.5K | 3.34M | 0.00% | ↗ |
| 13 | 2011 | Ira S. Lederman Senior Vice President — General Counsel and Secretary | 572.0K | 350.0K | — | — | 286.5K | 77.1K | 1.29M | 0.00% | ↗ |
| 14 | 2011 | Ira S. Lederman Senior Vice President— General Counsel and Secretary | 572.0K | 350.0K | — | — | 286.5K | 77.1K | 1.29M | 0.00% | ↗ |
| 15 | 2011 | Eugene G. Ballard Senior Vice President— Chief Financial Officer | 572.0K | 350.0K | — | — | 286.5K | 77.1K | 1.29M | 0.00% | ↗ |
| 16 | 2011 | Eugene G. Ballard Senior Vice President — Chief Financial Officer | 572.0K | 350.0K | — | — | 286.5K | 77.1K | 1.29M | 0.00% | ↗ |
| 17 | 2011 | James G. Shiel Senior Vice President— Investments | 572.0K | 350.0K | — | — | 286.5K | 73.1K | 1.28M | 0.00% | ↗ |
| 18 | 2011 | James G. Shiel Senior Vice President — Investments | 572.0K | 350.0K | — | — | 286.5K | 73.1K | 1.28M | 0.00% | ↗ |
| 19 | 2010 | William R. Berkley Chairman of the Board and Chief Executive Officer | 1.00M | — | 7.80M | — | 9.28M | 6.56M | 24.63M | 31.65% | ↗ |
| 20 | 2010 | W. Robert Berkley, Jr. President and Chief Operating Officer | 850.0K | — | 3.90M | — | 2.03M | 337.1K | 7.12M | 54.76% | ↗ |
| 21 | 2010 | Eugene G. Ballard Senior Vice President — Chief Financial Officer | 572.0K | 325.0K | 649.8K | — | 340.6K | 74.1K | 1.96M | 33.13% | ↗ |
| 22 | 2010 | Ira S. Lederman Senior Vice President — General Counsel and Secretary | 572.0K | 325.0K | 649.8K | — | 340.6K | 72.8K | 1.96M | 33.15% | ↗ |
| 23 | 2010 | James G. Shiel Senior Vice President — Investments | 572.0K | 325.0K | 649.8K | — | 318.7K | 68.5K | 1.93M | 33.60% | ↗ |
| 24 | 2009 | William R. Berkley Chairman of the Board and Chief Executive Officer | 1.00M | — | — | — | 8.32M | 8.49M | 17.81M | 0.00% | ↗ |
| 25 | 2009 | W. Robert Berkley, Jr. President and Chief Operating Officer | 700.0K | — | — | — | 1.75M | 251.0K | 2.70M | 0.00% | ↗ |
| 26 | 2009 | Ira S. Lederman Senior Vice President — General Counsel and Secretary | 555.0K | 325.0K | — | — | 235.1K | 62.5K | 1.18M | 0.00% | ↗ |
| 27 | 2009 | Eugene G. Ballard Senior Vice President — Chief Financial Officer | 555.0K | 325.0K | — | — | 235.1K | 62.5K | 1.18M | 0.00% | ↗ |
| 28 | 2009 | James G. Shiel Senior Vice President — Investments | 555.0K | 325.0K | — | — | 220.3K | 59.9K | 1.16M | 0.00% | ↗ |
| 29 | 2008 | William R. Berkley Chairman of the Board and Chief Executive Officer | 1.00M | — | 3.92M | 11.2K | 8.88M | 1.06M | 14.87M | 26.46% | ↗ |
| 30 | 2008 | W. Robert Berkley, Jr. Executive Vice President | 700.0K | — | 1.13M | 6.0K | 1.83M | 228.6K | 3.90M | 29.20% | ↗ |
| 31 | 2008 | Ira S. Lederman Senior Vice President — General Counsel and Secretary | 545.0K | 340.0K | 320.3K | 2.2K | 230.4K | 54.9K | 1.49M | 21.60% | ↗ |
| 32 | 2008 | Eugene G. Ballard Senior Vice President — Chief Financial Officer and Treasurer | 545.0K | 340.0K | 320.3K | 2.2K | 230.4K | 54.9K | 1.49M | 21.60% | ↗ |
| 33 | 2008 | James G. Shiel Senior Vice President — Investments | 545.0K | 200.0K | 299.0K | 1.9K | 215.6K | 53.9K | 1.32M | 22.87% | ↗ |
| 34 | 2007 | William R. Berkley Chairman of the Board and Chief Executive Officer | 1.00M | — | 3.85M | 91.9K | 13.52M | 8.80M | 27.25M | 14.45% | ↗ |
| 35 | 2007 | W. Robert Berkley, Jr. Executive Vice President | 700.0K | — | 731.8K | 39.2K | 2.40M | 208.7K | 4.08M | 18.88% | ↗ |
| 36 | 2007 | Ira S. Lederman Senior Vice President — General Counsel and Secretary | 525.0K | 400.0K | 306.0K | 11.4K | 451.7K | 100.2K | 1.79M | 17.69% | ↗ |
| 37 | 2007 | Eugene G. Ballard Senior Vice President — Chief Financial Officer and Treasurer | 525.0K | 400.0K | 306.0K | 11.4K | 451.7K | 82.7K | 1.78M | 17.86% | ↗ |
| 38 | 2007 | James G. Shiel Senior Vice President — Investments | 525.0K | 400.0K | 268.9K | 9.5K | 389.0K | 81.9K | 1.67M | 16.63% | ↗ |
| 39 | 2006 | William R. Berkley Chairman of the Board and Chief Executive Officer | 1.00M | — | 3.85M | 103.0K | 14.93M | 10.18M | 30.06M | 13.14% | ↗ |
| 40 | 2006 | W. Robert Berkley, Jr. Executive Vice President | 650.0K | — | 731.8K | 45.1K | 2.39M | 179.6K | 4.00M | 19.45% | ↗ |
| 41 | 2006 | Ira S. Lederman Senior Vice President — General Counsel and Secretary | 500.0K | 400.0K | 306.0K | 13.7K | 476.1K | 87.6K | 1.78M | 17.92% | ↗ |
| 42 | 2006 | Eugene G. Ballard Senior Vice President — Chief Financial Officer and Treasurer | 500.0K | 400.0K | 306.0K | 13.7K | 476.1K | 79.2K | 1.78M | 18.01% | ↗ |
| 43 | 2006 | James G. Shiel Senior Vice President — Investments | 500.0K | 400.0K | 268.9K | 11.4K | 408.2K | 78.6K | 1.67M | 16.81% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| William R. Berkley | Executive Chairman of the Board | 13M | male |
| William Robert Berkley | President, Chief Executive Officer & Director | 13M | male |
| Philip Stanley Welt | Executive Vice President & Secretary | 3M | male |
| Richard Mark Baio | Executive Vice President & Chief Financial Officer | 2M | male |
| Lucille T. Sgaglione | Executive Vice President | 2M | female |
| Robert Carruthers Hewitt | Executive Vice President | 2M | male |
| James Gerald Shiel | Executive Vice President of Investments | 2M | male |
| A. Scott Mansolillo | Senior Vice President & Chief Compliance Officer | — | male |
| Karen A. Horvath | Vice President of Investor Relations | — | female |
| Jonathan Levine | Vice President & Chief Marketing Officer | — | male |
| Scott A. Bennett | Senior Vice President & Chief Compliance Officer | — | — |
| Stephen Kennedy | Senior Vice President & General Counsel | — | male |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2026-01-20 | 2026-02-13 | Gilbert Cisneros | CA31 | — | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2026-01-06 | 2026-02-13 | Gilbert Cisneros | CA31 | — | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2025-07-31 | 2025-08-15 | Gilbert Cisneros | CA31 | — | Sale | $1,001 - $15,000 | ↗ |
| 2025-07-16 | 2025-08-13 | Lisa McClain | MI09 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2025-04-01 | 2025-04-07 | Gilbert Cisneros | CA31 | — | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2025-03-17 | 2025-04-07 | Gilbert Cisneros | CA31 | — | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2023-09-08 | 2023-10-10 | Lois Frankel | FL22 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2023-09-08 | 2023-10-10 | Lois Frankel | FL22 | — | Sale | $1,001 - $15,000 | ↗ |
| 2023-09-06 | 2023-10-06 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-07-14 | 2023-07-28 | Lois Frankel | FL22 | Self | Purchase | $1,001 - $15,000 | ↗ |
| 2023-06-29 | 2023-07-11 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-05-26 | 2023-06-24 | Lois Frankel | FL22 | Self | Purchase | $1,001 - $15,000 | ↗ |
| 2023-05-23 | 2023-06-12 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-05-01 | 2023-05-19 | Lois Frankel | FL22 | Self | Purchase | $1,001 - $15,000 | ↗ |
| 2022-08-23 | 2022-09-08 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
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Community Opinion for WRB
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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