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W. R. Berkley Corporation (WRB)

USD70.47 -1.52 (-2.10%)
US NYSE S&P 500 Financial Services Insurance - Property & Casualty
Address 475 Steamboat Road 6830
Greenwich, CT, US
CEO William Robert Berkley Jr.
IPO 1973-10-23
CIK 11544 ISIN US0844231029

Explore sections of this company profile

Also trades on London Stock Exchange · 0HMZ.L (USD) New York Stock Exchange · WRB (USD) New York Stock Exchange · WRB-PE (USD) New York Stock Exchange · WRB-PF (USD) New York Stock Exchange · WRB-PG (USD) New York Stock Exchange · WRB-PH (USD)
Description

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.

News Sentiment (7d)
41 Neutral

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Index membership

IndexAddedRemovedStatus
S&P 500 2019-12-04 Active
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD70.47 -1.52 (-2.10%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
0.31
Float Shares
244.61M
Free Float %
65.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.18% -5.78% -4.92% -11.38% -18.21% -9.38% -15.47% +71.17% +84.01% +275.98% +38,982.30%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

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By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (30 ratings, all time) Hold
Price Targets & DCF
Current price
70.47
Low 64.00 -9.2%
Consensus 70.30 -0.2%
Median 69.00 -2.1%
High 80.00 +13.5%
DCF (Unlevered) 142.29 +101.9%
DCF (Levered) 327.80 +365.2%

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.

Ratings Trend (MoM) 6% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 -2
Hold 13 0
Sell 2 -1
Strong Sell 2 0
Price Target Summary
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%
Quality scores
Altman Z-Score
1.64
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • 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)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* 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.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.33) × ERP
WACC = 90% × Ke + 10% × Kd (4.5%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 142.29 Current price: 70.47
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
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
Recent Grade Changes (3M)
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
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
3.41B
OE per share TTM
8.54
Owner's Yield
13.67%
Maintenance CapEx ratio
1.13%
Maint CapEx / Avg PPE
4.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
926
Total invested
18.48B
Insider transactions (90d)
0
Beneficial owners (>5%)
11
Beneficial owners (>5%)
# 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
926
-30 vs prev Q
New positions
101
Closed positions
129
Increased
343
Reduced
419
Put/Call ratio
0.46
Calls held
157.4K
Puts held
71.9K
Top institutional holders
# 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 463 ETFs in our universe
# 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

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
83
Sells
0
Shares acquired
8.25M
Shares disposed
Cash buys
83.00
Cash sales
Net activity
+8,253,939
Insider buys vs sells (history) From To
Recent insider transactions From To
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

Top executives
EBIT / Employee
279.5K
Shares Outstanding
372.28M

Executive compensation

Executive compensation (annual)
# 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%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-22 DEFA14A
2026-04-22 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-15 13F-HR
2026-05-08 SC 13G/A
2026-05-08 SC 13G/A
2026-05-08 SC 13G/A
2026-05-08 SC 13G/A
2026-05-08 SC 13G/A
2026-05-08 SC 13G/A
2026-05-08 SC 13G/A
2026-05-08 SC 13G/A
2026-05-08 SC 13G/A

Executive team

NameTitleCompensationGender
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
ESG Rating
C+
INSURANCE - PROPERTY & CASUALTY
2010
E (Environmental)
36.5 / 49.4
Company / Sector avg.
S (Social)
53.1 / 57.3
Company / Sector avg.
G (Governance)
52.0 / 59.8
Company / Sector avg.
ESG Total
47.2 / 55.5
Company / Sector avg.
ESG Score History INSURANCE - PROPERTY & CASUALTY
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
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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