WRB RSI Chart
Last 7 days
2.0%
Last 30 days
-10.0%
Last 90 days
-2.2%
Trailing 12 Months
33.8%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 12.5B | 0 | 0 | 0 |
2023 | 11.1B | 11.6B | 11.9B | 12.1B |
2022 | 10.2B | 10.4B | 10.7B | 11.2B |
2021 | 8.4B | 8.8B | 9.2B | 9.5B |
2020 | 7.8B | 7.7B | 7.8B | 8.1B |
2019 | 7.7B | 7.8B | 7.9B | 7.9B |
2018 | 7.7B | 7.8B | 7.7B | 7.7B |
2017 | 7.7B | 7.7B | 7.7B | 7.7B |
2016 | 7.3B | 7.3B | 7.5B | 7.7B |
2015 | 7.2B | 7.2B | 7.2B | 7.2B |
2014 | 6.6B | 6.8B | 7.0B | 7.1B |
2013 | 6.0B | 6.1B | 6.3B | 6.4B |
2012 | 5.3B | 5.4B | 5.6B | 5.8B |
2011 | 4.8B | 4.9B | 5.0B | 5.2B |
2010 | 4.6B | 4.6B | 4.7B | 4.7B |
2009 | 0 | 4.6B | 4.5B | 4.4B |
2008 | 0 | 0 | 0 | 4.7B |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed S&P 500 Index
Grufity's Fair Value model takes all the S&P 500 stocks and divides them into separate buckets based on their attractiveness. The 'Very Cheap' bucket of S&P 500 has greatly outperformed S&P 500 Index. Conversely, S&P500 stocks considered 'Very Expensive' by the model underperformed the S&P500 index in the past three years. Grufity Fair Value is available for 2300+ stocks, including 90% of S&P 500 stocks. Grufity's Fair Value Model separates high-return stocks from low-return stocks.
Returns of $10,000 invested in:
Very Cheap Stocks: $17,289
S&P 500 Index: $12,922
Very Expensive Stocks: $11,022
Grufity's Fair Value model does a great job in separating High Performing Stocks from Low Performing ones in the S&P 500 list.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Aug 15, 2023 | welt philip s | sold (taxes) | -22,919 | 63.14 | -363 | evp & secretary |
Aug 15, 2023 | berkley william r | sold (taxes) | -215,749 | 63.14 | -3,417 | executive chairman |
Aug 15, 2023 | berkley william r jr | sold (taxes) | -237,280 | 63.14 | -3,758 | president and ceo |
Aug 15, 2023 | sgaglione lucille t | sold (taxes) | -37,378 | 63.14 | -592 | evp |
Aug 15, 2023 | welt philip s | acquired | - | - | 7,951 | evp & secretary |
Aug 15, 2023 | shiel james g | sold (taxes) | -37,947 | 63.14 | -601 | evp - investments |
Aug 15, 2023 | shiel james g | acquired | - | - | 13,084 | evp - investments |
Aug 15, 2023 | sgaglione lucille t | acquired | - | - | 13,084 | evp |
Aug 15, 2023 | berkley william r jr | acquired | - | - | 89,507 | president and ceo |
Aug 15, 2023 | berkley william r | acquired | - | - | 89,507 | executive chairman |
Which funds bought or sold WRB recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
May 06, 2024 | DiNuzzo Private Wealth, Inc. | reduced | -3.03 | 497 | 2,831 | -% |
May 06, 2024 | Diligent Investors, LLC | unchanged | - | 79,740 | 397,980 | 0.10% |
May 06, 2024 | Metis Global Partners, LLC | added | 0.25 | 171,630 | 848,139 | 0.03% |
May 06, 2024 | HUTCHINSON CAPITAL MANAGEMENT/CA | added | 0.62 | 2,977,220 | 14,503,800 | 2.94% |
May 06, 2024 | Fidelis Capital Partners, LLC | new | - | 212,433 | 212,433 | 0.03% |
May 06, 2024 | Manchester Capital Management LLC | unchanged | - | 691 | 3,450 | -% |
May 06, 2024 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | reduced | -4.14 | 406,688 | 2,451,910 | 0.02% |
May 06, 2024 | SG Americas Securities, LLC | added | 201 | 2,271,000 | 3,092,000 | 0.01% |
May 06, 2024 | BANQUE PICTET & CIE SA | reduced | -25.47 | -18,590 | 254,884 | -% |
May 06, 2024 | TEACHER RETIREMENT SYSTEM OF TEXAS | reduced | -12.21 | 2,165,000 | 24,273,000 | 0.16% |
Unveiling WR Berkley Corp's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to WR Berkley Corp)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
ARGO | 1.0T | 1.3B | -4.9K | 773.83 | ||||
AJG | 53.6B | 10.6B | 49.04 | 5.04 | ||||
AIG | 53.3B | 48.4B | 11.03 | 1.1 | ||||
TRV | 49.7B | 42.9B | 15.83 | 1.16 | ||||
AFL | 48.1B | 19.3B | 8.99 | 2.49 | ||||
ACGL | 36.7B | 13.6B | 8.27 | 2.7 | ||||
AFG | 10.8B | 8.0B | 12.28 | 1.36 | ||||
MID-CAP | ||||||||
UNM | 9.9B | 12.6B | 7.52 | 0.79 | ||||
AIZ | 9.3B | 11.1B | 14.45 | 0.83 | ||||
LNC | 5.0B | 11.9B | 3.67 | 0.41 | ||||
AEL | 4.5B | 2.8B | 21.34 | 1.58 | ||||
SMALL-CAP | ||||||||
BRP | 1.7B | 1.3B | -31.85 | 1.37 | ||||
AMSF | 911.0M | 308.9M | 14.77 | 2.95 | ||||
AMBC | 815.9M | 314.0M | 14.19 | 2.6 | ||||
AAME | 35.9M | 186.8M | -209.99 | 0.19 |
WR Berkley Corp News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Revenue | 1.1% | 3,257 | 3,221 | 3,031 | 2,996 | 2,895 | 3,014 | 2,724 | 2,513 | 2,915 | 2,578 | 2,424 | 2,296 | 2,157 | 2,312 | 2,040 | 1,936 | 1,811 | 1,976 | 1,966 | 2,023 | 1,937 |
Operating Expenses | -1.4% | 2,683 | 2,720 | 2,611 | 2,539 | 2,519 | 2,535 | 2,438 | 2,290 | 2,183 | 2,224 | 2,092 | 1,996 | 1,861 | 1,913 | 1,833 | 1,831 | 1,817 | 1,829 | 1,763 | 1,750 | 1,708 |
EBITDA Margin | 2.7% | 0.16* | 0.15* | 0.16* | 0.15* | 0.14* | 0.17* | 0.17* | 0.18* | 0.19* | 0.16* | 0.18* | 0.17* | - | - | - | - | - | - | - | - | - |
Interest Expenses | -0.5% | 32.00 | 32.00 | 32.00 | 32.00 | 32.00 | 32.00 | 32.00 | 32.00 | 35.00 | 37.00 | 35.00 | 38.00 | 37.00 | 36.00 | 40.00 | 38.00 | 37.00 | 33.00 | 38.00 | 41.00 | 41.00 |
Income Taxes | 29.1% | 132 | 102 | 87.00 | 101 | 80.00 | 96.00 | 56.00 | 43.00 | 139 | 60.00 | 65.00 | 62.00 | 64.00 | 87.00 | 54.00 | 34.00 | -2.94 | 27.00 | 38.00 | 56.00 | 48.00 |
Earnings Before Taxes | 14.5% | 574 | 501 | 420 | 457 | 376 | 478 | 286 | 223 | 732 | 355 | 332 | 300 | 296 | 399 | 206 | 105 | -6.47 | 147 | 203 | 274 | 229 |
EBT Margin | 8.1% | 0.16* | 0.14* | 0.15* | 0.14* | 0.12* | 0.15* | 0.15* | 0.16* | 0.17* | 0.14* | 0.14* | 0.14* | - | - | - | - | - | - | - | - | - |
Net Income | 11.4% | 442 | 397 | 334 | 356 | 294 | 382 | 229 | 179 | 591 | 294 | 261 | 237 | 230 | 312 | 152 | 71.00 | -4.42 | 119 | 165 | 217 | 181 |
Net Income Margin | 7.5% | 0.12* | 0.11* | 0.11* | 0.11* | 0.10* | 0.12* | 0.12* | 0.13* | 0.14* | 0.11* | 0.11* | 0.11* | - | - | - | - | - | - | - | - | - |
Free Cashflow | 6.9% | 748 | 700 | 1,079 | 710 | 447 | 797 | 769 | 530 | 479 | 661 | 830 | 387 | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Assets | 1.7% | 37,851 | 37,202 | 36,111 | 35,309 | 34,296 | 33,861 | 33,077 | 32,692 | 32,251 | 32,086 | 31,544 | 30,298 | 29,791 | 28,607 | 28,212 | 27,323 | 26,090 | 26,662 | 26,219 | 26,488 | 25,585 |
Cash Equivalents | -14.2% | 1,169 | 1,363 | 1,646 | 1,824 | 1,242 | 1,449 | 1,131 | 1,317 | 2,115 | 1,569 | 2,069 | 1,790 | 2,015 | 2,372 | 2,571 | 2,431 | 965 | 1,024 | 813 | 1,258 | 937 |
Net PPE | 9.4% | 467 | 427 | 423 | 421 | 421 | 423 | 414 | 415 | 418 | 420 | 420 | 429 | 404 | 406 | 410 | 414 | 422 | 422 | 417 | 399 | 407 |
Goodwill | 0% | 175 | 175 | 175 | 175 | 186 | 186 | 170 | 170 | 170 | 170 | 170 | 170 | 170 | 170 | 170 | 170 | 170 | 170 | 170 | 173 | 173 |
Liabilities | 1.1% | 30,053 | 29,733 | 29,181 | 28,400 | 27,330 | 27,093 | 26,707 | 26,156 | 25,363 | 25,419 | 24,881 | 23,710 | 23,361 | 22,281 | 22,173 | 21,478 | 20,552 | 20,544 | 20,119 | 20,468 | 19,782 |
Shareholder's Equity | 4.4% | 7,785 | 7,455 | 6,916 | 6,887 | 6,944 | 6,748 | 6,346 | 22.00 | 9,583 | 9,015 | 6,648 | 223 | 200 | 106 | 1,065 | 1,076 | 71.00 | 43.00 | 1,045 | 7,826 | 34.00 |
Retained Earnings | 3.8% | 11,455 | 11,041 | 10,801 | 10,625 | 10,297 | 10,161 | 9,805 | 9,603 | 9,583 | 9,015 | 8,920 | 8,682 | 8,557 | 8,348 | 8,058 | 7,927 | 7,877 | 7,932 | 7,971 | 7,826 | 7,721 |
Additional Paid-In Capital | 1.3% | 1,030 | 1,018 | 1,008 | 1,021 | 1,008 | 998 | 985 | 1,001 | 992 | 981 | 1,018 | 1,035 | 1,024 | 1,012 | 1,065 | 1,076 | 1,063 | 1,056 | 1,045 | 1,058 | 1,053 |
Shares Outstanding | 0.0% | 257 | 257 | 258 | 258 | 263 | 265 | 266 | 265 | 265 | 265 | 265 | 266 | - | - | - | - | - | - | - | - | - |
Minority Interest | -0.9% | 14.00 | 14.00 | 14.00 | 21.00 | 22.00 | 20.00 | 24.00 | 22.00 | 23.00 | 15.00 | 15.00 | 10.00 | 16.00 | 15.00 | 45.00 | 44.00 | 44.00 | 43.00 | 43.00 | 43.00 | 43.00 |
Float | - | - | - | - | 12,126 | - | - | - | 14,340 | - | - | - | 10,893 | - | - | - | 8,078 | - | - | - | 9,618 | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Cashflow From Operations | 6.9% | 746 | 698 | 1,077 | 709 | 445 | 795 | 768 | 528 | 478 | 660 | 829 | 385 | 311 | 480 | 557 | 427 | 153 | 349 | 392 | 324 | 78.00 |
Share Based Compensation | -1.7% | 13.00 | 13.00 | 13.00 | 13.00 | 12.00 | 13.00 | 12.00 | 13.00 | 11.00 | 10.00 | 13.00 | 11.00 | 12.00 | 12.00 | 12.00 | 14.00 | 12.00 | 11.00 | 11.00 | 13.00 | 15.00 |
Cashflow From Investing | -60.1% | -905 | -565 | -1,235 | 198 | -359 | -340 | -760 | -1,308 | 519 | -948 | -638 | -206 | -1,195 | -245 | -520 | 855 | 31.00 | -232 | -254 | 21.00 | 42.00 |
Cashflow From Financing | 93.0% | -29.70 | -423 | -22.85 | -320 | -295 | -137 | -184 | 1.00 | -451 | -216 | 98.00 | -404 | 528 | -449 | 99.00 | 175 | -221 | 86.00 | -575 | -22.87 | -0.98 |
Dividend Payments | -100.0% | - | 315 | - | 28.00 | 159 | 53.00 | 159 | - | 23.00 | 200 | 135 | - | 21.00 | 21.00 | 21.00 | 21.00 | 20.00 | 178 | 112 | 18.00 | - |
Buy Backs | -100.0% | - | 107 | 3.00 | 292 | 135 | 88.00 | 7.00 | - | - | - | 93.00 | - | 30.00 | 34.00 | 13.00 | 96.00 | 203 | 18.00 | - | - | - |
Consolidated Statements Income (Unaudited) - USD ($) $ in Thousands | 3 Months Ended | |
---|---|---|
Mar. 31, 2024 | Mar. 31, 2023 | |
REVENUES: | ||
Net premiums written | $ 2,851,291 | $ 2,574,824 |
Change in net unearned premiums | (86,944) | (83,392) |
Net premiums earned | 2,764,347 | 2,491,432 |
Net investment income | 319,839 | 223,398 |
Net realized and unrealized gains on investments | 11,503 | 22,611 |
Change in allowance for expected credit losses on investments | 14,277 | 399 |
Net investment gains | 25,780 | 23,010 |
Revenues from non-insurance businesses | 120,992 | 124,200 |
Insurance service fees | 25,319 | 32,857 |
Other income | 496 | 107 |
Total revenues | 3,256,773 | 2,895,004 |
OPERATING COSTS AND EXPENSES: | ||
Losses and loss expenses | 1,663,778 | 1,538,755 |
Other operating costs and expenses | 868,589 | 825,575 |
Expenses from non-insurance businesses | 118,607 | 122,767 |
Interest expense | 31,728 | 31,836 |
Total operating costs and expenses | 2,682,702 | 2,518,933 |
Income before income taxes | 574,071 | 376,071 |
Income tax expense | (132,036) | (80,342) |
Net income before noncontrolling interests | 442,035 | 295,729 |
Noncontrolling interests | 436 | (1,603) |
Net income to common stockholders | $ 442,471 | $ 294,126 |
NET INCOME PER SHARE: | ||
Basic (in dollar per share) | $ 1.65 | $ 1.07 |
Diluted (in dollar per share) | $ 1.64 | $ 1.06 |
Consolidated Balance Sheets Consolidated Balance Sheets - USD ($) $ in Thousands | Mar. 31, 2024 | Dec. 31, 2023 |
---|---|---|
Investments: | ||
Fixed maturity securities (amortized cost of $21,775,516 and $20,915,245; allowance for expected credit losses of $22,869 and $36,751 at March 31, 2024 and December 31, 2023, respectively) | $ 20,964,854 | $ 20,178,308 |
Investment funds | 1,555,818 | 1,621,655 |
Real estate | 1,273,063 | 1,249,874 |
Equity securities | 1,178,048 | 1,090,347 |
Arbitrage trading account | 1,146,119 | 938,049 |
Loans receivable (net of allowance for expected credit losses of $2,609 and $3,004 at March 31, 2024 and December 31, 2023, respectively) | 228,766 | 201,271 |
Total investments | 26,346,668 | 25,279,504 |
Cash and cash equivalents | 1,169,053 | 1,363,195 |
Premiums and fees receivable (net of allowance for expected credit losses of $35,039 and $35,110 at March 31, 2024 and December 31, 2023, respectively) | 3,171,108 | 3,109,334 |
Due from reinsurers (net of allowance for expected credit losses of $9,185 and $8,404 at March 31, 2024 and December 31, 2023, respectively) | 3,510,097 | 3,534,527 |
Deferred policy acquisition costs | 888,719 | 861,609 |
Prepaid reinsurance premiums | 757,659 | 758,927 |
Trading account receivables from brokers and clearing organizations | 141,277 | 303,614 |
Property, furniture and equipment | 466,855 | 426,803 |
Goodwill | 174,597 | 174,597 |
Accrued investment income | 217,801 | 213,408 |
Current and deferred federal and foreign income taxes | 120,754 | 220,756 |
Other assets | 886,484 | 865,556 |
Total assets | 37,851,072 | 37,111,830 |
Liabilities: | ||
Reserves for losses and loss expenses | 19,099,628 | 18,739,652 |
Unearned premiums | 5,996,812 | 5,922,326 |
Due to reinsurers | 683,508 | 631,164 |
Trading account securities sold but not yet purchased | 40,298 | 9,357 |
Other liabilities | 1,395,048 | 1,503,053 |
Senior notes and other debt | 1,827,997 | 1,827,951 |
Subordinated debentures | 1,009,269 | 1,009,090 |
Total liabilities | 30,052,560 | 29,642,593 |
Equity: | ||
Perferred stock, par value $.10 per share: Authorized 5,000,000 shares; issued and outstanding - none | 0 | 0 |
Common stock, par value $.20 per share: Authorized 500,000,000 shares, issued and outstanding, net of treasury shares, 177,930,502 and 183,411,907 shares, respectively | 105,803 | 105,803 |
Additional paid-in capital | 1,030,475 | 1,017,691 |
Retained earnings | 11,455,158 | 11,040,908 |
Accumulated other comprehensive loss | (1,023,530) | (925,838) |
Treasury stock, at cost, 272,465,959 and 272,469,871 shares, respectively | (3,783,074) | (3,783,133) |
Total stockholders’ equity | 7,784,832 | 7,455,431 |
Noncontrolling interests | 13,680 | 13,806 |
Total equity | 7,798,512 | 7,469,237 |
Total liabilities and equity | $ 37,851,072 | $ 37,111,830 |