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WRB

W. R. Berkley Corporation

NYSEFinancialsInsurance - Property & CasualtySnapshot 2026-05-08

$65.68-1.28%
Close 2026-05-08 · 1-day change
The bottom line

As of May 8, 2026, WRB has a composite score of 18.8 and a signal label of "mild favorable." This score is influenced by a medium confidence level of 75.4, with strengths in quality (78.2) and valuation (67.2), while facing challenges in macro factors with a score of -7.7. The analysis is provisional and reflects current conditions, including macroeconomic indicators and sector trends.

Composite +19as of 2026-05-08

Price

Daily closes from AlphaVantage. Earnings/event dots are placed inline.

Close 2026-05-08
Daily closes. Scroll over the chart to zoom; click a range to reset.
EarningsMaterial event

Factor signals

Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.

L1

Thesis

is this a strong company over a 1–3 year hold?
F1 · Recent financial performance
neutral
Mid-cohort
Why this rank
  • Direction share
    1.00
  • Slope (norm)
    -0.01
  • Bonus
    0.00
Operating income, last 4 quarters ($M)
574522648520
F2 · Value
neutral
Mid-cohort by earnings yield
Why this rank
Price
$65.68
TTM EPS
$4.28
Earnings yield
6.5%
P/E (TTM)
15.3

Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3

F3 · Earnings quality
robust
Top 20% cash conversion in financials cohort
Why this rank
TTM NI ($M)
1,756
TTM CFO ($M)
3,678
CFO/NI
2.09
L2

Watch

has something changed worth re-reading?
F4 · Management stability
Insufficient data
No score yet
Earnings setup · pre-print positioning
forward-looking
neutral1 upgrade, 2 downgrades / 30d, 6% Buyfor period ending 2026-06-30
Why this setup
Consensus revisions

EPS estimate $1.10 → $1.09 (-0.9% / 30d). 4 raised, 10 cut, 16 covering analysts.

Rating actions

1 upgrade, 2 downgrades / 30d, 5 maintained. 6% of analysts rate Buy.

Price target activity

3 PT revisions / 30d. Avg target 2.8% above current price.

Material events

1 positive, 0 negative / 30d. See F4 management tile for the event list.

F4 · Management deep-dive — recent events, stated priorities, guidance track record
1

Recent 8-K events

No recent events recorded.

2

Stated priorities

Insufficient transcript history for this ticker.

3

Guidance track record

Insufficient guidance history for this ticker.

L3

Position context

how violent might the path be while I hold it?
Risk profile · realized
backward-looking
moderateworst 12m loss −16%, typical day ±0.8%
Why this risk level

Recent vol — 30d annualized 21%; 252d 21%.

Drawdown — Max 1y −16%. Bad day move −2%.

Beta to sector ETF (XLF) 0.40 over 1y.

Liquidity — score 100/100.

Sub-scores — vol 66/100, drawdown 67/100, beta 40/100, earnings vol .

Sector regime
headwind-9.7%sector vs S&P 500, 60d

via XLF

Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.

AI cycle regime · market-wide
2-axis classifier
HeatingManiaSquallCrisisEarnings →Mood ↑
HeatingE +0.13 · M +0.71
Single-axisCHASEz +2.97+1.285d

Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.

Not investment advice. As of 2026-05-08.

3

What changed

The most important moves since the prior daily snapshot.

  1. No material changes since the prior snapshot.

No material changes since the prior snapshot.

as of 2026-05-08

4

Management scorecard

How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.

Composite50.6 / 100
Capital allocation45
Earnings discipline61
Margin discipline69
Balance sheet29
Guidance credibility
Post-call reaction53

Met or beat guidance 0% of the last 1 guided quarters · -11.7% avg surprise

as of 2026-05-08
4

What management is focused on

Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.

No qualifying priorities for this snapshot. Check back after the next refresh.

5

How this stock is priced

Two ways to read price: against peers in the same business, and against the company's own history.

Compared to peers
46higher = cheaper

Roughly priced in line with peers.

Compared to its own history
94higher = cheaper

Cheaper than its own typical valuation.

P/E
14.5x
EV/EBITDA
13.0x
FCF yield
12.6%

P/E over the last 5 years

71 monthly points
fairas of 2026-05-08
7

How this compares

A side-by-side read on composite, valuation, and risk versus peers.

StockCompositeValuationRisk
WRB
W. R. Berkley Corporation
+19fairmoderate
BRK-B
Berkshire Hathaway
+6.0moderate
JPM
JPMorgan Chase
-0.9fulllow
V
Visa Inc.
+20low
MA
Mastercard
+15fulllow
8

Risk — how this stock moves

What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.

A typical day
How much price usually moves either way.
0.8%
A bad day (95th %ile)
A rough but not unusual down day.
-2.3%
Worst 12-month loss
Deepest peak-to-trough drop in the last year.
-16.4%
Earnings-day move
How much price usually moves on earnings day.
moderateas of 2026-05-08
9

What could change this view

Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.

Upside triggers
  • If rates state reverses from -0.37 (negative) to +0.37 (positive)+6.6 pts
  • If financials sector trend rises from +0.07 into 'improving' (>= +0.20)+5.0 pts
  • If next-quarter guidance is raised (currently NEW as of 2026-01-26)+4.0 pts
Downside triggers
  • If next-quarter guidance is cut (currently NEW as of 2026-01-26)-8.0 pts
  • If financials sector trend falls from +0.07 into 'weakening' (<= -0.20)-5.0 pts
10

Material updates

Recent SEC 8-K filings ranked by likely impact, confidence, and recency.

  1. 2026-04-2118d agoItem 2.02

    Results of Operations and Financial Condition. Reference is made to the press release of W. R. Berkley Corporation (the “Company”) relating to the announcement of the Company’s results of operations for the first quarter of 2026. The press release was issued on April 21, 2026. A copy of the press release is attached to this Form 8-K as Exhibit 99.1 and is incorporated herein by reference. The information contained herein shall not be deemed “filed” for purposes of Section 18 of the Securities…

    earnings preannouncementpositivescore 48
11

Score history

The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.

60 snapshots
Data freshness · As of 2026-05-08 · Macro 2026-05-08 · Sector 2026-05-07 · Fundamentals 2026-02-27 · Price 2026-05-07 · Generated 2026-05-08 · Spec 2.3

Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.