W. R. Berkley Corporation (WRB)
NYSEFinancialsInsurance - Property & CasualtySnapshot 2026-09-04
$69.14-0.52%
Close 2026-09-04 · 1-day change
NYSEFinancialsInsurance - Property & CasualtySnapshot 2026-09-04
QuarterlyIQ Insights · WRB
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance recently climbed back into the top half of its industry — confirming the recovery.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -21.1% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 3.4% |
Growth built into the price is above our model estimate.
The price assumes 24.6 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 33 industry peers
WRB — President transition
Dated 2026-06-26
Executive Vice President — Lucille Sgaglione: Ms. Sgaglione will resign from her position as Executive Vice President and continue in a part-time advisory role.
Why it matters: A drop in sector revenue growth could signal broader challenges for W. R. Berkley.
Worry ifSector revenue growth falls below its median of 12%.
Less concerning ifSector revenue growth remains above its median of 12%.
Why it matters: Updates on capital allocation will explain how management plans to return money to shareholders. They will also show plans for growth.
Watch forManagement shares news about a new share buyback plan or higher dividends.
Also watch forManagement says there will be less money given back to shareholders.
Why it matters: Growth in net investment income helps profits and returns for shareholders.
Supportive ifNet investment income for Q3 grows more than 10% year over year.
Worry ifNet investment income growth is less than 5% year over year.
Why it matters: Growth in net premiums written signals strong demand and effective pricing strategies. This supports overall revenue growth.
Supportive ifNet premiums written grow year over year by at least 3%.
Worry ifNet premiums written decline or grow less than 3% year over year.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$90 on $10,000 · ±0.9% | How much price usually moves either way. |
| Bad day | $257 loss on $10,000 · 2.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,763 loss on $10,000 · 17.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: More share repurchases may show strong cash flow and value for shareholders.
Supportive ifTotal share repurchases in Q2 exceed $300 million.
Worry ifShare repurchases fall below $300 million in Q2.
Why it matters: A strong capital return shows confidence in finances. It also shows commitment to shareholders.
Supportive ifIn Q3, the company returned more than $300 million to shareholders.
Worry ifIn Q3, the company returned less than $200 million to shareholders.
Why it matters: A combined ratio over 90% shows weaker underwriting. This could hurt profits.
Worry ifThe combined ratio for Q3 is over 90%.
Less concerning ifCombined ratio reported for Q3 is 90% or lower.
Why it matters: A return on equity above 20% shows strong profits and good capital management. This helps investor trust.
Supportive ifReturn on equity reported above 20% for Q2 2026.
Worry ifReturn on equity is below 20%. This shows possible profit problems.
Why it matters: Slower premium growth may show market problems. This could hurt future profits.
Worry ifGross premiums written grow less than 5% year over year in Q3.
Less concerning ifGross premiums written grow more than 7% year over year in Q3.
Why it matters: A combined ratio over 90% shows poor underwriting performance. This may hurt future profits and capital returns.
Worry ifGAAP combined ratio is above 90%.
Less concerning ifGAAP combined ratio reported at or below 90%.
Why it matters: A drop below 15% would signal a failure to meet management's key performance target.
Worry ifReturn on equity reported below 15% for Q3 2026.
Less concerning ifReturn on equity remains above 15% for Q3 2026.
Why it matters: Slower growth may show problems in managing the portfolio and investment plans.
Worry ifNet investment income growth reported below 5% for Q3 2026.
Less concerning ifNet investment income growth remains above 5% for Q3 2026.