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What smart money is saying about W.R. BerkleyUnited States flag

WRB · Financial Services · Insurance - Property & Casualty · Market cap $26.04B

1 fund in our archive has pitched W.R. Berkley — most recently Bristolgate U.S. Equity Strategy in June 2026.

Company profile

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.

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Summarize with Warren AI
2
Reported positions
1
Bought
0
Sold
3
Letters

Position history

Between Q2 2025 and Q2 2026, 2 fund letters reported a position in W.R. Berkley, with 1 buy (opened or added).

Fund letters reporting a position in W.R. Berkley, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261101
Q2 20251000

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 2 positions · 1 move

Also mentioned · 1

These funds discuss W.R. Berkley — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedBonhoeffer Capital Management
    September 2025
    “Other less well known compounders include Arch Capital who generated 17% annual returns over the past 15 years and WR Berkely who also generated 17% returns over the past 15 years.”
    W.R. Berkley

Fund coverage · 1 thesis

Read every full thesis on W.R. Berkley

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