Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.084
Buy
RSI(14)
52.673
Neutral
STOCH(KDJ)(9,3,3)
41.485
Neutral
ATR(14)
0.976
Low Volatility
CCI(14)
-7.324
Neutral
Williams %R
52.557
Neutral
TRIX(12,20)
0.134
Sell
StochRSI(14)
8.790
Oversold
W R Berkley Corp
WRB71.261USD
+0.021+0.03%
Market hours （ET）Quotes delayed by 15 min
27.04BMarket Cap
15.62P/E TTM
TradingKey Stock Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Peers
TradingKey Stock Score
Currency: USD Updated：2025-08-28Key Insights
The company's fundamentals are relatively healthy.Its valuation is considered fairly valued,and institutional recognition is very high.Over the past 30 days, multiple analysts have rated the company as a Hold.Despite an average stock market performance, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
Score Analysis
Current score
Previous score
Analysts' Target
Based on
17
analysts
Hold
Current Rating
71.819
Target Price
+0.21%
Upside Space
Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Company Highlights
StrengthsRisks
W. R. Berkley Corporation is an insurance holding company. It operates through two segments of the property casualty insurance business: Insurance and Reinsurance & Monoline Excess. Its Insurance businesses underwrite predominantly commercial insurance business, including excess and surplus lines, admitted lines and specialty personal lines throughout the United States, as well as insurance business in Asia, Australia, Canada, Continental Europe, Mexico, Scandinavia, South America and the United Kingdom. Its Insurance segment consists of business units, including Acadia Insurance, Admiral Insurance, Berkley Accident and Health, Berkley Agribusiness and others. Its Reinsurance & Monoline Excess segment offers reinsurance business on a facultative and treaty basis, primarily in the United States, United Kingdom, Continental Europe, Australia, the Asia-Pacific region and South Africa, as well as operations that solely retain risk on an excess basis and certain program management business.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 22.51% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 27.16.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 30.29%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 30.29%.
Fairly Valued
The company’s latest is 13.96, at a medium 3-year percentile range.
Institutional Selling
The latest institutional holdings are 359.34M shares, decreasing 2.32% quarter-over-quarter.
Held by The Vanguard
Star Investor The Vanguard holds 36.83M shares of this stock.
Financial Health
Currency: USD Updated：2025-08-28The company's current financial score is 7.70, which is higher than the Insurance industry's average of 6.32. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 3.53B, representing a year-over-year increase of 9.18%, while its net profit experienced a year-over-year increase of 5.63%.
Score
Financials
7.01
Related Indicators
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
No Data
Quality of Earnings
7.75
Operational Efficiency
7.54
Growth Potential
7.21
Shareholder Returns
9.01
Valuation Dimension
Currency: USD Updated：2025-08-28The company’s current valuation score is 5.60, which is higher than the Insurance industry's average of 4.09. Its current P/E ratio is 14.04, which is 8.89% below the recent high of 15.29 and 2.29% above the recent low of 13.72.
Score
Valuation Dimension
P/E
P/B
P/S
P/CF
Industry Ranking 8/112
No Data
Forecast
Currency: USD Updated：2025-08-28The company’s current earnings forecast score is 6.59, which is lower than the Insurance industry's average of 7.17. The average price target for W R Berkley Corp is 71.00, with a high of 86.00 and a low of 52.47.
Score
Support & Resistance
No Data
Analyst Rating
Based on
17
analysts
Hold
Current Rating
71.819
Target Price
+0.21%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
59
Total
5
Median
6
Average
Company name
Ratings
Analysts
W R Berkley Corp
WRB
17
Travelers Companies Inc
TRV
24
Progressive Corp
PGR
23
Allstate Corp
ALL
21
American International Group Inc
AIG
18
Arch Capital Group Ltd
ACGL
16
1
2
3
...
12
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
No Data
Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Momentum
Currency: USD Updated：2025-08-28The company’s current price momentum score is 8.95, which is higher than the Insurance industry's average of 8.31. Sideways: Currently, the stock price is trading between the resistance level at 73.68 and the support level at 69.08, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
71.446
Sell
MA10
71.523
Sell
MA20
70.959
Buy
MA50
70.513
Buy
MA100
71.102
Buy
MA200
66.219
Buy
Institutional Confidence
Currency: USD Updated：2025-08-28The company’s current institutional recognition score is 10.00, which is higher than the Insurance industry's average of 7.84. The latest institutional shareholding proportion is 94.74%, representing a quarter-over-quarter decrease of 0.24%. The largest institutional shareholder is The Vanguard, holding a total of 36.83M shares, representing 9.71% of shares outstanding, with 1.65% increase in holdings.
Score
Institutional Shareholding
No Data
Shareholder Activity
Name
Shares Held
Chg %
Berkley (William R)
BlackRock Institutional Trust Company, N.A.
State Street Global Advisors (US)
Kayne Anderson Rudnick Investment Management, LLC
Atlanta Capital Management Company, L.L.C.
Geode Capital Management, L.L.C.
Janus Henderson Investors
Berkley (William Robert Jr)
JP Morgan Asset Management
1
2
Risk Assessment
Currency: USD Updated：2025-08-28The U.S. Dollar Index is currently in a neutral state, which has a minor effect on the Insurance mixed industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 6.61, which is higher than the Insurance industry's average of 5.26. The company's beta value is 0.41. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.
Score
Beta vs S&P 500 index
0.42
VaR
+2.08%
240-Day Maximum Drawdown
+11.96%
240-Day Volatility
+24.19%
Return
Best Daily Return
60 days
+1.93%
120 days
+7.53%
5 years
+7.53%
Worst Daily Return
60 days
-2.88%
120 days
-6.91%
5 years
-9.22%
Sharpe Ratio
60 days
-1.23
120 days
+1.30
5 years
+1.04
Risk Assessment
Maximum Drawdown
240 days
+11.96%
3 years
+26.50%
5 years
+26.50%
Return-to-Drawdown Ratio
240 days
+2.08
3 years
+0.70
5 years
+1.08
Skewness
240 days
+0.11
3 years
-0.45
5 years
-0.32
Volatility
Realised Volatility
240 days
+24.19%
5 years
+23.45%
Standardised True Range
240 days
+1.79%
5 years
+1.27%
Downside Risk-Adjusted Return
120 days
+192.98%
240 days
+192.98%
Maximum Daily Upside Volatility
60 days
+11.04%
Maximum Daily Downside Volatility
60 days
+14.67%
Liquidity
Average Turnover Rate
60 days
+0.51%
120 days
+0.51%
5 years
--
Turnover Deviation
20 days
+20.51%
60 days
+29.82%
120 days
+29.78%
Peers
Currency: USD Updated：2025-08-28W R Berkley Corp
WRB
7.61 /10
Score
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The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.
