Indicators
Indicators
Value
Direction
MACD(12,26,9)
-2.161
Sell
RSI(14)
21.272
Sell
STOCH(KDJ)(9,3,3)
8.524
Oversold
ATR(14)
1.791
High Vlolatility
CCI(14)
-197.333
Sell
Williams %R
90.200
Oversold
TRIX(12,20)
-0.060
Sell
StochRSI(14)
0.000
Oversold
W R Berkley Corp
WRB66.720USD
-4.170-5.88%
Close 12/05, 16:00（ET）Quotes delayed by 15 min
25.35BMarket Cap
13.30P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of W R Berkley Corp
Currency: USD Updated: 2025-12-05Key Insights
The company's fundamentals are relatively very 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 a weak 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.
W R Berkley Corp's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
18
analysts
Hold
Current Rating
73.965
Target Price
+10.86%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
W R Berkley Corp 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 13.68B.
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 PE is 13.92, at a medium 3-year percentile range.
Institutional Selling
The latest institutional holdings are 258.92M shares, decreasing 4.63% quarter-over-quarter.
Held by PRFDX
Star Investor PRFDX holds 31.00 shares of this stock.
Financial Health
Currency: USD Updated: 2025-12-05The company's current financial score is 8.81, which is higher than the Insurance industry's average of 6.52. Its financial status is robust, and its operating efficiency is high. Its latest quarterly revenue reached 3.76B, representing a year-over-year increase of 10.49%, while its net profit experienced a year-over-year increase of 39.77%.
Score
Financials
8.63
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
8.86
Operational Efficiency
8.50
Growth Potential
10.00
Shareholder Returns
8.07
W R Berkley Corp's Company Valuation
Currency: USD Updated: 2025-12-05The company’s current valuation score is 5.49, which is lower than the Insurance industry's average of 7.37. Its current P/E ratio is 13.92, which is 35.95% below the recent high of 18.92 and 16.46% above the recent low of 11.62.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 42/118
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-05The company’s current earnings forecast score is 6.44, which is lower than the Insurance industry's average of 7.29. The average price target for W R Berkley Corp is 75.00, with a high of 88.00 and a low of 52.47.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
18
analysts
Hold
Current Rating
73.965
Target Price
+10.86%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
58
Total
5
Median
6
Average
Company name
Ratings
Analysts
W R Berkley Corp
WRB
18
Travelers Companies Inc
TRV
26
Progressive Corp
PGR
25
Allstate Corp
ALL
23
American International Group Inc
AIG
21
Arch Capital Group Ltd
ACGL
20
1
2
3
...
12
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2025-12-05The company’s current price momentum score is 6.78, which is lower than the Insurance industry's average of 7.44. Sideways: Currently, the stock price is trading between the resistance level at 75.32 and the support level at 61.75, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
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
71.004
Sell
MA10
74.390
Sell
MA20
75.513
Sell
MA50
75.321
Sell
MA100
73.249
Sell
MA200
71.279
Sell
Institutional Confidence
Currency: USD Updated: 2025-12-05The company’s current institutional recognition score is 5.00, which is lower than the Insurance industry's average of 6.81. The latest institutional shareholding proportion is 68.16%, representing a quarter-over-quarter decrease of 28.06%. The largest institutional shareholder is The Vanguard, holding a total of 36.58M shares, representing 9.63% of shares outstanding, with 0.88% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
Berkley (William R)
BlackRock Institutional Trust Company, N.A.
State Street Investment Management (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)
1
2
Risk Assessment
Currency: USD Updated: 2025-12-05The company’s current risk assessment score is 9.69, which is higher than the Insurance industry's average of 6.88. The company's beta value is 0.39. 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
0.39
VaR
+2.09%
240-Day Maximum Drawdown
+14.96%
240-Day Volatility
+24.68%
Return
Best Daily Return
60 days
+3.16%
120 days
+3.16%
5 years
+7.53%
Worst Daily Return
60 days
-6.06%
120 days
-6.06%
5 years
-9.22%
Sharpe Ratio
60 days
-1.11
120 days
-0.80
5 years
+0.97
Risk Assessment
Maximum Drawdown
240 days
+14.96%
3 years
+22.04%
5 years
+26.50%
Return-to-Drawdown Ratio
240 days
+1.00
3 years
+0.70
5 years
+1.00
Skewness
240 days
-0.45
3 years
-0.66
5 years
-0.42
Volatility
Realised Volatility
240 days
+24.68%
5 years
+23.38%
Standardised True Range
240 days
+2.07%
5 years
+1.43%
Downside Risk-Adjusted Return
120 days
-84.41%
240 days
-84.41%
Maximum Daily Upside Volatility
60 days
+12.21%
Maximum Daily Downside Volatility
60 days
+23.89%
Liquidity
Average Turnover Rate
60 days
+0.51%
120 days
+0.51%
5 years
--
Turnover Deviation
20 days
+12.99%
60 days
+30.23%
120 days
+29.79%
Peer Comparison
Insurance
W R Berkley Corp
WRB
7.14 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Essent Group Ltd
ESNT
9.07 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Assured Guaranty Ltd
AGO
8.77 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Renaissancere Holdings Ltd
RNR
8.48 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Arch Capital Group Ltd
ACGL
8.40 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
MetLife Inc
MET
8.37 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
FAQs
How does TradingKey generate the Stock Score of W R Berkley Corp?
The TradingKey Stock Score provides a comprehensive assessment of W R Berkley Corp based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of W R Berkley Corp’s performance and outlook.
How do we generate the financial health score of W R Berkley Corp?
To generate the financial health score of W R Berkley Corp, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects W R Berkley Corp's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of W R Berkley Corp.
How do we generate the company valuation score of W R Berkley Corp?
To generate the company valuation score of W R Berkley Corp, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare W R Berkley Corp’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of W R Berkley Corp’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of W R Berkley Corp.
How do we generate the earnings forecast score of W R Berkley Corp?
To calculate the earnings forecast score of W R Berkley Corp, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on W R Berkley Corp’s future.
How do we generate the price momentum score of W R Berkley Corp?
When generating the price momentum score for W R Berkley Corp, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of W R Berkley Corp’s prices. A higher score indicates a more stable short-term price trend for W R Berkley Corp.
How do we generate the institutional confidence score of W R Berkley Corp?
To generate the institutional confidence score of W R Berkley Corp, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about W R Berkley Corp’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of W R Berkley Corp.
How do we generate the risk management score of W R Berkley Corp?
To assess the risk management score of W R Berkley Corp, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of W R Berkley Corp’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of W R Berkley Corp.
