W. R. Berkley (WRB) beat expectations in Q2 FY2026 on revenue of $3.7B versus the $3.3B estimate (+86.1% YoY) and EPS of $1.27. The next W. R. Berkley (WRB) earnings date is Oct 19, 2026. Below is the full W. R. Berkley earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
W. R. Berkley (WRB) Earnings Analysis — key stats
Next earnings date
Oct 19, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Beat
EPS beat rate
4 of last 8 (quarters above estimate)
Avg next-day move
±1.9% (over the last 8 reports)
Post-earnings direction
Up 6 / Down 2 (of the last 8 reports)
Implied move (next report)
±6.7% (options-derived · into Oct 19, 2026)
Institutional ownership
77.2% (13F as of 2026-06-30)
Top 10 holders
40.8% (of shares outstanding)
Insider activity
8 buys / 4 sells (recent Form 4 filings)
Revenue
$3.7B (vs $3.3B est · +13.2% surprise · +86.1% YoY)
EPS
$1.27 (vs $1.08 est · +17.6% surprise · +14.9% YoY)
Share price
$69.70 (+1.6%)
Market cap
$25.9B
W. R. Berkley (WRB) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$3.7B vs $3.3B est
$1.27 vs $1.08 est
+17.6%
+0.8%
Beat
Q2 FY2026
$3.1B vs $3.2B est
$1.30 vs $1.13 est
+15.0%
+2.0%
Mixed
Q1 FY2026
$3.2B vs $3.1B est
$1.13 vs $1.13 est
+0.0%
+0.2%
In line
Q4 FY2025
$3.8B vs $3.2B est
$1.10 vs $1.11 est
-0.9%
+1.3%
Mixed
Q3 FY2025
$3.7B vs $3.1B est
$1.05 vs $1.03 est
+1.9%
-0.3%
Mixed
Q2 FY2025
$3.5B vs $3.0B est
$1.01 vs $0.98 est
+2.5%
+3.0%
Beat
Q1 FY2025
$3.7B vs $3.0B est
$1.13 vs $0.96 est
+17.8%
+3.2%
Beat
Q4 FY2024
$3.4B vs $2.9B est
$0.93 vs $0.92 est
+1.1%
-4.5%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Mitsui Sumitomo Insurance CO Ltd
15.0%
58.8M
$4.1B
+0.0%
Blackrock, INC.
5.6%
21.9M
$1.5B
-5.8%
Vanguard Capital Management LLC
4.8%
18.7M
$1.3B
-1.2%
Vanguard Portfolio Management LLC
3.7%
14.6M
$1.0B
-1.4%
State Street Corp
3.6%
14.1M
$1.0B
-1.9%
Geode Capital Management, LLC
2.1%
8.3M
$588.5M
+0.5%
Morgan Stanley
2.1%
8.3M
$582.1M
-20.7%
Kayne Anderson Rudnick Investment Management LLC
1.6%
6.4M
$449.8M
-18.0%
Invesco Ltd.
1.3%
5.0M
$354.6M
-0.5%
Goldman Sachs Group INC
1.1%
4.2M
$293.3M
+45.8%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Welt Philip S
officer: EVP & Secretary
2026-08-03
Buy
14K
—
Welt Philip S
officer: EVP & Secretary
2026-08-03
Sell
592
$42794
Baio Richard Mark
officer: EVP & CFO
2026-08-03
Buy
14K
—
Baio Richard Mark
officer: EVP & CFO
2026-08-03
Sell
650
$46987
BERKLEY WILLIAM R JR
director, 10 percent owner, officer: Chairman, President and CEO
2026-08-03
Buy
99K
—
BERKLEY WILLIAM R JR
director, 10 percent owner, officer: Chairman, President and CEO
2026-08-03
Sell
4K
$299198
SHIEL JAMES G
officer: EVP - Investments
2026-08-03
Buy
14K
—
SHIEL JAMES G
officer: EVP - Investments
2026-08-03
Sell
650
$46987
What you'll find
Next W. R. Berkley (WRB) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment W. R. Berkley reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in W. R. Berkley (WRB)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is W. R. Berkley's next earnings date?
W. R. Berkley's (WRB) next scheduled earnings date is Oct 19, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did W. R. Berkley (WRB) beat or miss earnings?
In Q2 FY2026, W. R. Berkley (WRB) posted beat results — revenue of $3.7B versus the $3.3B estimate (+13.2% surprise) and EPS of $1.27 versus $1.08 expected (+17.6% surprise). Magnisto decodes every W. R. Berkley (WRB) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does W. R. Berkley beat earnings estimates?
Over its last 8 reported quarters, W. R. Berkley (WRB) beat Wall Street EPS estimates 4 times, most recently a beat result in Q3 FY2026. Magnisto tracks every W. R. Berkley (WRB) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does W. R. Berkley stock move after earnings?
Over its last 8 quarterly reports, W. R. Berkley (WRB) moved an average of ±1.9% the day after earnings — ranging from -4.5% (Q4 FY2024) to +3.2% (Q1 FY2025). The stock rose after 6 of those 8 reports and fell after 2. Heading into its next report on Oct 19, 2026, options-implied volatility is pricing in a move of roughly ±6.7% (derived). Magnisto tracks the realized post-earnings move for every W. R. Berkley (WRB) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of W. R. Berkley?
Institutions hold about 77.2% of W. R. Berkley's (WRB) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Mitsui Sumitomo Insurance CO Ltd (15.0%), Blackrock, INC. (5.6%), Vanguard Capital Management LLC (4.8%). Magnisto lists W. R. Berkley's (WRB) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling W. R. Berkley (WRB)?
In the most recent Form 4 filings Magnisto tracks, W. R. Berkley (WRB) insiders recorded 8 purchases and 4 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for W. R. Berkley (WRB) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for W. R. Berkley (WRB), anchored to the current $69.70 share price, so you can weigh the bull, base and bear cases for W. R. Berkley side by side.
Is W. R. Berkley (WRB) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether W. R. Berkley fits your own thesis and risk profile. This is research, not investment advice.