Overview
Mitsui Sumitomo Insurance Co., LTD, which holds a 10% stake in W. R. Berkley Corporation (NYSE: WRB), reported three separate purchases of common stock that together amounted to $21.5 million. The transactions took place on February 26 and 27, 2026, and were carried out under a Rule 10b5-1 purchase plan that the buyer adopted on October 3, 2025.
Transaction details
The reported buys span a set of price ranges and share counts. An initial summary of the activity lists purchases executed at prices ranging from $71.6256 to $72.114 per share. The filings provide more granular breakdowns:
- 145,491 shares acquired at prices ranging from $71.3483 to $71.9977;
- 7,509 shares acquired at prices ranging from $72.00 to $72.39;
- 147,000 shares acquired at prices ranging from $71.065 to $72.035.
After closing these transactions, Mitsui Sumitomo Insurance Co., LTD directly holds 58,522,274 shares of Berkley.
Valuation and shareholder returns
The insider buying occurred while the $27 billion insurance company is reported to trade below its InvestingPro Fair Value, placing it on a list of undervalued names in the sector according to that data set. Additional InvestingPro metrics cited in the filings show Berkley has paid dividends for 52 consecutive years and currently offers a 2.59% yield. The company is assigned a Financial Health Score of 3.16, labeled as "GREAT" in that framework, and its shares are up nearly 17% over the past year.
Recent financial results and dividend schedule
In other corporate disclosures, W. R. Berkley reported fourth-quarter 2025 results in which revenue exceeded analyst expectations while earnings per share matched forecasts. The company also declared a regular quarterly cash dividend of $0.09 per share, payable on March 4, 2026, to shareholders of record as of February 23, 2026. The earnings release and accompanying call produced minimal movement in after-hours trading, indicating a measured market response to the quarter's figures.
Context and next steps for investors
The purchases were undertaken pursuant to the stated 10b5-1 plan, and the public filings provide the transaction-level pricing and share counts outlined above. For investors seeking further analysis of Berkley's valuation and growth prospects, the note accompanying the disclosure references an available Pro Research Report that covers this company and other US equities; the report is described as a source for deeper valuation and growth insights.
Key points
- Mitsui Sumitomo bought $21.5 million of WRB shares across three transactions on February 26-27, 2026 under a Rule 10b5-1 plan adopted October 3, 2025.
- Berkley reported Q4 2025 revenue above expectations, EPS in line with forecasts, and declared a $0.09 quarterly dividend payable March 4, 2026 to recordholders on February 23, 2026.
- InvestingPro data cited in the disclosure places the $27 billion company below its fair value, notes a 52-year dividend payment streak, a 2.59% yield, and a Financial Health Score of 3.16.
Risks and uncertainties
- Market reaction was muted after the company reported results, indicating uncertainty about the earnings beat's impact on near-term share performance - this affects equity investors and financial market participants.
- The filing shows purchases executed under a pre-established Rule 10b5-1 plan, which means timing and prices reflect the plan's framework rather than discretionary, real-time insider trading decisions - this raises uncertainty about interpreting the purchases as a signal of management's current view.
- The InvestingPro valuation noted in the disclosure indicates the stock trades below fair value according to that data set, but valuation assessments can vary across models and affect investment decisions in the insurance and financials sectors.
Conclusion
The documented purchases by Mitsui Sumitomo add to its already significant stake in W. R. Berkley and come alongside a quarter in which revenue beat expectations and the company continued its long-standing dividend practice. The trades were effected under a Rule 10b5-1 plan adopted in October 2025, and the filings provide specific price ranges and share counts for each tranche. Investors evaluating the move can consider the firm's valuation metrics, dividend history, and recent financial results as they assess potential implications for insurance-sector exposures.