Insider Trading February 6, 2026

Mitsui Sumitomo Increases Stake in W. R. Berkley with $2.8M of Purchases

Japanese insurer executes multi-day buys under a 10b5-1 plan as Berkley posts a revenue beat and steady EPS in Q4 2025

By Maya Rios WRB
Mitsui Sumitomo Increases Stake in W. R. Berkley with $2.8M of Purchases
WRB

Mitsui Sumitomo Insurance Co., Ltd., a 10% shareholder of W. R. Berkley Corporation (NYSE: WRB), acquired $2.8 million of Berkley common stock across transactions executed on February 5 and 6, 2026, under a Rule 10b5-1 purchase plan adopted October 3, 2025. Following the buys the firm directly holds 56,458,656 shares. InvestingPro data shows WRB trading at $70.41 with a P/E of 15.8 and a one-year return of 17.53%. Berkley’s fourth-quarter 2025 results included revenue above expectations while EPS matched forecasts.

Key Points

  • Mitsui Sumitomo executed multiple purchases of W. R. Berkley common stock on February 5 and 6, 2026, totaling $2.8 million under a Rule 10b5-1 plan adopted October 3, 2025.
  • Following the transactions Mitsui Sumitomo directly holds 56,458,656 shares of W. R. Berkley.
  • InvestingPro data shows WRB trading at $70.41 with a P/E of 15.8, a one-year return of 17.53%, and a "GREAT" overall financial health score; Berkley’s Q4 2025 revenue beat expectations while EPS matched forecasts.

Mitsui Sumitomo Insurance Co., Ltd., which holds a roughly ten percent stake in W. R. Berkley Corporation (NYSE: WRB), disclosed a series of open market purchases of Berkley common stock valued in aggregate at $2.8 million. The trades were executed on February 5 and February 6, 2026, at individual prices spanning from $70.4608 to $71.3915.

Transaction detail provided by the filing shows four distinct groupings of purchases:

  • 6,528 shares purchased at prices ranging from $70.4471 to $70.9964, totaling $461,011;
  • 13,472 shares bought at prices between $71.0009 and $71.60, totaling $960,822;
  • 15,694 shares acquired at prices from $70.1381 to $70.9994, totaling $1,105,558; and
  • 4,306 shares bought at prices between $71.0012 and $71.8345, totaling $307,860.

After completing these purchases, Mitsui Sumitomo directly holds 56,458,656 shares of W. R. Berkley.

The purchases were made pursuant to a Rule 10b5-1 purchase plan adopted on October 3, 2025, according to the disclosure. The transactions occurred at prices within the range noted above on February 5 and 6, 2026.

Market data from InvestingPro cited alongside the filing places W. R. Berkley’s current trading price at $70.41 and lists a price-to-earnings ratio of 15.8. InvestingPro characterizes WRB as appearing undervalued relative to its Fair Value assessment and reports a one-year total return of 17.53% for the company. The same service assigns Berkley an overall financial health score of "GREAT."

Additional context in the filing references W. R. Berkley’s fourth-quarter 2025 financial results. The company reported revenue that topped expectations while earnings per share (EPS) came in line with analyst forecasts. The filing notes that the market’s reaction to the earnings release was relatively muted, and that analysts had anticipated the reported EPS figures. The revenue beat is highlighted as a notable development within the quarter’s results.

These disclosures together provide investors with contemporaneous information on both insider activity by a significant shareholder and the company’s latest reported operating performance. The purchases under the pre-established 10b5-1 plan and the company’s recent revenue surprise are quantifiable events documented in the filings and the referenced market data.


Data and sources included in this report: Transaction quantities, price ranges, and totals for each grouping of purchases; the date the 10b5-1 plan was adopted (October 3, 2025); the execution dates of the trades (February 5-6, 2026); the post-transaction direct shareholding total of 56,458,656 shares; InvestingPro metrics including current price ($70.41), P/E ratio (15.8), one-year return (17.53%), and the "GREAT" financial health score; and the characterization of W. R. Berkley’s Q4 2025 results with revenue above expectations and EPS in line with forecasts.

Risks

  • Market response to W. R. Berkley’s Q4 2025 results was relatively muted, indicating uncertainty about near-term market sentiment for the insurance sector.
  • Earnings per share for Q4 2025 were in line with analyst forecasts, which may limit upside from surprise-driven revaluation in the short term for financial and insurance stocks.
  • Valuation assessments that label the stock as undervalued based on Fair Value are subject to model assumptions and carry uncertainty for investors in insurance and financial markets.

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