MITSUI SUMITOMO INSURANCE CO LTD 4
4 · BERKLEY W R CORP · Filed Jan 30, 2026
Research Summary
AI-generated summary of this filing
WR Berkley (WRB) 10% Owner Mitsui Sumitomo Buys Shares
What Happened Mitsui Sumitomo Insurance Co., Ltd. (a reported 10% owner) acquired a total of 485,000 shares of W.R. Berkley Corporation (WRB) in open‑market purchases on January 29–30, 2026. Transactions reported:
- 262,282 shares at a weighted‑average $68.08 — $17,856,578
- 27,718 shares at a weighted‑average $68.56 — $1,900,360
- 195,000 shares at a weighted‑average $68.36 — $13,330,414
Combined purchase value: $33,087,352. These are purchases (not sales), which are generally interpreted as institutional buying activity rather than executive compensation events.
Key Details
- Transaction dates: Jan 29, 2026 (two purchases) and Jan 30, 2026 (one purchase). Filing date: Jan 30, 2026. No late filing is indicated.
- Transaction code: P = open market/private purchase.
- Reported prices are weighted averages; trades were executed in multiple transactions with per‑share price ranges disclosed in the filing (overall ranges in footnotes span roughly $67.43 to $69.02).
- Purchases were made pursuant to a Rule 10b5‑1 trading plan adopted Oct 3, 2025 (footnote F1).
- Shares are held directly by Mitsui Sumitomo Insurance Co., Ltd. (MSI). MSI is a wholly‑owned subsidiary of MS&AD Insurance Group Holdings, Inc.; MS&AD may be deemed to have a pecuniary interest but expressly disclaims beneficial ownership except to that extent (footnote F3).
- Post‑transaction holdings: not specified in the information provided here (refer to the full Form 4 for amount beneficially owned after these trades).
- Remarks note certain agreements among MSI, the issuer and WR Berkley & Others LLC and disclaimers that the parties do not form a “group” for Rule 13d‑5 purposes.
Context These purchases come from an institutional 10% owner executing a pre‑arranged 10b5‑1 plan — a standard mechanism for scheduled insider/institutional trading that can reduce concerns about opportunistic timing. For retail investors, institutional buys can signal incremental confidence or portfolio rebalancing, but they do not carry the same interpretive weight as insider executive purchases tied to company outlook. Check the full Form 4 for complete ownership totals and the exact breakdown of trades by price if you need finer detail.
Insider Transaction Report
- Purchase
Common Stock
[F1][F2][F3]2026-01-29$68.08/sh+262,282$17,856,578→ 55,880,717 total - Purchase
Common Stock
[F1][F4][F3]2026-01-29$68.56/sh+27,718$1,900,360→ 55,908,435 total - Purchase
Common Stock
[F1][F5][F3]2026-01-30$68.36/sh+195,000$13,330,414→ 56,103,435 total
Footnotes (5)
- [F1]The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025.
- [F2]The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $67.43 to $68.40. The Reporting Persons undertake to provide to W.R. Berkley Corporation (the "Issuer"), any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote and in footnotes 4 and 5.
- [F3]The shares are held directly by Mitsui Sumitomo Insurance Co., Ltd. ("MSI"). Because MSI is a wholly-owned subsidiary of MS&AD Insurance Group Holdings, Inc. ("MS&AD"), MS&AD may be deemed to beneficially own the reported securities. MS&AD expressly disclaims beneficial ownership of the reported securities, except to the extent of its pecuniary interest therein.
- [F4]The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $68.4004 to $69.015.
- [F5]The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $67.83 to $68.645.