MITSUI SUMITOMO INSURANCE CO LTD 4
4 · BERKLEY W R CORP · Filed Feb 6, 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 of W. R. Berkley Corp.) made open-market purchases of WR Berkley (WRB) stock on Feb 5–6, 2026, acquiring a total of 40,000 shares for approximately $2,835,252. The purchases were reported as: 6,528 shares @ $70.79 ($462,110) and 13,472 shares @ $71.25 ($959,918) on Feb 5, and 15,694 shares @ $70.46 ($1,105,812) and 4,306 shares @ $71.39 ($307,412) on Feb 6. These were buy transactions (acquisitions), executed pursuant to a pre-established Rule 10b5-1 plan.
Key Details
- Transaction dates: Feb 5–6, 2026 (Form filed Feb 6, 2026). Filing appears timely (Form 4 filed within the required reporting window).
- Lots and amounts:
- Feb 5: 6,528 sh @ $70.79 = $462,110 (P)
- Feb 5: 13,472 sh @ $71.25 = $959,918 (P)
- Feb 6: 15,694 sh @ $70.46 = $1,105,812 (P)
- Feb 6: 4,306 sh @ $71.39 = $307,412 (P)
- Total: 40,000 shares purchased for ~$2.84 million.
- 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 beneficially own the securities but expressly disclaims beneficial ownership except for any pecuniary interest (see footnote).
- Footnotes: Purchases were made under a Rule 10b5-1 plan adopted Oct 3, 2025 (F1). Reported prices are weighted averages covering multiple trade prices within specified ranges (F2–F6); the filing offers to provide a per-price breakdown on request.
- Shares owned following the transactions are not specified in the provided summary.
Context
- These purchases were by an institutional 10% owner via a Rule 10b5-1 trading plan, which typically reflects scheduled, pre-arranged trades rather than ad-hoc insider timing—important for interpreting intent.
- Because this is an institutional holder (not a company executive), the trade is not an executive signal but does increase the institution’s stake in WRB.
Insider Transaction Report
Form 4
MITSUI SUMITOMO INSURANCE CO LTD
10% Owner
Transactions
- Purchase
Common Stock
[F1][F2][F3]2026-02-05$70.79/sh+6,528$462,110→ 56,425,184 total - Purchase
Common Stock
[F1][F4][F3]2026-02-05$71.25/sh+13,472$959,918→ 56,438,656 total - Purchase
Common Stock
[F1][F5][F3]2026-02-06$70.46/sh+15,694$1,105,812→ 56,454,350 total - Purchase
Common Stock
[F1][F6][F3]2026-02-06$71.39/sh+4,306$307,412→ 56,458,656 total
Footnotes (6)
- [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 $70.4471 to $70.9964. 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, 5 and 6.
- [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 $71.0009 to $71.60.
- [F5]The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $70.1381 to $70.9994.
- [F6]The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $71.0012 to $71.8345.