MITSUI SUMITOMO INSURANCE CO LTD 4
4 · BERKLEY W R CORP · Filed Feb 13, 2026
Research Summary
AI-generated summary of this filing
W.R. Berkley (WRB) 10% Owner Mitsui Sumitomo Buys Shares
What Happened
Mitsui Sumitomo Insurance Co., Ltd. (a reported 10% owner of W.R. Berkley Corporation) acquired a total of 40,000 WRB shares in open-market purchases on February 12–13, 2026 for aggregate cash of $2,837,252. Individual trades reported: 17,599 shares @ $71.88 ($1,265,030); 2,401 shares @ $72.76 ($174,690); 15,406 shares @ $69.73 ($1,074,336); 4,314 shares @ $70.30 ($303,264); and 280 shares @ $71.18 ($19,932). These were purchases (buying shares), which are generally viewed as a positive sign versus sales, though they were made under a pre-established trading plan.
Key Details
- Transaction dates: Feb 12, 2026 and Feb 13, 2026. Form 4 filed Feb 13, 2026 (appears timely).
- Per-trade details (shares, reported weighted-average prices, totals): see the five transactions above; total = 40,000 shares for $2,837,252.
- Price notes: reported prices are weighted averages; underlying trades spanned ranges (see footnotes for ranges: ~69.3373–73.0501 across the transactions).
- Plan/authorization: Purchases were effected under a Rule 10b5-1 purchase plan adopted Oct 3, 2025 (footnote F1).
- Ownership note: Shares are held directly by Mitsui Sumitomo Insurance (MSI). MSI is a wholly‑owned subsidiary of MS&AD Insurance Group Holdings; MS&AD may be deemed to beneficially own the securities but expressly disclaims beneficial ownership except for any pecuniary interest (footnote F3).
- Shares owned after the transactions: not reported in the excerpt provided.
- Related filings: Remarks reference agreements and a Schedule 13D (Dec 11, 2025) and disclaimers about WR Berkley & Others LLC (WRBO).
Context
- This is institutional trading by a 10% shareholder, not an executive’s personal trade. Purchases under a 10b5-1 plan are pre-set automated buys and can reflect a plan-based investment schedule rather than ad-hoc insider conviction.
- For retail investors, institutional purchases can be notable but should be weighed alongside other factors (company fundamentals, broader insider activity, and market conditions).
Insider Transaction Report
Form 4
MITSUI SUMITOMO INSURANCE CO LTD
10% Owner
Transactions
- Purchase
Common Stock
[F1][F2][F3]2026-02-12$71.88/sh+17,599$1,265,030→ 56,574,251 total - Purchase
Common Stock
[F1][F4][F3]2026-02-12$72.76/sh+2,401$174,690→ 56,576,652 total - Purchase
Common Stock
[F1][F5][F3]2026-02-13$69.73/sh+15,406$1,074,336→ 56,592,058 total - Purchase
Common Stock
[F1][F6][F3]2026-02-13$70.30/sh+4,314$303,264→ 56,596,372 total - Purchase
Common Stock
[F1][F7][F3]2026-02-13$71.18/sh+280$19,932→ 56,596,652 total
Footnotes (7)
- [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 $71.4623 to $72.46. 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, 6 and7.
- [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 $72.465 to $73.0501.
- [F5]The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $69.3373 to $69.9996.
- [F6]The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $70.00 to $70.9521.
- [F7]The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $71.0038 to $71.5014.