MITSUI SUMITOMO INSURANCE CO LTD 4
4 · BERKLEY W R CORP · Filed Feb 20, 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.) purchased a total of 505,582 WRB shares in open‑market transactions on Feb 19–20, 2026.
- 300,986 shares @ $70.53 each = $21,227,730 (weighted avg; multiple trades; price range reported per footnote F2).
- 44,014 shares @ $71.50 each = $3,146,785 (weighted avg; price range per footnote F4).
- 160,582 shares @ $70.80 each = $11,369,944 (weighted avg; price range per footnote F5).
- Total cost ≈ $35,744,459. These were purchases (buying shares), which investors often view as more informative than routine sales.
Key Details
- Transaction dates: Feb 19, 2026 (two tranches) and Feb 20, 2026 (one tranche).
- Execution: Open‑market/private purchases under a Rule 10b5‑1 trading plan (plan adopted Oct 3, 2025) — see footnote F1.
- Weighted‑average prices reported; footnotes F2–F5 give the price ranges and offer to provide per‑trade breakdown on request.
- Shares owned after the transactions: not specified in the provided summary (Form 4 typically reports post‑transaction ownership; consult the full filing for that number).
- Filing timeliness: No late filing indicated (Form 4 filed Feb 20, 2026, within the usual 2‑business‑day requirement).
- Ownership note: Shares are held directly by 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 disclaims beneficial ownership except for pecuniary interest (footnote F3). Reporting persons also disclaim group status with WR Berkley & Others LLC (see remarks).
Context
- This is institutional buying by a large shareholder (10% owner), executed under a pre‑arranged 10b5‑1 plan, not an executive/director personal trade. Institutional purchases can reflect portfolio decisions rather than individual insider sentiment.
- For full details (per‑trade prices and post‑transaction holdings), retail investors should review the complete Form 4 filing (Accesssion 0001193125-26-061923) or request the breakdown referenced in the footnotes.
Insider Transaction Report
Form 4
MITSUI SUMITOMO INSURANCE CO LTD
10% Owner
Transactions
- Purchase
Common Stock
[F1][F2][F3]2026-02-19$70.53/sh+300,986$21,227,730→ 57,464,024 total - Purchase
Common Stock
[F1][F4][F3]2026-02-19$71.50/sh+44,014$3,146,785→ 57,508,038 total - Purchase
Common Stock
[F1][F5][F3]2026-02-20$70.80/sh+160,582$11,369,944→ 57,668,620 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 $70.0699 to $70.9988. 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 $71.0014 to $72.026.
- [F5]The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $70.357 to $71.115.