organization · Reporting owner
MS&AD Insurance Group Holdings, Inc.
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BERKLEY W R CORPWRB · Entity 3183 | 10% owner | March 02, 2026 | March 04, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BERKLEY W R CORP
Report date March 02, 2026 · Filed March 04, 2026
Jointly reported with Mitsui Sumitomo Insurance Co Ltd
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 58,780,450 |
Last balance in matching sequence
After 2026-03-03 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2026-03-02 · Purchase · Acquired 45,103 · Balance 58,567,377 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 $71.72 to $72.69. 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. Row 2 · 2026-03-02 · Purchase · Acquired 100,897 · Balance 58,668,274 F1: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F4: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $72.71 to $73.415. 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. Row 3 · 2026-03-03 · Purchase · Acquired 38,991 · Balance 58,707,265 F1: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F5: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $71.1095 to $71.9984. 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. Row 4 · 2026-03-03 · Purchase · Acquired 73,185 · Balance 58,780,450 F1: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F6: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $72.00 to $72.725. 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. |
Filing footnotes · ownership attribution and instrument terms
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 $71.72 to $72.69. 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 $72.71 to $73.415.
F5: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $71.1095 to $71.9984.
F6: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $72.00 to $72.725.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 27, 2026 Filed Jan 29, 2026 01:30 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 800 | $65.86 | $52,689.44 |
DisclosureSEC source: 0001193125-26-027858 · ownership.xml · nonDerivative · entry 3 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 54,960,304 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F5 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $65.77 to $65.975. F3 · ownership.direct: 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. Read SEC document |
| January 26, 2026 Filed Jan 29, 2026 01:30 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 76,389 | $67.88 | $5,185,056.15 |
DisclosureSEC source: 0001193125-26-027858 · ownership.xml · nonDerivative · entry 2 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 54,959,504 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F4 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $67.4004 to $68.19. F3 · ownership.direct: 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. Read SEC document |
| January 26, 2026 Filed Jan 29, 2026 01:30 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 293,611 | $66.86 | $19,629,480.85 |
DisclosureSEC source: 0001193125-26-027858 · ownership.xml · nonDerivative · entry 1 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 54,883,115 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F2 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $66.45 to $67.40. 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, 5, 6, 7, 8, 9, 10 and 11. F3 · ownership.direct: 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. Read SEC document |
| January 23, 2026 Filed Jan 24, 2026 00:30 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 166,919 | $67.18 | $11,213,668.50 |
DisclosureSEC source: 0001193125-26-021399 · ownership.xml · nonDerivative · entry 3 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 54,589,504 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F5 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $67.00 to $67.9353. F3 · ownership.direct: 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. Read SEC document |
| January 23, 2026 Filed Jan 24, 2026 00:30 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 201,081 | $66.77 | $13,426,158.26 |
DisclosureSEC source: 0001193125-26-021399 · ownership.xml · nonDerivative · entry 2 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 54,422,585 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F4 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $66.5195 to $66.9993. F3 · ownership.direct: 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. Read SEC document |
| January 22, 2026 Filed Jan 24, 2026 00:30 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 330,000 | $67.45 | $22,258,665.00 |
DisclosureSEC source: 0001193125-26-021399 · ownership.xml · nonDerivative · entry 1 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 54,221,504 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F2 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $67.09 to $67.66. 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 · ownership.direct: 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. Read SEC document |
| January 21, 2026 Filed Jan 22, 2026 00:30 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 260,998 | $67.60 | $17,644,299.99 |
DisclosureSEC source: 0001193125-26-018358 · ownership.xml · nonDerivative · entry 4 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 53,891,504 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F6 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $67.41 to $68.13. F3 · ownership.direct: 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. Read SEC document |
| January 21, 2026 Filed Jan 22, 2026 00:30 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 59,002 | $66.95 | $3,950,337.31 |
DisclosureSEC source: 0001193125-26-018358 · ownership.xml · nonDerivative · entry 3 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 53,630,506 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F5 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $66.5523 to $67.40. F3 · ownership.direct: 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. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 00:30 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 44,994 | $68.08 | $3,063,065.54 |
DisclosureSEC source: 0001193125-26-018358 · ownership.xml · nonDerivative · entry 2 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 53,571,504 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F4 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $68.00 to $68.2013. F3 · ownership.direct: 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. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 00:30 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 265,006 | $67.75 | $17,954,315.50 |
DisclosureSEC source: 0001193125-26-018358 · ownership.xml · nonDerivative · entry 1 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 53,526,510 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F2 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $67.00 to $67.9998. 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 · ownership.direct: 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. Read SEC document |
| January 16, 2026 Filed Jan 17, 2026 00:00 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 58,691 | $68.79 | $4,037,101.52 |
DisclosureSEC source: 0001193125-26-015569 · ownership.xml · nonDerivative · entry 4 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 53,261,504 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F6 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $68.6711 to $69.055. F3 · ownership.direct: 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. Read SEC document |
| January 16, 2026 Filed Jan 17, 2026 00:00 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 241,309 | $68.03 | $16,416,492.58 |
DisclosureSEC source: 0001193125-26-015569 · ownership.xml · nonDerivative · entry 3 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 53,202,813 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F5 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $67.68 to $68.67. F3 · ownership.direct: 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. Read SEC document |
| January 15, 2026 Filed Jan 17, 2026 00:00 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 68,093 | $69.45 | $4,728,868.19 |
DisclosureSEC source: 0001193125-26-015569 · ownership.xml · nonDerivative · entry 2 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,961,504 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F4 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $69.00 to $69.775. F3 · ownership.direct: 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. Read SEC document |
| January 15, 2026 Filed Jan 17, 2026 00:00 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 166,907 | $68.68 | $11,462,338.23 |
DisclosureSEC source: 0001193125-26-015569 · ownership.xml · nonDerivative · entry 1 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,893,411 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F2 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $68.31 to $68.9978. 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 · ownership.direct: 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. Read SEC document |
| January 14, 2026 Filed Jan 15, 2026 02:36 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 208,272 | $69.23 | $14,419,357.86 |
DisclosureSEC source: 0001193125-26-013375 · ownership.xml · nonDerivative · entry 5 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,726,504 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F7 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $69.00 to $69.74. F3 · ownership.direct: 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. Read SEC document |
| January 14, 2026 Filed Jan 15, 2026 02:36 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 21,728 | $68.80 | $1,494,927.68 |
DisclosureSEC source: 0001193125-26-013375 · ownership.xml · nonDerivative · entry 4 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,518,232 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F6 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $68.245 to $68.9988. F3 · ownership.direct: 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. Read SEC document |
| January 13, 2026 Filed Jan 15, 2026 02:36 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 206,499 | $68.15 | $14,072,473.20 |
DisclosureSEC source: 0001193125-26-013375 · ownership.xml · nonDerivative · entry 3 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,496,504 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F5 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $68.00 to $68.965. F3 · ownership.direct: 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. Read SEC document |
| January 13, 2026 Filed Jan 15, 2026 02:36 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 118,501 | $67.82 | $8,037,223.67 |
DisclosureSEC source: 0001193125-26-013375 · ownership.xml · nonDerivative · entry 2 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,290,005 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F4 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $67.57 to $67.9993. F3 · ownership.direct: 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. Read SEC document |
| January 12, 2026 Filed Jan 15, 2026 02:36 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 256,041 | $68.73 | $17,598,824.51 |
DisclosureSEC source: 0001193125-26-013375 · ownership.xml · nonDerivative · entry 1 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,171,504 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F2 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $68.42 to $69.30. 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 and 7. F3 · ownership.direct: 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. Read SEC document |
| January 09, 2026 Filed Jan 10, 2026 01:00 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 8,150 | $70.12 | $571,447.03 |
DisclosureSEC source: 0001193125-26-009283 · ownership.xml · nonDerivative · entry 6 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 51,915,463 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F8 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $70.0011 to $70.4398. F3 · ownership.direct: 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. Read SEC document |
| January 09, 2026 Filed Jan 10, 2026 01:00 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 105,674 | $69.56 | $7,351,190.68 |
DisclosureSEC source: 0001193125-26-009283 · ownership.xml · nonDerivative · entry 5 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 51,907,313 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F7 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $69.00 to $69.9974. F3 · ownership.direct: 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. Read SEC document |
| January 09, 2026 Filed Jan 10, 2026 01:00 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 161,176 | $68.48 | $11,037,590.36 |
DisclosureSEC source: 0001193125-26-009283 · ownership.xml · nonDerivative · entry 4 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 51,801,639 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F6 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $68.36 to $68.9975. F3 · ownership.direct: 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. Read SEC document |
| January 08, 2026 Filed Jan 10, 2026 01:00 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 151,511 | $70.32 | $10,653,662.63 |
DisclosureSEC source: 0001193125-26-009283 · ownership.xml · nonDerivative · entry 3 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 51,640,463 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F5 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $70.00 to $70.555. F3 · ownership.direct: 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. Read SEC document |
| January 08, 2026 Filed Jan 10, 2026 01:00 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 39,302 | $69.69 | $2,738,964.24 |
DisclosureSEC source: 0001193125-26-009283 · ownership.xml · nonDerivative · entry 2 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 51,488,952 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F4 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $69.0527 to $69.995. F3 · ownership.direct: 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. Read SEC document |
| January 08, 2026 Filed Jan 10, 2026 01:00 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 4,187 | $68.79 | $288,029.17 |
DisclosureSEC source: 0001193125-26-009283 · ownership.xml · nonDerivative · entry 1 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 51,449,650 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F2 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $68.445 to $68.995. 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, 7 and 8. F3 · ownership.direct: 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. Read SEC document |
| January 07, 2026 Filed Jan 8, 2026 00:30 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 10,378 | $69.20 | $718,202.23 |
DisclosureSEC source: 0001193125-26-006715 · ownership.xml · nonDerivative · entry 7 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 51,445,463 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F9 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $69.00 to $69.445. F3 · ownership.direct: 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. Read SEC document |
| January 07, 2026 Filed Jan 8, 2026 00:30 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 254,622 | $68.47 | $17,433,382.71 |
DisclosureSEC source: 0001193125-26-006715 · ownership.xml · nonDerivative · entry 6 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 51,435,085 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F8 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $68.07 to $68.9999. F3 · ownership.direct: 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. Read SEC document |
| January 06, 2026 Filed Jan 8, 2026 00:30 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 92,357 | $70.21 | $6,484,523.51 |
DisclosureSEC source: 0001193125-26-006715 · ownership.xml · nonDerivative · entry 5 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 51,180,463 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F7 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $70.00 to $70.67. F3 · ownership.direct: 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. Read SEC document |
| January 06, 2026 Filed Jan 8, 2026 00:30 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 122,931 | $69.93 | $8,596,294.38 |
DisclosureSEC source: 0001193125-26-006715 · ownership.xml · nonDerivative · entry 4 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 51,088,106 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F6 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $69.25 to $69.9999. F3 · ownership.direct: 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. Read SEC document |
| January 05, 2026 Filed Jan 8, 2026 00:30 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 153,686 | $70.78 | $10,877,510.87 |
DisclosureSEC source: 0001193125-26-006715 · ownership.xml · nonDerivative · entry 3 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 50,965,175 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F5 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $70.60 to $71.0727. F3 · ownership.direct: 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. Read SEC document |
| January 05, 2026 Filed Jan 8, 2026 00:30 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 35,894 | $70.23 | $2,520,918.18 |
DisclosureSEC source: 0001193125-26-006715 · ownership.xml · nonDerivative · entry 2 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 50,811,489 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F4 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $69.706 to $70.5996. F3 · ownership.direct: 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. Read SEC document |
| January 05, 2026 Filed Jan 8, 2026 00:30 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 11,350 | $69.20 | $785,415.46 |
DisclosureSEC source: 0001193125-26-006715 · ownership.xml · nonDerivative · entry 1 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 50,775,595 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F2 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $68.7 to $69.6978. 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, 7, 8 and 9. F3 · ownership.direct: 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. Read SEC document |
| January 02, 2026 Filed Jan 3, 2026 00:00 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 237,734 | $69.35 | $16,486,306.11 |
DisclosureSEC source: 0001193125-26-001178 · ownership.xml · nonDerivative · entry 3 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 50,764,245 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F5 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $68.92 to $69.77. F3 · ownership.direct: 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. Read SEC document |
| December 31, 2025 Filed Jan 3, 2026 00:00 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 230,000 | $70.27 | $16,160,996.00 |
DisclosureSEC source: 0001193125-26-001178 · ownership.xml · nonDerivative · entry 2 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 50,526,511 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F4 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $70.08 to $70.785. F3 · ownership.direct: 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. Read SEC document |
| December 30, 2025 Filed Jan 3, 2026 00:00 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 205,000 | $70.83 | $14,519,822.00 |
DisclosureSEC source: 0001193125-26-001178 · ownership.xml · nonDerivative · entry 1 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 50,296,511 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F2 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $70.6 to $71.145. 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 · ownership.direct: 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. Read SEC document |
| December 29, 2025 Filed Dec 30, 2025 00:00 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 205,000 | $70.77 | $14,508,383.00 |
DisclosureSEC source: 0001193125-25-335622 · ownership.xml · nonDerivative · entry 5 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 50,091,511 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F7 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $70.535 to $70.989. F3 · ownership.direct: 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. Read SEC document |
| December 26, 2025 Filed Dec 30, 2025 00:00 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 220,000 | $70.56 | $15,522,760.00 |
DisclosureSEC source: 0001193125-25-335622 · ownership.xml · nonDerivative · entry 4 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 49,886,511 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F6 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $70.30 to $70.9844. F3 · ownership.direct: 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. Read SEC document |
| December 24, 2025 Filed Dec 30, 2025 00:00 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 220,000 | $70.51 | $15,512,046.00 |
DisclosureSEC source: 0001193125-25-335622 · ownership.xml · nonDerivative · entry 3 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 49,666,511 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F5 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $70.13 to $70.64. F3 · ownership.direct: 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. Read SEC document |
| December 23, 2025 Filed Dec 30, 2025 00:00 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 2,027 | $71.15 | $144,228.14 |
DisclosureSEC source: 0001193125-25-335622 · ownership.xml · nonDerivative · entry 2 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 49,446,511 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F4 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $71.06 to $71.18. F3 · ownership.direct: 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. Read SEC document |
| December 23, 2025 Filed Dec 30, 2025 00:00 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 232,546 | $70.31 | $16,350,448.79 |
DisclosureSEC source: 0001193125-25-335622 · ownership.xml · nonDerivative · entry 1 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 49,444,484 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F2 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $70.1731 to $70.99. 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 and 7. F3 · ownership.direct: 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. Read SEC document |
| December 22, 2025 Filed Dec 23, 2025 01:45 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 162,060 | $70.33 | $11,396,982.94 |
DisclosureSEC source: 0001193125-25-329220 · ownership.xml · nonDerivative · entry 4 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 49,211,938 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F6 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $70.20 to $70.64. F3 · ownership.direct: 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. Read SEC document |
| December 22, 2025 Filed Dec 23, 2025 01:45 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 39,940 | $69.97 | $2,794,665.70 |
DisclosureSEC source: 0001193125-25-329220 · ownership.xml · nonDerivative · entry 3 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 49,049,878 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F5 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $69.23 to $70.1973. F3 · ownership.direct: 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. Read SEC document |
| December 19, 2025 Filed Dec 23, 2025 01:45 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 204,000 | $69.50 | $14,178,612.00 |
DisclosureSEC source: 0001193125-25-329220 · ownership.xml · nonDerivative · entry 2 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 49,009,938 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F4 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $69.36 to $69.955. F3 · ownership.direct: 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. Read SEC document |
| December 18, 2025 Filed Dec 23, 2025 01:45 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 204,350 | $69.38 | $14,178,109.53 |
DisclosureSEC source: 0001193125-25-329220 · ownership.xml · nonDerivative · entry 1 MITSUI SUMITOMO INSURANCE CO LTD · CIK 0001142206 · 10% owner MS&AD Insurance Group Holdings, Inc. · CIK 0001431048 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,805,938 F1 · kind: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. F2 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $68.82 to $69.60. 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 · ownership.direct: 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. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.