Event-Driven Stocks

BERKLEY W R CORP

WRBNYSE

Financials · Fire, Marine & Casualty Insurance · DE · SEC filings ↗ · Compare ⊕

View price & chart on Yahoo Finance ↗
Signs● 4 good● 1 warningdetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$555.8M$505.8M$471.8M$477.4M$449.7M$358.3M
Operating income——————
Net income$1.78B$1.76B$1.38B$1.38B$1.02B$530.7M
Total assets$44.07B$40.57B$37.20B$33.86B$32.09B$28.61B
Total liabilities$34.36B$32.16B$29.73B$27.09B$25.42B$22.28B
Equity$9.70B$8.40B$7.46B$6.75B$6.65B$6.31B
EPS (diluted)$4.45$4.36$3.37$3.29$3.66$1.87
Shares out.379.2M256.5M263.4M176.8M177.4M183.4M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
—
Net margin
320.2%
Return on equity
18.3%
Return on assets
4.0%
Return on capital (ROCE)
—
Liabilities / assets
78.0%
Debt / equity
3.54×
Book value / share
$25.58
Revenue growth (YoY)
9.9%
Net income growth (YoY)
1.3%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Accruals / assets
−4.1%clean
Piotroski F-Score
5/7mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
83
/ 100
Profitability 100Growth 100Catalyst 67Earnings quality 100Financial strength 50

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

● 1 warning● 4 good
  • High leverage (liabilities > 70% of assets)
  • Strong return on equity (>15%)
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 202618.6M11.1-2.3%
Apr 30, 202619.0M7.7+3.1%
Apr 15, 202618.4M11.2-8.7%
Mar 31, 202620.2M7.4+5.5%
Mar 13, 202619.1M10.8-5.3%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (1)

Spot an error in this record? Report it. Every correction is verified against the source filing before we change anything.