Every material Form 8-K W. R. Berkley filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
W. R. Berkley reported third quarter 2026 results on October 19, 2026. GAAP net income to common stockholders fell to $446.0 million, or $1.14 per diluted share, from $511.0 million, or $1.28, a year earlier, while operating income, a non-GAAP measure, rose to $456.5 million, or $1.17 per share. The filing gives no new full-year guidance, so shareholders see mixed signals on reported versus underlying profit.
Net income to common stockholders was $446.0 million, or $1.14 per diluted share, versus $511.0 million, or $1.28, in the third quarter of 2025.
Operating income rose to $456.5 million, or $1.17 per diluted share, from $440.2 million, or $1.10, a year earlier.
Pre-tax underwriting income for the Insurance segment grew 10.6% to $237.7 million, and the reported combined ratio was 90.8%.
Net investment income rose to $383.5 million from $351.2 million; the company repurchased $21.1 million of shares in the quarter and returned $728.6 million to shareholders year to date.
W. R. Berkley reported second quarter 2026 results on July 20, 2026. Net income to common stockholders rose to $452.3 million, or $1.15 per diluted share, from $401.3 million, or $1.00, a year earlier, and operating income rose 18.2% to $497.1 million.
Net income to common stockholders was $452.3 million versus $401.3 million in Q2 2025, up 12.7%.
Diluted EPS was $1.15 versus $1.00; operating income per diluted share was $1.27 versus $1.05.
GAAP combined ratio improved to 90.0% from 91.6%; gross premiums written reached a record $4.1 billion.
Total capital returned to shareholders in the quarter was $334.1 million, including $185.5 million of special dividends.
W. R. Berkley said Executive Vice President Lucille Sgaglione will resign as an executive officer effective June 30, 2026. She will continue part-time as Senior Advisor, with compensation to be adjusted for the new role. Her outstanding long-term incentive awards will be handled under their existing award agreements.
Lucille Sgaglione resigns as Executive Vice President effective June 30, 2026
She will continue to serve part-time as Senior Advisor
Compensation to be adjusted for the advisory role; long-term incentive awards follow existing agreements
W. R. Berkley Corporation entered into a First Amendment to its credit agreement on June 9, 2026. The amendment extends the maturity of the revolving credit facility from April 1, 2027 to June 9, 2031, giving the company longer-term access to this borrowing capacity.
Amendment dated June 9, 2026 to the Credit Agreement originally dated April 1, 2022
Revolving credit facility maturity extended from April 1, 2027 to June 9, 2031
Bank of America, N.A. serves as Administrative Agent; filing lists M&T Bank, JPMorgan Chase Bank, N.A. and Morgan Stanley Senior Funding, Inc. as Syndication Agents
The filing does not state the facility size or pricing changes
W. R. Berkley reported first quarter 2026 net income to common stockholders of $515.2 million, up from $417.6 million a year earlier, and diluted EPS of $1.31 versus $1.04. Operating income reached a record $514.3 million and annualized return on equity was 21.2%. The company repurchased 4,471,634 shares for $302 million and says it remains confident in exceeding its 15% after-tax return on equity target.
Net income to common stockholders was $515.2 million, up 23.4% from $417.6 million; diluted EPS was $1.31 compared with $1.04.
Operating income was a record $514.3 million; the reported combined ratio was 90.7%, compared with 90.9% a year earlier.
Net investment income grew 12.2% to a record $404.3 million.
Total capital returned to shareholders was $336.1 million, including $302.4 million of share repurchases.
W. R. Berkley reported fourth-quarter 2025 results on January 26, 2026. GAAP net income to common stockholders was $449.5 million, or $1.13 per diluted share, down from $576.1 million, or $1.44 per share, a year earlier, mainly as net investment gains fell and the company recorded a foreign currency loss. Operating income, a non-GAAP measure, rose 9.5% to $449.6 million, and pre-tax underwriting income grew 14.9% to $338 million.
Q4 2025 net income to common stockholders: $449.5 million ($1.13 diluted EPS), versus $576.1 million ($1.44) in Q4 2024
Q4 2025 operating income: $449.6 million ($1.13 per diluted share), versus $410.4 million ($1.02) a year earlier
Q4 2025 combined ratio was 89.4%, compared with 90.2% in Q4 2024; full-year 2025 net income was $1.78 billion ($4.45 per diluted share)
Total capital returned to shareholders in Q4 2025 was $608.3 million, including $377.9 million of special dividends
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every W. R. Berkley filing is on SEC EDGAR ↗. 8-K briefs of other companies →