Stammdaten
W. R. Berkley Corporation, ein Versicherungs-Holding-Unternehmen, fungiert als kommerzieller Versicherer in den USA und international. Das Unternehmen ist in zwei Segmenten tätig: Versicherung und Rückversicherung & Monoline-Überschuss. Das Versicherungssegment zeichnet kommerzielle Versicherungsgeschäfte einschließlich Betriebsstätten, Handelsfahrzeuge, Vermögenswerte, Produkthaftung und allgemeine sowie Berufshaftpflichtversicherungen. Es bietet auch Arbeiterunfallversicherungsprodukte; Unfall- und Krankenversicherungs- und Rückversicherungsprodukte; Versicherungen für kommerzielle Risiken; spezialisierte Umweltprodukte für Auftragnehmer, Berater sowie Immobilieneigentümer und -betreiber; spezialisierte Versicherungsabdeckungen für Kunstgegenstände und Schmucksammlungen; Regenschirm- und Überschuss-Haftpflicht-Abdeckungsprodukte; sowie Spirituosen-Haftpflicht und Binnenschifffahrts-Abdeckungen für kleine bis mittlere Versicherte an. Darüber hinaus bietet dieses Segment Direktoren- und Beamten- sowie Bürgschafts-Risikoversicherungsprodukte sowie Produkte für Technologie-, Life-Science- und Reiseindustrien; Cyber-Risiko-Lösungen; Schadensersatz-, Gruppenlebens- sowie Verbrechen- und Treuhand-Versicherungsprodukte; Versicherungslösungen für Privatpersonen einschließlich Heim-, Wohn-/Genossenschafts-, Auto- und Sammlerstücke; Auto-, Strafverfolgung, öffentliche Beamte und Erzieher-Rechtsschutz sowie Arbeitgeber-Haftpflicht- und versehentliche Krankenversicherungsprodukte; sowie Betreuungs- und alternative Risikoversicherungs-Programm-Managementdienstleistungen an. Das Rückversicherungs- und Monoline-Überschuss-Segment bietet anderen Versicherungsunternehmen und Selbstversicherten Unterstützung bei der Verwaltung ihres Nettorisikos durch Rückversicherung auf Portfoliobasis durch Vertrag-Rückversicherung oder auf Einzelbasis durch fakultative Rückversicherung an. W. R. Berkley Corporation wurde 1967 gegründet und hat seinen Sitz in Greenwich, Connecticut. KI
Unternehmen & Branche
| Name | BERKLEY W R CORP |
|---|---|
| Ticker | WRB |
| CIK | 0000011544 |
| Börse | NYSE |
| Sektor | Finanzen |
| Industrie | Versicherungen |
| SIC | 6331 · Fire, Marine & Casualty Insurance |
Wertpapier & Kennzahlen
| CUSIP | 084423102 |
|---|---|
| ISIN | US0844231029 |
| Typ | Common Stock |
| Marktkapitalisierung | 28,73 Mrd. USD |
| KGV (P/E) | 17,12 |
| Beta | 0,28 |
| Dividendenrendite | 0,02 % |
Sitz & Kontakt
| Sitz (Inkorporation) | DE |
|---|---|
| Geschäftsadresse | 475 STEAMBOAT ROAD ., 06830 GREENWICH, CT |
| Telefon | 2036293000 |
| EIN (IRS) | 22-1867895 |
Listing & Historie
| Listing-Börsen | NYSE · NYSE · NYSE · NYSE · NYSE |
|---|---|
| Fiskaljahr-Ende | 31.12. |
| SEC-Filer-Status | Large accelerated filer |
Bewertung
| KBV (P/B) | 2,96 vs. 2,19 (2021) ▲ |
|---|---|
| KUV (P/S) | 1,95 vs. 1,54 (2021) ▲ |
| FCF-Rendite | 12,5 % vs. 15,0 % (2021) ▼ |
| Buyback-Rendite | 0,9 % vs. 0,8 % (2021) ▲ |
| Ausschüttungsquote | 39,4 % vs. 34,8 % (2021) ▲ |
Qualität & Bilanz
| Nettomarge | 12,1 % vs. 10,8 % (2021) ▲ |
|---|---|
| ROIC | 18,3 % vs. 15,4 % (2021) ▲ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | TTM* | Verlauf |
|---|---|---|---|---|---|---|---|
| Bewertung | |||||||
| KBV (P/B) | 2,19 | 2,84 | 2,43 | 2,65 | 2,73 | 2,95 | |
| KUV (P/S) | 1,54 | 1,72 | 1,49 | 1,63 | 1,80 | 1,93 | |
| FCF-Rendite | 15,0 % | 13,4 % | 16,1 % | 16,5 % | 13,5 % | 12,2 % | |
| Buyback-Rendite | 0,8 % | 0,5 % | 3,0 % | 1,4 % | 1,0 % | 1,8 % | |
| Ausschüttungsquote | 34,8 % | 17,0 % | 36,3 % | 30,3 % | 39,4 % | 37,5 % | |
| Qualität & Bilanz | |||||||
| Nettomarge | 10,8 % | 12,4 % | 11,4 % | 12,9 % | 12,1 % | 12,6 % | |
| ROIC | 15,4 % | 20,5 % | 18,5 % | 20,9 % | 18,3 % | 19,3 % | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
TTM* = letzte zwölf Monate (vorläufig, ungeprüft): jüngstes Geschäftsjahr + laufendes YTD − Vorjahres-YTD aus den Quartalsberichten (10-Q); Bewertungs-Multiples gegen die aktuelle Marktkapitalisierung. Kein testierter Jahresabschluss.
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Glück Conviction Score™ ⓘ
ⓘ
WRB
BERKLEY W R CORP
Effektiv
Neutral
Handelsvolumen
Hoch
Insider
0,0
Keine Insider-Käufe
Institutionell
43,9
94 neu, 241 erhöht, -1395397K $ netto
Aktivist
23,1
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,71% (Stand: 30.06.2026)
Score-Verlauf (90 Tage)
Konviktions-Verlauf — oben stark · Mitte neutral · unten schwach
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (24 Monate)
Indexierte Darstellung (Start = 100) — die Kursform bleibt sichtbar, absolute Kurse sind angemeldeten Mitgliedern vorbehalten.
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bullisch | 10 % | 69.41 | +9.7 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 69.93 | +8.9 % vs SMA200 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 72.45 | EMA50: 70.36 | |
| MACD-Histogramm | Bullisch | 10 % | 0.340 | Bullisch | |
| RSI(14) | Neutral | 10 % | 68.9 | Neutral (30–70) | |
| Stoch %K(14) | Bärisch | 5 % | 85.6 | Überkauft | |
| ADX(14)+DI | Bullisch | 10 % | 29.6 | +DI: 41.1 / −DI: 12.9 | |
| Z-Score(60) | Bärisch | 5 % | 2.46 | Extrem überkauft | |
| 52W-Position | Bullisch | 5 % | 84.7 % | Hoch 78.46 / Tief 63.54 | |
| Bollinger(20,2σ) | Bärisch | 5 % | 104.7 % | Upper 75.84 / Mid 72.31 / Lower 68.78 | |
| LinReg-Slope(60) | Bullisch | 10 % | +0.1466 | R²=0.73 / annualisiert +53.6 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-03-03 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 73.185 | 72,52 | 5.307.654,30 | +70,7% | |
| 2026-03-03 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 38.991 | 71,60 | 2.791.603,54 | +37,2% | |
| 2026-03-02 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 45.103 | 72,29 | 3.260.288,40 | +43,4% | |
| 2026-03-02 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 100.897 | 73,20 | 7.385.458,61 | +98,4% | |
| 2026-02-27 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 147.000 | 71,63 | 10.528.963,20 | +140,3% | |
| 2026-02-26 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 145.491 | 71,65 | 10.423.848,19 | +138,9% | |
| 2026-02-26 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 7.509 | 72,11 | 541.504,03 | +7,2% | |
| 2026-02-25 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 154.512 | 71,39 | 11.030.874,35 | +147,0% | |
| 2026-02-25 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 14.356 | 71,77 | 1.030.335,86 | +13,7% | |
| 2026-02-24 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 103.192 | 70,52 | 7.277.430,05 | +97,0% | |
| 2026-02-24 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 61.594 | 71,28 | 4.390.642,06 | +58,5% | |
| 2026-02-23 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 16.410 | 71,80 | 1.178.305,28 | +15,7% | |
| 2026-02-23 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 203.590 | 71,09 | 14.473.844,23 | +192,9% | |
| 2026-02-20 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 160.582 | 70,80 | 11.369.944,28 | +151,5% | |
| 2026-02-19 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 300.986 | 70,53 | 21.227.729,92 | +282,9% | |
| 2026-02-19 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 44.014 | 71,50 | 3.146.785,33 | +41,9% | |
| 2026-02-18 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 45.250 | 70,96 | 3.210.908,33 | +42,8% | |
| 2026-02-18 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 239.750 | 70,58 | 16.922.729,78 | +225,5% | |
| 2026-02-17 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 281.386 | 71,19 | 20.032.854,19 | +266,9% | |
| 2026-02-13 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 4.314 | 70,30 | 303.264,28 | +4,0% | |
| 2026-02-13 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 15.406 | 69,73 | 1.074.335,87 | +14,3% | |
| 2026-02-13 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 280 | 71,18 | 19.931,52 | +0,3% | |
| 2026-02-12 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 17.599 | 71,88 | 1.265.030,20 | +16,9% | |
| 2026-02-12 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 2.401 | 72,76 | 174.690,28 | +2,3% | |
| 2026-02-11 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 3.578 | 70,50 | 252.266,17 | +3,4% | |
| 2026-02-11 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 11.163 | 71,45 | 797.588,54 | +10,6% | |
| 2026-02-11 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 9.289 | 69,59 | 646.400,15 | +8,6% | |
| 2026-02-10 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 21.884 | 69,09 | 1.511.904,28 | +20,1% | |
| 2026-02-10 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 12.082 | 69,92 | 844.786,73 | +11,3% | |
| 2026-02-09 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 4.048 | 70,32 | 284.653,34 | +3,8% | |
| 2026-02-09 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 35.952 | 69,27 | 2.490.553,23 | +33,2% | |
| 2026-02-06 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 15.694 | 70,46 | 1.105.811,80 | +14,7% | |
| 2026-02-06 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 4.306 | 71,39 | 307.411,80 | +4,1% | |
| 2026-02-05 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 13.472 | 71,25 | 959.917,72 | +12,8% | |
| 2026-02-05 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 6.528 | 70,79 | 462.109,94 | +6,2% | |
| 2026-02-04 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 22.415 | 70,25 | 1.574.716,51 | +21,0% | |
| 2026-02-04 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 2.585 | 69,77 | 180.342,53 | +2,4% | |
| 2026-02-03 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 31.653 | 68,87 | 2.179.904,13 | +29,0% | |
| 2026-02-03 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 8.347 | 67,75 | 565.497,56 | +7,5% | |
| 2026-02-02 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 13.159 | 68,42 | 900.300,62 | +12,0% | |
| 2026-02-02 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 237.062 | 67,71 | 16.051.136,13 | +213,9% | |
| 2026-01-30 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 195.000 | 68,36 | 13.330.414,50 | +177,6% | |
| 2026-01-29 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 27.718 | 68,56 | 1.900.359,94 | +25,3% | |
| 2026-01-29 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 262.282 | 68,08 | 17.856.578,21 | +237,9% | |
| 2026-01-28 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 28.577 | 67,89 | 1.940.192,55 | +25,9% | |
| 2026-01-28 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 280.354 | 67,58 | 18.945.089,76 | +252,4% | |
| 2026-01-27 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 325.960 | 67,40 | 21.970.877,46 | +292,8% | |
| 2026-01-27 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 800 | 65,86 | 52.689,44 | +0,7% | |
| 2026-01-27 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 2.671 | 69,04 | 184.392,75 | +2,5% | |
| 2026-01-27 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 8.582 | 68,56 | 588.390,50 | +7,8% | |
| 2026-01-27 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 11.987 | 66,87 | 801.520,34 | +10,7% | |
| 2026-01-26 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 76.389 | 67,88 | 5.185.056,15 | +69,1% | |
| 2026-01-26 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 293.611 | 66,86 | 19.629.480,85 | +261,6% | |
| 2026-01-23 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 201.081 | 66,77 | 13.426.158,26 | +178,9% | |
| 2026-01-23 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 166.919 | 67,18 | 11.213.668,50 | +149,4% | |
| 2026-01-22 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 330.000 | 67,45 | 22.258.665,00 | +296,6% | |
| 2026-01-21 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 260.998 | 67,60 | 17.644.299,99 | +235,1% | |
| 2026-01-21 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 59.002 | 66,95 | 3.950.337,31 | +52,6% | |
| 2026-01-20 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 265.006 | 67,75 | 17.954.315,50 | +239,2% | |
| 2026-01-20 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 44.994 | 68,08 | 3.063.065,54 | +40,8% | |
| 2026-01-16 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 241.309 | 68,03 | 16.416.492,58 | +218,7% | |
| 2026-01-16 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 58.691 | 68,79 | 4.037.101,52 | +53,8% | |
| 2026-01-15 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 166.907 | 68,68 | 11.462.338,23 | +152,7% | |
| 2026-01-15 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 68.093 | 69,45 | 4.728.868,19 | +63,0% | |
| 2026-01-14 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 208.272 | 69,23 | 14.419.357,86 | +192,1% | |
| 2026-01-14 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 21.728 | 68,80 | 1.494.927,68 | +19,9% | |
| 2026-01-13 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 118.501 | 67,82 | 8.037.223,67 | +107,1% | |
| 2026-01-13 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 206.499 | 68,15 | 14.072.473,20 | +187,5% | |
| 2026-01-12 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 256.041 | 68,73 | 17.598.824,51 | +234,5% | |
| 2026-01-09 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 8.150 | 70,12 | 571.447,03 | +7,6% | |
| 2026-01-09 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 161.176 | 68,48 | 11.037.590,36 | +147,1% | |
| 2026-01-09 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 105.674 | 69,56 | 7.351.190,68 | +98,0% | |
| 2026-01-08 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 4.187 | 68,79 | 288.029,17 | +3,8% | |
| 2026-01-08 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 151.511 | 70,32 | 10.653.662,63 | +142,0% | |
| 2026-01-08 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 39.302 | 69,69 | 2.738.964,24 | +36,5% | |
| 2026-01-07 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 254.622 | 68,47 | 17.433.382,71 | +232,3% | |
| 2026-01-07 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 10.378 | 69,20 | 718.202,23 | +9,6% | |
| 2026-01-06 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 92.357 | 70,21 | 6.484.523,51 | +86,4% | |
| 2026-01-06 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 122.931 | 69,93 | 8.596.294,38 | +114,5% | |
| 2026-01-05 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 35.894 | 70,23 | 2.520.918,18 | +33,6% | |
| 2026-01-05 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 153.686 | 70,78 | 10.877.510,87 | +144,9% | |
| 2026-01-05 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 11.350 | 69,20 | 785.415,46 | +10,5% | |
| 2026-01-02 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 237.734 | 69,35 | 16.486.306,11 | +219,7% | |
| 2025-12-31 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 230.000 | 70,27 | 16.160.996,00 | +215,3% | |
| 2025-12-30 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 205.000 | 70,83 | 14.519.822,00 | +193,5% | |
| 2025-12-29 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 205.000 | 70,77 | 14.508.383,00 | +193,3% | |
| 2025-12-26 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 220.000 | 70,56 | 15.522.760,00 | +206,8% | |
| 2025-12-24 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 220.000 | 70,51 | 15.512.046,00 | +206,7% | |
| 2025-12-23 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 232.546 | 70,31 | 16.350.448,79 | +217,9% | |
| 2025-12-23 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 2.027 | 71,15 | 144.228,14 | +1,9% | |
| 2025-12-22 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 162.060 | 70,33 | 11.396.982,94 | +151,9% | |
| 2025-12-22 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 39.940 | 69,97 | 2.794.665,70 | +37,2% | |
| 2025-12-19 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 204.000 | 69,50 | 14.178.612,00 | +188,9% | |
| 2025-12-18 | MITSUI SUMITOMO INSURANCE CO LTD | 10% Owner | Open Market Purchase | 204.350 | 69,38 | 14.178.109,53 | +188,9% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
⚠ Vorläufige Daten: Erst 3189 von typischerweise 8405 Fonds (38 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| MITSUI SUMITOMO INSURANCE CO LTD | 58.780.450 | 0 | 58.780.450 | 3.895.968.226 | Neu | +100,0% | |
| BlackRock, Inc. | 23.280.608 | 0 | 23.280.608 | 1.543.038.699 | Neu | +100,0% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 18.925.841 | 0 | 18.925.841 | 1.254.404.742 | Neu | +100,0% | |
| STATE STREET CORP | 14.405.410 | 0 | 14.405.410 | 954.790.575 | Neu | +100,0% | |
| MORGAN STANLEY | 10.412.465 | 0 | 10.412.465 | 690.138.328 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 8.229.654 | 0 | 8.229.654 | 549.199.148 | Neu | +100,0% | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 7.772.213 | 0 | 7.772.213 | 515.142.340 | Neu | +100,0% | |
| FIRST TRUST ADVISORS LP | 3.972.929 | 0 | 3.972.929 | 263.325.756 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 3.789.666 | 0 | 3.789.666 | 251.179.062 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 3.768.180 | 0 | 3.768.180 | 249.757.104 | Neu | +100,0% | |
| UBS Group AG | 3.267.776 | 0 | 3.267.776 | 216.588.194 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 2.904.522 | 0 | 2.904.522 | 192.511.710 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 2.851.284 | 0 | 2.851.284 | 188.983.115 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 2.705.395 | 0 | 2.705.395 | 179.313.581 | Neu | +100,0% | |
| Janus Henderson Group Ltd. | 2.457.890 | 0 | 2.457.890 | 162.909.996 | Neu | +100,0% | |
| 1832 Asset Management L.P. | 2.293.921 | 0 | 2.293.921 | 152.041.084 | Neu | +100,0% | |
| ROYAL LONDON ASSET MANAGEMENT LTD | 2.284.583 | 0 | 2.284.583 | 151.422.161 | Neu | +100,0% | |
| Polar Capital Holdings Plc | 2.275.000 | 0 | 2.275.000 | 150.787.000 | Neu | +100,0% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.175.492 | 0 | 2.175.492 | 144.191.609 | Neu | +100,0% | |
| PRINCIPAL FINANCIAL GROUP INC | 1.918.380 | 0 | 1.918.380 | 127.152.820 | Neu | +100,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.901.305 | 0 | 1.901.305 | 126.018.496 | Neu | +100,0% | |
| Legal & General Group Plc | 1.871.044 | 0 | 1.871.044 | 124.012.800 | Neu | +100,0% | |
| AQR CAPITAL MANAGEMENT LLC | 1.848.105 | 0 | 1.848.105 | 122.492.419 | Neu | +100,0% | |
| Madison Asset Management, LLC | 1.618.906 | 0 | 1.618.906 | 107.301.062 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 1.462.441 | 0 | 1.462.441 | 96.930.589 | Neu | +100,0% | |
| FMR LLC | 1.389.362 | 0 | 1.389.362 | 92.086.925 | Neu | +100,0% | |
| CHILTON INVESTMENT CO INC. | 1.388.792 | 0 | 1.388.792 | 92.049.134 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 1.296.875 | 0 | 1.296.875 | 85.956.000 | Neu | +100,0% | |
| BARCLAYS PLC | 1.227.343 | 0 | 1.227.343 | 81.348.294 | Neu | +100,0% | |
| DEUTSCHE BANK AG\ | 1.144.757 | 0 | 1.144.757 | 75.874.494 | Neu | +100,0% | |
| ANCHOR CAPITAL ADVISORS LLC | 1.133.890 | 0 | 1.133.890 | 75.154.251 | Neu | +100,0% | |
| JONES FINANCIAL COMPANIES LLLP | 1.147.307 | 0 | 1.147.307 | 74.277.837 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 1.109.735 | 0 | 1.109.735 | 73.553.236 | Neu | +100,0% | |
| HSBC HOLDINGS PLC | 1.103.332 | 0 | 1.103.332 | 73.181.319 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 1.100.375 | 0 | 1.100.375 | 72.932.797 | Neu | +100,0% | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1.031.752 | 1.113.400 | -81.648 | 72.769.459 | Reduziert | -7,3% | |
| Cornerstone Investment Partners, LLC | 1.052.504 | 0 | 1.052.504 | 69.759.965 | Neu | +100,0% | |
| EULAV Asset Management | 906.464 | 1.230.464 | -324.000 | 63.932.906 | Reduziert | -26,3% | |
| ENVESTNET ASSET MANAGEMENT INC | 896.168 | 0 | 896.168 | 59.397.989 | Neu | +100,0% | |
| PARNASSUS INVESTMENTS, LLC | 779.771 | 806.103 | -26.332 | 54.997.249 | Reduziert | -3,3% | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 803.150 | 0 | 803.150 | 53.232.782 | Neu | +100,0% | |
| PFA Pension, Forsikringsaktieselskab | 791.287 | 0 | 791.287 | 52.446.510 | Neu | +100,0% | |
| Cerity Partners LLC | 775.409 | 0 | 775.409 | 51.394.125 | Neu | +100,0% | |
| Swiss National Bank | 724.962 | 0 | 724.962 | 48.050.481 | Neu | +100,0% | |
| Amundi | 721.040 | 0 | 721.040 | 47.790.531 | Neu | +100,0% | |
| CITIGROUP INC | 707.114 | 0 | 707.114 | 46.867.513 | Neu | +100,0% | |
| Mraz, Amerine & Associates, Inc. | 635.753 | 630.593 | 5.160 | 44.839.667 | Aufgestockt | +0,8% | |
| STIFEL FINANCIAL CORP | 666.729 | 0 | 666.729 | 44.190.844 | Neu | +100,0% | |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 658.590 | 0 | 658.590 | 43.651.345 | Neu | +100,0% | |
| BloombergSen Inc. | 657.260 | 0 | 657.260 | 43.563.193 | Neu | +100,0% |
Top-Fondshalter (Stand: 30.06.2026) ⓘ
⚠ Vorläufige Daten: Erst 3189 von typischerweise 8405 Fonds (38 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1.031.752 | 1.113.400 | -7,3% | 72.769.459 | 9,30 | 100 % | 17 Q |
| EULAV Asset Management | 906.464 | 1.230.464 | -26,3% | 63.932.906 | 8,17 | 100 % | 17 Q |
| PARNASSUS INVESTMENTS, LLC | 779.771 | 806.103 | -3,3% | 54.997.249 | 7,03 | 100 % | 10 Q |
| Mraz, Amerine & Associates, Inc. | 635.753 | 630.593 | +0,8% | 44.839.667 | 5,73 | 0 % | 17 Q |
| Sumitomo Mitsui Trust Group, Inc. | 525.095 | 563.768 | -6,9% | 37.034.950 | 4,73 | 100 % | 17 Q |
| TRUIST FINANCIAL CORP | 468.920 | 572.234 | -18,1% | 33.072.957 | 4,22 | 68 % | 17 Q |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 377.811 | 110.855 | +240,8% | 26.678.043 | 3,41 | 2 % | 12 Q |
| BARLOW WEALTH PARTNERS, LLC | 271.315 | 270.284 | +0,4% | 19.339.310 | 2,47 | 0 % | 10 Q |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 269.218 | 311.018 | -13,4% | 18.987.946 | 2,43 | 100 % | 16 Q |
| PhiloSmith Capital Corp | 259.381 | 260.381 | -0,4% | 18.294.143 | 2,34 | 100 % | 17 Q |
| Townsend & Associates, Inc | 219.487 | 214.024 | +2,6% | 15.963.277 | 2,04 | 0 % | 15 Q |
| ISTHMUS PARTNERS, LLC | 206.664 | 204.520 | +1,0% | 14.576.013 | 1,86 | 100 % | 17 Q |
| Aware Super Pty Ltd as trustee of Aware Super | 206.597 | 364.949 | -43,4% | 14.571.286 | 1,86 | 100 % | 7 Q |
| GHP Investment Advisors, Inc. | 179.803 | 179.058 | +0,4% | 12.681.466 | 1,62 | 99 % | 17 Q |
| STEPHENS INC /AR/ | 167.509 | 169.325 | -1,1% | 11.814.375 | 1,51 | 0 % | 17 Q |
| ASSETMARK, INC | 155.241 | 132.231 | +17,4% | 10.949.182 | 1,40 | 100 % | 17 Q |
| Verdence Capital Advisors LLC | 146.939 | 111.732 | +31,5% | 10.363.636 | 1,32 | 33 % | 6 Q |
| Pictet Asset Management Holding SA | 144.394 | 171.834 | -16,0% | 10.184.109 | 1,30 | 69 % | 12 Q |
| EAGLE ROCK INVESTMENT COMPANY, LLC | 142.381 | 130.511 | +9,1% | 10.042.132 | 1,28 | 0 % | 6 Q |
| NEW YORK STATE COMMON RETIREMENT FUND | 129.087 | 133.812 | -3,5% | 9.104.506 | 1,16 | 100 % | 17 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 347 | 12,0 | 783 |
| 31.03.2026 | ✓ | 918 | 302,3 | 19.745 |
| 31.12.2025 | ✓ | 937 | 297,4 | 20.474 |
| 30.09.2025 | ✓ | 930 | 266,2 | 20.066 |
| 30.06.2025 | ✓ | 909 | 258,6 | 18.355 |
| 31.03.2025 | ✓ | 901 | 270,7 | 18.685 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| Aware Super Pty Ltd as trustee of Aware Super | 364.949 | 24.188.820 |
| D. E. Shaw & Co., Inc. | 200.813 | 13.309.886 |
| Qube Research & Technologies Ltd | 154.049 | 10.210.368 |
| CIBC Bancorp USA Inc. | 110.416 | 7.318.373 |
| Sciencast Management LP | 95.406 | 6.323.510 |
| Schonfeld Strategic Advisors LLC | 68.643 | 4.549.657 |
| NEW VERNON INVESTMENT MANAGEMENT LLC | 64.046 | 4.244.969 |
| SEB Asset Management AB | 59.523 | 3.945.184 |
| HENNESSY ADVISORS INC | 39.500 | 2.618.060 |
| TWINBEECH CAPITAL LP | 36.100 | 2.392.708 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| MITSUI SUMITOMO INSURANCE CO LTD | 58.780.450 | 8.253.939 | +16.3 % | 3.895.968.226 |
| CITADEL ADVISORS LLC | 1.394.141 | 1.281.891 | +1142.0 % | 92.403.665 |
| JONES FINANCIAL COMPANIES LLLP | 1.147.307 | 1.139.805 | +15193.3 % | 74.277.837 |
| JANE STREET GROUP, LLC | 1.014.135 | 997.088 | +5849.1 % | 67.216.868 |
| MORGAN STANLEY | 10.412.465 | 614.107 | +6.3 % | 690.138.328 |
| BANK OF AMERICA CORP /DE/ | 2.904.522 | 550.560 | +23.4 % | 192.511.710 |
| MILLENNIUM MANAGEMENT LLC | 459.227 | 423.988 | +1203.2 % | 30.437.566 |
| FIRST TRUST ADVISORS LP | 3.972.929 | 377.742 | +10.5 % | 263.325.756 |
| TUDOR INVESTMENT CORP ET AL | 426.345 | 351.330 | +468.3 % | 28.258.147 |
| DEUTSCHE BANK AG\ | 1.144.757 | 277.573 | +32.0 % | 75.874.494 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| BlackRock, Inc. | 23.280.608 | -1.779.881 | -7.1 % | 1.543.038.699 |
| Janus Henderson Group Ltd. | 2.457.890 | -1.099.917 | -30.9 % | 162.909.996 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 7.772.213 | -936.968 | -10.8 % | 515.142.340 |
| PRINCIPAL FINANCIAL GROUP INC | 1.918.380 | -789.472 | -29.2 % | 127.152.820 |
| Dundas Partners LLP | 390.567 | -770.905 | -66.4 % | 25.886.781 |
| CAPTRUST FINANCIAL ADVISORS | 240.875 | -707.293 | -74.6 % | 15.965.215 |
| HSBC HOLDINGS PLC | 1.103.332 | -632.626 | -36.4 % | 73.181.319 |
| STATE STREET CORP | 14.405.410 | -511.023 | -3.4 % | 954.790.575 |
| ROYAL LONDON ASSET MANAGEMENT LTD | 2.284.583 | -505.791 | -18.1 % | 151.422.161 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 21.280 | -318.911 | -93.7 % | 1.410 |
Zusätzlich aktuell von 261 Mutual Funds/ETFs gehalten (N-PORT). Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck | Δ-Balken |
|---|---|---|---|---|---|---|---|
| 21.07.2026 | The William R. Berkley 2022 Family Trust f/b/o William R. Berkley, Jr. and His Issue (+7) | Aktivist (13D/A) | 25,67 % | 95.557.324 | +0,16 pp | Item 4 is hereby amended by replacing the first paragraph with the following: Calculati… | |
| 05.06.2026 | MS&AD Insurance Group Holdings, Inc. (+1) | Aktivist (13D/A) | 15,80 % | 58.780.450 | +0,10 pp | Item 4 is hereby amended by replacing the second to last paragraph of Item 4 with the fo… | |
| 30.04.2026 | Vanguard Capital Management | Passiv (13G) | 5,80 % | 21.732.802 | Neu | – | |
| 27.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -9,40 pp | – | |
| 05.03.2026 | The William R. Berkley 2022 Family Trust f/b/o William R. Berkley, Jr. and His Issue (+7) | Aktivist (13D/A) | 25,51 % | 95.551.144 | +0,37 pp | Item 4 is hereby amended by replacing the first paragraph with the following: Calculati… | |
| 05.03.2026 | MS&AD Insurance Group Holdings, Inc. (+1) | Aktivist (13D/A) | 15,70 % | 58.780.450 | +0,80 pp | Item 4 is hereby amended by replacing the first paragraph with the following: Calculati… | |
| 06.02.2026 | MS&AD Insurance Group Holdings, Inc. (+1) | Aktivist (13D/A) | 14,90 % | 56.458.656 | +1,00 pp | – | |
| 14.01.2026 | MS&AD Insurance Group Holdings, Inc. (+1) | Aktivist (13D/A) | 13,90 % | 52.726.504 | +1,10 pp | – | |
| 11.12.2025 | The William R. Berkley 2022 Family Trust f/b/o William R. Berkley, Jr. and His Issue (+7) | Aktivist (13D) | 25,14 % | 95.551.144 | Neu | Calculations of the Reporting Persons' beneficial ownership on the cover pages and in It… | |
| 11.12.2025 | MS&AD Insurance Group Holdings, Inc. (+1) | Aktivist (13D) | 12,80 % | 48.601.588 | Neu | Calculations of the Reporting Persons' beneficial ownership on the cover pages and in It… | |
| 13.02.2024 | The Vanguard Group | Passiv (13G/A) | 9,40 % | 24.243.598 | -0,17 pp | – | |
| 29.01.2024 | . BlackRock, Inc. | Passiv (13G/A) | 6,30 % | 16.362.167 | +0,90 pp | – | |
| 09.02.2023 | The Vanguard Group | Passiv (13G/A) | 9,57 % | 25.400.556 | +0,70 pp | – | |
| 01.02.2023 | . BlackRock, Inc. | Passiv (13G/A) | 5,40 % | 14.366.687 | 0,00 pp | – | |
| 12.12.2022 | Morgan Stanley | Passiv (13G/A) | 3,90 % | 10.335.111 | -1,40 pp | – | |
| 10.02.2022 | The Vanguard Group | Passiv (13G/A) | 8,87 % | 15.666.766 | +0,05 pp | – | |
| 10.02.2022 | Morgan Stanley | Passiv (13G/A) | 5,30 % | 9.317.556 | -0,20 pp | – | |
| 01.02.2022 | . BlackRock, Inc. | Passiv (13G/A) | 5,40 % | 9.574.474 | 0,00 pp | – | |
| 10.12.2021 | Morgan Stanley | Passiv (13G/A) | 5,50 % | 9.630.829 | Neu | – |
US Congress Trades (STOCK Act)
| Datum | Mitglied | Partei | Kammer | Typ | Betrag-Bereich |
|---|---|---|---|---|---|
| 31.10.2025 | Lisa McClain | – | House | Verkauf | $1,001 – $15,000 |
| 30.10.2025 | Lisa McClain | – | House | Verkauf | $1,001 – $15,000 |
| 30.10.2025 | Lisa McClain | – | House | Kauf | $1,001 – $15,000 |
| 16.07.2025 | Lisa McClain | – | House | Kauf | $1,001 – $15,000 |
Quelle: House eFD & Senate eFD (STOCK Act PTR). Betragsangaben sind Bereichsangaben — keine Exaktwerte. Tiefenanalyse für diese Aktie → · Alle Kongress-Bestände →
Finanzkennzahlen (SEC XBRL) ⓘ
Währung:
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 3.690.334.000 $ | 515.216.000 $ | 1,31 $ | 44.315.553.000 $ | 9.739.550.000 $ |
| 2025-12-31 | 10-K | 14.707.856.000 $ | 1.779.403.000 $ | 4,45 $ | 44.071.071.000 $ | 9.700.818.000 $ |
| 2025-09-30 | 10-Q | 3.768.236.000 $ | 511.032.000 $ | 1,28 $ | 43.715.217.000 $ | 9.798.892.000 $ |
| 2025-06-30 | 10-Q | 3.670.808.000 $ | 401.288.000 $ | 1,00 $ | 42.658.057.000 $ | 9.294.537.000 $ |
| 2025-03-31 | 10-Q | 3.547.399.000 $ | 417.571.000 $ | 1,04 $ | 41.345.792.000 $ | 8.914.039.000 $ |
| 2024-12-31 | 10-K | 13.638.752.000 $ | 1.756.115.000 $ | 4,36 $ | 40.567.268.000 $ | 8.395.111.000 $ |
| 2024-09-30 | 10-Q | 3.400.379.000 $ | 365.634.000 $ | 0,91 $ | 40.359.298.000 $ | 8.426.264.000 $ |
| 2024-06-30 | 10-Q | 3.314.032.000 $ | 371.909.000 $ | 0,92 $ | 38.909.919.000 $ | 7.773.782.000 $ |
| 2024-03-31 | 10-Q | 3.256.773.000 $ | 442.471.000 $ | 1,09 $ | 37.851.072.000 $ | 7.784.832.000 $ |
| 2023-12-31 | 10-K | 12.142.938.000 $ | 1.381.359.000 $ | 3,37 $ | 37.202.015.000 $ | 7.455.431.000 $ |
| 2023-09-30 | 10-Q | 3.030.638.000 $ | 333.586.000 $ | 0,82 $ | 36.111.348.000 $ | 6.915.579.000 $ |
| 2023-06-30 | 10-Q | 2.995.914.000 $ | 356.308.000 $ | 0,87 $ | 35.308.694.000 $ | 6.887.185.000 $ |
| 2023-03-31 | 10-Q | 2.895.004.000 $ | 294.126.000 $ | 1,06 $ | 34.296.064.000 $ | 6.944.015.000 $ |
| 2022-12-31 | 10-K | 11.166.499.000 $ | 1.381.062.000 $ | 3,29 $ | 33.861.099.000 $ | 6.748.332.000 $ |
| 2022-09-30 | 10-Q | 2.724.400.000 $ | 228.879.000 $ | 0,82 $ | 33.076.819.000 $ | 6.346.066.000 $ |
| 2022-06-30 | 10-Q | 2.512.887.000 $ | 179.322.000 $ | 0,64 $ | 32.692.447.000 $ | 6.514.485.000 $ |
| 2022-03-31 | 10-Q | 2.915.409.000 $ | 590.638.000 $ | 2,12 $ | 32.250.954.000 $ | 6.864.503.000 $ |
| 2021-12-31 | 10-K | 9.455.466.000 $ | 1.022.490.000 $ | 3,66 $ | 32.086.414.000 $ | 6.653.011.000 $ |
| 2021-09-30 | 10-Q | 2.424.283.000 $ | 261.297.000 $ | 0,93 $ | 31.544.288.000 $ | 6.648.441.000 $ |
| 2021-06-30 | 10-Q | 2.296.086.000 $ | 237.238.000 $ | 0,85 $ | 30.297.917.000 $ | 6.578.276.000 $ |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 01.05.2026 | 3,7 Mrd. USD | 1,31 |
| Q3 2025 | 30.09.2025 | 03.11.2025 | 3,8 Mrd. USD | 1,28 |
| Q2 2025 | 30.06.2025 | 04.08.2025 | 3,7 Mrd. USD | 1,00 |
| Q1 2025 | 31.03.2025 | 02.05.2025 | 3,5 Mrd. USD | 1,04 |
| Q3 2024 | 30.09.2024 | 04.11.2024 | 3,4 Mrd. USD | 0,91 |
| Q2 2024 | 30.06.2024 | 02.08.2024 | 3,3 Mrd. USD | 0,92 |
| Q1 2024 | 31.03.2024 | 03.05.2024 | 3,3 Mrd. USD | 1,09 |
| Q3 2023 | 30.09.2023 | 03.11.2023 | 3,0 Mrd. USD | 0,82 |
| Q2 2023 | 30.06.2023 | 03.08.2023 | 3,0 Mrd. USD | 0,87 |
Einreichungs-Historie (10-K / 10-Q / 20-F / 6-K)
SEC-Einreichungs-Historie der letzten sechs Jahre (Datum = US-Kalendertag,
SEC/ET): Quartalsberichte (10-Q) und Jahresberichte (10-K); ausländische
Emittenten (ADR/Foreign Private Issuer) reichen stattdessen Jahresberichte
(20-F/40-F) und Zwischenmitteilungen (6-K) ein — dort liegt im SEC-Index
keine Berichtsperiode vor, Periode und Verzögerung bleiben leer. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht (US) | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 01.05.2026 | 10-Q | 31.03.2026 | 31 Tage | SEC » |
| 27.02.2026 | 10-K | 31.12.2025 | 58 Tage | SEC » |
| 03.11.2025 | 10-Q | 30.09.2025 | 34 Tage | SEC » |
| 04.08.2025 | 10-Q | 30.06.2025 | 35 Tage | SEC » |
| 02.05.2025 | 10-Q | 31.03.2025 | 32 Tage | SEC » |
| 24.02.2025 | 10-K | 31.12.2024 | 55 Tage | SEC » |
| 04.11.2024 | 10-Q | 30.09.2024 | 35 Tage | SEC » |
| 02.08.2024 | 10-Q | 30.06.2024 | 33 Tage | SEC » |
| 03.05.2024 | 10-Q | 31.03.2024 | 33 Tage | SEC » |
| 23.02.2024 | 10-K | 31.12.2023 | 54 Tage | SEC » |
| 03.11.2023 | 10-Q | 30.09.2023 | 34 Tage | SEC » |
| 03.08.2023 | 10-Q | 30.06.2023 | 34 Tage | SEC » |
| 04.05.2023 | 10-Q | 31.03.2023 | 34 Tage | SEC » |
| 24.02.2023 | 10-K | 31.12.2022 | 55 Tage | SEC » |
| 04.11.2022 | 10-Q | 30.09.2022 | 35 Tage | SEC » |
| 02.08.2022 | 10-Q | 30.06.2022 | 33 Tage | SEC » |
| 03.05.2022 | 10-Q | 31.03.2022 | 33 Tage | SEC » |
| 24.02.2022 | 10-K | 31.12.2021 | 55 Tage | SEC » |
| 04.11.2021 | 10-Q | 30.09.2021 | 35 Tage | SEC » |
| 02.08.2021 | 10-Q | 30.06.2021 | 33 Tage | SEC » |
| 05.05.2021 | 10-Q | 31.03.2021 | 35 Tage | SEC » |
| 18.02.2021 | 10-K | 31.12.2020 | 49 Tage | SEC » |
| 05.11.2020 | 10-Q | 30.09.2020 | 36 Tage | SEC » |
| 03.08.2020 | 10-Q | 30.06.2020 | 34 Tage | SEC » |
Kapitalerhöhungen & Emissions-Historie
Emissions-Historie aus den finalen SEC-Prospekten: Börsengang (424B4) und Kapitalerhöhungen (424B5, Folge-/Sekundärplatzierungen). Volumen = Brutto-Erlös (bei Börsengängen zusätzlich der Ausgabepreis). Wiederholte Kapitalerhöhungen deuten auf Verwässerung der Altaktionäre hin.
| Datum (US) | Art | Volumen | |
|---|---|---|---|
| 09.09.2021 | Kapitalerhöhung | $350,0 Mio | SEC » |
| 08.09.2021 | Kapitalerhöhung | $1,00 Mrd | SEC » |
| 11.03.2021 | Kapitalerhöhung | $398,4 Mio | SEC » |
| 09.03.2021 | Kapitalerhöhung | $350,0 Mio | SEC » |
| 04.02.2021 | Kapitalerhöhung | $293,9 Mio | SEC » |
| 03.02.2021 | Kapitalerhöhung | $200 | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). Beträge in US-Dollar.
Proxy-/Governance-Filings
Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.
| Datum (US) | Kategorie | HV-Termin (US) | Stichtag (US) | Form | |
|---|---|---|---|---|---|
| 22.04.2026 | HV-Einladung | — | — | DEFA14A | SEC » |
| 22.04.2026 | HV-Einladung | 03.06.2026 Jahres-HV | 09.04.2026 | DEF 14A | SEC » |
| 30.04.2025 | HV-Einladung | — | — | DEFA14A | SEC » |
| 25.04.2025 | HV-Einladung | — | — | DEFA14A | SEC » |
| 25.04.2025 | HV-Einladung | 11.06.2025 Jahres-HV | 17.04.2025 | DEF 14A | SEC » |
| 15.04.2025 | Vorläufig | — | — | PRE 14A | SEC » |
| 26.04.2024 | HV-Einladung | — | — | DEFA14A | SEC » |
| 26.04.2024 | HV-Einladung | 12.06.2024 Jahres-HV | 17.04.2024 | DEF 14A | SEC » |
| 28.04.2023 | HV-Einladung | — | — | DEFA14A | SEC » |
| 28.04.2023 | HV-Einladung | 14.06.2023 Jahres-HV | 18.04.2023 | DEF 14A | SEC » |
| 29.04.2022 | HV-Einladung | — | — | DEFA14A | SEC » |
| 29.04.2022 | HV-Einladung | 15.06.2022 Jahres-HV | 18.04.2022 | DEF 14A | SEC » |
| 19.04.2022 | Vorläufig | — | — | PRE 14A | SEC » |
| 27.04.2021 | HV-Einladung | — | — | DEFA14A | SEC » |
| 27.04.2021 | HV-Einladung | 15.06.2021 Jahres-HV | 19.04.2021 | DEF 14A | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termin = Datum der Aktionärsversammlung, Stichtag (Record Date) = Nachweisstichtag für die Stimmberechtigung (aus dem Dokument extrahiert).
Kritische 8-K Meldungen ⓘ
WARNUNG: Kritische 8-K-Meldung(en)
HOCH Abgang Schlüsselpersonen (26.06.2026)
HOCH Abgang Schlüsselpersonen (26.06.2026)
| Datum | Meldung | Tags | Schwere | Filing | Auszug |
|---|---|---|---|---|---|
| 26.06.2026 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 11.06.2026 | Volltext-Klassifikation | Fortführungszweifel | EXTREM | SEC | concern |
| 12.12.2022 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 04.03.2022 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 12.11.2021 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 16.12.2020 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 29.05.2020 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
8-K-Ereignisse (KI)
🔒 Die vollständige KI-Einordnung je 8-K ist Teil des Kunden-Abos — freischalten.
| Datum | Ereignis | Sentiment | Materialität | Zusammenfassung | Filing |
|---|---|---|---|---|---|
| 20.07.2026 | Quartalszahlen | 0,30 | 85 | W. R. Berkley Corporation meldet Ergebnisse für den zweiten Quartal 2026, wobei die Gewinnzahlen leicht über den Analysten-Consens übertroff… 🔒 | SEC |
| 26.06.2026 | Personalwechsel | -0,20 | 50 | Lucille Sgaglione tritt als Executive Vice President zum 30. Juni 2026 zurück und wird anschließend als Senior Advisor mit reduzierter Arbei… 🔒 | SEC |
| 11.06.2026 | Wesentliche Vereinbarung | 0,05 | 55 | W.R. Berkley Corporation hat am 9. Juni 2026 eine First Amendment zu ihrer Kreditvereinbarung vom April 2022 unterzeichnet. | SEC |
| 10.06.2026 | Personalwechsel | -0,30 | 60 | Gründer und Executive Chairman William R. Berkley verstorben; Board ernennt bisherigen Präsidenten und CEO W. Robert Berkley, Jr. zum neuen … 🔒 | SEC |
| 05.06.2026 | HV-Abstimmung | 0,00 | 25 | W. R. Berkley Corporation hielt am 3. Juni 2026 ihre Jahreshauptversammlung ab und wählte fünf Direktoren, darunter María Luisa Ferré, Danie… 🔒 | SEC |
| 21.04.2026 | Quartalszahlen | 0,00 | 65 | W. R. Berkley Corporation kündigte die Ergebnisse für das erste Quartal 2026 am 21. April 2026 an. Die Pressemitteilung wurde als Anlage zum… 🔒 | SEC |
| 26.01.2026 | Quartalszahlen | 0,00 | 50 | W. R. Berkley Corporation kündigte die Betriebsergebnisse für das vierte Quartal 2025 am 26. Januar 2026 an. | SEC |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-06-30 | 8.174 | 71,01 | 580.436 |
| 2026-06-29 | 29 | 71,27 | 2.067 |
| 2026-06-26 | 4.076 | 69,29 | 282.426 |
| 2026-06-25 | 659 | 70,05 | 46.163 |
| 2026-06-24 | 11.625 | 68,96 | 801.660 |
| 2026-06-18 | 44.060 | 68,09 | 3.000.045 |
| 2026-06-15 | 712 | 68,27 | 48.608 |
| 2026-06-11 | 5 | 68,15 | 341 |
| 2026-06-08 | 1.464 | 68,57 | 100.386 |
| 2026-06-02 | 2.263 | 64,35 | 145.624 |
| 2026-06-01 | 2.593 | 63,54 | 164.759 |
| 2026-05-26 | 532 | 67,54 | 35.931 |
| 2026-05-14 | 2.381 | 65,43 | 155.789 |
| 2026-05-13 | 8 | 66,56 | 532 |
| 2026-05-11 | 252 | 65,68 | 16.551 |
| 2026-04-30 | 183 | 66,95 | 12.252 |
| 2026-04-29 | 35 | 67,12 | 2.349 |
| 2026-04-28 | 6.298 | 66,20 | 416.928 |
| 2026-04-24 | 1.602 | 68,45 | 109.657 |
| 2026-04-22 | 26.837 | 65,40 | 1.755.140 |
| 2026-04-17 | 1.707 | 66,27 | 113.123 |
| 2026-04-15 | 2.990 | 65,99 | 197.310 |
| 2026-04-14 | 3.507 | 66,96 | 234.829 |
| 2026-04-10 | 1.900 | 67,21 | 127.699 |
| 2026-04-09 | 673 | 67,22 | 45.239 |
| 2026-04-06 | 23 | 65,99 | 1.518 |
| 2026-04-02 | 143 | 65,28 | 9.335 |
| 2026-03-31 | 516 | 66,25 | 34.185 |
| 2026-03-27 | 5.301 | 65,26 | 345.943 |
| 2026-03-26 | 11.944 | 64,49 | 770.269 |
| 2026-03-25 | 30 | 65,03 | 1.951 |
| 2026-03-24 | 3.062 | 65,55 | 200.714 |
| 2026-03-23 | 6.588 | 65,74 | 433.095 |
| 2026-03-19 | 116 | 67,26 | 7.802 |
| 2026-03-18 | 696 | 68,85 | 47.920 |
| 2026-03-17 | 13.921 | 68,53 | 954.006 |
| 2026-03-16 | 355 | 68,76 | 24.410 |
| 2026-03-12 | 277 | 67,86 | 18.797 |
| 2026-03-11 | 1.512 | 67,86 | 102.604 |
| 2026-03-10 | 1.468 | 68,24 | 100.176 |
| 2026-03-09 | 657 | 69,92 | 45.937 |
| 2026-03-03 | 213 | 73,24 | 15.600 |
| 2026-02-12 | 4 | 71,54 | 286 |
| 2026-02-11 | 2.070 | 69,92 | 144.734 |
| 2026-02-06 | 917 | 71,29 | 65.373 |
| 2026-02-02 | 100 | 68,58 | 6.858 |
| 2026-01-30 | 8.794 | 68,26 | 600.278 |