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17:00
Jul 20 ◎

WRB FY2026 Q2 Watch

W.R. Berkley Corporation (WRB) FY2026 Q2 Earnings Call

ANTHROPIC OPENAI ▾

Rob Berkley

WRB views Anthropic and OpenAI as leaders in large language models that it does not intend to compete with, but rather use their tools.

"the notion that we are going to try and recreate what the likes of an anthropic or open AI"

ANTHROPIC WATCH

Rob Berkley

WRB will not try to replicate OpenAI’s LLM capabilities, but will layer its own data and expertise on top of existing tools.

"the notion that we are going to try and recreate what the likes of an anthropic or open AI"

OPENAI WATCH

HIGH

17:00
Apr 21 ◎

WRB FY2026 Q1 Watch

W.R. Berkley Corporation (WRB) FY2026 Q1 Earnings Call

17:00
Jan 26 ◎

WRB FY2025 Q4 Watch

W.R. Berkley Corporation (WRB) FY2025 Q4 Earnings Call

RE RGA CB PGR ALL ▾

Rob Berkley

Property reinsurance pricing fell sharply: risk-adjusted rate decrease of 19% on main treaty, signaling deepening competition and potential spillover into casualty lines. — Aggressive property rate cuts may force reinsurers to chase casualty business, pressuring pricing across the industry and potentially lowering combined ratios.

"our main treaty, our risk-adjusted rate decrease was 19%. I think that speaks volumes to the challenges in the market and perhaps what will be waterfalling and making the marketplace more competitive."

RE WATCH RGA WATCH CB WATCH

Rob Berkley

Auto liability continues to find new lows; green shoots early in 2025 proved a mirage, with hope for a bottom only by end of 2026. — Persistent deterioration in auto liability implies continued reserve strengthening and rate inadequacy across the industry, pressuring underwriters with heavy personal auto exposure.

"while we did speak about possibly seeing some green shoots, I guess it would have been early in 25, that proved to be a mirage. As it's turned out, the market has continued to find new lows... we find a bottom... making our way towards the"

PGR WATCH ALL WATCH TRV WATCH

MED

17:00
Oct 20 ◎

WRB FY2025 Q3 Watch

W.R. Berkley Corporation (WRB) FY2025 Q3 Earnings Call

WRB ▾

Rob Berkeley

Management expressed confidence in sustained underwriting profitability and investment income growth, emphasizing disciplined risk selection and a favorable market position.

"the underwriting opportunity continues to unfold. The discipline remains in place to ensure that that margin is there. And our other economic engine being the investment portfolio, again, has much opportunity ahead of itself."

WRB WATCH

HIGH

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