WRBBERKLEY W R CORP
Fire, Marine & Casualty Insurance
- Revenue
- $556M
- 9.9% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear201% of net incomeCash flow under 80% of net income
- Dilutive SBCClear10% of revenueOver 10% of revenue
- Payouts exceed cash flowClear27% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear0% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $450M | $477M | $472M | $506M | $556M | 9.9% |
| Net income | $1.0B | $1.4B | $1.4B | $1.8B | $1.8B | 1.3% |
| Operating cash flow | $2.2B | $2.6B | $2.9B | $3.7B | $3.6B | 2.6% |
| Stock-based comp | $47M | $49M | $51M | $54M | $55M | 0.3% |
| Buybacks | $122M | $94M | $537M | $304M | $270M | 11% |
| Dividends | $356M | $235M | $501M | $532M | $700M | 32% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $17M | $21M | 268 | 224 |
| FY2024 | $17M | $22M | 211 | 182 |
| FY2023 | $17M | $16M | 166 | 145 |
| FY2022 | $17M | $23M | 165 | 135 |
| FY2021 | $14M | $18M | 123 | 116 |