W. R. Berkley Corp
A global commercial-lines insurer that writes specialty coverage through roughly 60 decentralized, niche-focused businesses, from excess-and-surplus lines and environmental insurance to reinsurance and accident-and-health policies. It began in 1967 when Harvard Business School student William R. Berkley and a classmate started an investment firm called Berkley Dean & Company out of a campus apartment, later steering it into insurance. The company is named for its founder, who began investing his lawn-mowing earnings in the stock market at age twelve.
Item 4 is hereby amended by replacing the first paragraph with the following: Calculations of the Reporting Persons' beneficial ownership on the cover pages and in Item 5(a) of this Statement are based on 372,276,732 shares of Common Stock outstanding as of April 27, 2026, as reported in the Issuer's Form 10-Q filed with the Securities and Exchange Commission on May 1, 2026.
Item 4 is hereby amended by replacing the first paragraph with the following: Calculations of the Reporting Persons' beneficial ownership on the cover pages and in Item 5(a) of this Statement are based on 372,276,732 shares of Common Stock outstanding as of April 27, 2026, as reported in the Issuer's Form 10-Q filed with the Securities and Exchange Commission on May 1, 2026.
Item 4 is hereby amended by replacing the first paragraph with the following: Calculations of the Reporting Persons' beneficial ownership on the cover pages and in Item 5(a) of this Statement are based on 372,276,732 shares of Common Stock outstanding as of April 27, 2026, as reported in the Issuer's Form 10-Q filed with the Securities and Exchange Commission on May 1, 2026.
Item 4 is hereby amended by replacing the first paragraph with the following: Calculations of the Reporting Persons' beneficial ownership on the cover pages and in Item 5(a) of this Statement are based on 372,276,732 shares of Common Stock outstanding as of April 27, 2026, as reported in the Issuer's Form 10-Q filed with the Securities and Exchange Commission on May 1, 2026.
Item 4 is hereby amended by replacing the first paragraph with the following: Calculations of the Reporting Persons' beneficial ownership on the cover pages and in Item 5(a) of this Statement are based on 372,276,732 shares of Common Stock outstanding as of April 27, 2026, as reported in the Issuer's Form 10-Q filed with the Securities and Exchange Commission on May 1, 2026.
Item 4 is hereby amended by replacing the first paragraph with the following: Calculations of the Reporting Persons' beneficial ownership on the cover pages and in Item 5(a) of this Statement are based on 372,276,732 shares of Common Stock outstanding as of April 27, 2026, as reported in the Issuer's Form 10-Q filed with the Securities and Exchange Commission on May 1, 2026.
Item 4 is hereby amended by replacing the first paragraph with the following: Calculations of the Reporting Persons' beneficial ownership on the cover pages and in Item 5(a) of this Statement are based on 372,276,732 shares of Common Stock outstanding as of April 27, 2026, as reported in the Issuer's Form 10-Q filed with the Securities and Exchange Commission on May 1, 2026.
Item 4 is hereby amended by replacing the first paragraph with the following: Calculations of the Reporting Persons' beneficial ownership on the cover pages and in Item 5(a) of this Statement are based on 372,276,732 shares of Common Stock outstanding as of April 27, 2026, as reported in the Issuer's Form 10-Q filed with the Securities and Exchange Commission on May 1, 2026.
Item 4 is hereby amended by replacing the second to last paragraph of Item 4 with the following: In connection with MSI's acquisition of fifteen percent (15%) of the Outstanding Agreement Shares, MSI designated Andrew Carrier, an executive officer of MSI, to serve as a director of the Issuer. Mr. Carrier was nominated to the slate of directors up for election to the Issuer's Board at the Issuer's 2026 annual meeting by the Issuer's Board following the recommendation of the Issuer's Nominating and Corporate Governance Committee to the Board. On June 3, 2026, Mr. Carrier was elected to the Board at the annual meeting of stockholders of the Issuer. Mr. Carrier was designated by MSI pursuant to the terms of the Framework Agreement.
Item 4 is hereby amended by replacing the second to last paragraph of Item 4 with the following: In connection with MSI's acquisition of fifteen percent (15%) of the Outstanding Agreement Shares, MSI designated Andrew Carrier, an executive officer of MSI, to serve as a director of the Issuer. Mr. Carrier was nominated to the slate of directors up for election to the Issuer's Board at the Issuer's 2026 annual meeting by the Issuer's Board following the recommendation of the Issuer's Nominating and Corporate Governance Committee to the Board. On June 3, 2026, Mr. Carrier was elected to the Board at the annual meeting of stockholders of the Issuer. Mr. Carrier was designated by MSI pursuant to the terms of the Framework Agreement.
| Holder | Schedule | % of class | Shares | Filed |
|---|---|---|---|---|
| WR Berkley & Others LLC | 13D/AActivist | 25.67% | 95.56M | Jul 21, 2026 |
Item 4 is hereby amended by replacing the first paragraph with the following: Calculations of the Reporting Persons' beneficial ownership on the cover pages and in Item 5(a) of this Statement are based on 372,276,732 shares of Common Stock outstanding as of April 27, 2026, as reported in the Issuer's Form 10-Q filed with the Securities and Exchange Commission on May 1, 2026. | ||||
| WR Berkley & Others 2 LLC | 13D/AActivist | 25.67% | 95.56M | Jul 21, 2026 |
Item 4 is hereby amended by replacing the first paragraph with the following: Calculations of the Reporting Persons' beneficial ownership on the cover pages and in Item 5(a) of this Statement are based on 372,276,732 shares of Common Stock outstanding as of April 27, 2026, as reported in the Issuer's Form 10-Q filed with the Securities and Exchange Commission on May 1, 2026. | ||||
| Estate of William R. Berkley | 13D/AActivist | 25.67% | 95.56M | Jul 21, 2026 |
Item 4 is hereby amended by replacing the first paragraph with the following: Calculations of the Reporting Persons' beneficial ownership on the cover pages and in Item 5(a) of this Statement are based on 372,276,732 shares of Common Stock outstanding as of April 27, 2026, as reported in the Issuer's Form 10-Q filed with the Securities and Exchange Commission on May 1, 2026. | ||||
| Marjorie J. Berkley | 13D/AActivist | 25.67% | 95.56M | Jul 21, 2026 |
Item 4 is hereby amended by replacing the first paragraph with the following: Calculations of the Reporting Persons' beneficial ownership on the cover pages and in Item 5(a) of this Statement are based on 372,276,732 shares of Common Stock outstanding as of April 27, 2026, as reported in the Issuer's Form 10-Q filed with the Securities and Exchange Commission on May 1, 2026. | ||||
| W. Robert Berkley, Jr. | 13D/AActivist | 25.67% | 95.56M | Jul 21, 2026 |
Item 4 is hereby amended by replacing the first paragraph with the following: Calculations of the Reporting Persons' beneficial ownership on the cover pages and in Item 5(a) of this Statement are based on 372,276,732 shares of Common Stock outstanding as of April 27, 2026, as reported in the Issuer's Form 10-Q filed with the Securities and Exchange Commission on May 1, 2026. | ||||
| The William R. Berkley 2011 GST Trust u/a dated December 20, 2011 | 13D/AActivist | 25.67% | 95.56M | Jul 21, 2026 |
Item 4 is hereby amended by replacing the first paragraph with the following: Calculations of the Reporting Persons' beneficial ownership on the cover pages and in Item 5(a) of this Statement are based on 372,276,732 shares of Common Stock outstanding as of April 27, 2026, as reported in the Issuer's Form 10-Q filed with the Securities and Exchange Commission on May 1, 2026. | ||||
| The William R. Berkley 2022 Family Trust f/b/o William R. Berkley, Jr. and His Issue | 13D/AActivist | 25.67% | 95.56M | Jul 21, 2026 |
Item 4 is hereby amended by replacing the first paragraph with the following: Calculations of the Reporting Persons' beneficial ownership on the cover pages and in Item 5(a) of this Statement are based on 372,276,732 shares of Common Stock outstanding as of April 27, 2026, as reported in the Issuer's Form 10-Q filed with the Securities and Exchange Commission on May 1, 2026. | ||||
| The William R. Berkley 2022 Family Trust f/b/o Lauren Berkley and Her Issue | 13D/AActivist | 25.67% | 95.56M | Jul 21, 2026 |
Item 4 is hereby amended by replacing the first paragraph with the following: Calculations of the Reporting Persons' beneficial ownership on the cover pages and in Item 5(a) of this Statement are based on 372,276,732 shares of Common Stock outstanding as of April 27, 2026, as reported in the Issuer's Form 10-Q filed with the Securities and Exchange Commission on May 1, 2026. | ||||
| Mitsui Sumitomo Insurance Co., Ltd. | 13D/AActivist | 15.8% | 58.78M | Jun 4, 2026 |
Item 4 is hereby amended by replacing the second to last paragraph of Item 4 with the following: In connection with MSI's acquisition of fifteen percent (15%) of the Outstanding Agreement Shares, MSI designated Andrew Carrier, an executive officer of MSI, to serve as a director of the Issuer. Mr. Carrier was nominated to the slate of directors up for election to the Issuer's Board at the Issuer's 2026 annual meeting by the Issuer's Board following the recommendation of the Issuer's Nominating and Corporate Governance Committee to the Board. On June 3, 2026, Mr. Carrier was elected to the Board at the annual meeting of stockholders of the Issuer. Mr. Carrier was designated by MSI pursuant to the terms of the Framework Agreement. | ||||
| MS&AD Insurance Group Holdings, Inc. | 13D/AActivist | 15.8% | 58.78M | Jun 4, 2026 |
Item 4 is hereby amended by replacing the second to last paragraph of Item 4 with the following: In connection with MSI's acquisition of fifteen percent (15%) of the Outstanding Agreement Shares, MSI designated Andrew Carrier, an executive officer of MSI, to serve as a director of the Issuer. Mr. Carrier was nominated to the slate of directors up for election to the Issuer's Board at the Issuer's 2026 annual meeting by the Issuer's Board following the recommendation of the Issuer's Nominating and Corporate Governance Committee to the Board. On June 3, 2026, Mr. Carrier was elected to the Board at the annual meeting of stockholders of the Issuer. Mr. Carrier was designated by MSI pursuant to the terms of the Framework Agreement. | ||||