WRBMEDIUM SIGNALOPERATIONAL10-K

WRB expanded from 58 to 60 business units while achieving a significant credit rating upgrade from A+ to AA- and substantially growing its global footprint.

The credit rating improvement to AA- (fourth highest vs. previously fifth highest) enhances WRB's competitive positioning and potentially reduces borrowing costs. The expansion from 40 to 52 international cities demonstrates aggressive global growth, while adding two new business units (53 internally developed vs. previously 51) shows continued organic expansion capability.

Comparing 2026-02-27 vs 2025-02-24View on EDGAR →
FINANCIAL ANALYSIS

WRB's financial position strengthened considerably with cash increasing 28.6% to $2.5B and stockholders' equity growing 15.6% to $9.7B, indicating robust capital generation. Capital expenditures rose 21.3% to $60.5M supporting business expansion, while share buybacks decreased 11% to $270.2M, suggesting management is prioritizing growth investments over returns to shareholders. The overall picture signals a company in expansion mode with strong balance sheet fundamentals supporting its operational growth initiatives.

FINANCIAL STATEMENT CHANGES
Cash & Equivalents
Balance Sheet
+28.6%
$2.0B$2.5B

Cash grew 28.6% — improving liquidity position supports investment and shareholder returns.

Capital Expenditure
Cash Flow
+21.3%
$49.9M$60.5M

Capex increased 21.3% — ongoing investment in capacity or infrastructure for future growth.

Stockholders Equity
Balance Sheet
+15.6%
$8.4B$9.7B

Equity base grew 15.6% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Share Buybacks
Cash Flow
-11%
$303.7M$270.2M

Buyback activity reduced 11% — capital being redeployed elsewhere or cash conservation underway.

LANGUAGE CHANGES
NEW — 2026-02-27
PRIOR — 2025-02-24
ADDED
Of our 60 businesses, 53 have been organized and developed internally and seven have been added through acquisition.
Our twenty-three insurance company subsidiaries rated by Standard Poor's ( S P ) have financial strength ratings of AA- (the fourth highest rating out of twenty-seven possible ratings).
In addition, we have extensive worldwide capabilities, with branches or offices in 52 cities outside the United States, in Asia, Australia, Canada, Continental Europe, Mexico, Scandinavia, South America, and the United Kingdom, and through Lloyds global licensing.
Berkley Edge provides excess and surplus lines coverage for small to mid-sized commercial accounts that generally consist of hard-to-place, specialized risks involving moderate to high degrees of hazard.
In both general liability and professional lines, Berkley Edge offers limited coverage options and distributes its products through a limited group of wholesale brokers.
Berkley Embedded Solutions delivers tailored, digital-first insurance products and services at the point of purchase.
Berkley Fire Marine offers specialized insurance products and services for inland marine and related property risks, nationwide.
The management liability coverages provided include directors and officers, employment practices, fiduciary, cyber, crime and miscellaneous professional liability.
Berkley Specialty London provides a broad range of insurance products to the Lloyd's marketplace, with a concentration in specialist classes of business including property, professional indemnity and financial lines.
Our program business offers insurance support for program administrators.
REMOVED
Of our 58 businesses, 51 have been organized and developed internally and seven have been added through acquisition.
Our twenty-three insurance company subsidiaries rated by Standard Poor's ( S P ) have financial strength ratings of A + (the fifth highest rating out of twenty-seven possible ratings).
insurance businesses, we have the capability to write business in 87 countries worldwide, with branches or offices in 40 cities outside the United States, in Asia, Australia, Canada, Continental Europe, Mexico, Scandinavia, South America and the United Kingdom.
Berkley Fire Marine offers a broad range of preferred inland marine and related property risks and services to customers throughout the United States.
The management liability coverages they provide include directors and officers, employment practices, fiduciary, cyber, crime and miscellaneous professional liability.
W / R / B Underwriting provides a broad range of insurance products to the Lloyd's marketplace, with a concentration in specialist classes of business including property, professional indemnity and financial lines.
14 Year Ended December 31, 2024 2023 2022 1 year or less 7.7% 9.2% 8.7% Over 1 year through 5 years 40.5 46.2 47.2 Over 5 years through 10 years 17.4 21.2 23.4 Over 10 years 17.6 12.2 11.2 Mortgage-backed securities 16.8 11.2 9.5 Total 100.0% 100.0% 100.0% At each of December 31, 2024, 2023 and 2022, the fixed maturity portfolio, including cash and cash equivalents, had an effective duration of 2.6 years, 2.4 years and 2.4 years, respectively.
15 The Company discounts its liabilities for certain workers compensation reserves.
The amount of workers compensation reserves that were discounted was $1,358 million and $1,352 million at December 31, 2024 and 2023, respectively.
The aggregate net discount for those reserves, after reflecting the effects of ceded reinsurance, was $405 million and $390 million at December 31, 2024 and 2023, respectively.
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