WRB
W. R. Berkley Corporation
·
$71.61
Extended — don't chase; wait for a pullback过度拉升 — 勿追高；等待回撤
Terminal终端 ↗
W. R. Berkley Corporation · Financials
WRB
$71.61
W. R. Berkley Corporation is an American commercial lines property and casualty insurance holding company organized in Delaware and based in Greenwich, Connecticut.W.R.伯克利公司是一家美国商业财产和意外伤害保险控股公司，在特拉华州注册成立，总部位于康涅狄格州格林尼治。
Financial金融股
Large cap大盘
$27B
Engine stance引擎立场2026-07-20
Extended — don't chase; wait for a pullback过度拉升 — 勿追高；等待回撤
Stretched/late — protect gains and don't start new positions; let the next low set up first.已拉伸／晚期——保护利润，不要新开仓；先等下一个低点构筑成形。
Key Statistics关键统计
Price价格
$71.61
7.2% below 52-week high低于52周高点 7.2%
Market Cap市值
$27B
Normal volume正常成交量
P/E Ratio市盈率
15.2x
15.0x sector median
Beta贝塔
-0.26
Moves about -0.3x the market波动幅度约为市场的 -0.3 倍
RSI (14)RSI（14）
56
Neutral zone中性区域
Next Earnings下次财报
2026-07-20 (1d)
Volatility Rank波动率分位
94th pctile
hist. vol. percentile历史波动率分位数
Short Interest空头兴趣
4.7% of float
Performance价格表现
| Period周期 | WRB | S&P 500 | vs Index对比指数 |
|---|---|---|---|
| 1 Week近1周 | -0.8% | -1.5% | In line with the index与指数基本持平 |
| 1 Month近1月 | +6.1% | +0.6% | Beat the index by 5.5 points跑赢指数 5.5 个百分点 |
| 3 Months近3月 | +7.2% | +4.7% | Beat the index by 2.5 points跑赢指数 2.5 个百分点 |
| 6 Months近6月 | +5.6% | +7.8% | Lagged the index by 2.2 points落后指数 2.2 个百分点 |
| Year to date年初至今 | +3.4% | +9.1% | Lagged the index by 5.7 points落后指数 5.7 个百分点 |
| 1 Year近1年 | +7.1% | +19.4% | Lagged the index by 12.3 points落后指数 12.3 个百分点 |
Technicals技术面
RSI (14)RSI（14）
56
Neutral zone中性区域
vs 50-day相对50日均线
+5.2% vs 50-day avg
vs 200-day相对200日均线
+2.9% vs 200-day avg
Volatility rank波动率分位
94th percentile 分位
Engine reference levels — not advice引擎参考水平 — 非投资建议
Buy zone买入区间
$71.05
Don't chase above不追高于
$71.61
Stop止损
$66.54
Extended — wait for a pullback过度拉伸 — 等待回撤
Earnings财务业绩
1
days until next report天后公布财报
2026-07-20
Estimates being cut预期下调
Earnings call transcripts — coming soon财报电话会议记录 — 即将上线
Valuation估值
| Multiple指标 | WRB | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| P/E (trailing)市盈率（历史） | 15.18x | 14.99 | 49% |
| P/B市净率 | 2.78x | 1.52 | 21% |
| P/S市销率 | 1.84x | 2.87 | 64% |
| Earnings yield盈利收益率 | 6.59% | 6.58 | 51% |
| Shareholder yield股东收益率 | 3.59% | 3.91 | 43% |
Analyst price targets — coming soon分析师目标价 — 即将上线
Financials财务数据
Revenue营业收入
5yr CAGR5年复合增速: 13.8%
Earnings Per Share每股收益
5yr CAGR5年复合增速: -2.3%
Free Cash Flow自由现金流
Margins利润率
18.3%Return on Equity股本回报率
4.0%Return on Assets资产回报率
Capital Allocation资本配置
| Buybacks (TTM)回购（TTM） | $270.2M |
| Stock-based comp股权薪酬 | $54.5M |
| Share count change (1y)股数变化（1年） | -0.8% |
Piotroski皮奥特罗斯基 3/6
Watch关注
Snapshot Gauges综合指标
Valuation vs Sector估值相对行业
Roughly fair vs sector相对行业估值合理
Cheaper than 45% of its sector on blended multiples综合估值倍数低于行业内 45% 的公司
Beta市场敏感度
-0.26×
0.21×3×
Has tended to move opposite the market (factor-adjusted)经因子调整后常与大盘反向波动
Financial Health财务健康
3/6
Weak financial health财务健康状况偏弱
Dividend分红
—
Does not pay a dividend不派发股息
Why Is It Moving为何波动
Sector / Theme行业/主题
Insurance & Brokers theme — #5 of 46 themes「保险与经纪」主题 — 46 个主题中第 5 位
Macro宏观
Short-duration name into a restrictive, rising-real-rate regime → rate tailwind.短久期标的进入偏紧、实际利率上行的环境→利率顺风。
Positioning持仓
Insider cluster activity内部人集中交易
Technical技术面
NEARING A HIGH → BOTTOMING接近高点 → 筑底中
Options Positioning期权持仓
Market makers are net long gamma — price pinned near current level做市商净持有正伽玛，价格倾向于在当前水平附近震荡
Expected daily move预期日波动
±1.65%
Expected weekly move预期周波动
±3.69%
Call wall看涨密集区
$74
Put wall看跌密集区
$64
25d risk reversal25d风险逆转
-2.7%
Skew: 偏斜：balanced
Ownership & Smart Money持仓与聪明钱
Insider activity内部人员活动: +$705.5M net (2 buyers, 0 sellers)+$705.5M 净值（2 买家，0 卖家）
Concentrated ownership集中持仓
| Fund基金 | Grade评级 | Activity动作 | % of portfolio组合占比 | As of截至 |
|---|---|---|---|---|
| Fairholme Capital (Berkowitz) | A | Holding持有 | 1.1% | 2026-03-31 |
Signal History信号历史
TOP WATCH
NEARING A HIGH
Jul 15, 2026
NEARING A HIGH → BOTTOMING接近高点 → 筑底中
BUY SETUP买入预备
Jul 15, 2026
WRB daily MACD crossed downWRB 日线MACD下穿
The daily MACD histogram turned negative — fast and noisy, context rather than a standalone trigger. $69.88.日线MACD柱状图转负 — 快速且嘈杂，仅作背景。$69.88。
Jul 13, 2026
NEARING A HIGH → BUY ZONE接近高点 → 买入区
BUY买入
Jul 8, 2026
BUY ZONE → NEARING A HIGH买入区 → 接近高点
TAKE PROFITS止盈
Jul 7, 2026
NEARING A HIGH → BUY ZONE接近高点 → 买入区
BUY买入
Jul 6, 2026
BOTTOMING → NEARING A HIGH筑底中 → 接近高点
TAKE PROFITS止盈
Jul 1, 2026
NEARING A HIGH → BOTTOMING接近高点 → 筑底中
BUY SETUP买入预备
Jun 26, 2026
WRB reclaimed its 200-day averageWRB 收复200日均线
Price closed back above the 200-day moving average — the classic bull dividing line. $71.27.收盘重回200日均线 — 经典的多头分界线。$71.27。
Showing last 15 of显示最近15条，共 96 signals条信号
Factor Profile因子特征
Composite factor score综合因子得分: 0.20
Value价值
+0.1
Quality质量
-0.0
Investment资本投入
+0.0
Shareholder payout股东回报
-0.1
Low volatility低波动
+1.1
Low market beta低市场敏感度
+1.5
Earnings quality盈利质量
-0.1
Short interest空头兴趣
-1.3
Company Profile公司档案
W. R. Berkley Corporation is an American commercial lines property and casualty insurance holding company organized in Delaware and based in Greenwich, Connecticut.W.R.伯克利公司是一家美国商业财产和意外伤害保险控股公司，在特拉华州注册成立，总部位于康涅狄格州格林尼治。
Watch items — what could change the thesis关注项 — 可能改变论点的因素
- Capital intensity rising
Get the full picture获取完整视图
Nightly signals, options flow, and factor analysis across all S&P 500 names.每日更新的信号、期权资金流向和因子分析，覆盖所有标普500成分股。