Mitsui Sumitomo Insurance takes 12.5% stake in W. R. Berkley

MSI expects to complete its full investment in the first quarter of 2026.

Mitsui Sumitomo Insurance (MSI) has acquired beneficial ownership of at least 12.5% of W. R. Berkley Corporation’s outstanding common stock, according to a disclosure from W. R. Berkley.

The shares were obtained under MSI’s previously announced agreements with a company owned by members of the Berkley family and related trusts. No shares were purchased from W. R. Berkley Corporation or from the Berkley family itself.
 

Under the agreements, MSI will vote its shares in line with recommendations from the Berkley family, except in limited cases where its votes must match the proportion of all other shareholders.

MSI has told W. R. Berkley that it expects to complete its full investment under the agreements in the first quarter of 2026.