Stratrix
On the Record · Berkley W R

Berkley W R acquisitions, on the record

The businesses Berkley W R bought and sold, as its annual reports describe them, with the cash it reported paying for acquisitions each year and every deal filing since 2016.

Deals its annual reports describe

BusinessDealWhenValue
property and casualty insurance services division of Breckenridge IS, Inc.
Word for word“In June 2023, the Company completed a sale of the property and casualty insurance services division of Breckenridge IS, Inc. and recognized a pre-tax net realized gain on investment of $89 million.” 10-K for 2023
divestitureJune 2023pre-tax net realized gain on investment of $89 million
part of an insurance distribution business
Word for word“The Company earns fees from an insurance distribution business (part of which was sold in June 2023), a third-party administrator, and as a servicing carrier of workers' compensation assigned risk plans for certain states.” 10-K for 2024
divestitureJune 2023—
insurance distribution business
Word for word“Insurance service fees increased to $109 million in 2024 from $106 million in 2023 due to an acquisition in the insurance distribution business in late 2023.” 10-K for 2024
acquisitionlate 2023—
seven businesses added through acquisition
Word for word“Of our 58 businesses, 51 have been organized and developed internally and seven have been added through acquisition.” 10-K for 2024
acquisition——
As filedReported in the company's financial data (XBRL), each linked to its filing
Fiscal year endedCash paid for acquisitions (net of cash acquired)
2016-12-31$53.5 million
2017-12-31$70.6 million
2018-12-31$6.6 million
2019-12-31$0
2020-12-31$0
2021-12-31$0
2022-12-31$49.6 million
2023-12-31$11.6 million
2024-12-31$0
2025-12-31$0

Deal filings since 2016

Read from Berkley W R’s annual reports (10-K for 2025, 10-K for 2024, 10-K for 2023) and the financial data it files with the SEC, as of 2026-02-27. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.