0001193125-26-089411.txt : 20260303 0001193125-26-089411.hdr.sgml : 20260303 20260303200013 ACCESSION NUMBER: 0001193125-26-089411 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20260302 FILED AS OF DATE: 20260303 DATE AS OF CHANGE: 20260303 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: MITSUI SUMITOMO INSURANCE CO LTD CENTRAL INDEX KEY: 0001142206 STANDARD INDUSTRIAL CLASSIFICATION: FIRE, MARINE & CASUALTY INSURANCE [6331] ORGANIZATION NAME: 02 Finance STATE OF INCORPORATION: M0 FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-15202 FILM NUMBER: 26718217 BUSINESS ADDRESS: STREET 1: 9, KANDA SURUGADAI 3-CHOME STREET 2: CHIYODA-KU CITY: TOKYO STATE: M0 ZIP: 101-8011 BUSINESS PHONE: 81332593111 MAIL ADDRESS: STREET 1: 9, KANDA SURUGADAI 3-CHOME STREET 2: CHIYODA-KU CITY: TOKYO STATE: M0 ZIP: 101-8011 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: MS&AD Insurance Group Holdings, Inc. CENTRAL INDEX KEY: 0001431048 STANDARD INDUSTRIAL CLASSIFICATION: FIRE, MARINE & CASUALTY INSURANCE [6331] ORGANIZATION NAME: 02 Finance STATE OF INCORPORATION: M0 FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-15202 FILM NUMBER: 26718216 BUSINESS ADDRESS: STREET 1: 3-7, YAESU 1-CHOME, CHUO-KU CITY: TOKYO STATE: M0 ZIP: 103-0028 BUSINESS PHONE: 81-3-6202-5270 MAIL ADDRESS: STREET 1: 3-7, YAESU 1-CHOME, CHUO-KU CITY: TOKYO STATE: M0 ZIP: 103-0028 FORMER NAME: FORMER CONFORMED NAME: Mitsui Sumitomo Insurance Group Holdings, Inc. DATE OF NAME CHANGE: 20080328 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: BERKLEY W R CORP CENTRAL INDEX KEY: 0000011544 STANDARD INDUSTRIAL CLASSIFICATION: FIRE, MARINE & CASUALTY INSURANCE [6331] ORGANIZATION NAME: 02 Finance EIN: 221867895 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 475 STEAMBOAT ROAD STREET 2: . CITY: GREENWICH STATE: CT ZIP: 06830 BUSINESS PHONE: 2036293000 MAIL ADDRESS: STREET 1: 475 STEAMBOAT ROAD STREET 2: . CITY: GREENWICH STATE: CT ZIP: 06830 4 1 ownership.xml 4 X0508 4 2026-03-02 0000011544 BERKLEY W R CORP WRB 0001142206 MITSUI SUMITOMO INSURANCE CO LTD 9, KANDA-SURUGADAI 3-CHOME, CHIYODA-KU TOKYO M0 JAPAN false false true false 0001431048 MS&AD Insurance Group Holdings, Inc. TOKYO SUMITOMO TWIN BUILDING WEST TOWER, 27-2, SHINKAWA 2-CHOME, CHUO-KU, TOKYO M0 JAPAN false false true false true Common Stock 2026-03-02 4 P false 45103 72.2854 A 58567377 D Common Stock 2026-03-02 4 P false 100897 73.1980 A 58668274 D Common Stock 2026-03-03 4 P false 38991 71.5961 A 58707265 D Common Stock 2026-03-03 4 P false 73185 72.5238 A 58780450 D The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 purchase plan, adopted October 3, 2025. The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $71.72 to $72.69. The Reporting Persons undertake to provide to W.R. Berkley Corporation (the "Issuer"), any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote and in footnotes 4, 5 and 6. The shares are held directly by Mitsui Sumitomo Insurance Co., Ltd. ("MSI"). Because MSI is a wholly-owned subsidiary of MS&AD Insurance Group Holdings, Inc. ("MS&AD"), MS&AD may be deemed to beneficially own the reported securities. MS&AD expressly disclaims beneficial ownership of the reported securities, except to the extent of its pecuniary interest therein. The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $72.71 to $73.415. The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $71.1095 to $71.9984. The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $72.00 to $72.725. MSI, the Issuer and WR Berkley & Others LLC ("WRBO") are party to certain agreements described in, and filed as exhibits to, the Reporting Persons' Schedule 13D filed with the U.S. Securities and Exchange Commission on December 11, 2025. The Reporting Persons disclaim beneficial ownership of the securities of the Issuer owned by WRBO and disclaim that the Reporting Persons and WRBO constitute a "group" within the meaning of Rule 13d-5(b)(1) under the Securities Exchange Act of 1934, as amended. MITSUI SUMITOMO INSURANCE CO., LTD., By: /s/ Hironori Morimoto, Name: Hironori Morimoto, Title: Authorized Signatory 2026-03-03 MS&AD INSURANCE GROUP HOLDINGS, INC., By: /s/ Hironori Morimoto, Name: Hironori Morimoto, Title: Authorized Signatory 2026-03-03