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WRB

BERKLEY W R CORP
71.25post−$0.14 (−0.20%)at close +$0.00 (+0.00%)
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as of 20:55:32 UTCnext report Nov 5 · 92d
Earnings Room‹ back to WRB

The report

fiscal Q3 2026 · from the company's notice
Nov 592days out

Expected movement

market-implied · at the Aug 4 close
±10.9%is what the chain prices between now and the expiry below. Not a view we hold.

That span is 164days, so it covers the report plus the ordinary movement around it. The chain doesn't yet quote a second expiry we can separate the two with; the range narrows onto the report as it approaches.

expiry Jan 15 · first after the reportATM strike 72straddle 9.10ATM IV 24%× 0.85 straddle-to-rangespot 71.25

Blast radius

6 linked · N-PORT + EDGAR

If WRB moves ±10.9% over this report, these carry part of it. Fund rows are arithmetic on published holding weights — what an index fund does by construction. Company rows are ranked by disclosed tie strength.

Positioning

4 expiries · as of the Jul 31 close

Contracts already committed, not just traded today — puts against calls, sized by expiry. The tick is today's volume moving against that stance; the arrow, how much built up since the prior session.

OI ΔPutsOI
Expiry
OICallsOI Δ
▲ +1%
925
Aug 21
21d
685
▼ −0%
▲ +24%
31
Sep 18
49d
153
▲ +25%
▲ +0%
305
Oct 16
77d
808
▲ +1%
▲ +1%
103
Jan 15
168d
674
▲ +5%

The record

expected in pale · actual in full color
0/8reports moved further than the options market had pricedtypically ±2.2% realized vs ±5.7% priced
Jul 20 '26±7.3%0.8%×0.11
Apr 21 '26±6.0%+3.2%×0.53
Jan 26 '26±4.7%+0.5%×0.11
Oct 20 '25±4.1%+2.1%×0.50
Jul 21 '25±5.1%+1.1%×0.21
Apr 21 '25±5.8%+5.2%×0.90
Jan 27 '25±4.3%+0.2%×0.06
Oct 21 '24±8.1%4.1%×0.51
pale = implied the day beforeink = the next day's close× = realized ÷ implied
2-quarter memory
Q2 FY26 · reported 1.15 · rev $3.7B
record note

The note composes when the report lands. Nothing is written for a quarter that hasn't been read.