W.R. Berkley (WRB, Financial) was featured in Springview Capital Management’s Q2 2022 letter as a key holding in the property/casualty insurance sector, representing 5.6% of the fund's assets. The fund manager emphasized the company's resilience and strategic positioning in a firm pricing environment.
"We are bullish on the P/C insurance cycle because the industry is coming off multiple years of low interest rates and weak pricing – a 'soft market' – that began to improve just a couple of years ago. The market is now enjoying a period of firm pricing – a 'hard market' – which we believe can sustain for a couple more years." — Guy Baron, Springview Capital Management, Q2 2022 Fund Letter
Read full letter at gurufocus Springview Capital Management 2022 Q2 page.
