W. R. Berkley (WRB) has touched its pre-ex close within 30 trading days in 100% of the last 20 ex-dividend events, with a median time-to-touch of 1 trading day (limit-order recovery basis). The dividend is below the typical daily price swing (signal-to-noise 0.39), meaning ordinary day-to-day noise can easily exceed the dividend itself.
Versus its sector, WRB sits roughly in line with the Financial Services sector benchmark of 95%. The sector median time-to-touch is 1 trading day, matching the peer pace.
Historical base rates are not predictions; transaction costs, slippage, and ordinary-income tax on short holding periods can materially reduce realized profit. The next confirmed ex-dividend date is Jun 23, 2026, with an expected dividend of $0.60.
- Touch rate (30d)
- 100%+5pp vs sector
- Median days-to-touch
- 1din line with sector
- Signal-to-noise
- 0.39+0.08 vs sector
Recovery engine
TL;DR over the most recent 20 events.
| Metric | Value | vs sector |
|---|---|---|
| 30-day touch rate | 100% | +5pp vs sector |
| Median days-to-touch | 1d | in line with sector |
| Signal-to-noise (div / ATR) | 0.39 | +0.08 vs sector |
| Avg gap on ex-date | -0.34% | +0.23pp vs sector |
| Win rate at MOC exit | 55% | — |
| Median drawdown during hold | -2.86% | +1.51pp vs sector |
| Best / worst touch (days) | 1 / 28 | — |
Next ex-dividend
Confirmed by company declaration.
| Dividend | $0.60 |
| Per-event yield | 0.84% |
| Annualized yield | 2.78% |
| Previously paid | Feb 23, 2026 ($0.09) |
| Last record date | Feb 23, 2026 |
| Last payment date | Mar 4, 2026 |
WRB Dividend Capture History — Last 20 Ex-Dividend Events
Per-event gap on ex-date, the pre-ex close used as the touch target, trading days to first intraday high at or above that level, plus 5/30-day touch flags, drawdown and 5-day P&L for W. R. Berkley (WRB). For a stricter close-at-bell exit timeline, use the simulator below (MOC mode). td = trading days from ex-date.
| Recovered 5d | Recovered 30d | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Q1 | $0.09 | 0.65% | $71.08 | 1 | yes | yes | -3.76% | +3.17% | |
| Q4 | $1.09 | -0.97% | $69.33 | 1 | yes | yes | -1.92% | +2.86% | |
| Q3 | $0.09 | -0.12% | $73.39 | 1 | yes | yes | -0.91% | +3.71% | |
| Q2 | $0.59 | -0.60% | $73.75 | 1 | yes | yes | -5.74% | +0.42% | |
| Q1 | $0.08 | -0.08% | $63.08 | 1 | yes | yes | -3.80% | -0.06% | |
| Q4 | $0.58 | -0.87% | $60.76 | 28 | no | yes | -6.39% | -2.91% | |
| Q3 | $0.33 | -0.16% | $57.45 | 1 | yes | yes | -2.87% | -0.68% | |
| Q2 | $0.62 | -0.11% | $53.66 | 1 | yes | yes | -2.85% | -0.67% | |
| Q1 | $0.11 | 0.18% | $55.73 | 1 | yes | yes | -1.08% | +1.17% | |
| Q4 | $0.61 | -1.64% | $47.45 | 11 | no | yes | -3.58% | -0.06% | |
| Q3 | $0.61 | -0.97% | $43.42 | 1 | yes | yes | -4.72% | -1.11% | |
| Q2 | $0.11 | -0.51% | $38.98 | 1 | yes | yes | -1.80% | +2.15% | |
| Q1 | $0.10 | -0.18% | $44.02 | 1 | yes | yes | -9.88% | -8.45% | |
| Q1 | $0.50 | -0.35% | $48.64 | 1 | yes | yes | -6.48% | -3.15% | |
| Q4 | $0.10 | -0.92% | $48.03 | 1 | yes | yes | -1.64% | +2.17% | |
| Q3 | $0.10 | -0.86% | $42.96 | 5 | yes | yes | -5.21% | +0.44% | |
| Q2 | $0.50 | -0.23% | $43.97 | 1 | yes | yes | -0.75% | +6.30% | |
| Q1 | $0.13 | 0.63% | $39.51 | 1 | yes | yes | -0.40% | +7.19% | |
| Q4 | $1.13 | 0.23% | $34.54 | 1 | yes | yes | 0.06% | +7.01% | |
| Q3 | $0.13 | 0.00% | $32.21 | 1 | yes | yes | -2.45% | -0.62% |
- +3.17%
- +2.86%
- +3.71%
- +0.42%
- -0.06%
- -2.91%
- -0.68%
- -0.67%
- +1.17%
- -0.06%
- -1.11%
- +2.15%
- -8.45%
- -3.15%
- +2.17%
- +0.44%
- +6.30%
- +7.19%
- +7.01%
- -0.62%
WRB Pre-Ex Touch Time Distribution
First trading session whose intraday high reached the pre-ex close within the 30-day measurement window. td = trading days from ex-date.
| Touch window | Distribution | Count | Share |
|---|---|---|---|
| ≤ 1 day | 17 | 85% | |
| 2–3 days | 0 | 0% | |
| 4–5 days | 1 | 5% | |
| 6–10 days | 0 | 0% | |
| 11–30 days | 2 | 10% | |
| 30+ | 0 | 0% |
WRB Dividend Capture Calculator — After-Tax Yield
Pre-filled with WRB's next expected dividend and recent close. Adjust tax rate, holding period and slippage to estimate after-tax capture yield.
U.S. ordinary-income rate (22-37%) applies on holds shorter than 61 days. Hold longer to qualify for the 0/15/20% qualified-dividend rate.
- Gross dividend
- $120.00
- After-tax dividend
- $78.00
- Slippage round-trip
- -$14.22
- Net if price returns to pre-ex
- +$63.78
- Required recovery to break even
- 0.00%
- Per-event after-tax yield
- +0.45%
- Annual if all succeed
- ~22.6%
WRB Dividend Capture Backtest Simulator
Replay every historical WRB ex-dividend with two exit strategies: a GTC limit-order at the pre-ex close, or hold for N days and exit at MOC. Pick the window and quarter filter that matches your plan.
Sell back at the pre-ex close on the first intraday touch within the window. If it never touches, exit at MOC after the window expires (stop-loss).
Figures are gross — before tax, commissions, and slippage. Percents are per-event return on capital at entry (pre-ex close).
Cumulative P&L (equity curve)
Vertical axis: cumulative sum of per-event % (same units as the headline cumulative). Hover dots for exact values.
Per-event P&L distribution
20 trades in this sample · bar height ∝ count in each bucket (gross % per event).
Scenario P&L by event · WRB (20)
Scenario P&L — updates with exit mode, window, and quarter. History adds gap, touch, drawdown, and a fixed P&L 5d % (MOC). Same per-row % as that column only for MOC + 5d on the same rows. Oldest → newest, gross pre-ex close basis.
| Ex-date | P&L |
|---|---|
| +0.40% | |
| +3.27% | |
| +0.33% | |
| +1.14% | |
| +0.23% | |
| +0.21% | |
| +1.03% | |
| +0.23% | |
| +0.28% | |
| +1.40% | |
| -0.06% | |
| +0.20% | |
| +1.16% | |
| +0.57% | |
| -2.91% | |
| +0.13% | |
| +0.80% | |
| +0.12% | |
| +1.57% | |
| +0.13% |
Results are illustrative only and are not financial advice. Capture simulations use historical prices and simplified costs and tax assumptions. Actual fills, borrow fees, and market rules vary. Consult a qualified advisor before trading.