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TD Cowen downgrades W. R. Berkley to Hold on recent rally

TD Cowen downgraded W. R. Berkley (WRB) to Hold from Buy with a price target of $78, up from $77. The firm cites valuation for the downgrade following the share outperformance on news of Mitsui Sumitomo Insurance buying a 15% equity stake. While Mitsui’s share acquisition process “may provide a further tailwind” and TD is upbeat on W. R. Berkley’s underwriting prospects, “much is priced in” at current share levels and the company’s reserving dynamics “warrant monitoring,” the analyst tells investors in a research note.

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