Berkley W R (WRB-PE) Tax Rate (2009 - 2026)
Berkley W R (WRB-PE) reported Tax Rate of 16.32% for Q1 2026, down 620.0% year-over-year from 3.14% in Q1 2025, and down 20.38% quarter-over-quarter from 20.49% in Q4 2025.
Berkley W R (WRB-PE) Tax Rate (2009 - 2026) Analysis & Trends
Berkley W R (WRB-PE) has 18 years of Tax Rate data on file, last reported at 16.32% in Q1 2026.
- Tax Rate for Q1 2026 came in at 16.32%, down 620.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 20.15% (down 225.0% YoY), and the FY2025 annual result was 21.74%, down 78.0% from the prior year.
- Tax Rate slipped to 16.32% in Q1 2026 per WRB-PE's latest filing, from 20.49% in the prior quarter.
- Over five years, Tax Rate peaked at 23.74% in Q2 2024 and troughed at 16.32% in Q1 2026.
- A 5-year average of 20.99% and a median of 21.0% in 2024 frame the typical range for Tax Rate.
- The sharpest annual moves came in 2022 and 2026: Tax Rate surged 315 bps in 2022, then plunged 620 bps in 2026.
- A 5-year view of Tax Rate shows it stood at 20.16% in 2022, then gained by 1 bps to 20.4% in 2023, then increased by 3 bps to 21.0% in 2024, then dropped by 2 bps to 20.49% in 2025, then slipped by 20 bps to 16.32% in 2026.
- Business Quant data shows WRB-PE's Tax Rate at 16.32% in Q1 2026, 20.49% in Q4 2025, and 21.01% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Chubb | 127.40 Bn | 119.98 Bn | 8.64 Bn | 21.58% |
| 2 | Progressive | 119.47 Bn | 115.12 Bn | 8.36 Bn | 20.98% |
| 3 | Travelers Companies | 65.26 Bn | 41.34 Bn | 5.54 Bn | 19.25% |
| 4 | Allstate | 57.33 Bn | 32.74 Bn | 14.72 Bn | 20.91% |
| 5 | Berkley W R | 26.90 Bn | 23.16 Bn | 2.72 Bn | 16.32% |
| 6 | Cincinnati Financial | 25.67 Bn | 24.41 Bn | 2.60 Bn | 15.95% |
| 7 | Markel | 22.97 Bn | 7.51 Bn | 2.38 Bn | 24.30% |
| 8 | Loews | 22.18 Bn | 9.92 Bn | -1.32 Bn | 23.54% |
| 9 | Assurant | 12.79 Bn | 10.87 Bn | 2.01 Bn | 18.33% |
| 10 | Berkley W R | - | - | 2.72 Bn | 16.32% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 16.32% |
| Mar 31, 2026 | 16.32% |
| Dec 31, 2025 | 20.49% |
| Dec 31, 2025 | 20.49% |
| Sep 30, 2025 | 21.01% |
| Sep 30, 2025 | 21.01% |
| Jun 30, 2025 | 23.22% |
| Jun 30, 2025 | 23.22% |
| Mar 31, 2025 | 22.51% |
| Mar 31, 2025 | 22.51% |
| Dec 31, 2024 | 21.00% |
| Dec 31, 2024 | 21.00% |
| Sep 30, 2024 | 23.00% |
| Sep 30, 2024 | 23.00% |
| Jun 30, 2024 | 23.74% |
| Jun 30, 2024 | 23.74% |
| Mar 31, 2024 | 23.00% |
| Mar 31, 2024 | 23.00% |
| Dec 31, 2023 | 20.40% |
| Dec 31, 2023 | 20.40% |