Berkley W R (WRB-PE) Tax Rate (2009 - 2026)
Berkley W R (WRB-PE) posted quarterly Tax Rate of 16.32% for Q1 2026, down 620.0% YoY from 3.14% in Q1 2025, and down 20.38% sequentially from 20.49% in Q4 2025.
Berkley W R (WRB-PE) Tax Rate (2009 - 2026) Analysis & Trends
Berkley W R has disclosed Tax Rate across 18 years of filings, most recently posting 16.32% for Q1 2026.
- In Q1 2026, Tax Rate fell 620.0% year-over-year to 16.32%; the TTM figure through Mar 2026 stood at 20.15% (down 225.0% YoY), while the FY2025 annual figure was 21.74%, down 78.0% from the prior year.
- Tax Rate declined to 16.32% in Q1 2026, from 20.49% in the prior quarter.
- Over the last five years, Tax Rate for WRB-PE reached as high as 23.74% in Q2 2024 and fell as low as 16.32% in Q1 2026.
- The 5-year median for Tax Rate is 21.0% (2024), against an average of 20.99%.
- Annual changes were most pronounced in 2022 — Tax Rate surged 315 bps — and 2026, when it slumped 620 bps.
- 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.
- According to Business Quant data, Tax Rate over the past three periods registered 16.32%, 20.49%, and 21.01% for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Markel | 7,105.55 Bn | 7,090.09 Bn | 2.38 Bn | 24.30% |
| 2 | Progressive | 131.92 Bn | 127.57 Bn | 8.36 Bn | 20.98% |
| 3 | Chubb | 78.78 Bn | 71.35 Bn | 8.64 Bn | 21.58% |
| 4 | Cincinnati Financial | 74.32 Bn | 73.06 Bn | 2.60 Bn | 15.95% |
| 5 | Travelers Companies | 72.03 Bn | 48.11 Bn | 5.54 Bn | 19.25% |
| 6 | Allstate | 63.08 Bn | 38.49 Bn | 14.72 Bn | 20.91% |
| 7 | Fairfax Financial Holdings | 34.53 Bn | 39.18 Bn | - | -29.23% |
| 8 | Loews | 23.53 Bn | 11.27 Bn | -1.32 Bn | 23.54% |
| 9 | Selective Insurance | 20.82 Bn | 19.07 Bn | 543.42 Mn | 24.49% |
| 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% |