Berkley W R (WRB-PF) Tax Rate (2009 - 2026)
Berkley W R (WRB-PF) posted quarterly Tax Rate of 21.37% for Q2 2026, down 185.0% year-over-year from 25.14% in Q2 2025, and up 30.95% on a QoQ basis from 16.32% in Q1 2026.
Analysis
Berkley W R (WRB-PF) Tax Rate (2009 - 2026) Analysis & Trends
Berkley W R has reported Tax Rate for 18 years, with the latest figure at 21.37% in Q2 2026.
- Tax Rate for Q2 2026 came in at 21.37%, down 185.0% year-over-year; the trailing twelve-month figure through Jun 2026 was 19.77% (down 252.0% YoY), and the FY2025 annual result was 21.74%, down 78.0% from the prior year.
- Tax Rate rose to 21.37% in Q2 2026, from 16.32% 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 21.01% and a median of 21.0% in 2024 frame the typical range for Tax Rate.
- The widest annual swing landed in 2022, when Tax Rate soared 315 bps; it then plunged 620 bps in 2026.
- A 5-year view of Tax Rate shows it stood at 20.16% in 2022, then advanced by 1 bps to 20.4% in 2023, then rose by 3 bps to 21.0% in 2024, then declined by 2 bps to 20.49% in 2025, then gained by 4 bps to 21.37% in 2026.
- Per Business Quant data, the three most recent Tax Rate figures were 21.37% in Q2 2026, 16.32% in Q1 2026, and 20.49% in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Chubb | 131.15 Bn | 117.38 Bn | 9.13 Bn | 20.47% |
| 2 | Progressive | 128.80 Bn | 123.80 Bn | 9.04 Bn | 21.34% |
| 3 | Travelers Companies | 76.99 Bn | 53.24 Bn | 6.23 Bn | 20.20% |
| 4 | Allstate | 66.35 Bn | 27.62 Bn | 16.28 Bn | 21.03% |
| 5 | Fairfax Financial Holdings | 35.82 Bn | 35.82 Bn | - | -20.41% |
| 6 | Cincinnati Financial | 26.40 Bn | 24.51 Bn | 2.39 Bn | 20.37% |
| 7 | Markel | 22.75 Bn | 5.86 Bn | 2.83 Bn | 21.92% |
| 8 | Loews | 22.37 Bn | 67.62 Mn | 2.57 Bn | 23.04% |
| 9 | Assurant | 14.04 Bn | 12.01 Bn | 2.71 Bn | 20.77% |
| 10 | Berkley W R | 6.99 Bn | 2.88 Bn | 1.76 Bn | 21.37% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 21.37% |
| Mar 31, 2026 | 16.32% |
| Dec 31, 2025 | 20.49% |
| Sep 30, 2025 | 21.01% |
| Jun 30, 2025 | 23.22% |
| Mar 31, 2025 | 22.51% |
| Dec 31, 2024 | 21.00% |
| Sep 30, 2024 | 23.00% |
| Jun 30, 2024 | 23.74% |
| Mar 31, 2024 | 23.00% |
| Dec 31, 2023 | 20.40% |
| Sep 30, 2023 | 20.60% |
| Jun 30, 2023 | 22.19% |
| Mar 31, 2023 | 21.36% |
| Dec 31, 2022 | 20.16% |
| Sep 30, 2022 | 19.49% |
| Jun 30, 2022 | 19.36% |
| Mar 31, 2022 | 19.03% |
| Dec 31, 2021 | 17.01% |
| Sep 30, 2021 | 19.55% |