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.

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 Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Chubb 134.48 Bn 120.72 Bn 9.13 Bn 20.47%
2 Progressive 123.71 Bn 118.71 Bn 9.04 Bn 21.34%
3 Travelers Companies 79.14 Bn 55.39 Bn 4.83 Bn 20.20%
4 Allstate 67.04 Bn 28.31 Bn 16.28 Bn 21.03%
5 Fairfax Financial Holdings 35.29 Bn 35.29 Bn - -20.41%
6 Cincinnati Financial 26.69 Bn 24.80 Bn 2.39 Bn 20.37%
7 Loews 23.25 Bn 947.16 Mn 2.57 Bn 23.04%
8 Markel 23.10 Bn 6.22 Bn 2.83 Bn 21.92%
9 Assurant 13.92 Bn 11.89 Bn 2.71 Bn 20.77%
10 Berkley W R 7.08 Bn 2.97 Bn 1.76 Bn 21.37%

Historic Data

Download Data
DateValue
Jun 30, 2026 21.37%
Jun 30, 2026 21.37%
Jun 30, 2026 21.37%
Mar 31, 2026 16.32%
Mar 31, 2026 16.32%
Mar 31, 2026 16.32%
Dec 31, 2025 20.49%
Dec 31, 2025 20.49%
Dec 31, 2025 20.49%
Sep 30, 2025 21.01%
Sep 30, 2025 21.01%
Sep 30, 2025 21.01%
Jun 30, 2025 23.22%
Jun 30, 2025 23.22%
Jun 30, 2025 23.22%
Mar 31, 2025 22.51%
Mar 31, 2025 22.51%
Mar 31, 2025 22.51%
Dec 31, 2024 21.00%
Dec 31, 2024 21.00%