Berkley W R (WRB-PG) Invested Capital (2009 - 2026)

Berkley W R (WRB-PG) posted quarterly Invested Capital of $9.7 billion for Q1 2026, up 1378.04% YoY from $658.9 million in Q1 2025, and little changed sequentially from $9.7 billion in Q4 2025.

Berkley W R (WRB-PG) Invested Capital (2009 - 2026) Analysis & Trends

Berkley W R has disclosed Invested Capital across 18 years of filings, most recently posting $9.7 billion for Q1 2026.

  • In Q1 2026, Invested Capital rose 1378.04% year-over-year to $9.7 billion; the TTM figure through Mar 2026 stood at $9.7 billion (up 1378.04% YoY), while the FY2025 annual figure was $9.7 billion, up 78679.15% from the prior year.
  • Invested Capital steadied at $9.7 billion in Q1 2026, from $9.7 billion in the prior quarter.
  • Over the last five years, Invested Capital for WRB-PG reached as high as $11.5 billion in Q1 2024 and fell as low as -$4.0 billion in Q2 2024.
  • The 5-year median for Invested Capital is $964.8 million (2023), against an average of $4.0 billion.
  • Annual changes were most pronounced in 2022 — Invested Capital surged 99124.51% — and 2024, when it plunged 239.16%.
  • A 5-year view of Invested Capital shows it stood at $19.8 million in 2022, then surged by 4765.55% to $964.8 million in 2023, then sank by 98.72% to $12.3 million in 2024, then soared by 78679.15% to $9.7 billion in 2025, then climbed by 0.28% to $9.7 billion in 2026.
  • According to Business Quant data, Invested Capital over the past three periods registered $9.7 billion, $9.7 billion, and $9.8 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Markel 7,105.55 Bn 7,090.09 Bn 2.38 Bn 22.51 Bn
2 Progressive 131.92 Bn 127.57 Bn 8.36 Bn 40.43 Bn
3 Chubb 78.78 Bn 71.35 Bn 8.64 Bn 89.76 Bn
4 Cincinnati Financial 74.32 Bn 73.06 Bn 2.60 Bn 16.51 Bn
5 Travelers Companies 72.03 Bn 48.11 Bn 5.54 Bn 41.25 Bn
6 Allstate 63.08 Bn 38.49 Bn 14.72 Bn 39.08 Bn
7 Fairfax Financial Holdings 34.53 Bn 39.18 Bn - 26.01 Bn
8 Loews 23.53 Bn 11.27 Bn -1.32 Bn 18.71 Bn
9 Selective Insurance 20.82 Bn 19.07 Bn 543.42 Mn 4.49 Bn
10 Berkley W R - - 2.72 Bn 9.74 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 9.74 Bn
Dec 31, 2025 9.71 Bn
Sep 30, 2025 9.81 Bn
Jun 30, 2025 10.27 Mn
Mar 31, 2025 -762.07 Mn
Dec 31, 2024 12.33 Mn
Sep 30, 2024 8.44 Bn
Jun 30, 2024 -4.01 Bn
Mar 31, 2024 11.46 Bn
Dec 31, 2023 964.79 Mn
Sep 30, 2023 6.93 Bn
Jun 30, 2023 -1.18 Bn
Mar 31, 2023 955.23 Mn
Dec 31, 2022 19.83 Mn
Sep 30, 2022 6.37 Bn
Jun 30, 2022 9.60 Bn
Mar 31, 2022 105.80 Mn
Dec 31, 2021 158.71 Mn
Sep 30, 2021 6.65 Bn
Jun 30, 2021 9.68 Mn