Berkley W R (WRB-PH) Invested Capital (2009 - 2026)
Berkley W R (WRB-PH) 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-PH) 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-PH 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 | 2.39 Bn | -1.35 Bn | 2.72 Bn | 9.74 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |