Berkley W R (WRB-PH) Invested Capital (2010 - 2026)
Berkley W R's (WRB-PH) quarterly Invested Capital came in at $11.9 billion in Q2 2026, up 9.94% year-over-year from $10.8 billion in Q2 2025, and up 4.61% quarter-over-quarter from $11.4 billion in Q1 2026.
Analysis
Berkley W R (WRB-PH) Invested Capital (2010 - 2026) Analysis & Trends
Berkley W R (WRB-PH) has reported Invested Capital for 17 consecutive years, with $11.9 billion the latest figure, recorded in Q2 2026.
- On a quarterly basis, Invested Capital rose 9.94% year-over-year to $11.9 billion in Q2 2026; TTM through Jun 2026 was $11.9 billion, a 9.94% increase from a year earlier, with the FY2025 full-year figure at $11.4 billion, up 21.44% from the prior year.
- Invested Capital was $11.9 billion for Q2 2026 at Berkley W R, up from $11.4 billion in the prior quarter.
- Over five years, Invested Capital peaked at $11.9 billion in Q2 2026 and troughed at $2.9 billion in Q4 2024.
- A 5-year average of $8.9 billion and a median of $8.6 billion in 2023 frame the typical range for Invested Capital.
- Across the five-year window, Invested Capital tumbled 65.97% in 2024 and soared 296.45% in 2025, its largest moves.
- Over 5 years, Invested Capital stood at $7.8 billion in 2022, then rose by 9.02% to $8.5 billion in 2023, then plunged by 65.97% to $2.9 billion in 2024, then soared by 296.45% to $11.4 billion in 2025, then rose by 4.07% to $11.9 billion in 2026.
- The last three Invested Capital figures came in at $11.9 billion (Q2 2026), $11.4 billion (Q1 2026), and $11.4 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Chubb | 130.62 Bn | 116.86 Bn | 9.13 Bn | 100.83 Bn |
| 2 | Progressive | 125.32 Bn | 120.31 Bn | 9.04 Bn | - |
| 3 | Travelers Companies | 76.93 Bn | 53.18 Bn | 6.23 Bn | - |
| 4 | Allstate | 64.99 Bn | 26.26 Bn | 16.28 Bn | 41.19 Bn |
| 5 | Aflac | 58.10 Bn | -44.90 Bn | 2.27 Bn | 37.65 Bn |
| 6 | American International | 39.70 Bn | 1.89 Bn | 3.50 Bn | 49.60 Bn |
| 7 | Hartford Insurance | 37.14 Bn | 20.83 Bn | 3.18 Bn | 24.01 Bn |
| 8 | Fairfax Financial Holdings | 34.64 Bn | 34.64 Bn | - | - |
| 9 | Cincinnati Financial | 26.05 Bn | 24.16 Bn | 2.39 Bn | 17.53 Bn |
| 10 | Berkley W R | 5.96 Bn | 1.85 Bn | 1.76 Bn | 11.90 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 11.90 Bn |
| Mar 31, 2026 | 11.38 Bn |
| Dec 31, 2025 | 11.44 Bn |
| Sep 30, 2025 | 11.52 Bn |
| Jun 30, 2025 | 10.83 Bn |
| Mar 31, 2025 | 10.36 Bn |
| Dec 31, 2024 | 2.88 Bn |
| Sep 30, 2024 | 9.45 Bn |
| Jun 30, 2024 | 8.80 Bn |
| Mar 31, 2024 | 8.81 Bn |
| Dec 31, 2023 | 8.48 Bn |
| Sep 30, 2023 | 7.94 Bn |
| Jun 30, 2023 | 7.92 Bn |
| Mar 31, 2023 | 7.97 Bn |
| Dec 31, 2022 | 7.78 Bn |
| Sep 30, 2022 | 7.38 Bn |
| Jun 30, 2022 | 7.54 Bn |
| Mar 31, 2022 | 7.90 Bn |
| Dec 31, 2021 | 7.68 Bn |
| Sep 30, 2021 | 7.67 Bn |