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

Berkley W R (WRB-PH) reported Invested Capital of $9.7 billion for Q1 2026, up 1378.04% year-over-year from $658.9 million in Q1 2025, and little changed quarter-over-quarter from $9.7 billion in Q4 2025.

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

Berkley W R (WRB-PH) has 18 years of Invested Capital data on file, last reported at $9.7 billion in Q1 2026.

  • Invested Capital for Q1 2026 came in at $9.7 billion, up 1378.04% year-over-year; the trailing twelve-month figure through Mar 2026 was $9.7 billion (up 1378.04% YoY), and the FY2025 annual result was $9.7 billion, up 78679.15% from the prior year.
  • Invested Capital was little changed at $9.7 billion in Q1 2026 per WRB-PH's latest filing, from $9.7 billion in the prior quarter.
  • Over five years, Invested Capital peaked at $11.5 billion in Q1 2024 and troughed at -$4.0 billion in Q2 2024.
  • A 5-year average of $4.0 billion and a median of $964.8 million in 2023 frame the typical range for Invested Capital.
  • The sharpest annual moves came in 2022 and 2024: Invested Capital surged 99124.51% in 2022, then slumped 239.16% in 2024.
  • 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 tumbled 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.
  • Business Quant data shows WRB-PH's Invested Capital at $9.7 billion in Q1 2026, $9.7 billion in Q4 2025, and $9.8 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Chubb 127.40 Bn 119.98 Bn 8.64 Bn 89.76 Bn
2 Progressive 119.47 Bn 115.12 Bn 8.36 Bn 40.43 Bn
3 Travelers Companies 65.26 Bn 41.34 Bn 5.54 Bn 41.25 Bn
4 Allstate 57.33 Bn 32.74 Bn 14.72 Bn 39.08 Bn
5 Berkley W R 26.90 Bn 23.16 Bn 2.72 Bn 9.74 Bn
6 Cincinnati Financial 25.67 Bn 24.41 Bn 2.60 Bn 16.51 Bn
7 Markel 22.97 Bn 7.51 Bn 2.38 Bn 22.51 Bn
8 Loews 22.18 Bn 9.92 Bn -1.32 Bn 18.71 Bn
9 Assurant 12.79 Bn 10.87 Bn 2.01 Bn 5.87 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