Berkley W R (WRB-PH) Non Operating Investment Income (2009 - 2026)
Berkley W R (WRB-PH) posted quarterly Non Operating Investment Income of -$15.8 million for Q1 2026, down 196.45% YoY from $16.4 million in Q1 2025, and down 365.93% sequentially from $5.9 million in Q4 2025.
Berkley W R (WRB-PH) Non Operating Investment Income (2009 - 2026) Analysis & Trends
Berkley W R has disclosed Non Operating Investment Income across 13 years of filings, most recently posting -$15.8 million for Q1 2026.
- In Q1 2026, Non Operating Investment Income fell 196.45% year-over-year to -$15.8 million; the TTM figure through Mar 2026 stood at $100.1 million (down 7.57% YoY), while the FY2025 annual figure was $132.2 million, up 12.33% from the prior year.
- Non Operating Investment Income declined to -$15.8 million in Q1 2026, from $5.9 million in the prior quarter.
- Over the last five years, Non Operating Investment Income for WRB-PH reached as high as $366.3 million in Q1 2022 and fell as low as -$171.6 million in Q2 2022.
- The 5-year median for Non Operating Investment Income is $16.4 million (2025), against an average of $28.4 million.
- Annual changes were most pronounced in 2022 — Non Operating Investment Income tumbled 812.91% — and 2024, when it soared 1931.6%.
- A 5-year view of Non Operating Investment Income shows it stood at $75.1 million in 2022, then plunged by 89.61% to $7.8 million in 2023, then soared by 1931.6% to $158.5 million in 2024, then sank by 96.26% to $5.9 million in 2025, then slumped by 365.93% to -$15.8 million in 2026.
- According to Business Quant data, Non Operating Investment Income over the past three periods registered -$15.8 million, $5.9 million, and $79.0 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Non Operating Investment Income (Qtr) |
|---|---|---|---|---|---|
| 1 | Markel | 7,105.55 Bn | 7,090.09 Bn | 2.38 Bn | - |
| 2 | Progressive | 131.92 Bn | 127.57 Bn | 8.36 Bn | - |
| 3 | Chubb | 78.78 Bn | 71.35 Bn | 8.64 Bn | - |
| 4 | Cincinnati Financial | 74.32 Bn | 73.06 Bn | 2.60 Bn | -70.00 Mn |
| 5 | Travelers Companies | 72.03 Bn | 48.11 Bn | 5.54 Bn | - |
| 6 | Allstate | 63.08 Bn | 38.49 Bn | 14.72 Bn | - |
| 7 | Fairfax Financial Holdings | 34.53 Bn | 39.18 Bn | - | -385.90 Mn |
| 8 | Loews | 23.53 Bn | 11.27 Bn | -1.32 Bn | -18.00 Mn |
| 9 | Selective Insurance | 20.82 Bn | 19.07 Bn | 543.42 Mn | -8.30 Mn |
| 10 | Berkley W R | 2.39 Bn | -1.35 Bn | 2.72 Bn | -15.78 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -15.78 Mn |
| Mar 31, 2026 | -15.78 Mn |
| Dec 31, 2025 | 5.93 Mn |
| Dec 31, 2025 | 5.93 Mn |
| Sep 30, 2025 | 78.96 Mn |
| Sep 30, 2025 | 78.96 Mn |
| Jun 30, 2025 | 30.97 Mn |
| Jun 30, 2025 | 30.97 Mn |
| Mar 31, 2025 | 16.36 Mn |
| Mar 31, 2025 | 16.36 Mn |
| Dec 31, 2024 | 158.53 Mn |
| Dec 31, 2024 | 158.53 Mn |
| Sep 30, 2024 | -8.09 Mn |
| Sep 30, 2024 | -8.09 Mn |
| Jun 30, 2024 | -58.51 Mn |
| Jun 30, 2024 | -58.51 Mn |
| Mar 31, 2024 | 25.78 Mn |
| Mar 31, 2024 | 25.78 Mn |
| Dec 31, 2023 | 7.80 Mn |
| Dec 31, 2023 | 7.80 Mn |