Berkley W R (WRB) Interest & Investment Income (2009 - 2026)
Berkley W R's Interest & Investment Income was $418.71 million in Q2 2026, up 10.4% from $379.3 million a year earlier and up 3.6% from the prior quarter.
Powered by 
Analysis
Berkley W R (WRB) Interest & Investment Income (2009 - 2026) Analysis & Trends
On a trailing twelve-month basis, Berkley W R's Interest & Investment Income was $1.51 billion through Jun 30, 2026, up 9.5% year-over-year; for FY2025, it was $1.43 billion, up 7.2% from FY2024.
- Interest & Investment Income has now increased for five consecutive years, with a five-year compound annual growth rate of 19.6% (FY2020 to FY2025).
- In earlier years, Interest & Investment Income was $1.33 billion in FY2024 (+26.6%), $1.05 billion in FY2023 (+35.1%), $779.19 million in FY2022 (+16.0%) and $671.62 million in FY2021 (+15.0%).
- The Q2 2026 figure marks the highest quarterly Interest & Investment Income in data going back to Q2 2009.
- Compared with a year earlier, Interest & Investment Income has increased for 18 straight quarters, with growth averaging 9.1% over the last eight quarters.
- The best year-over-year quarter for Interest & Investment Income over five years was Q2 2024 (growth of 51.8%); the worst was Q4 2021 (a decline of 8.8%).
- Per Business Quant data, WRB's Interest & Investment Income in the three quarters before Q2 2026 was $404.33 million (Q1 2026), $338.23 million (Q4 2025) and $351.24 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,168.75 Bn | -248.72 Bn | 55.86 Bn | - |
| 2 | Chubb | 136.94 Bn | 89.00 Bn | 9.13 Bn | 1.76 Bn |
| 3 | Progressive | 132.57 Bn | 108.40 Bn | 9.04 Bn | - |
| 4 | Marsh & Mclennan Companies | 93.82 Bn | 86.22 Bn | - | 10.00 Mn |
| 5 | Travelers Companies | 83.08 Bn | 59.33 Bn | 6.23 Bn | 1.07 Bn |
| 6 | Manulife Financial | 75.37 Bn | -18.34 Bn | - | 3.52 Bn |
| 7 | Arthur J. Gallagher | 68.71 Bn | 63.14 Bn | - | - |
| 8 | Aon | 64.39 Bn | 57.63 Bn | - | 5.00 Mn |
| 9 | Allstate | 64.30 Bn | 25.55 Bn | 8.73 Bn | 1.01 Bn |
| 10 | Berkley W R | 27.21 Bn | 11.68 Bn | 1.76 Bn | 418.71 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 418.71 Mn |
| Mar 31, 2026 | 404.33 Mn |
| Dec 31, 2025 | 338.23 Mn |
| Sep 30, 2025 | 351.24 Mn |
| Jun 30, 2025 | 379.30 Mn |
| Mar 31, 2025 | 360.29 Mn |
| Dec 31, 2024 | 317.44 Mn |
| Sep 30, 2024 | 323.76 Mn |
| Jun 30, 2024 | 372.13 Mn |
| Mar 31, 2024 | 319.84 Mn |
| Dec 31, 2023 | 313.34 Mn |
| Sep 30, 2023 | 270.94 Mn |
| Jun 30, 2023 | 245.15 Mn |
| Mar 31, 2023 | 223.40 Mn |
| Dec 31, 2022 | 231.28 Mn |
| Sep 30, 2022 | 202.82 Mn |
| Jun 30, 2022 | 171.57 Mn |
| Mar 31, 2022 | 173.51 Mn |
| Dec 31, 2021 | 165.00 Mn |
| Sep 30, 2021 | 179.85 Mn |
API Access
Berkley W R Interest & Investment Income API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=interest-and-investment-income&ticker=WRB&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "interest-and-investment-income", "ticker": "WRB", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=interest-and-investment-income&ticker=WRB&period=max&api_key=YOUR_API_KEY");
const data = await res.json();