Berkley W R (WRB) Invested Capital (2010 - 2026)
Berkley W R's Invested Capital came in at $11.9 billion for Q2 2026, up 9.9% from $10.83 billion a year earlier and up 4.6% from the prior quarter.
Analysis
Berkley W R (WRB) Invested Capital (2010 - 2026) Analysis & Trends
For FY2025, Berkley W R's Invested Capital was $11.44 billion, up 21.4% from FY2024.
- Invested Capital has increased in each of the last 15 years, with a five-year compound annual growth rate of 9.0% (FY2020 to FY2025).
- Going back by year, Invested Capital was $9.42 billion in FY2024 (+11.1%), $8.48 billion in FY2023 (+9.0%), $7.78 billion in FY2022 (+1.3%) and $7.68 billion in FY2021 (+3.3%).
- The Q2 2026 figure represents the highest quarterly Invested Capital in data going back to Q4 2010.
- Year-over-year, Invested Capital has increased for 15 consecutive quarters, with growth averaging 16.7% over the last eight quarters.
- The fastest year-over-year change in Invested Capital over five years came in Q2 2025 (growth of 23.1%), and the weakest in Q3 2022 (a decline of 3.8%).
- Business Quant data shows WRB's Invested Capital at $11.38 billion (Q1 2026), $11.44 billion (Q4 2025) and $11.52 billion (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,073.91 Bn | -343.57 Bn | 55.86 Bn | - |
| 2 | Chubb | 125.44 Bn | 77.50 Bn | 9.13 Bn | 81.94 Bn |
| 3 | Progressive | 120.54 Bn | 96.37 Bn | 9.04 Bn | - |
| 4 | Marsh & Mclennan Companies | 81.59 Bn | 73.34 Bn | - | 35.99 Bn |
| 5 | Travelers Companies | 74.40 Bn | 50.64 Bn | 6.23 Bn | - |
| 6 | Manulife Financial | 72.53 Bn | 73.74 Bn | - | 44.43 Bn |
| 7 | Metlife | 60.06 Bn | -46.42 Bn | 7.82 Bn | 33.35 Bn |
| 8 | Aon | 58.71 Bn | 51.95 Bn | - | 24.65 Bn |
| 9 | Arthur J. Gallagher | 58.49 Bn | 52.93 Bn | - | 37.22 Bn |
| 10 | Berkley W R | 25.06 Bn | 9.53 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 | 9.42 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 |
API Access
Berkley W R Invested Capital 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=invested-capital&ticker=WRB&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "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=invested-capital&ticker=WRB&period=max&api_key=YOUR_API_KEY");
const data = await res.json();