Berkley W R (WRB) Invested Capital (2009 - 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.
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Analysis
Berkley W R (WRB) Invested Capital (2009 - 2026) Analysis & Trends
For FY2025, Berkley W R's Invested Capital was $13.26 billion, up 18.0% from FY2024.
- Invested Capital has increased in each of the last three years, with a five-year compound annual growth rate of 8.2% (FY2020 to FY2025).
- Going back by year, Invested Capital was $11.24 billion in FY2024 (+9.1%), $10.3 billion in FY2023 (+7.3%), $9.6 billion in FY2022 (-3.3%) and $9.92 billion in FY2021 (+11.0%).
- The five-year range for quarterly Invested Capital is $7.38 billion (Q3 2022) to $13.26 billion (Q4 2025).
- Year-over-year, Invested Capital has increased for 14 consecutive quarters, with growth averaging 16.1% 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), $13.26 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 | 1,248.67 Bn | -185.49 Bn | 56.71 Bn | 894.41 Bn |
| 2 | Chubb | 141.22 Bn | 92.15 Bn | 8.67 Bn | 97.60 Bn |
| 3 | Progressive | 134.26 Bn | 109.78 Bn | 8.29 Bn | 42.87 Bn |
| 4 | Marsh & Mclennan Companies | 98.32 Bn | 90.72 Bn | - | 35.44 Bn |
| 5 | Travelers Companies | 82.09 Bn | 59.57 Bn | 5.93 Bn | 38.81 Bn |
| 6 | Manulife Financial | 75.36 Bn | -19.02 Bn | - | 85.29 Bn |
| 7 | Arthur J. Gallagher | 72.54 Bn | 67.17 Bn | 3.33 Bn | 36.81 Bn |
| 8 | Aon | 71.33 Bn | 50.56 Bn | - | 38.24 Bn |
| 9 | Allstate | 65.04 Bn | 22.10 Bn | -9.85 Bn | 39.81 Bn |
| 10 | Berkley W R | 28.55 Bn | 13.22 Bn | 1.74 Bn | 13.23 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 13.23 Bn |
| Jun 30, 2026 | 13.73 Bn |
| Mar 31, 2026 | 13.21 Bn |
| Dec 31, 2025 | 13.26 Bn |
| Sep 30, 2025 | 13.35 Bn |
| Jun 30, 2025 | 12.66 Bn |
| Mar 31, 2025 | 12.19 Bn |
| Dec 31, 2024 | 11.24 Bn |
| Sep 30, 2024 | 11.28 Bn |
| Jun 30, 2024 | 10.62 Bn |
| Mar 31, 2024 | 10.64 Bn |
| Dec 31, 2023 | 10.30 Bn |
| Sep 30, 2023 | 9.77 Bn |
| Jun 30, 2023 | 9.74 Bn |
| Mar 31, 2023 | 9.80 Bn |
| Dec 31, 2022 | 9.60 Bn |
| Sep 30, 2022 | 9.21 Bn |
| Jun 30, 2022 | 9.38 Bn |
| Mar 31, 2022 | 9.73 Bn |
| Dec 31, 2021 | 9.92 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_KEYimport 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();