Berkley W R (WRB) Return on Invested Capital [ROIC] (2011 - 2026)
Berkley W R (WRB) reported Return on Invested Capital [ROIC] of -37.22% for Q2 2026, up 1.52 percentage points from -38.74% a year earlier and up 0.92 percentage points from the prior quarter.
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Analysis
Berkley W R (WRB) Return on Invested Capital [ROIC] (2011 - 2026) Analysis & Trends
For FY2025, Berkley W R posted Return on Invested Capital [ROIC] of -41.21%, up 0.93 percentage points from FY2024.
- Return on Invested Capital [ROIC] has a five-year change of -2.61 percentage points (FY2020 to FY2025).
- By year, Return on Invested Capital [ROIC] came in at -42.15% in FY2024 (+2.67 pp), -44.82% in FY2023 (-1.64 pp), -43.18% in FY2022 (-4.11 pp) and -39.07% in FY2021 (-0.46 pp).
- Five-year quarterly Return on Invested Capital [ROIC] spans a low of -47.59% in Q1 2023 and a high of -35.28% in Q3 2021.
- Year over year, Return on Invested Capital [ROIC] has now increased in each of the last ten quarters, with an average year-over-year change of +2.88 percentage points over the last eight quarters.
- The high point for year-over-year Return on Invested Capital [ROIC] in five years was Q1 2024 (a gain of 6.38 percentage points); the low point was Q1 2023 (a drop of 11.68 percentage points).
- Per Business Quant data, the three quarters before Q2 2026 came in at -38.14% (Q1 2026), -37.43% (Q4 2025) and -36.73% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,083.21 Bn | -334.26 Bn | 55.86 Bn | - |
| 2 | Chubb | 127.58 Bn | 79.64 Bn | 9.13 Bn | -11.59% |
| 3 | Progressive | 122.25 Bn | 98.08 Bn | 9.04 Bn | - |
| 4 | Marsh & Mclennan Companies | 81.29 Bn | 73.03 Bn | - | 12.87% |
| 5 | Travelers Companies | 75.19 Bn | 51.44 Bn | 6.23 Bn | - |
| 6 | Manulife Financial | 73.16 Bn | 74.37 Bn | - | 11.21% |
| 7 | Metlife | 60.22 Bn | -46.26 Bn | 7.82 Bn | -102.80% |
| 8 | Arthur J. Gallagher | 57.98 Bn | 52.41 Bn | - | 5.67% |
| 9 | Aon | 57.16 Bn | 50.40 Bn | - | 14.78% |
| 10 | Berkley W R | 25.60 Bn | 10.07 Bn | 1.76 Bn | -37.22% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -37.22% |
| Mar 31, 2026 | -38.14% |
| Dec 31, 2025 | -37.43% |
| Sep 30, 2025 | -36.73% |
| Jun 30, 2025 | -38.74% |
| Mar 31, 2025 | -40.35% |
| Dec 31, 2024 | -39.98% |
| Sep 30, 2024 | -41.27% |
| Jun 30, 2024 | -41.86% |
| Mar 31, 2024 | -41.21% |
| Dec 31, 2023 | -44.37% |
| Sep 30, 2023 | -45.15% |
| Jun 30, 2023 | -45.76% |
| Mar 31, 2023 | -47.59% |
| Dec 31, 2022 | -44.02% |
| Sep 30, 2022 | -44.39% |
| Jun 30, 2022 | -39.59% |
| Mar 31, 2022 | -35.91% |
| Dec 31, 2021 | -38.45% |
| Sep 30, 2021 | -35.28% |
API Access
Berkley W R Return on Invested Capital [ROIC] 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=return-on-invested-capital-%5Broic%5D&ticker=WRB&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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=return-on-invested-capital-%5Broic%5D&ticker=WRB&period=max&api_key=YOUR_API_KEY");
const data = await res.json();