Berkley W R (WRB) Short-term Investments (2009 - 2026)
Berkley W R (WRB) recorded Short-term Investments of $1.5 billion in Q2 2026, up 19.0% from $1.26 billion a year earlier and up 2.2% from the prior quarter.
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Analysis
Berkley W R (WRB) Short-term Investments (2009 - 2026) Analysis & Trends
At the end of FY2025, Berkley W R reported Short-term Investments of $1.36 billion, up 12.8% from FY2024.
- Annual Short-term Investments has a five-year compound annual growth rate of 16.8% (FY2020 to FY2025).
- Across earlier years, Short-term Investments came in at $1.2 billion in FY2024 (+10.4%), $1.09 billion in FY2023 (-8.1%), $1.19 billion in FY2022 (+26.0%) and $941.24 million in FY2021 (+50.4%).
- The Q2 2026 figure is the highest quarterly Short-term Investments in data going back to Q4 2010.
- On a year-over-year basis, Short-term Investments has increased for five consecutive quarters, with growth averaging 13.2% over the last eight quarters.
- Peak year-over-year performance for Short-term Investments in the last five years was growth of 83.2% in Q1 2022, against a decline of 13.0% in Q2 2024 at the low end.
- Per Business Quant, the preceding three quarters came in at $1.47 billion (Q1 2026), $1.36 billion (Q4 2025) and $1.38 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,248.67 Bn | -185.49 Bn | 56.71 Bn |
| 2 | Chubb | 141.22 Bn | 92.15 Bn | 8.67 Bn |
| 3 | Progressive | 134.26 Bn | 109.78 Bn | 8.29 Bn |
| 4 | Marsh & Mclennan Companies | 98.32 Bn | 90.72 Bn | - |
| 5 | Travelers Companies | 82.09 Bn | 59.57 Bn | 5.93 Bn |
| 6 | Manulife Financial | 75.36 Bn | -19.02 Bn | - |
| 7 | Arthur J. Gallagher | 72.54 Bn | 67.17 Bn | 3.33 Bn |
| 8 | Aon | 71.33 Bn | 50.56 Bn | - |
| 9 | Allstate | 65.04 Bn | 22.10 Bn | -9.85 Bn |
| 10 | Berkley W R | 28.55 Bn | 13.22 Bn | 1.74 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 1.46 Bn |
| Jun 30, 2026 | 1.50 Bn |
| Mar 31, 2026 | 1.47 Bn |
| Dec 31, 2025 | 1.36 Bn |
| Sep 30, 2025 | 1.38 Bn |
| Jun 30, 2025 | 1.26 Bn |
| Mar 31, 2025 | 1.15 Bn |
| Dec 31, 2024 | 1.20 Bn |
| Sep 30, 2024 | 1.05 Bn |
| Jun 30, 2024 | 1.08 Bn |
| Mar 31, 2024 | 1.18 Bn |
| Dec 31, 2023 | 1.09 Bn |
| Sep 30, 2023 | 1.18 Bn |
| Jun 30, 2023 | 1.24 Bn |
| Mar 31, 2023 | 1.28 Bn |
| Dec 31, 2022 | 1.19 Bn |
| Sep 30, 2022 | 1.17 Bn |
| Jun 30, 2022 | 1.16 Bn |
| Mar 31, 2022 | 1.13 Bn |
| Dec 31, 2021 | 941.24 Mn |
API Access
Berkley W R Short-term Investments 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=short-term-investments&ticker=WRB&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "short-term-investments", "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=short-term-investments&ticker=WRB&period=max&api_key=YOUR_API_KEY");
const data = await res.json();