Berkley W R (WRB) Tax Rate (2009 - 2026)

Berkley W R (WRB) reported Tax Rate of 16.32% for Q1 2026, down 620.0% year-over-year from 3.14% in Q1 2025, and down 20.38% quarter-over-quarter from 20.49% in Q4 2025.

Berkley W R (WRB) Tax Rate (2009 - 2026) Analysis & Trends

Berkley W R (WRB) has 18 years of Tax Rate data on file, last reported at 16.32% in Q1 2026.

  • Tax Rate for Q1 2026 came in at 16.32%, down 620.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 20.15% (down 225.0% YoY), and the FY2025 annual result was 21.74%, down 78.0% from the prior year.
  • Tax Rate slipped to 16.32% in Q1 2026 per WRB's latest filing, from 20.49% in the prior quarter.
  • Over five years, Tax Rate peaked at 23.74% in Q2 2024 and troughed at 16.32% in Q1 2026.
  • A 5-year average of 20.99% and a median of 21.0% in 2024 frame the typical range for Tax Rate.
  • The sharpest annual moves came in 2022 and 2026: Tax Rate surged 315 bps in 2022, then plunged 620 bps in 2026.
  • A 5-year view of Tax Rate shows it stood at 20.16% in 2022, then gained by 1 bps to 20.4% in 2023, then increased by 3 bps to 21.0% in 2024, then dropped by 2 bps to 20.49% in 2025, then slipped by 20 bps to 16.32% in 2026.
  • Business Quant data shows WRB's Tax Rate at 16.32% in Q1 2026, 20.49% in Q4 2025, and 21.01% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Chubb 127.40 Bn 119.98 Bn 8.64 Bn 21.58%
2 Progressive 119.47 Bn 115.12 Bn 8.36 Bn 20.98%
3 Travelers Companies 65.26 Bn 41.34 Bn 5.54 Bn 19.25%
4 Allstate 57.33 Bn 32.74 Bn 14.72 Bn 20.91%
5 Berkley W R 26.90 Bn 23.16 Bn 2.72 Bn 16.32%
6 Cincinnati Financial 25.67 Bn 24.41 Bn 2.60 Bn 15.95%
7 Markel 22.97 Bn 7.51 Bn 2.38 Bn 24.30%
8 Loews 22.18 Bn 9.92 Bn -1.32 Bn 23.54%
9 Assurant 12.79 Bn 10.87 Bn 2.01 Bn 18.33%
10 Cna Financial 11.84 Bn 4.05 Bn 2.33 Bn 20.97%

Historic Data

Download Data
DateValue
Mar 31, 2026 16.32%
Mar 31, 2026 16.32%
Dec 31, 2025 20.49%
Dec 31, 2025 20.49%
Sep 30, 2025 21.01%
Sep 30, 2025 21.01%
Jun 30, 2025 23.22%
Jun 30, 2025 23.22%
Mar 31, 2025 22.51%
Mar 31, 2025 22.51%
Dec 31, 2024 21.00%
Dec 31, 2024 21.00%
Sep 30, 2024 23.00%
Sep 30, 2024 23.00%
Jun 30, 2024 23.74%
Jun 30, 2024 23.74%
Mar 31, 2024 23.00%
Mar 31, 2024 23.00%
Dec 31, 2023 20.40%
Dec 31, 2023 20.40%