Berkley W R (WRB) Tax Rate (2009 - 2026)
Berkley W R (WRB) posted Tax Rate of 21.37% for Q2 2026, down 1.85 percentage points from 23.22% a year earlier but up 5.05 percentage points from the prior quarter.
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Analysis
Berkley W R (WRB) Tax Rate (2009 - 2026) Analysis & Trends
For the trailing twelve months through Jun 30, 2026, Tax Rate at Berkley W R was 19.77%, down 2.52 percentage points year-over-year; for FY2025, it was 21.74%, down 0.78 percentage points from FY2024.
- Annual Tax Rate shows a five-year change of -2.64 percentage points (FY2020 to FY2025).
- In prior years, Berkley W R's Tax Rate was 22.52% in FY2024 (+1.40 pp), 21.12% in FY2023 (+1.66 pp), 19.46% in FY2022 (-0.17 pp) and 19.63% in FY2021 (-4.74 pp).
- Quarterly Tax Rate has run from a low of 16.32% in Q1 2026 to a high of 23.74% in Q2 2024 over five years.
- On a year-over-year basis, Tax Rate has declined in each of the last six quarters, with an average year-over-year change of -1.07 percentage points over the last eight quarters.
- The strongest year-over-year quarter for Tax Rate in the past five years was Q4 2022, with a gain of 3.15 percentage points; the weakest was Q3 2021, with a drop of 6.63 percentage points.
- According to Business Quant data, Tax Rate for the three prior quarters was 16.32% (Q1 2026), 20.49% (Q4 2025) and 21.01% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Chubb | 139.80 Bn | 86.38 Bn | 9.13 Bn | 20.47% |
| 2 | Progressive | 131.73 Bn | 107.57 Bn | 9.04 Bn | 21.34% |
| 3 | Marsh & Mclennan Companies | 92.76 Bn | 84.92 Bn | - | 21.39% |
| 4 | Travelers Companies | 84.99 Bn | 61.24 Bn | 6.23 Bn | 20.20% |
| 5 | Manulife Financial | 76.74 Bn | -18.15 Bn | - | - |
| 6 | Arthur J. Gallagher | 68.20 Bn | 62.60 Bn | - | 21.74% |
| 7 | Allstate | 65.23 Bn | 26.50 Bn | 8.73 Bn | 21.03% |
| 8 | Metlife | 65.07 Bn | -41.71 Bn | 7.82 Bn | 24.73% |
| 9 | Aon | 64.56 Bn | 57.78 Bn | - | 21.96% |
| 10 | Berkley W R | 29.24 Bn | 13.70 Bn | 1.76 Bn | 21.37% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 21.37% |
| Mar 31, 2026 | 16.32% |
| Dec 31, 2025 | 20.49% |
| Sep 30, 2025 | 21.01% |
| Jun 30, 2025 | 23.22% |
| Mar 31, 2025 | 22.51% |
| Dec 31, 2024 | 21.00% |
| Sep 30, 2024 | 23.00% |
| Jun 30, 2024 | 23.74% |
| Mar 31, 2024 | 23.00% |
| Dec 31, 2023 | 20.40% |
| Sep 30, 2023 | 20.60% |
| Jun 30, 2023 | 22.19% |
| Mar 31, 2023 | 21.36% |
| Dec 31, 2022 | 20.16% |
| Sep 30, 2022 | 19.49% |
| Jun 30, 2022 | 19.36% |
| Mar 31, 2022 | 19.03% |
| Dec 31, 2021 | 17.01% |
| Sep 30, 2021 | 19.55% |
API Access
Berkley W R Tax Rate 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=tax-rate&ticker=WRB&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "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=tax-rate&ticker=WRB&period=max&api_key=YOUR_API_KEY");
const data = await res.json();