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 | Berkshire Hathaway | 1,248.67 Bn | -185.49 Bn | 56.71 Bn | 18.27% |
| 2 | Chubb | 141.22 Bn | 92.15 Bn | 8.67 Bn | 19.58% |
| 3 | Progressive | 134.26 Bn | 109.78 Bn | 8.29 Bn | 21.45% |
| 4 | Marsh & Mclennan Companies | 98.32 Bn | 90.72 Bn | - | 21.39% |
| 5 | Travelers Companies | 82.09 Bn | 59.57 Bn | 5.93 Bn | 19.08% |
| 6 | Manulife Financial | 75.36 Bn | -19.02 Bn | - | - |
| 7 | Arthur J. Gallagher | 72.54 Bn | 67.17 Bn | 3.33 Bn | 21.17% |
| 8 | Aon | 71.33 Bn | 50.56 Bn | - | 20.59% |
| 9 | Allstate | 65.04 Bn | 22.10 Bn | -9.85 Bn | 20.52% |
| 10 | Berkley W R | 28.55 Bn | 13.22 Bn | 1.74 Bn | 21.94% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 21.94% |
| 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% |
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();