Discontinued — last reported Q1 '23

Equity

Cumulative Gross Unrealized Gains

W.R. Berkley Cumulative Gross Unrealized Gains decreased by 30.2% to $609.00K in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 53.1%, from $1.30M to $609.00K. Over 5 years (FY 2020 to FY 2025), Cumulative Gross Unrealized Gains shows a downward trend with a -42.8% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionEquity
CategoryProfitability
SignalHigher is better
VolatilityModerate
First reportedQ4 2021
Last reportedQ1 2023

How to read this metric

Higher cumulative gains indicate a strong investment strategy or favorable market environment for the bank's holdings.

Detailed definition

This is the total sum of all unrealized gains across the entire investment portfolio that have not been recognized in th...

Peer comparison

Standard disclosure for banks under accounting standards for investment securities.

Metric ID: cumulative_gross_unrealized_gains

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$12.93M$11.32M$11.45M$7.42M$5.52M$3.55M$4.28M$3.96M$2.88M$1.84M$3.24M$2.36M$1.83M$2.05M$1.56M$1.30M$1.11M$1.15M$872.00K$609.00K
QoQ Change-12.4%+1.1%-35.2%-25.6%-35.7%+20.5%-7.5%-27.1%-36.0%+75.7%-27.2%-22.6%+12.4%-24.0%-16.8%-14.2%+2.8%-23.8%-30.2%
YoY Change-57.3%-68.6%-62.6%-46.7%-47.8%-48.1%-24.3%-40.4%-36.6%+11.3%-51.8%-45.0%-39.0%-44.2%-44.1%-53.1%
Range$609.00K$12.93M
CAGR-47.4%
Avg YoY Growth-43.6%
Median YoY Growth-45.8%
Current Streak2 quarters decline

Frequently Asked Questions

What is W.R. Berkley's cumulative gross unrealized gains?
W.R. Berkley (WRB) reported cumulative gross unrealized gains of $609.00K in Q1 2026.
How has W.R. Berkley's cumulative gross unrealized gains changed year-over-year?
W.R. Berkley's cumulative gross unrealized gains decreased by 53.1% year-over-year, from $1.30M to $609.00K.
What is the long-term trend for W.R. Berkley's cumulative gross unrealized gains?
Over 5 years (2020 to 2025), W.R. Berkley's cumulative gross unrealized gains has grown at a -42.8% compound annual growth rate (CAGR), from $14.26M to $872.00K.
What does cumulative gross unrealized gains mean?
The total accumulated paper profits across all held investments.