Discontinued — last reported Q3 '25

Current Assets

Trading assets

W.R. Berkley Trading assets decreased by 4.6% to $1.17B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 40.0%, from $832.00M to $1.17B. Over 5 years (FY 2020 to FY 2025), Trading assets shows an upward trend with a 29.1% CAGR.

Analysis

StatementBalance Sheet Statement
SectionCurrent Assets
CategoryLiquidity
SignalContext dependent
VolatilityVolatile
First reportedQ1 2019
Last reportedQ3 2025

How to read this metric

An increase suggests higher market activity or speculative positioning, while a decrease may indicate a shift toward more conservative liquidity management.

Detailed definition

Trading assets represent financial instruments acquired primarily for the purpose of selling them in the near term to ge...

Peer comparison

Common in financial services firms; less common in pure manufacturing, though present in captive finance arms.

Metric ID: fin_trading_assets

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$634.28M$860.00M$1.18B$1.19B$1.14B$1.17B$944.00M$609.00M$724.00M$825.00M$938.00M$1.15B$1.22B$821.00M$1.12B$832.00M$1.04B$1.07B$1.22B$1.17B
QoQ Change+35.6%+37.2%+0.8%-4.0%+2.0%-19.0%-35.5%+18.9%+14.0%+13.7%+22.2%+6.6%-32.8%+36.8%-25.9%+24.4%+3.4%+14.1%-4.6%
YoY Change+80.0%+35.5%-20.0%-48.8%-36.6%-29.2%-0.6%+88.2%+68.8%-0.5%+19.7%-27.4%-15.3%+30.3%+8.7%+40.0%
Range$609.00M$1.22B
CAGR+13.7%
Avg YoY Growth+12.1%
Median YoY Growth+4.1%

Frequently Asked Questions

What is W.R. Berkley's trading assets?
W.R. Berkley (WRB) reported trading assets of $1.17B in Q1 2026.
How has W.R. Berkley's trading assets changed year-over-year?
W.R. Berkley's trading assets increased by 40.0% year-over-year, from $832.00M to $1.17B.
What is the long-term trend for W.R. Berkley's trading assets?
Over 5 years (2020 to 2025), W.R. Berkley's trading assets has grown at a 29.1% compound annual growth rate (CAGR), from $341.00M to $1.22B.
What does trading assets mean?
Financial assets held for short-term trading purposes and recorded at current market value.