Discontinued — last reported Q2 '21

Non-Current Assets

Investments - Amortized Cost Basis

W.R. Berkley Investments - Amortized Cost Basis increased by 2.6% to $25.78B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 7.4%, from $24.01B to $25.78B. Over 5 years (FY 2020 to FY 2025), Investments - Amortized Cost Basis shows an upward trend with a 12.9% CAGR.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
First reportedQ4 2017
Last reportedQ2 2021
Metric ID: investments_amortized_cost

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$15.28B$15.73B$16.40B$16.76B$17.65B$18.42B$18.66B$18.94B$19.05B$20.18B$20.86B$21.72B$21.87B$22.96B$22.97B$24.01B$24.34B$25.11B$25.14B$25.78B
QoQ Change+3.0%+4.2%+2.2%+5.3%+4.4%+1.3%+1.5%+0.6%+5.9%+3.4%+4.1%+0.7%+5.0%+0.0%+4.5%+1.4%+3.1%+0.1%+2.6%
YoY Change+15.5%+17.0%+13.8%+13.0%+8.0%+9.6%+11.8%+14.7%+14.8%+13.8%+10.1%+10.5%+11.3%+9.4%+9.5%+7.4%
Range$15.28B$25.78B
CAGR+11.6%
Avg YoY Growth+11.9%
Median YoY Growth+11.5%
Current Streak19+ quarters growth

Frequently Asked Questions

What is W.R. Berkley's investments - amortized cost basis?
W.R. Berkley (WRB) reported investments - amortized cost basis of $25.78B in Q1 2026.
How has W.R. Berkley's investments - amortized cost basis changed year-over-year?
W.R. Berkley's investments - amortized cost basis increased by 7.4% year-over-year, from $24.01B to $25.78B.
What is the long-term trend for W.R. Berkley's investments - amortized cost basis?
Over 5 years (2020 to 2025), W.R. Berkley's investments - amortized cost basis has grown at a 12.9% compound annual growth rate (CAGR), from $13.68B to $25.14B.