Non-Current Assets

Investments

W.R. Berkley Investments increased by 2.0% to $31.29B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 8.6%, from $28.80B to $31.29B. Over 5 years (FY 2020 to FY 2025), Investments shows an upward trend with a 10.7% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalHigher is better
VolatilityModerate
First reportedQ4 2020
Last reportedQ3 2025

How to read this metric

Growth indicates successful capital accumulation and reinvestment, while a decline may signal asset liquidation or poor investment performance.

Detailed definition

The aggregate value of long-term investment assets, including bonds, equities, real estate, and other financial instrume...

Peer comparison

Standard for insurance and financial services; peers with larger asset bases will show significantly higher investment totals.

Metric ID: non_current_assets_investments

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$20.23B$21.11B$22.17B$21.68B$22.27B$22.66B$22.86B$23.12B$23.09B$24.09B$25.28B$26.35B$26.60B$27.83B$27.89B$28.80B$29.50B$30.46B$30.69B$31.29B
QoQ Change+4.4%+5.0%-2.2%+2.7%+1.8%+0.9%+1.1%-0.1%+4.3%+4.9%+4.2%+1.0%+4.6%+0.2%+3.3%+2.4%+3.3%+0.7%+2.0%
YoY Change+10.1%+7.4%+3.1%+6.6%+3.7%+6.3%+10.6%+14.0%+15.2%+15.5%+10.3%+9.3%+10.9%+9.5%+10.0%+8.6%
Range$20.23B$31.29B
CAGR+9.6%
Avg YoY Growth+9.4%
Median YoY Growth+9.8%
Current Streak11 quarters growth

Frequently Asked Questions

What is W.R. Berkley's investments?
W.R. Berkley (WRB) reported investments of $31.29B in Q1 2026.
How has W.R. Berkley's investments changed year-over-year?
W.R. Berkley's investments increased by 8.6% year-over-year, from $28.80B to $31.29B.
What is the long-term trend for W.R. Berkley's investments?
Over 5 years (2020 to 2025), W.R. Berkley's investments has grown at a 10.7% compound annual growth rate (CAGR), from $18.48B to $30.69B.
What does investments mean?
The total value of all long-term investments held by the company.