Non-Current Assets

Other Investments

W.R. Berkley Other Investments decreased by 4.6% to $1.16B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 40.1%, from $831.71M to $1.16B. Over 5 years (FY 2020 to FY 2025), Other Investments shows an upward trend with a 29.0% CAGR.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalContext dependent
VolatilityModerate
First reportedQ4 2016
Last reportedQ4 2025

How to read this metric

An increase indicates diversification into alternative assets, while a decrease suggests a shift back to traditional liquid securities.

Detailed definition

This category includes miscellaneous investments that do not fit into standard classifications like debt or equity secur...

Peer comparison

Varies widely based on the sophistication and risk profile of the insurer's investment office.

Metric ID: other_investments

Historical Data

19 periods
 Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$860.34M$1.18B$1.19B$1.14B$1.17B$944.23M$609.00M$723.97M$825.05M$938.05M$1.15B$1.22B$820.93M$1.12B$831.71M$1.03B$1.07B$1.22B$1.16B
QoQ Change+37.1%+0.8%-3.9%+2.0%-19.0%-35.5%+18.9%+14.0%+13.7%+22.2%+6.6%-32.8%+36.7%-25.9%+24.4%+3.5%+14.1%-4.6%
YoY Change+35.4%-20.0%-48.8%-36.6%-29.2%-0.7%+88.2%+68.8%-0.5%+19.7%-27.4%-15.3%+30.4%+8.8%+40.1%
Range$609.00M$1.22B
CAGR+7.0%
Avg YoY Growth+7.5%
Median YoY Growth-0.5%

Frequently Asked Questions

What is W.R. Berkley's other investments?
W.R. Berkley (WRB) reported other investments of $1.16B in Q1 2026.
How has W.R. Berkley's other investments changed year-over-year?
W.R. Berkley's other investments increased by 40.1% year-over-year, from $831.71M to $1.16B.
What is the long-term trend for W.R. Berkley's other investments?
Over 5 years (2020 to 2025), W.R. Berkley's other investments has grown at a 29.0% compound annual growth rate (CAGR), from $341.47M to $1.22B.
What does other investments mean?
Miscellaneous investments that are not standard stocks or bonds.