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W.R. Berkley WRB Equity Method Investments

Equity Method Investments at other companies

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Other financials

Income statement

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Revenue$3.7B+1.2%
Net income$452.3M+12.7%
EPS (diluted)$1.15+15.0%

Balance sheet

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Cash & equivalents$2.3B+32.6%
Total debt$255.7M+14.7%
Total equity$9.8B+5.8%
Total assets$45.7B+7.1%

Cash flow

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Operating cash flow$667.9M-10.2%

Valuation

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Market cap$26.76B0.0%
P/E13.9×-1.3×
P/S1.8×-0.1×

Profitability

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Net margin12.9%+0.6pp
FCF margin13.7%

Returns & leverage

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Return on equity20.2%-0.5pp
Debt / equity0.0×

Where this comes from

Reported directly by W.R. Berkley in its filing.

Tagged under the XBRL concept us-gaap:EquityMethodInvestments.

The source filing: W.R. Berkley’s 10-Q, filed May 1, 2026.

Filed
May 1, 2026, 4:15 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0000011544-26-000011
Line itemMarch 31,2026December 31,2025
Assets
Investments:
Fixed maturity securities (amortized cost of $25,814,827 and $25,170,368; allowance for expected credit losses of $306 and $74 at March 31, 2026 and December 31, 2025, respectively)$25,508,409$25,047,662
Investment funds1,398,0221,361,802
Real estate1,303,7411,279,748
Equity securities1,469,6511,358,201
Arbitrage trading account1,164,8721,221,103
Loans receivable (net of allowance for expected credit losses of $75 and $161 at March 31, 2026 and December 31, 2025, respectively)441,160418,913

Item 1. Financial Statements

FAQ

What is W.R. Berkley's equity method investments?
W.R. Berkley (WRB) reported equity method investments of $1.4B in Q1 2026.
How has W.R. Berkley's equity method investments changed year-over-year?
W.R. Berkley's equity method investments decreased by 5.6% year-over-year, from $1.48B to $1.4B.
What is the long-term trend for W.R. Berkley's equity method investments?
Over 5 years (2020 to 2025), W.R. Berkley's equity method investments has grown at a 0.8% compound annual growth rate (CAGR), from $1.31B to $1.36B.
What does equity method investments mean?
Investments in unconsolidated affiliates and joint ventures where the company has significant influence (typically 20-50% ownership), carried at proportional book value.

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