Discontinued — last reported Q3 '19

Non-Current Assets

Mortgage loans

W.R. Berkley Mortgage loans increased by 5.3% to $441.16M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 5.1%, from $419.88M to $441.16M. Over 5 years (FY 2020 to FY 2025), Mortgage loans shows an upward trend with a 37.6% CAGR.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalContext dependent
VolatilityStable
First reportedQ4 2015
Last reportedQ3 2019

How to read this metric

An increase indicates a focus on stable, collateralized income, while a decrease may suggest a shift toward more liquid fixed-income instruments.

Detailed definition

This represents the value of mortgage loans held as investment assets, net of any allowances for credit losses. These lo...

Peer comparison

Common among insurers seeking long-duration, yield-generating assets.

Metric ID: ins_mortgage_loans

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$116.01M$115.50M$115.17M$115.10M$113.48M$112.80M$193.00M$194.94M$181.56M$177.75M$201.27M$228.77M$349.33M$389.87M$405.45M$419.88M$324.37M$326.86M$418.91M$441.16M
QoQ Change-0.4%-0.3%-0.1%-1.4%-0.6%+71.1%+1.0%-6.9%-2.1%+13.2%+13.7%+52.7%+11.6%+4.0%+3.6%-22.7%+0.8%+28.2%+5.3%
YoY Change-2.2%-2.3%+67.6%+69.4%+60.0%+57.6%+4.3%+17.3%+92.4%+119.3%+101.4%+83.5%-7.1%-16.2%+3.3%+5.1%
Range$112.80M$441.16M
CAGR+32.5%
Avg YoY Growth+40.8%
Median YoY Growth+37.5%
Current Streak3 quarters growth

Mortgage loans at Other Companies

Frequently Asked Questions

What is W.R. Berkley's mortgage loans?
W.R. Berkley (WRB) reported mortgage loans of $441.16M in Q1 2026.
How has W.R. Berkley's mortgage loans changed year-over-year?
W.R. Berkley's mortgage loans increased by 5.1% year-over-year, from $419.88M to $441.16M.
What is the long-term trend for W.R. Berkley's mortgage loans?
Over 5 years (2020 to 2025), W.R. Berkley's mortgage loans has grown at a 37.6% compound annual growth rate (CAGR), from $84.91M to $418.91M.
What does mortgage loans mean?
The value of the company's mortgage loan portfolio, net of expected losses.