Discontinued — last reported Q4 '25

Other

OCI Available-for-Sale Securities Adjustment, Before Tax

W.R. Berkley OCI Available-for-Sale Securities Adjustment, Before Tax decreased by 311.9% to -$185.97M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 200.1%, from $185.86M to -$185.97M. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementIncome Statement
SectionOther
CategoryRisk
SignalHigher is better
VolatilityVolatile
First reportedQ1 2017
Last reportedQ4 2025

How to read this metric

Positive values indicate market appreciation of the investment portfolio, while negative values reflect market depreciation or rising interest rates.

Detailed definition

The unrealized gains or losses on available-for-sale investment securities that are recorded in other comprehensive inco...

Peer comparison

Commonly reported by financial institutions with significant investment portfolios.

Metric ID: ms_oci_afs_securities_adjustment_before_tax

Historical Data

15 periods
 Q2 '21Q3 '21Q1 '22Q2 '22Q3 '22Q1 '23Q2 '23Q3 '23Q1 '24Q2 '24Q3 '24Q1 '25Q2 '25Q3 '25Q1 '26
Value$28.80M-$45.27M-$539.45M-$430.78M-$394.83M$232.02M-$144.04M-$150.46M-$89.30M-$20.64M$480.77M$185.86M$157.86M$87.75M-$185.97M
QoQ Change-257.2%<-999%+20.1%+8.3%+158.8%-162.1%-4.5%+40.6%+76.9%>999%-61.3%-15.1%-44.4%-311.9%
YoY Change<-999%-772.2%+143.0%+66.6%+61.9%-138.5%+85.7%+419.5%+308.1%+864.8%-81.7%-200.1%
Range-$539.45M$480.77M
CAGR+70.4%
Avg YoY Growth-69.9%
Median YoY Growth+64.2%
Current Streak4 quarters decline

Frequently Asked Questions

What is W.R. Berkley's oci available-for-sale securities adjustment, before tax?
W.R. Berkley (WRB) reported oci available-for-sale securities adjustment, before tax of -$185.97M in Q1 2026.
How has W.R. Berkley's oci available-for-sale securities adjustment, before tax changed year-over-year?
W.R. Berkley's oci available-for-sale securities adjustment, before tax decreased by 200.1% year-over-year, from $185.86M to -$185.97M.
What does oci available-for-sale securities adjustment, before tax mean?
Unrealized changes in the market value of investment securities held for sale.