Operating

Gain (Loss) on Investments

W.R. Berkley Gain (Loss) on Investments decreased by 147.7% to -$15.78M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 147.7%, from $33.06M to -$15.78M. Over 4 years (FY 2021 to FY 2025), Gain (Loss) on Investments shows an upward trend with a 9.9% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementCash Flow Statement
SectionOperating
CategoryProfitability
SignalHigher is better
VolatilityVolatile
First reportedQ1 2016
Last reportedQ1 2026May 1, 2026

How to read this metric

Positive values indicate successful investment management, while negative values reflect market volatility or poor asset selection.

Detailed definition

This reflects the realized gains or losses from the sale of investment assets, such as bonds or equities, held by the co...

Peer comparison

Common for insurance and financial firms with large investment portfolios.

Metric ID: operating_gain_loss_on_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$22.66M$22.66M$22.66M$50.60M$50.60M$50.60M$50.60M$11.76M$11.76M$11.76M$11.76M$29.43M$29.43M$29.43M$29.43M$33.06M$33.06M$33.06M$33.06M-$15.78M
QoQ Change+0.0%+0.0%+123.3%+0.0%+0.0%+0.0%-76.8%+0.0%+0.0%+0.0%+150.2%+0.0%+0.0%+0.0%+12.3%+0.0%+0.0%+0.0%-147.7%
YoY Change+123.3%+123.3%+123.3%-76.8%-76.8%-76.8%-76.8%+150.2%+150.2%+150.2%+150.2%+12.3%+12.3%+12.3%+12.3%-147.7%
Range-$15.78M$50.60M
CAGR-7.3%
Avg YoY Growth+35.3%
Median YoY Growth+12.3%

Frequently Asked Questions

What is W.R. Berkley's gain (loss) on investments?
W.R. Berkley (WRB) reported gain (loss) on investments of -$15.78M in Q1 2026.
How has W.R. Berkley's gain (loss) on investments changed year-over-year?
W.R. Berkley's gain (loss) on investments decreased by 147.7% year-over-year, from $33.06M to -$15.78M.
What is the long-term trend for W.R. Berkley's gain (loss) on investments?
Over 4 years (2021 to 2025), W.R. Berkley's gain (loss) on investments has grown at a 9.9% compound annual growth rate (CAGR), from $90.63M to $132.22M.
What does gain (loss) on investments mean?
The profit or loss realized from selling investment assets.