Other
Equity method investments (Note 11)
W.R. Berkley Equity method investments (Note 11) increased by 2.7% to $1.40B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 5.6%, from $1.48B to $1.40B. Over 5 years (FY 2020 to FY 2025), Equity method investments (Note 11) shows relatively stable performance with a 0.8% CAGR.
Analysis
StatementBalance Sheet Statement
SectionOther
CategoryCapital Allocation
SignalContext dependent
VolatilityStable
First reportedQ4 2025
Last reportedQ1 2026
How to read this metric
Growth in this metric indicates strategic expansion through partnerships, while a decline may reflect divestitures or impairment of joint venture performance.
Detailed definition
This represents the company's interest in entities where it exerts significant influence but does not have full control,...
Peer comparison
Common for large-scale infrastructure companies that utilize joint ventures to manage complex logistics networks.
Metric ID:
other_equity_method_investmentsHistorical Data
20 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $1.37B | $1.40B | $1.48B | $1.55B | $1.70B | $1.66B | $1.61B | $1.60B | $1.59B | $1.60B | $1.62B | $1.56B | $1.59B | $1.61B | $1.47B | $1.48B | $1.49B | $1.43B | $1.36B | $1.40B |
| QoQ Change | — | +2.3% | +5.7% | +4.4% | +10.1% | -2.4% | -3.2% | -0.4% | -0.5% | +0.4% | +1.3% | -4.1% | +2.1% | +1.1% | -8.7% | +0.8% | +0.8% | -4.1% | -4.8% | +2.7% |
| YoY Change | — | — | — | — | +24.3% | +18.6% | +8.6% | +3.6% | -6.3% | -3.7% | +0.8% | -2.9% | -0.3% | +0.4% | -9.5% | -4.9% | -6.1% | -11.0% | -7.2% | -5.6% |
Range$1.36B – $1.70B
CAGR+0.4%
Avg YoY Growth-0.1%
Median YoY Growth-3.3%
Equity method investments (Note 11) at Other Companies
Frequently Asked Questions
- What is W.R. Berkley's equity method investments (note 11)?
- W.R. Berkley (WRB) reported equity method investments (note 11) of $1.40B in Q1 2026.
- How has W.R. Berkley's equity method investments (note 11) changed year-over-year?
- W.R. Berkley's equity method investments (note 11) decreased by 5.6% year-over-year, from $1.48B to $1.40B.
- What is the long-term trend for W.R. Berkley's equity method investments (note 11)?
- Over 5 years (2020 to 2025), W.R. Berkley's equity method investments (note 11) has grown at a 0.8% compound annual growth rate (CAGR), from $1.31B to $1.36B.
- What does equity method investments (note 11) mean?
- The value of the company's ownership stakes in other businesses where it has significant influence but not full control.