Other

Expenses from wholly owned investees

W.R. Berkley Expenses from wholly owned investees decreased by 14.5% to $135.84M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 7.5%, from $126.36M to $135.84M. Over 4 years (FY 2021 to FY 2025), Expenses from wholly owned investees shows an upward trend with a 4.0% CAGR. This is a positive signal — lower values indicate better performance for this metric.

Analysis

StatementIncome Statement
SectionOther
CategoryProfitability
SignalLower is better
VolatilityModerate
First reportedQ1 2013
Last reportedQ1 2026

How to read this metric

Rising expenses here should be evaluated against the revenue generated by these specific investees to determine their contribution to overall profitability.

Detailed definition

Reflects the operating costs associated with non-insurance business entities that are fully owned by the holding company...

Peer comparison

Found in diversified financial holding companies with non-insurance business segments.

Metric ID: other_expenses_from_wholly_owned_investees

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$106.70M$115.47M$163.70M$94.86M$122.97M$116.24M$159.13M$122.77M$113.54M$133.94M$154.75M$118.61M$121.12M$124.89M$148.84M$126.36M$122.44M$144.18M$158.95M$135.84M
QoQ Change+8.2%+41.8%-42.1%+29.6%-5.5%+36.9%-22.9%-7.5%+18.0%+15.5%-23.4%+2.1%+3.1%+19.2%-15.1%-3.1%+17.8%+10.2%-14.5%
YoY Change+15.2%+0.7%-2.8%+29.4%-7.7%+15.2%-2.7%-3.4%+6.7%-6.8%-3.8%+6.5%+1.1%+15.4%+6.8%+7.5%
Range$94.86M$163.70M
CAGR+5.2%
Avg YoY Growth+4.8%
Median YoY Growth+3.8%

Frequently Asked Questions

What is W.R. Berkley's expenses from wholly owned investees?
W.R. Berkley (WRB) reported expenses from wholly owned investees of $135.84M in Q1 2026.
How has W.R. Berkley's expenses from wholly owned investees changed year-over-year?
W.R. Berkley's expenses from wholly owned investees increased by 7.5% year-over-year, from $126.36M to $135.84M.
What is the long-term trend for W.R. Berkley's expenses from wholly owned investees?
Over 4 years (2021 to 2025), W.R. Berkley's expenses from wholly owned investees has grown at a 4.0% compound annual growth rate (CAGR), from $472.15M to $551.93M.
What does expenses from wholly owned investees mean?
Operating expenses incurred by subsidiary companies that are fully owned by the parent organization.