W.R. Berkley Investment expenses decreased by 0.4% to $2.92M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 15.8%, from $3.47M to $2.92M. This is a positive signal — lower values indicate better performance for this metric.
An increase relative to assets under management may indicate rising management fees or operational inefficiencies, while a decrease suggests improved cost control.
Includes all costs directly associated with managing the investment portfolio, such as investment advisory fees, custodi...
Commonly reported as Investment Expenses or Investment Management Fees across the insurance industry.
other_investment_income_investment_expense| Q2 '21 | Q3 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $2.12M | $1.61M | $1.97M | $2.05M | $2.33M | $2.72M | $1.66M | $1.84M | $2.24M | $2.85M | $2.62M | $3.47M | $2.55M | $2.94M | $2.92M |
| QoQ Change | — | -24.2% | +22.9% | +3.9% | +13.6% | +16.7% | -38.9% | +10.7% | +22.2% | +26.8% | -8.0% | +32.6% | -26.6% | +15.2% | -0.4% |
| YoY Change | — | — | — | -3.3% | +44.9% | +37.6% | -19.0% | -21.1% | -17.3% | +71.4% | +42.5% | +54.7% | -10.5% | +12.1% | -15.8% |