Discontinued — last reported Q4 '25

Other

Net Investment Income

W.R. Berkley Net Investment Income increased by 19.5% to $404.33M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 12.2%, from $360.29M to $404.33M. Over 4 years (FY 2021 to FY 2025), Net Investment Income shows an upward trend with a 20.8% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementIncome Statement
SectionOther
CategoryProfitability
SignalHigher is better
VolatilityModerate
First reportedQ2 2015
Last reportedQ4 2025

How to read this metric

An increase indicates higher returns on invested assets, while a decrease may suggest lower yields or a smaller asset base.

Detailed definition

Represents the total interest, dividends, and other income generated from the company's investment portfolio, net of inv...

Peer comparison

Standard across all insurance and financial services firms as a key non-underwriting profit driver.

Metric ID: other_net_investment_income

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$168.19M$179.85M$165.00M$173.51M$171.57M$202.82M$231.28M$223.40M$245.15M$270.94M$313.34M$319.84M$372.13M$323.76M$317.44M$360.29M$379.30M$351.24M$338.23M$404.33M
QoQ Change+6.9%-8.3%+5.2%-1.1%+18.2%+14.0%-3.4%+9.7%+10.5%+15.6%+2.1%+16.3%-13.0%-2.0%+13.5%+5.3%-7.4%-3.7%+19.5%
YoY Change+2.0%+12.8%+40.2%+28.8%+42.9%+33.6%+35.5%+43.2%+51.8%+19.5%+1.3%+12.6%+1.9%+8.5%+6.6%+12.2%
Range$165.00M$404.33M
CAGR+20.3%
Avg YoY Growth+22.1%
Median YoY Growth+16.1%

Business Segments

View all
SegmentQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Insurance$311.24M
Reinsurance & Monoline Excess$58.47M$57.04M$66.01M$66.43M$80.86M$71.62M$51.94M$67.85M
Net investment gains$0.00$0.00
Total$372.13M$323.76M$317.44M$360.29M$379.30M$351.24M$338.23M$404.33M

Net investment gains was previously reported and has since been discontinued or reclassified. Only currently active segments are shown in the chart.

Frequently Asked Questions

What is W.R. Berkley's net investment income?
W.R. Berkley (WRB) reported net investment income of $404.33M in Q1 2026.
How has W.R. Berkley's net investment income changed year-over-year?
W.R. Berkley's net investment income increased by 12.2% year-over-year, from $360.29M to $404.33M.
What is the long-term trend for W.R. Berkley's net investment income?
Over 4 years (2021 to 2025), W.R. Berkley's net investment income has grown at a 20.8% compound annual growth rate (CAGR), from $671.62M to $1.43B.
What does net investment income mean?
The profit earned from the company's investment portfolio after deducting investment expenses.