Other

Sale of investments

W.R. Berkley Sale of investments decreased by 0.9% to $271.60M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 6.5%, from $290.63M to $271.60M. Over 3 years (FY 2021 to FY 2025), Sale of investments shows a downward trend with a -14.6% CAGR.

Analysis

StatementIncome Statement
SectionOther
CategoryCapital Allocation
SignalContext dependent
VolatilityVolatile
First reportedQ3 2017
Last reportedQ1 2026

How to read this metric

High proceeds may indicate active portfolio rebalancing or a strategy to lock in investment gains.

Detailed definition

Represents the cash inflows from the sale of debt securities classified as available-for-sale. This reflects the company...

Peer comparison

Standard metric for insurance companies with large investment portfolios.

Metric ID: other_proceeds_from_sale_of_available_for_sale_securities_debt

Historical Data

19 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$358.94M$157.80M$210.29M$408.22M$501.07M$728.75M$429.40M$194.49M$253.13M$134.18M$426.08M$663.10M$599.44M$622.12M$290.63M$238.60M$345.90M$274.19M$271.60M
QoQ Change-56.0%+33.3%+94.1%+22.7%+45.4%-41.1%-54.7%+30.2%-47.0%+217.6%+55.6%-9.6%+3.8%-53.3%-17.9%+45.0%-20.7%-0.9%
YoY Change+39.6%+361.8%+5.2%-61.2%-65.3%-0.8%+240.9%+136.8%+363.7%-31.8%-64.0%-42.3%-55.9%-6.5%
Range$134.18M$728.75M
CAGR-6.0%
Avg YoY Growth+58.6%
Median YoY Growth-3.7%
Current Streak2 quarters decline

Frequently Asked Questions

What is W.R. Berkley's sale of investments?
W.R. Berkley (WRB) reported sale of investments of $271.60M in Q1 2026.
How has W.R. Berkley's sale of investments changed year-over-year?
W.R. Berkley's sale of investments decreased by 6.5% year-over-year, from $290.63M to $271.60M.
What is the long-term trend for W.R. Berkley's sale of investments?
Over 3 years (2021 to 2025), W.R. Berkley's sale of investments has grown at a -14.6% compound annual growth rate (CAGR), from $1.84B to $1.15B.
What does sale of investments mean?
Cash received from selling debt investments held in the portfolio.