Basis: Trailing twelve months (TTM), to the latest fiscal quarter end. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on equity (ROE) high or low?
The return on equity (ROE) of 18.89% is in line with its 5-year average of 19.50%, near the high end of its 5-year range (14.15%–20.92%).
As of the fiscal period ended Tuesday, June 30, 2026. 0.45% below its 12-month average of 18.98%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 18.89%.
RETURN ON EQUITY (ROE)
18.89%
RETURN ON EQUITY (ROE) AVG TTM
18.98%
RETURN ON EQUITY (ROE) AVG 3Y
19.24%
RETURN ON EQUITY (ROE) AVG 5Y
19.50%
RETURN ON EQUITY (ROE) AVG 10Y
14.70%
RETURN ON EQUITY (ROE) AVG 15Y
13.69%
RETURN ON EQUITY (ROE) AVG 20Y
13.93%
CURRENT VS TTM AVG
-0.45%
CURRENT VS 3Y AVG
-1.79%
CURRENT VS 5Y AVG
-3.09%
CURRENT VS 10Y AVG
+28.54%
CURRENT VS 15Y AVG
+37.99%
CURRENT VS 20Y AVG
+35.66%
SECTOR MEDIAN · FINANCIAL SERVICES
13.39%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
+41.05%
vs the sector median at left
W. R. Berkley Corporation
Market Cap
$26.02B
Return on Equity (ROE)
18.89%
TTM Avg
18.98%
3Y Avg
19.24%
5Y Avg
19.50%
Market Cap
$26.06B
Return on Equity (ROE)
19.96%
TTM Avg
15.74%
3Y Avg
10.53%
5Y Avg
12.67%
Market Cap
$25.71B
Return on Equity (ROE)
11.85%
TTM Avg
10.96%
3Y Avg
11.97%
5Y Avg
11.28%
Market Cap
$24.87B
Return on Equity (ROE)
12.74%
TTM Avg
12.07%
3Y Avg
19.35%
5Y Avg
15.94%
Market Cap
$24.72B
Return on Equity (ROE)
20.82%
TTM Avg
21.15%
3Y Avg
20.46%
5Y Avg
20.61%
Market Cap
$24.22B
Return on Equity (ROE)
12.86%
TTM Avg
12.60%
3Y Avg
4.14%
5Y Avg
13.56%
Market Cap
$22.77B
Return on Equity (ROE)
20.19%
TTM Avg
19.76%
3Y Avg
18.99%
5Y Avg
23.49%
Market Cap
$29.31B
Return on Equity (ROE)
20.36%
TTM Avg
9.45%
3Y Avg
10.01%
5Y Avg
13.52%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| W. R. Berkley Corporation (WRB) | $26.02B | 18.89% | 18.98% | 19.24% | 19.50% |
| Cincinnati Financial Corporation (CINF)vs › | $26.06B | 19.96% | 15.74% | 10.53% | 12.67% |
| Regions Financial Corporation (RF)vs › | $25.71B | 11.85% | 10.96% | 11.97% | 11.28% |
| Principal Financial Group, Inc. (PFG)vs › | $24.87B | 12.74% | 12.07% | 19.35% | 15.94% |
| Synchrony Financial (SYF)vs › | $24.72B | 20.82% | 21.15% | 20.46% | 20.61% |
| Circle Internet Group (CRCL)vs › | $24.22B | 12.86% | 12.60% | 4.14% | 13.56% |
| KeyCorp (KEY)vs › | $23.57B | 10.25% | 4.04% | 7.23% | 8.58% |
| T. Rowe Price Group, Inc. (TROW)vs › | $22.77B | 20.19% | 19.76% | 18.99% | 23.49% |
| Willis Towers Watson Public Limited Company (WTW)vs › | $29.31B | 20.36% | 9.45% | 10.01% | 13.52% |
| Cboe Global Markets, Inc. (CBOE)vs › | $29.41B | 24.05% | 19.64% | 16.29% | 15.64% |
ROE
18.9%
ROA
4.2%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2026-06-30 | 18.89% |
| 2026-03-31 | 19.27% |
| 2025-12-31 | 18.34% |
| 2025-09-30 | 19.45% |
| 2025-06-30 | 18.94% |
| 2025-03-31 | 19.42% |
| 2024-12-31 | 20.92% |
| 2024-09-30 | 18.72% |
| 2024-06-30 | 19.88% |
| 2024-03-31 | 19.65% |
| 2023-12-31 | 18.53% |
| 2023-09-30 | 19.76% |
| 2023-06-30 | 18.32% |
| 2023-03-31 | 15.62% |
| 2022-12-31 | 20.47% |
| 2022-09-30 | 20.38% |
| 2022-06-30 | 20.35% |
| 2022-03-31 | 20.16% |
| 2021-12-31 | 15.37% |
| 2021-09-30 | 15.65% |
| 2021-06-30 | 14.15% |
| 2021-03-31 | 11.92% |
| 2020-12-31 | 8.41% |
| 2020-09-30 | 5.64% |
| 2020-06-30 | 6.06% |
| 2020-03-31 | 9.04% |
| 2019-12-31 | 11.23% |
| 2019-09-30 | 11.48% |
| 2019-06-30 | 11.57% |
| 2019-03-31 | 11.37% |
| 2018-12-31 | 11.78% |
| 2018-09-30 | 12.19% |
| 2018-06-30 | 12.22% |
| 2018-03-31 | 10.86% |
| 2017-12-31 | 10.15% |
| 2017-09-30 | 10.08% |
| 2017-06-30 | 11.46% |
| 2017-03-31 | 11.70% |
| 2016-12-31 | 11.93% |
| 2016-09-30 | 11.35% |
| 2016-06-30 | 10.01% |
| 2016-03-31 | 10.63% |
| 2015-12-31 | 10.95% |
| 2015-09-30 | 11.01% |
| 2015-06-30 | 12.01% |
| 2015-03-31 | 13.05% |
| 2014-12-31 | 14.14% |
| 2014-09-30 | 14.20% |
| 2014-06-30 | 13.36% |
| 2014-03-31 | 12.64% |
| 2013-12-31 | 11.53% |
| 2013-09-30 | 12.25% |
| 2013-06-30 | 11.77% |
| 2013-03-31 | 11.23% |
| 2012-12-31 | 11.86% |
| 2012-09-30 | 10.71% |
| 2012-06-30 | 10.42% |
| 2012-03-31 | 9.98% |
| 2011-12-31 | 9.78% |
| 2011-09-30 | 10.38% |
| 2011-06-30 | 10.69% |
| 2011-03-31 | 11.77% |
| 2010-12-31 | 12.13% |
| 2010-09-30 | 11.93% |
| 2010-06-30 | 12.51% |
| 2010-03-31 | 12.29% |
| 2009-12-31 | 8.59% |
| 2009-09-30 | 5.97% |
| 2009-06-30 | 2.72% |
| 2009-03-31 | 2.35% |
| 2008-12-31 | 9.23% |
| 2008-09-30 | 13.93% |
| 2008-06-30 | 19.33% |
| 2008-03-31 | 21.56% |
| 2007-12-31 | 20.83% |
| 2007-09-30 | 21.54% |
| 2007-06-30 | 21.04% |
| 2007-03-31 | 20.53% |
| 2006-12-31 | 20.97% |
| 2006-09-30 | 21.59% |
| 2006-06-30 | 22.03% |
| 2006-03-31 | 21.63% |
| 2005-12-31 | 21.23% |
| 2005-09-30 | 20.36% |
| 2005-06-30 | 19.83% |
| 2005-03-31 | 20.46% |
| 2004-12-31 | 20.77% |
| 2004-09-30 | 21.01% |
| 2004-06-30 | 21.76% |
| 2004-03-31 | 21.03% |
| 2003-12-31 | 20.04% |
| 2003-09-30 | 20.07% |
| 2003-06-30 | 18.41% |
