W. R. Berkley Corporation (WRB) Total Return:-5.04%(TTM)
Over the latest trailing 12-month period, W. R. Berkley Corporation (WRB)'s total return cagr is -5.04%. The comparable SPY value is +24.27%. Year-to-date total return is -2.51%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WRB
$607,225
(60.7x return)
Invested on Jun 17, 1996
Growth of $10,000 in SPY (S&P 500)
$186,484
(18.6x return)
Invested on Jun 17, 1996
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
-2.5%
1-Year Total Return
-5.0%
Current Dividend Yield
2.72%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | (7.5%) | (5.0%) | +2.5% |
| 3 Years | +21.5% | +24.6% | +3.2% |
| 5 Years | +15.1% | +17.5% | +2.3% |
| 10 Years | +15.2% | +17.3% | +2.2% |
| 15 Years | +14.1% | +15.8% | +1.8% |
| 20 Years | +10.4% | +11.9% | +1.5% |
About W. R. Berkley Corporation
W. R. Berkley Corporation functions as an insurance holding company, primarily underwriting commercial policies across the United States and globally. Its extensive operations are divided into two principal divisions: Insurance, and Reinsurance & Monoline Excess. The Insurance segment delivers a wide spectrum of commercial insurance solutions. This includes foundational coverages such as general liability, property, commercial auto, and professional liability, alongside specialized offerings like workers' compensation, environmental policies for diverse businesses, directors and officers (D&O) liability, cyber risk protection, and niche policies for fine arts and jewelry. The segment also extends to personal lines, providing home and automobile insurance, and specialized liability products for sectors such as law enforcement and public officials. Additionally, it offers accident and health insurance, group life, and crime and fidelity products, coupled with risk management and alternative risk program services. The Reinsurance & Monoline Excess segment focuses on assisting other insurance carriers and self-insured entities in effectively managing their overall risk exposure. This is accomplished through both treaty reinsurance, which handles portfolios of policies, and facultative reinsurance, designed for individual risks. Founded in 1967, W. R. Berkley Corporation is headquartered in Greenwich, Connecticut.
- Sector
- Financial Services
- Industry
- Insurance - Property & Casualty
- CEO
- William Robert Berkley Jr.