W. R. Berkley Corporation (WRB) Total Return CAGR:-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.
Over longer horizons, W. R. Berkley Corporation's Total Return CAGR averages 24.64% over 3 years and 17.46% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of W. R. Berkley Corporation's investment performance.
WRB Total Return CAGR Chart
W. R. Berkley Corporation (WRB)
WRB Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
WRB Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 6228.91 | 6072.25 | -156.65 | -2.51% | -2.51% |
| 2025 | 5064.63 | 6228.91 | +1164.28 | +22.99% | +22.99% |
| 2024 | 3958.57 | 5064.63 | +1106.06 | +27.94% | +27.94% |
| 2023 | 3948.70 | 3958.57 | +9.87 | +0.25% | +0.25% |
| 2022 | 2975.72 | 3948.70 | +972.98 | +32.70% | +32.70% |
| 2021 | 2370.35 | 2975.72 | +605.36 | +25.54% | +25.54% |
| 2020 | 2447.32 | 2370.35 | -76.97 | -3.14% | -3.14% |
| 2019 | 1739.43 | 2447.32 | +707.90 | +40.70% | +40.70% |
| 2018 | 1641.55 | 1739.43 | +97.87 | +5.96% | +5.96% |
| 2017 | 1490.09 | 1641.55 | +151.46 | +10.16% | +10.16% |
| 2016 | 1194.13 | 1490.09 | +295.96 | +24.78% | +24.78% |
| 2015 | 1108.42 | 1194.13 | +85.72 | +7.73% | +7.73% |
| 2014 | 929.77 | 1108.42 | +178.65 | +19.21% | +19.21% |
| 2013 | 800.91 | 929.77 | +128.86 | +16.09% | +16.09% |
| 2012 | 723.29 | 800.91 | +77.63 | +10.73% | +10.73% |
| 2011 | 569.98 | 723.29 | +153.31 | +26.90% | +26.90% |
| 2010 | 507.88 | 569.98 | +62.10 | +12.23% | +12.23% |
| 2009 | 632.92 | 507.88 | -125.04 | -19.76% | -19.76% |
| 2008 | 602.78 | 632.92 | +30.14 | +5.00% | +5.00% |
| 2007 | 693.88 | 602.78 | -91.10 | -13.13% | -13.13% |
| 2006 | 635.34 | 693.88 | +58.55 | +9.21% | +9.21% |
| 2005 | 417.07 | 635.34 | +218.27 | +52.33% | +52.33% |
| 2004 | 306.93 | 417.07 | +110.14 | +35.88% | +35.88% |
| 2003 | 230.26 | 306.93 | +76.68 | +33.30% | +33.30% |
| 2002 | 205.75 | 230.26 | +24.50 | +11.91% | +11.91% |
| 2001 | 178.79 | 205.75 | +26.96 | +15.08% | +15.08% |
| 2000 | 77.32 | 178.79 | +101.47 | +131.22% | +131.22% |
| 1999 | 123.40 | 77.32 | -46.08 | -37.34% | -37.34% |
| 1998 | 157.39 | 123.40 | -33.99 | -21.59% | -21.59% |
| 1997 | 119.94 | 157.39 | +37.45 | +31.23% | +31.23% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 6,072 | +4.1% | -3.8% |
| Q1 2026 | 5,830 | -7.3% | +3.1% |
| Q4 2025 | 6,289 | -5.4% | +25.2% |
| Q3 2025 | 6,648 | +5.3% | +35.6% |
| Q2 2025 | 6,314 | +11.7% | +40.5% |
| Q1 2025 | 5,653 | +12.6% | +14.1% |
| Q4 2024 | 5,022 | +2.5% | +28.0% |
| Q3 2024 | 4,902 | +9.1% | +36.1% |
| Q2 2024 | 4,493 | -9.3% | +40.4% |
| Q1 2024 | 4,957 | +26.3% | +48.0% |
| Q4 2023 | 3,923 | +8.9% | -1.6% |
| Q3 2023 | 3,602 | +12.5% | +4.5% |
| Q2 2023 | 3,200 | -4.5% | -14.6% |
| Q1 2023 | 3,350 | -16.0% | -6.4% |
| Q4 2022 | 3,985 | +15.6% | +38.5% |
| Q3 2022 | 3,448 | -8.0% | +32.1% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
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.