Company / Return on Equity (ROE)
W. R. Berkley Corporation Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
18.3%
FY2025
5-year range
15.4% / 20.9%
FY2021-FY2025
Trend
-12.3%
vs FY2024
Sector context
#79 of 388
Financials
What the data says
W. R. Berkley Corporation's return on equity (roe) of 18.3% is higher than 80% of companies in the Financials sector (FY2025). Return on Equity (ROE) has fluctuated over the past 10 years, ranging from 8.4% in FY2020 to 20.9% in FY2024.
Based on SEC 10-K filings.
18.3% in FY2025 with a 5-year CAGR of +9.9%. Top quartile in the Financials sector.
Remained stable around 18.3% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- -2.1pp
- 5-Year Change
- +9.9pp
- 10-Year Change
- -
Sector benchmark
+12.1% above sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) decreased 12.3% year-over-year.
- Currently 2.0pp above the Financials sector average.
- Peak return on equity (roe) was recorded in FY2024.
- Lowest return on equity (roe) in the period was in FY2020.
Company context
Key Data Points
- Altman Z-Score 0.71 (distress zone, below 1.8 threshold)
- High earnings quality (cash-backed earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 18.3% | -12.3% |
| FY2024 | 20.9% | +12.9% |
| FY2023 | 18.5% | -9.5% |
| FY2022 | 20.5% | +33.2% |
| FY2021 | 15.4% | +82.8% |
| FY2020 | 8.4% | -25.1% |
| FY2019 | 11.2% | -4.7% |
| FY2018 | 11.8% | +16.1% |
| FY2017 | 10.2% | -14.9% |
| FY2016 | 11.9% | +8.9% |
As of FY2025 · SEC 10-K · Updated Mar 18, 2026