WRB monthly performance report
Monthly WRB research: returns, drawdown, relative strength, seasonality, and key stats.
WRB monthly report
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Key takeaways
- W. R. Berkley Corporation (WRB) closed August 2026 at $72.08, down 0.63% for the month and +2.88% over the trailing 12 months.
- Year-to-date, WRB is +2.80%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +3.17% versus its 200-day moving average ($69.87), a bullish technical signal.
- Over the past three years, WRB has outperformed the S&P 500 by +2.37%, with a relative strength index reading of 100.5.
- Win rate over the trailing 39 months stands at 64.1% — 25 positive months versus 14 negative months.
W. R. Berkley Corporation ended August 2026 at $72.08, posting a monthly return of −0.63%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −3.68%.
The current quarter stands at +2.17% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +3.17% versus the 200-day moving average ($69.87).
Year-to-date, WRB is +2.80% against SPY +12.89%, a gap of −10.09%. The stock is currently −8.71% below its 52-week high, with maximum 3-year drawdown at −19.02%.
| Period | WRB | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.97% | −0.20% | +1.17% |
| 1 Week | −5.37% | +3.90% | −9.27% |
| 1 Month | −0.63% | +3.05% | −3.68% |
| 3 Months | +7.86% | +7.11% | +0.74% |
| 6 Months |