WRB monthly performance report
View WRB's monthly returns, drawdown, and seasonality trends — updated every month.
WRB monthly report
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Key takeaways
- W. R. Berkley Corporation (WRB) closed September 2026 at $69.95, up 3.54% for the month and −2.06% over the trailing 12 months.
- Year-to-date, WRB is −0.24%, underperforming the S&P 500 which has returned +10.58% YTD.
- The stock is trading +1.09% versus its 200-day moving average ($69.20), a bullish technical signal.
- Over the past three years, WRB has underperformed the S&P 500 by −6.45%, with a relative strength index reading of 95.
- Win rate over the trailing 39 months stands at 66.7% — 26 positive months versus 13 negative months.
W. R. Berkley Corporation ended September 2026 at $69.95, posting a monthly return of +3.54%. The S&P 500 returned −1.69% over the same window, leaving relative performance at +5.23%.
The current quarter stands at −0.82% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +1.09% versus the 200-day moving average ($69.20).
Year-to-date, WRB is −0.24% against SPY +10.58%, a gap of −10.82%. The stock is currently −11.41% below its 52-week high, with maximum 3-year drawdown at −19.02%.
| Period | WRB | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −1.87% | −0.44% | −1.42% |
| 1 Week | +0.06% | −1.10% | +1.15% |
| 1 Month | +3.54% | −1.69% | +5.23% |
| 3 Months | +2.46% | −0.10% | +2.56% |
| 6 Months | +3.08% | +13.21% | −10.13% |
| YTD | −0.24% | +10.58% | −10.82% |
| 12 Months | −2.06% | +14.25% | −16.31% |
| 3 Years | +63.63% | +70.07% | −6.45% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jan 2024 | +15.78% |
| #2 | Nov 2024 | +12.91% |
| #3 | Mar 2025 | +12.81% |
| #4 | Jun 2026 | +11.00% |
| #5 | Nov 2025 | +8.90% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2024 | −12.97% |
| #2 | Dec 2025 | −9.74% |
| #3 | Dec 2024 | −9.34% |
| #4 | Mar 2026 | −7.56% |
| #5 | Oct 2025 | −6.89% |
| Quarter | Return |
|---|---|
| Q2 2025 | +3.25% |
| Q3 2025 | +4.29% |
| Q4 2025 | −8.48% |
| Q1 2026 | −5.48% |
| Q2 2026 | +6.41% |
| Q3 2026 (QTD) | −0.82% |
| Year | Return |
|---|---|
| 2023 | −2.54% |
| 2024 | +24.11% |
| 2025 | +19.82% |
| 2026 | −0.24% |
| Metric | Value |
|---|---|
| 52-Week High | $78.96 (2025-11-21) |
| 52-Week Low | $62.87 (2026-06-01) |
| Current Price | $69.95 |
| 200-Day Moving Average | $69.20 |
| Price vs 200DMA | +1.09% |
| 3-Year Maximum Drawdown | −19.02% (2026-05-29) |
| Current Drawdown from 52W High | −11.41% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 95 |
| 3-Year Excess Return vs S&P 500 | −6.45% |
| RS Peak | 137.5 (Apr 2025) |
| RS Trough | 86 (May 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was WRB's return for this report period?
WRB returned +3.54% in the latest monthly window ending 2026-09-16.
Has WRB outperformed SPY year to date?
YTD WRB: −0.24% vs SPY: +10.58%.
What is WRB's 12-month return?
−2.06% over the trailing 12 months.
Is WRB above or below its 200-day moving average?
Price is +1.09% versus 200DMA ($69.20).
What is the maximum drawdown in the 3-year window?
−19.02% on 2026-05-29.