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 November 2026 at $77.44, up 4.85% for the month and +0.62% over the trailing 12 months.
- Year-to-date, WRB is +10.44%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +11.17% versus its 200-day moving average ($69.66), a bullish technical signal.
- Over the past three years, WRB has underperformed the S&P 500 by −2.48%, with a relative strength index reading of 98.6.
- Win rate over the trailing 39 months stands at 64.1% — 25 positive months versus 14 negative months.
W. R. Berkley Corporation ended November 2026 at $77.44, posting a monthly return of +4.85%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +5.03%.
The current quarter stands at +14.66% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +11.17% versus the 200-day moving average ($69.66).
Year-to-date, WRB is +10.44% against SPY +10.62%, a gap of −0.19%. The stock is currently −2.30% below its 52-week high, with maximum 3-year drawdown at −19.02%.
| Period | WRB | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.38% | −0.36% | +0.74% |
| 1 Week | +2.94% | +2.59% | +0.34% |
| 1 Month | +4.85% | −0.18% | +5.03% |
| 3 Months | +11.03% | −2.37% | +13.39% |
| 6 Months | +17.28% | +0.83% | +16.45% |
| YTD | +10.44% | +10.62% | −0.19% |
| 12 Months | +0.62% | +12.25% | −11.63% |
| 3 Years | +68.90% | +71.37% | −2.48% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jan 2024 | +15.78% |
| #2 | Nov 2024 | +12.91% |
| #3 | Mar 2025 | +12.81% |
| #4 | Jun 2026 | +11.00% |
| #5 | Oct 2026 | +9.36% |
| 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 |
|---|---|
| Q3 2025 | +4.29% |
| Q4 2025 | −8.48% |
| Q1 2026 | −5.48% |
| Q2 2026 | +6.41% |
| Q3 2026 | −4.24% |
| Q4 2026 (QTD) | +14.66% |
| Year | Return |
|---|---|
| 2023 | −2.54% |
| 2024 | +24.11% |
| 2025 | +19.82% |
| 2026 | +10.44% |
| Metric | Value |
|---|---|
| 52-Week High | $79.26 (2026-11-05) |
| 52-Week Low | $62.87 (2026-06-01) |
| Current Price | $77.44 |
| 200-Day Moving Average | $69.66 |
| Price vs 200DMA | +11.17% |
| 3-Year Maximum Drawdown | −19.02% (2026-05-29) |
| Current Drawdown from 52W High | −2.30% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 98.6 |
| 3-Year Excess Return vs S&P 500 | −2.48% |
| RS Peak | 129 (Apr 2025) |
| RS Trough | 80.6 (May 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was WRB's return for this report period?
WRB returned +4.85% in the latest monthly window ending 2026-11-13.
Has WRB outperformed SPY year to date?
YTD WRB: +10.44% vs SPY: +10.62%.
What is WRB's 12-month return?
+0.62% over the trailing 12 months.
Is WRB above or below its 200-day moving average?
Price is +11.17% versus 200DMA ($69.66).
What is the maximum drawdown in the 3-year window?
−19.02% on 2026-05-29.