WR Berkley: So where's the growth?
Despite the bullish tone, there remains something of a mystery in WR Berkley’s numbers that is worthy of attention.
Research
Travelers: This is an ex-canary
Our view is that Travelers is the proverbial canary in the coal mine for the industry on social inflation loss trends. And this is an ex-canary.
BB&T: Pricing accelerated in Q3, momentum continues in Q4
BB&T’s Q3 reported earnings Thursday again raised expectations for the broker segment as the bank’s insurance unit reported 8.7% organic growth with expanded YoY margins, and higher insurance pricing.
RLI takes a deep breath of pure oxygen
Last quarter in describing the market, RLI’s COO Craig Kliethermes said “disruption is oxygen in this business”. Judging on the Q3 results, the entire firm must be feeling light headed.
Progressive: a leading or lagging indicator on commercial auto BI severity?
On Wednesday, Progressive reported somewhat disappointing earnings for September, including significant deterioration in its commercial auto results.
Q3 earnings preview
“Forgive me IBNR, it’s been 7-years since my last confession”
P&C valuations up despite weakening earnings estimates
P&C valuations are hovering right below cycle highs as earnings projections wane
Tokio Marine makes a pure bet on HNW
We take a look at the four big bets that stand behind Tokio's $3.1bn acquisition of high net worth insurer Pure.
P&C Stock Hit All-Time High Amid Benign Q3 Cats; Yields Rebound
Insurance stocks capped off a strong month of September, where P&C stock indices reached all-time highs and the Inside P&C Select outperformed the S&P 500 by 230bps.