Brokers vs commercial carriers: Who’s steering this tandem bike?

Amit Kumar, Maria Lamberton, Husain Rupawala

November 09, 2023

GDP vs broker and commercial insurer growth metrics_lead.png

Results this quarter have run the gamut, with some companies performing as expected, some struggling companies posting shockingly good results, and consistent outperformers falling behind on loss cost trends.

This has been due to the odd mix of head and tail winds in the macro landscape and their interactions with the cycles of various subgroups.

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Topics

Research Brokers Commercial lines Stocks Rates Chubb Travelers The Hartford CNA AIG AJ Gallagher WTW Aon Marsh McLennan Brown & Brown

Amit Kumar, Maria Lamberton, Husain Rupawala