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652
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652 results
Chubb: Cycle management in focus
Following a kitchen sink Q2, Chubb reported strong numbers on growth and a better core loss ratio.
Dan Lukpanov
,
October 28, 2020
Brown & Brown Q3: What growth headwinds?
The first full-look broker look points to continued upside surprises with pre-Covid-19 growth levels.
Dan Lukpanov
,
October 27, 2020
AIG: The ruins of Ozymandias
AIG's proposed break-up in focus.
Dan Lukpanov
,
October 27, 2020
To infrequency and beyond!
Are emerging frequency benefits a simple symptom of an unprecedented economic environment that will inevitably mean revert, or will a changing economy lead to a secular shift?
Dan Lukpanov
,
October 26, 2020
RLI: Recognizing good news slowly
The specialty insurer provides positive news on rates, growth and claims trends.
Gianluca Casapietra
,
October 23, 2020
Berkley confirms early trends but growth mystery remains
Management highlights runway on growth, conservative accounting and headwinds to NII.
Gianluca Casapietra
,
October 22, 2020
Travelers Q3: All things aren’t equal
Rate in excess of trend needs to be viewed along with low yields and adverse long-term trends on cat losses.
Dan Lukpanov
,
October 21, 2020
Q3 earnings preview: Death by a thousand cuts
This week kicks off Q3 earnings with the traditional early reporters – Travelers, WR Berkley and RLI – followed by an absolute frenzy of releases the following week.
Insurance Insider US Research
,
October 19, 2020
Truist’s Q3 hints at upside surprises for brokers
Yesterday, Truist Insurance provided its traditional first look at likely trends in the insurance broking sector.
Dan Lukpanov
,
October 16, 2020
Progressive shows Root what a winning growth model looks like
Progressive’s September results were strong. The firm reported $0.57 in operating EPS, up 48.7% YoY, and saw a headline combined of 88.3% (down -4pts YoY).
Insurance Insider US Research
,
October 15, 2020
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