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Analysis of company performance post-IPO shows varying trajectories over time
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Loss picks for other liability are at a 23-year high, but that still may not be enough.
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The discrepancy between rising claim counts and favorable reserves is cause for concern.
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Industry trends show the Axis book value growth goal may be hard to hit.
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The firm’s underwriting performance is hard to piece together from the limited available data.
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MGAs outpaced the P&C industry for years, but growth has begun to stagnate.
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Overly optimistic loss picks and worrying trends cast a shadow on best Q1 results in years.
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Changes in investment strategy and strong results show carriers can weather financial storms.
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The CEO said he is “optimistic” about the future of the commercial space.
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The $6.7bn Chubb investment is an outlier in the Berkshire portfolio.
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Expense ratios modestly increase for commercial but continue to decline for personal lines.
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An overview of Q1 earnings shows upsides, but also plenty of concerns going into the rest of 2024.