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Henry Meiners
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Published by this author:
Research
Commercial auto strikes back
Kemper and Selective’s woes stem partly from own issues, but industry-level issues persist.
Amit Kumar
,
November 14, 2025
Research
Brokers Q3: The long war for growth ensues
Success in the soft market will be had when careful preparation meets opportunity.
Noah Marchese
,
November 04, 2025
Stock check-in
October stock check-in: P&C gets left behind in Q3 earnings
Fears of the oncoming soft market are causing a sector rotation away from P&C.
Henry Meiners
,
November 03, 2025
Research
Everest’s re-pivot strategy cements its place in the penalty box
A re-focus on reinsurance nearly brings Everest back where it started.
Amit Kumar
,
October 30, 2025
Research
Specialty in Q3: We have entered the transitional phase
Normalized growth and peak multiples confirm we are headed towards a Darwinian race.
Amit Kumar
,
October 27, 2025
Cat heatmap
September cat heatmap: Light at the end of the hurricane season tunnel
Cat losses in Q3 were light as peak hurricane season passes without incident.
Noah Marchese
,
October 22, 2025
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