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Published by this author:
Berkshire’s Chubb play: A look back at P&C investments by Buffett
The $6.7bn Chubb investment is an outlier in the Berkshire portfolio.
Amit Kumar
,
May 16, 2024
Stat data expense analysis 2023: A tale of two segments
Expense ratios modestly increase for commercial but continue to decline for personal lines.
Amit Kumar
,
May 16, 2024
Six key takeaways from Q1 earnings: The half-full glass is getting emptier
An overview of Q1 earnings shows upsides, but also plenty of concerns going into the rest of 2024.
Amit Kumar
,
May 15, 2024
Reinsurance data in 2023: Cedants manage cessions in hard market
Analysis of 2023 statutory data shows that Californian insurers are leaning more heavily on reinsurers but at a nationwide level, premium cessions were more stable.
Amit Kumar
,
May 14, 2024
Euphoria vs denial: Loss cost warning signs from ProAssurance results
The carrier’s comments on claims severity should serve as a warning for the industry
Amit Kumar
,
May 08, 2024
Everest vs Axis: Who’s leading this (re)insurance pivot derby?
New leaders of these reinsurers have started strong, but Axis still has work to do.
Amit Kumar
,
May 07, 2024
AIG rising: Results continue to improve as gap closes with peers
AIG sees improvement from tightened underwriting, though value creation has yet to catch up.
Amit Kumar
,
May 03, 2024
Inflation's up, GDP's down: How the P&C industry rides the economic rollercoaster
Industry results look good despite recent GDP/CPI numbers, but there is still cause for concern.
Amit Kumar
,
April 30, 2024
Rob Berkley's highlighted reserving metrics vs the industry
Focus on reserves to continue as gap between cautious reservists and others emerges.
Amit Kumar
,
April 24, 2024
Defense cost analysis shows first signs of adverse trends in problematic lines
Downward trends of DCC ratios are beginning to reverse, which could cause issues for long-tailed lines.
Amit Kumar
,
April 23, 2024
Marsh McLennan Q1 results show impact of business mix on broker growth
Early results suggest another strong quarter with a variety of driving forces.
Amit Kumar
,
April 19, 2024
Travelers Q1 read-through: Bad news could be good news for the commercial space
Corrective actions revealed by Travelers in the first-quarter earnings could set the stage for similar moves from peers
Amit Kumar
,
April 18, 2024
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