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RenRe Q2: A differentiated capital allocation model will outlast market cycles
With surging capital supply, a hybrid model will continue to be a value creator in the reinsurance space.
Insurance Insider US Research
,
July 26, 2021
Marsh McLennan Q2: The brokerage super-cycle in full swing
The broker posted strong organic growth, setting the tone for other firms’ super-cycle earnings.
Insurance Insider US Research
,
July 23, 2021
WR Berkley Q2: 'Now we wait'
The specialty insurer performed well, riding high on accelerating premiums, exposure-driven growth and economic expansion.
Insurance Insider US Research
,
July 23, 2021
Commercial auto loss trends say: I’ll be right here waiting for you
While the pandemic offered some relief to commercial auto insurers, maintaining margins will be tricky to achieve given rate moderation.
Insurance Insider US Research
,
July 22, 2021
Travelers Q2: Social inflation says 'Don’t you (forget about me)'
Social Inflation could rebound faster than expected and disrupt the industry's narrative on margin expansion.
Insurance Insider US Research
,
July 21, 2021
Truist Insurance Q2 organic growth of 14.8% sets a high bar
The broker provided an optimistic growth outlook as pricing momentum slows.
Insurance Insider US Research
,
July 16, 2021
Progressive earnings: Trend is not your friend
Progressive’s June results point to worsening underlying trends for personal auto carriers.
Insurance Insider US Research
,
July 16, 2021
June CPI: Auto premium inflation fears persist
It may take a few more months for personal auto carriers to see the full extent of the impact.
Insurance Insider US Research
,
July 15, 2021
Short Interest: Insurance brokers unmoved by DoJ case
Changes in short interest were muted despite large stock moves, including big rises at HCI and Lemonade.
Insurance Insider US Research
,
July 14, 2021
Liberty acquires State Auto: The IA channel is dead, long live the IA channel
The deal is the latest in a spate of personal lines M&A, with Allstate and State Farm also active acquirers.
Insurance Insider US Research
,
July 13, 2021
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