Reserving
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Travelers and Selective’s releases point to ongoing reserving challenges this earnings season.
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Reserving trends, pricing declines and hurricane forecasts are causes for concern.
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Stable first half insufficient to counterbalance concerns on reserving trends.
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Reserve releases in workers' comp may have been premature despite industry confidence.
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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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The firm’s underwriting performance is hard to piece together from the limited available data.
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An overview of Q1 earnings shows upsides, but also plenty of concerns going into the rest of 2024.
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AIG sees improvement from tightened underwriting, though value creation has yet to catch up.
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From here on out, insurers will likely have to rely on the strength of their individual stories.
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Industry results look good despite recent GDP/CPI numbers, but there is still cause for concern.
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Light cat losses, reserve development, and pricing trends are key topics in Q1.