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Earnings recap
Research: Five charts that recap Q2 earnings
Profitability improves, even as growth stagnates.
Henry Meiners
,
August 14, 2025
Broker recap
Brokers Q2: The normalization of organic growth and the expectations reset
Not everyone will emerge unscathed as brokers navigate the slow-growth environment.
Noah Marchese
,
August 06, 2025
Stock check-in
July stocks: P&C index loses steam as market conditions worsen in Q2
The S&P 500 outperforms as P&C tumbles on mixed earnings.
Noah Marchese
,
August 04, 2025
Research
Bermuda Q2: Diverging paths for the hybrid carriers
Reinsurers are mostly aligned on cat reinsurance, but goals are otherwise diverse.
Henry Meiners
,
August 01, 2025
Research
Selective reserve charges tied to growth and belated acceptance of loss trends
The regional insurer has increased its weighting to OLO and commercial auto, versus comp.
Amit Kumar
,
July 29, 2025
Research
Broker strategics rewrite capital raise rulebook as consolidation ramps up
Softer market conditions are likely to create a wave of consolidation favoring large brokers.
Amit Kumar
,
July 24, 2025
Cat heatmap
June cat heatmap: Taking shelter from the storm as cat losses run hot
The research team presents the June cat heatmap.
Noah Marchese
,
July 22, 2025
Research
Travelers’ Q2 results show franchise strengths stand out as cycle turns
Pricing slowdown and reserving concerns are the hot-button topics as earnings kick off.
Amit Kumar
,
July 21, 2025
Loss costs
June CPI/PPI: What rising inflation could mean for the P&C industry
Rising inflation could raise claims severity but also increase investment income.
Henry Meiners
,
July 18, 2025
Earnings preview
Q2 earnings preview: The impending soft market is the elephant in the room
Social inflation, reserving, and organic growth are the topics to watch this earnings season.
Amit Kumar
,
July 14, 2025
Research
Compensation for P&C CEOs went up 14% in 2024, but are they being underpaid?
Although overall compensation has gone up, analysis shows divergence versus value creation.
Amit Kumar
,
July 08, 2025
Research
We’re not down with DCC: Defense cost analysis shows social inflation hit
Litigation costs continue to weigh on long-tail lines, but effects of tort reform are visible.
Amit Kumar
,
July 02, 2025
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