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Earnings recap
Five charts that recap Q4 insurer earnings
Underwriting profits for casualty-exposed insurers show signs of struggle as loss costs worsen.
Noah Marchese
,
March 05, 2025
Research
GAAP Reserves 2024: Worrisome trends continue
Workers' comp continued to offset GL adverse development, but the bucket is running dry.
Amit Kumar
,
March 03, 2025
CIAB commercial lines rate analysis
CIAB Q4: Property cools as casualty and commercial auto heat up at year-end
GL and commercial auto rates accelerate at year-end as social inflation worsens.
Noah Marchese
,
February 25, 2025
Cat heatmap
January cat heatmap: California wildfires fuel rise in cat losses
January cat losses continue to run higher than prior years, with no help from latest wildfires.
Noah Marchese
,
February 21, 2025
Loss costs
January loss costs: Don’t fear the tariffs
January CPI/PPI heats up but won’t translate to higher loss costs.
Henry Meiners
,
February 19, 2025
Commercial Lines
Regionals earnings: Divergent paths lead to divergent results
Regionals and smaller carriers need to exercise vigilance when expanding commercial casualty lines.
Amit Kumar
,
February 18, 2025
Research
Q4 reserves: Releases exceed past fourth quarters, and that’s not good
Casualty reserve concerns continue to mount as releases remain elevated.
Amit Kumar
,
February 13, 2025
Stock check-in
Stocks: Casualty, Trump and future growth prospects lead to a mixed performance
Insurance stocks are lukewarm amid earnings season, cats and political changes.
Amit Kumar
,
February 06, 2025
Broker recap
Brokers Q4: Business mix and M&A key as organic growth wanes
Company-specific strategies will play a vital role in sustaining growth in the current market.
Amit Kumar
,
February 04, 2025
Reinsurance
Everest: It’s all in the execution from here
The carrier’s year-end kitchen sink action is a make-or-break moment for a troubled franchise.
Amit Kumar
,
January 30, 2025
Commercial Lines
Travelers Q4: The odd one out in commercial lines
The insurer’s strong Q4 results might not read across to the rest of its peer group.
Amit Kumar
,
January 24, 2025
Loss costs
December loss costs: Not just the price of eggs
Loss-cost indicators are high for liability, low for property.
Amit Kumar
,
January 21, 2025
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