Research

Correction: AIG Q4 – The Trend is your friend

The firm posted positive quarterly earnings – is this the beginning of a trend?

Insurance Insider US Research, February 18, 2022
Argo: It's time to think about a sale of this franchise

The $130mn-$140mn reserve charge undermines the management case that it can turn the business around.

Insurance Insider US Research, February 16, 2022
Short interest: InsurTech shorting picks up in expectation of earnings

Stock volumes were up, and InsurTech short interest intensified despite significant existing short positions in the stocks.

Insurance Insider US Research, February 11, 2022
Everest Re Q4: Looking good, but too early to call the game

The firm posted positive quarterly earnings results, but it's too soon view this this as a new trendline.

Insurance Insider US Research, February 11, 2022
The Chubbification of Everest Re

Inside P&C Research examines Juan Andrade’s rebalancing of the Bermudian towards insurance, and his efforts to tame the firm’s volatility.

Insurance Insider US Research, February 09, 2022
Allstate Q4: What to do about personal auto loss trends?

The firm reported quarterly earnings featuring disappointing personal auto loss cost trends.

Insurance Insider US Research, February 04, 2022
Kemper’s Q4 troubles: Groundhog day for loss cost trends

The firm is an outlier on the negative side both in its state mix and the speed of its rating actions.

Insurance Insider US Research, February 03, 2022
Short interest update: New year profit-taking

Stock prices fluctuated, and InsurTech short-sellers took some profits.

Insurance Insider US Research, January 31, 2022
Marsh McLennan and AJ Gallagher Q4: Great Expectations

The two brokers reported quarterly earnings and were optimistic about the coming year.

Insurance Insider US Research, January 31, 2022
RenRe and Axis Q4: Rounding the final laps of pricing

Both firms posted results and looked towards future pricing, loss cost trends, and renewals.

Insurance Insider US Research, January 28, 2022
Brown & Brown Q4: Great report, but what next?

The firm reported positive earnings results, but the GDP outlook could pose tough comps.

Insurance Insider US Research, January 26, 2022
Travelers Q4: Taking a sip and recorking the champagne for later

The firm reported encouraging quarterly earnings, but social inflation and other challenges still loom.

Insurance Insider US Research, January 21, 2022