Research

RLI: Great carrier, strong quarter, excellent year

The specialty insurer posted a 25th year of consecutive underwriting profit as its core loss ratio fell sharply.

Insurance Insider US Research, January 29, 2021
MMC and Gallagher Q4: Somethingburger

A fair amount of what was reported was "old news", but the two brokers did offer some worthwhile takeaways.

Insurance Insider US Research, January 29, 2021
Axis Q4: ROE expansion thesis remains a work in progress

The focus is on progress on underlying loss ratio gains, managing cat exposures and curbing expenses.

Insurance Insider US Research, January 28, 2021
WR Berkley Q4: Rate, margin expansion and growth

Growth remains an important topic for Berkley given that since Q1:20 rate increases have outpaced its GWP growth.

Insurance Insider US Research, January 27, 2021
Brown & Brown Q4: Curb your enthusiasm

Despite the strong organic growth of 4.7%, the results beneath the surface suggest that pandemic challenges remain.

Insurance Insider US Research, January 26, 2021
Truist provides positive read-through for the broker space

The broker’s 5% organic growth was flattish versus Q3 but management’s tone pointed to more bullishness on the operating environment and the economy.

Dan Lukpanov, January 25, 2021
Travelers Q4: Don’t worry, be happy!

Travelers’ 54% beat came with a collection of good news, including rate increases, margin expansion and positive reserve development.

Dan Lukpanov, January 22, 2021
Q4 earnings preview: The key themes to follow

Inside P&C’s research team examines some of the areas that will be closely watched during the results season.

Dan Lukpanov, January 20, 2021
Lemonade boosts oxygen supply

The InsurTech is taking advantage of its share price to double its book value with minimum dilution for shareholders.

Dan Lukpanov, January 14, 2021
Stock review for 2020: A record-breaking year

The sector has been a major laggard, with energy and real estate among the other weaker performing cohorts.

Dan Lukpanov, January 12, 2021
Auto: What frequency benefits?

December’s low frequency benefit results in an estimated 6.6% net-headwind to personal auto losses.

Gianluca Casapietra, January 11, 2021
Progressive and commercial auto: A surgical approach

The insurer’s new UBI offering is set to support further pricing segmentation and growth.

Gianluca Casapietra, January 06, 2021