Stocks
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P&C’s outperformance lead dwindles, while specialty rises above other segments. -
Additional buybacks are more feasible if P&C stocks slip and pricing moderates.
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Above-market organic growth, mid-market M&A and talent infusions were all heralded.
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The aggregate gross proceeds from the offering are expected to be $113.3mn.
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Insurance outperformance slows as markets recover from tariff shock.
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The latest E&S player planning to IPO remains a “show me” story.
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Unpacking how much excess capital there really is and dissecting the source of its returns.
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The program will succeed the previous buyback launched in 2023.
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The conglomerate’s insurance subsidiaries will have to make do without some of their prior strategic advantages.
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P&C held up better than the S&P 500, but there are causes for longer term concern.
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We assess the Bermudian’s standing amid waning investor sentiment and economic uncertainty.
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Inflection sets in for insurance stocks as macro albatross gets heavier.
Related
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Trump tariffs: The multi-faceted fallout
April 09, 2025 -
US insurance stocks drop as market tariff turmoil continues
April 04, 2025