Travelers
-
Some disagreement remains in where rate declines have been swiftest and how much further they could go. -
Normalized growth and peak multiples confirm we are headed towards a Darwinian race.
-
Cat losses in Q3 were light as peak hurricane season passes without incident.
-
Early Q3 earnings reports point to worsening market conditions.
-
The selloff may hint at headwinds for equity investors.
-
The firm also expects to increase share repurchases in Q4 to roughly $1.3bn.
-
The carrier reported favorable reserve development of $22mn compared to $126mn in Q3 last year.
-
The risk also ranked as a top three concern for companies of all sizes.
-
Full-stack carriers fail to outclass incumbents with no clear platform differentiation.
-
Court documents show Travelers subsidiary Northfield Insurance is the insurer.
-
The research team presents the June cat heatmap.
-
Pricing slowdown and reserving concerns are the hot-button topics as earnings kick off.
