GHRA Insurance Research

Title Date
Conference Call: Rise in Social Inflation --- Tuesday, June 27 at 2pm EST 2017-06-22
Social Inflation Follow Up: Third Party Litigation Funding Remains on the Rise 2017-06-20
Social Inflation Follow: Up Inflation Risk to the Upside From Advertising Trends 2017-06-13
Allstate (ALL): Esurance Nearing Accounting Profitability - parallels to Squaretrade 2017-06-07
Workers' Compensation Still Peaking, AHCA Impact 2017-06-02
Reinsurance Brokers: Modest Earnings Tailwinds from Rising Revenues (AON, MMC, WLTW) 2017-05-22
Commercial Auto: A Fixable Problem (ORI, SIGI, MCY, RLI, CINF, AFG) 2017-05-08
Allstate (ALL): Benefit of Auto Hard Market Likely to Continue 2017-05-02
Near-Term Pressures on Auto Physical Damage to Persist (ALL, PGR, MCY) 2017-04-25
Pricing and Reserves: Directional Impact on 2017 Estimates 2017-04-07
Workers' Comp: AHCA Will Accelerate Loss Ratio Deterioration - HIG, TRV, WRB, ORI, AFG 2017-03-22
Federal judge appointments unlikely to provide Inflation relief, as state courts are more influential 2017-03-15
Progressive Corp: Back in Advertising Mode, Y/Y Comparisons Tougher, Remains Best-In-Class 2017-03-14
ROE Leverage Framework: Underwriting Drives Valuations - Discounts for AIG & HIG, and Premiums for PGR & RLI, are Likely to Persist 2017-03-01
Auto Pricing Hard Market: Progressive's (PGR) Kind of Market 2017-02-21
Valuation Framework: U/W Results Drive Valuation; not NII - XL, AXS, AIG, HIG 2017-02-17
Workers' Comp: Results Peaking; Expect More Pricing Pressure in 2017 (HIG, TRV, WRB, ORI, AFG, AFSI) 2017-02-08
Insurance Stocks Most Levered to the Trump Economy (AFG, WRB, AFSI, MKL, ORI) 2017-01-30
ALL, PGR: Pricing "Hard Market" Carrying into 2017, mutual Insurers now taking double the pricing 2017-01-12
HIG Deal with Berkshire is Expensive; Corp Tax Reform & Asbestos to Collide in Near Term? 2017-01-05

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