Bill Wilt, CFA
Senior Analyst, Insurance

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P&C M&A: Parameters for Valuation
P&C M&A: Parameters for Valuation
5-24-2018
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Allstate Corp (ALL): Esurance Turns the Corner
Allstate Corp (ALL): Esurance Turns the Corner
5-16-2018
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Workers’ Compensation: Inflection Point Nearing
Workers’ Compensation: Inflection Point Nearing
5-10-2018
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Progressive, Allstate: Auto Pricing Hard Market is Over
Progressive, Allstate: Auto Pricing Hard Market is Over
5-2-2018
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Commercial Auto
Commercial Auto
4-24-2018
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Underwriting Drives Valuation; Not Investment Income...
Underwriting Drives Valuation; Not Investment Income (Another (brief) look at a recurring theme a...
4-17-2018
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Hurricane Irma: Steadily Rising Losses Impact...
Hurricane Irma: Steadily Rising Losses Impact Renaissance (RNR); Everest (RE) - Industry loss est...
4-13-2018
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Annual Industry study of ROE Dispersion: Stock-owned...
Annual Industry study of ROE Dispersion: Stock-owned & nationally diversified writers of insuranc...
4-12-2018
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Pricing and Reserves: Directional Impact on 2018e...
Pricing and Reserves: Directional Impact on 2018e Forecasted
4-3-2018
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Social Inflation Follow Up: Reserving and Pricing Risk...
Social Inflation Follow Up: Reserving and Pricing Risk on the Rise
3-28-2018
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Workers' Comp: More Evidence of Risk from ACA...
Workers' Comp: More Evidence of Risk from ACA Exposure
3-14-2018
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Auto Insurance Pricing Hard Market Nears an End (PGR,...
Auto Insurance Pricing Hard Market Nears an End (PGR, ALL)
3-6-2018
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ROE Framework Points to Modest P/C Pricing Correction
ROE Framework Points to Modest P/C Pricing Correction
2-28-2018
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Valuation Framework: U/W Results Drive Valuation; Not NII
Valuation Framework: U/W Results Drive Valuation; Not NII
2-23-2018
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Midway Earnings Report: Lower Favorable Reserve...
Midway Earnings Report: Lower Favorable Reserve Development - Seems part of an overall trend; not...
2-5-2018
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Tax Reform Could Generate Additional $215 Billion of...
Tax Reform Could Generate Additional $215 Billion of Premiums
1-30-2018
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Progressive (PGR) - Outsized Policy Growth to Continue...
Progressive (PGR) - Outsized Policy Growth to Continue Near Term
1-23-2018
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AIG to Acquire Validus (VR): Cash is worth more than EPS...
AIG to Acquire Validus (VR): Cash is worth more than EPS to companies with NOLs
1-22-2018
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Property/Casualty Expense Ratio and EPS Analysis
Property/Casualty Expense Ratio and EPS Analysis
1-17-2018
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Medical Inflation to Remain Benign Near Term, Pressures...
Medical Inflation to Remain Benign Near Term, Pressures building into 2019 and later
1-11-2018

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