| Allstate (ALL), Progressive (PGR): Pricing Hard Market in Late Innings
|
Wilt, Bill |
2017-10-24 |
| Asbestos Liabilities: Expect Another 3Q Charge from Travelers (TRV)
|
Wilt, Bill |
2017-10-16 |
| Property/Casualty M&A: Struggle for organic growth, stagnation tipping point reached
|
Wilt, Bill |
2017-10-10 |
| Social Inflation Follow Up: 2of 3 Components are Accelerating - Proprietary data on legal advertising shows an acceleration in 2017
|
Wilt, Bill |
2017-10-02 |
| Hurricane Damages and Catastrophe Model Uncertainty - Conference call revealed wind vs. water issues complicated by legal advertising
|
Wilt, Bill |
2017-09-27 |
| Hurricane Costs: Call with Two Experts - Conference Call - September 26th
|
Wilt, Bill |
2017-09-20 |
| Workers' Comp: Loss Ratio Tailwind from Opioid Reduction - We're lowering the amount by which we think the WC loss ratio will deteriorate in 2018
|
Wilt, Bill |
2017-09-20 |
| Hurricane Irma: Reasonable to Fear the Worst - Pricing could reach an inflection point, but balance sheet impact won't be sorted out until 4Q17
|
Wilt, Bill |
2017-09-07 |
| Allstate (ALL) and Progressive (PGR) Proprietary Survey: Speed to Payment Critical on Harvey Claims - Stock overhang should clear on Progressive faster than Allstate
|
Wilt, Bill |
2017-09-05 |
| Allstate (ALL), Progressive (PGR): Current Pricing Umbrella in Stocks
|
Wilt, Bill |
2017-08-29 |
| Hurricane Harvey: First Look at Wind vs. Water - Houston's active participation in NFIP will benefit (re)insurers; temper stock overhang
|
Wilt, Bill |
2017-08-28 |
| Workers' Comp: Failure to Repeal ACA Good News for P/C Insurers
|
Wilt, Bill |
2017-07-31 |
| Volatility Matters - Travelers, RLI, and Cincinnati Financial Outperform Expectations Everest Re (RE), Axis Capital (AXS), and XL would benefit from more stability
|
Wilt, Bill |
2017-07-24 |
| Asbestos Liabilities: Raising Industry Estimate of Reserving Shortfall
|
Wilt, Bill |
2017-07-18 |
| Progressive (PGR) - Expecting Continuation of Robust Unit Growth
|
Wilt, Bill |
2017-07-17 |
| Allstate (ALL), Progressive (PGR): Good News Increasingly Discounted in Stock Prices
|
Wilt, Bill |
2017-07-11 |
| Conference Call: Rise in Social Inflation --- Tuesday, June 27 at 2pm EST
|
Wilt, Bill |
2017-06-22 |
| Social Inflation Follow Up: Third Party Litigation Funding Remains on the Rise
|
Wilt, Bill |
2017-06-20 |
| Social Inflation Follow: Up Inflation Risk to the Upside From Advertising Trends
|
Wilt, Bill |
2017-06-13 |
| Allstate (ALL): Esurance Nearing Accounting Profitability - parallels to Squaretrade
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Wilt, Bill |
2017-06-07 |