Insurance Research

Title Date Pages
Allstate (ALL) Travelers (TRV): Homeowners Growth Challenged - The 20-year CAGR in housing units is less than 1%; "growth engine" 2017-11-30
Tax Reform Should Engender Conservatism in 4Q17 P&C Reserves 2017-11-17
Allstate (ALL): Esurance Nearing Accounting Breakeven in 2018; After that? 2017-11-09
Spike in Legal Advertising Could Help Raise Rates During Jan. 1 Renewals 2017-10-30
Allstate (ALL), Progressive (PGR): Pricing Hard Market in Late Innings 2017-10-24
Asbestos Liabilities: Expect Another 3Q Charge from Travelers (TRV) 2017-10-16
Property/Casualty M&A: Struggle for organic growth, stagnation tipping point reached 2017-10-10
Social Inflation Follow Up: 2of 3 Components are Accelerating - Proprietary data on legal advertising shows an acceleration in 2017 2017-10-02
Hurricane Damages and Catastrophe Model Uncertainty - Conference call revealed wind vs. water issues complicated by legal advertising 2017-09-27
Hurricane Costs: Call with Two Experts - Conference Call - September 26th 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 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 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 2017-09-05
Allstate (ALL), Progressive (PGR): Current Pricing Umbrella in Stocks 2017-08-29
Hurricane Harvey: First Look at Wind vs. Water - Houston's active participation in NFIP will benefit (re)insurers; temper stock overhang 2017-08-28
Workers' Comp: Failure to Repeal ACA Good News for P/C Insurers 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 2017-07-24
Asbestos Liabilities: Raising Industry Estimate of Reserving Shortfall 2017-07-18
Progressive (PGR) - Expecting Continuation of Robust Unit Growth 2017-07-17
Allstate (ALL), Progressive (PGR): Good News Increasingly Discounted in Stock Prices 2017-07-11

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