Property & Casualty (Re) Insurance

We believe our 9 member team makes us the largest group focused on Property & Casualty Insurance Equity research. Over the years our P&C team has consistently been top ranked in many of the relevant surveys including Greenwich (currently #1), Reuters and Institutional Investor ("Best of the Boutiques"). Our products include:

●  The IBNR Weekly - a well-regarded weekly newsletter
●  Quarterly Earnings Reports
●  Quarterly Model Books

●  Loss Reserve Analysis
●  Arranging management visits/conference calls
●  New analysts "training" sessions in our office


Latest P&C Reports and News

American Financial 2009 Schedule P, 3/10/2010
Baldwin & Lyons 2009 Schedule P, 3/10/2010
Selective Insurance 2009 Schedule P, 3/10/2010
Cincinnati Financial 2009 Schedule P, 3/10/2010
RLI Insurance 2009 Schedule P, 3/10/2010

P&C Modelbook

Latest Earnings Models
2008 Schedule P Loss Reserve
Industry Statistics

Historical Price/Book Charts (updated quarterly)

Latest Company Reports

Special Reports & Industry Thesis Articles

D&P Crop SRA Analysis, 2/24/2010
US_EQ_Primer_2010, 1/21/2010
January 1st 2010 Reinsurance Renewals Recap, 1/4/2010
Reinsurance Broker YE Market Commentary/Reviews, 1/3/2010
D&P Fourth Quarter Wrap-Up, 1/3/2010

IBNR Insurance Weekly

IBNR Weekly #8, 2010, 3/5/2010
IBNR UNDERCOVERage #8, 2010, 3/5/2010
2010 Table of Contents, 3/5/2010

                                                                       More

IBNR Referenced Material

AIG Reserve Details, 3/4/2010
Bermuda PML Exposure Update, 3/4/2010
Chile EQ Surveys, 3/4/2010
2008 WC Mkt Shares, 3/4/2010
Bermuda PML Exposure Update, 3/4/2010

More

IBNR Hot Topics

Industry Results, 2/19/2010
Mergers & Acquisitions, 2/19/2010
Industry Investigations, 2/19/2010
Catastrophes, 1/14/2010
Workers Compensation - California, 12/17/2009

More


190 Farmington Avenue, Farmington, CT 06032 | Main: (860) 676-8600 | Trading: (860) 676-8605 | Fax: (860) 676-8617