Workflow
Insurance
icon
Search documents
X @Bloomberg
Bloomberg· 2025-11-19 22:45
Cash-hungry private equity firms are borrowing from insurers willing to expose themselves to potentially hard-to-sell assets https://t.co/iwd15JqwPf ...
Insurance giant AIG pulls plug on incoming exec hire over alleged affair with subordinate: report
New York Post· 2025-11-19 21:00
Insurance giant AIG has reportedly taken back the hire of a senior executive over allegations he carried on an affair with a subordinate at his previous job.John Neal was just days away from assuming the presidency of the Manhattan-based conglomerate after a six-year stint as CEO of Lloyd’s of London, according to The Wall Street Journal.Industry insiders were left stunned when the company pulled its offer at the last minute after learning Neal was involved in a close relationship with Rebekah Clement, the ...
Skyward Specialty Promotes John Burkhart to President, U.S. Property & Casualty
Globenewswire· 2025-11-19 21:00
HOUSTON, Nov. 19, 2025 (GLOBE NEWSWIRE) -- Skyward Specialty Insurance Group, Inc.™ (Nasdaq: SKWD) ("Skyward Specialty" or "the Company"), a leader in the specialty property and casualty (P&C) market, announced the promotion of John Burkhart to President, U.S. Property & Casualty, Skyward Specialty Insurance. This promotion is a key step in aligning talent and operational leadership to support the growth and strategic development of the Company's U.S.-based business. In this expanded role, Burkhart will ass ...
Chubb launches AI embedded engine; Trucordia acquires 5: Insurance news
Digital Insurance· 2025-11-19 20:53
Want unlimited access to top ideas and insights? Subscribe NowEnjoy complimentary access to top ideas and insights — selected by our editors.Want unlimited access to top ideas and insights?The following summaries are written by the Digital Insurance editorial staff.Digital Insurance reviews a high volume of news leads every week for this and other stories. Please send press releases and other information to kaitlyn.mattson@arizent.com. Chubb launches AI-powered embedded insurance engineChubb launched an op ...
Quality Stocks Trail Like It's 1999—Will The Snapback Be Just As Violent? - Apple (NASDAQ:AAPL), BYD (OTC:BYDDY)
Benzinga· 2025-11-19 20:09
The performance gap between high-quality U.S. equities and the broader market has widened, reaching levels last seen during the dot-com boom.The S&P 500 Quality Index (SPXQUP)—a benchmark that screens companies based on strong balance sheets, high return on equity, and stable earnings growth—has lagged the S&P 500 by more than 11% over the past six months.The last time this extreme divergence was seen was in April 1999. When it snapped back, it rallied to the other extreme, reaching a positive 20.6% by Dece ...
Alm. Brand A/S (ABDBY) Analyst/Investor Day Transcript
Seeking Alpha· 2025-11-19 20:03
ConversationMads ThinggaardHead of Investor Relations Hello, everybody. Welcome to our Capital Markets Day. I am Mads Thinggaard, Head of Investor Relations in Alm. Brand Group, and I have been looking very much forward to seeing you here at our headquarters today. And I must say, it's a great pleasure to see so many investors and analysts showing up here at Midtermolen. I would also like to welcome our webcast participants. I hope the next 2.5 hours in company with the executive management of Alm. Brand Gr ...
[DowJonesToday]Dow Jones Market Summary: November 19, 2025
Stock Market News· 2025-11-19 19:09
The Dow Jones Industrial Average (^DJI) was up 5.67 points, or 0.0123%, today, reaching 46097.41. This modest gain suggests a relatively stable but mixed trading session for the blue-chip index. Dow Futures (YM=F) also indicated a slightly positive sentiment, up 37.00 points, or 0.0801%, at 46221.00. The main narrative driving the market appeared to be a blend of continued optimism in select technology and industrial sectors, counterbalanced by significant pullbacks in other key areas, preventing a stronger ...
LexisNexis U.S. Insurance Demand Meter: U.S. Consumer Auto Shopping Stays Strong, Registers as 'Hot' in Q3
Prnewswire· 2025-11-19 19:00
ATLANTA , Nov. 19, 2025 /PRNewswire/ -- Shopping for auto insurance remained in high gear through the third quarter of 2025, according to the latest U.S. Insurance Demand Meter from LexisNexis® Risk Solutions. The quarterly year-over-year shopping growth rate registered as "Hot" at 6.4% for Q3, while new policy growth came in "Warm" at 2.8%. ...
American Coastal (ACIC) Upgraded to Buy: Here's What You Should Know
ZACKS· 2025-11-19 18:01
American Coastal Insurance (ACIC) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following ...
Berkshire Hathaway's Net Margin Fluctuates: Can it Stabilize?
ZACKS· 2025-11-19 17:35
Core Insights - Berkshire Hathaway (BRK.B) operates as a conglomerate with over 90 subsidiaries, engaging in various capital-intensive and economically sensitive sectors, which leads to stability across economic cycles but also results in fluctuations in net margin [1][9] Business Model - The company's business model is heavily reliant on its insurance operations, which account for approximately 25% of total revenues and yield the highest return on equity [2] - Berkshire Hathaway's property and casualty insurers, including GEICO and Berkshire Hathaway Reinsurance Group, typically generate underwriting profits, but profitability can be affected by catastrophe losses, reserve adjustments, and pricing cycles [2][9] Investment Income - As an insurer, Berkshire Hathaway is sensitive to interest rate changes that impact investment income, yet it maintains a well-balanced portfolio of fixed income securities, cash equivalents, and high-quality public equities [3] Margin Volatility - Margin volatility is influenced by the performance of Berkshire's railroad, utilities, manufacturing, retail, and service segments, which are affected by economic cycles, commodity costs, and regulatory factors [4][9] - Long-term margin stability is contingent upon scaling predictable, high-quality businesses, maintaining disciplined underwriting, and reducing exposure to catastrophe-prone risks [5] Peer Comparison - Chubb Limited and Progressive Corporation have shown strong net margin improvements through disciplined underwriting and effective pricing strategies, with Chubb experiencing a 440-basis-point margin increase and Progressive a 980-basis-point rise [6][7] Stock Performance - BRK.B shares have increased by 11.3% year-to-date, outperforming the industry [8] Valuation - BRK.B trades at a price-to-book value ratio of 1.55, which is above the industry average of 1.48, and carries a Value Score of D [10] Earnings Estimates - The Zacks Consensus Estimate for BRK.B's fourth-quarter 2025 EPS has decreased by 15.8% over the past week, while estimates for full-year 2025 and 2026 EPS have also seen slight declines of 0.3% and 3%, respectively [11][14]