Key Takeaways ACGL's premium growth is supported by rate increases, new business and expansion in existing accounts. ACGL posted a 12.9% CAGR in net premiums written from 2018-2024, driven by firm market rates. Arch Capital benefits from hardening P&C conditions as underwriting discipline supports sustained growth. Shares of Arch Capital Group Ltd. (ACGL) closed at $96.38 on Thursday, near its 52-week high of $97.60. This proximity underscores investor confidence and indicates further price appreciation. Th ...

Allianz has finalised the sale of a 23% shareholding in Bajaj General Insurance Company and Bajaj Life Insurance Company to Bajaj Promoter Group. The transaction, first made public in March 2025, is valued at around €2.1bn ($2.4bn). With this deal, Bajaj Finserv, together with its group companies, now owns 97% of each insurance entity. The joint venture (JV) arrangements between Bajaj Finserv and Allianz for both companies ended on 8 January 2026. Allianz is expected to divest its remaining 3% interes ...

Chubb (CB) is trading at new 20-year highs and has strong technical momentum. Shares are up 13% over the past year, making it a slow-and-steady insurance stock. CB maintains a 100% technical “Buy” opinion from Barchart. Analysts and individual investors are largely bullish on the stock with price targets as high as $426. Today’s Featured Stock Valued at $123 billion, Chubb (CB) is the world’s largest publicly traded property and casualty insurance company. Chubb provides commercial and personal ...

PICC Property and Casualty Company Limited (PICC P&C) has finalised new reinsurance framework agreements with its affiliates PICC Reinsurance and PICC HK. The agreements will run from 1 January 2026 to 31 December 2026. PICC Reinsurance and PICC HK are PICC P&C’s sister entities under ultimate parent PICC Group. Under the arrangements, the three companies will engage in mutual cession and assumption of treaty and facultative business, with terms determined in line with prevailing market conditions. Ce ...

Chinese domestic insurer PICC Property and Casualty Company Limited (PICC P&C) has entered into reinsurance agreements with PICC Reinsurance and PICC HK, its sister entities under the ultimate parent PICC Group.PICC P&C entered into separate one-year agreements with both entities, effective from 1 January to 31 December 2026.This framework regulates both outward reinsurance (ceding premiums) and inward reinsurance (assuming premiums).The agreement with PICC Reinsurance focused on maintaining operational sta ...

Core Insights - Insurance stocks are seen as a strong investment opportunity leading into 2026, driven by disciplined underwriting, steady premium growth, and a favorable interest-rate environment [1] - The Federal Reserve's rate cuts have not brought rates down to the near-zero levels of the past decade, creating a supportive landscape for insurers with long-duration investment portfolios [1] Group 1: Investment Environment - Insurers are benefiting from higher bond yields, which enhance investment income without increasing underwriting risk [2][3] - The gradual turnover of investment portfolios allows insurers to replace lower-yielding bonds with higher-yielding ones, positively impacting earnings over time [3] - Improved investment income strengthens capital positions, enabling dividends, share repurchases, and greater balance-sheet flexibility [3] Group 2: Premium Growth and Underwriting - Insurers are experiencing premium growth due to pricing increases that address inflation, higher claims severity, and catastrophe risks, leading to improved underwriting margins [4] - Strong underwriting discipline and attractive product offerings are driving higher premiums, reinforcing earnings momentum [4] - The combination of prudent underwriting and a healthier rate environment is expected to create a foundation for predictable earnings growth through 2026 [4] Group 3: Company-Specific Insights - Mercury General Corporation (MCY) is positioned for top-line growth, benefiting from sustained premium increases and a high percentage of investments in fixed maturity securities [6][7] - Heritage Insurance Holdings (HRTG) is focusing on rate adequacy and disciplined market re-entry, with a significant portion of its investments in fixed maturity securities [8][11] - RenaissanceRe Holdings (RNR) is experiencing strong premium growth driven by demand for reinsurance and favorable market conditions, with a solid investment portfolio [12][13]

Globe Life Inc., a US-domiciled holding company specialising in life and supplemental health insurance, has announced the formation and licensing of Globe Life Re Ltd. as a Bermuda Class C insurer to provide reinsurance support for insurance business written by affiliated entities within the Globe Life Inc. group.According to Globe Life, the new Bermuda reinsurance entity will write affiliated quota share reinsurance business, assuming a proportional share of risk on specified insurance policies.All arrange ...

Chubb Limited (CB) is a leading global insurer, specializing in property and casualty coverage, personal lines, and tailored specialty protection. The company offers commercial and personal insurance policies, reinsurance, and comprehensive risk management solutions, leveraging strong underwriting skills, a diverse product portfolio, and extensive distribution channels for businesses and individuals worldwide. Headquartered in Zurich, Switzerland and with a market capitalization of $122.37 billion, Chubb ...

Core Viewpoint - Globe Life Inc. has established Globe Life Re Ltd. as a Bermuda Class C Insurer to provide reinsurance support for its affiliated insurance business [1][2]. Group 1: Company Formation and Operations - Globe Life Re Ltd. will engage in affiliated quota share reinsurance, assuming a proportional share of risk on specified insurance policies, with all transactions conducted at arm's length and under regulatory oversight [2]. - The first reinsurance transaction has been successfully executed in line with the company's business plan [2]. Group 2: Company Overview - Globe Life is headquartered in McKinney, Texas, employing over 16,000 insurance agents and 3,600 corporate employees [3]. - The company issues more life insurance policies and has more policyholders than any other life insurance company in the United States, with over 17 million policies in force [3]. - Globe Life's subsidiaries include American Income Life Insurance Company, Family Heritage Life Insurance Company of America, Globe Life And Accident Insurance Company, Liberty National Life Insurance Company, and United American Insurance Company [3].

Arch Capital Group Ltd. (NASDAQ:ACGL) is one of the most profitable value stocks to invest in right now. On December 2, Roth Capital lowered the firm’s price target on Arch Capital to $110 from $125 with a Buy rating on the shares. The firm noted that the company’s earnings beat was primarily driven by an unusually low level of catastrophe losses within its reinsurance division. However, written premium growth underperformed expectations across both insurance and reinsurance. Roth Capital believes that thi ...