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Insurance Research Letter

ISN's monthly journal reports on market developments around the world – since 1966

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Home . Insurance News

Broker & Insurer Research Reports

Research reports by Adam Klauber (2011 onwards) and Mark Lane (pre-2011), leading insurance analysts at William Blair & Company L.L.C. The ratings and company profile assessments reflect the opinion of the individual analyst and are subject to change at any time.

2011
Aon – Third-Quarter Earnings: Disappointing Quarter,
Readjusting Expectations for 2012 – October 31, 2011

RLI – Cash Flow and Reserve Insight – October 28, 2011

Aon – Third Quarter, Earnings Quick Take: HR Solutions Segment Disappoints – October 28, 2011


HCC Insurance Holdings – Adverse Trends in Professional Liability – October 26, 2011 
 
Marsh & McLennan
Companies, Inc. (MMC) – Insurance Cash Flow & Reserve Insight – October 11, 2011

The Travelers Companies, Inc., HCC Insurance Holdings, RLI Corp., Chubb Corporation – Insurance Cash Flow & Reserve Insight  – October 5, 2011

Broker Channel Check: Discussion with Insurance Intermediary
September 29, 2011
 
Third Quarter 2011 Broker Preview: Buy on Better-Than-Expected Commentary and Trough Valuations – September 29, 2011

Aon Corporation – Insurance — Cash Flow and Reserve Insight – September 18, 2011

Financial Services – Property & Casualty Insurance – Insurance – Cash Flow and Reserve Insight – September 7, 2011 

D&O Call Recap: Claims Continue to EmergeSeptember 7, 2011

Crawford & Company – initiating coverage – August 30, 2011

Broker Channel Check – Conversation with Broker Suggests Challenges for 2012 – August 22, 2011 

Insurance Brokers – Insurance Sector Presents Near-Term Opportunity, but Not Without Risk – August 11, 2011
 
Insurance Brokers – Downside Scenario Given Potential Economic Weakening – August 5, 2011
 
Marsh & McLennan Companies – Good Second Quarter, but Growth Remains a Question Mark – August 3, 2011
 
HCC Insurance Holdings – Second-Quarter Earnings: Underlying Trends Are a Concern – August 3, 2011
 
HCC Insurance Holdings – Decreased Second-Quarter Estimate Due to Catastrophe Loss Disclosure – August 1, 2011

D&O Liability Insurance: Negative Catalyst for Commercial Insurers Over the Next Several YearsAugust 1, 2011

Aon: Q2 Earnings: Noisy Quarter, but Long-Term Potential Remains Strong
July 29, 2011 

Recent Meeting With Private Broker discussed industry trends – July 25, 2011

Insurance Brokers – Second Quarter 2011 Broker Preview: Look for Gradual ImprovementJuly 7, 2011
 
Commercial P&C Underwriters – July 5, 2011
 
Brokers: Early View on Q2 – June 20, 2011 »
Aon: Hewitt integration should continue to unfold favorably – June 10, 2011
 
Insurance Brokers: Organic Growth Is Rebounding and Upside Is Possible – June 6, 2011 
 
June 1 Reinsurance Renewal Update – May 31, 2011 »
 
Broker Channel Check – May 19, 2011 »

Insurance Brokers: Insurance Channel Check: The State of 6/1 Reinsurance RenewalsMay 9, 2011 »

Marsh & McLennan Q1 2011, Business Volumes Are ImpressiveMay 4, 2011 » 
Aon: First Look at Q1 Earnings: Solid, In Line With Expectations – April 29, 2011 »
 
Aon: Consulting Strength Outweighs Brokerage StagnationApril 29, 2011 »
 
 
Broker Channel Check: Underlying Factors Suggest Organic Moving in Right Direction –

Insurance Brokers – Japan EQ Update No. 3 – Industry Conversations Suggest Heated Renewal Season
March 21, 2011

Japan EQ Update Potential Impact on Reinsurance Renewals –
March 14, 2011

Aon – New Restructuring/Cost-Savings Analysis Shows Material Benefit by 2012 –
March 11, 2011

Aon Benfield Japan EQ CAT Alert –
March 11, 2011

Early Read on Japanese EQ and Tsunami –
March 11, 2011

Insurance Brokers – Organic Growth to Drive Earnings –
March 8, 2011

Highlights from Discussion with a Risk Manager –

Marsh McLennan – Initiate coverage with market perform –
February 22, 2011

Pre-2011

 

 

 
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