Topics covered: Underperformance in the Insurance Sector, Specialty Commercial Automobile Insurance, Special Situations in Reinsurance, Life and Property/Casualty Insurers, Interest Rate and Pricing Pressures, Insurance Space Opportunities, Insurance Headwinds, Bermuda-Based Insurance Companies
Companies covered: Argo Group International Holdings, Ltd. (NASDAQ:AGII), Arch Capital Group Ltd. (NASDAQ:ACGL), XL Group plc (NYSE:XL), W.R. Berkley Corporation (NYSE:WRB), Validus Holdings, Ltd. (NYSE:VR), The Travelers Companies, Inc. (NYSE:TRV), RenaissanceRe Holdings Ltd. (NYSE:RNR), Everest Re Group, Ltd. (NYSE:RE), PartnerRe Ltd. (NYSE:PRE), ProAssurance Corporation (NYSE:PRA), Progressive Corporation (The) (NYSE:PGR), The Navigators Group, Inc. (NASDAQ:NAVG), HCC Insurance Holdings, Inc. (NYSE:HCC), Erie Indemnity Company (NASDAQ:ERIE), Endurance Specialty Holdings Ltd (NYSE:ENH), Employers Holdings Inc (NYSE:EIG), CNA Financial Corporation (NYSE:CNA), Chubb Corporation (The) (NYSE:CB), Axis Capital Holdings Limited (NYSE:AXS), Allied World Assurance Company Holdings, AG (NYSE:AWH), Allstate Corporation (The) (NYSE:ALL), American International Group, Inc. (NYSE:AIG), Aspen Insurance Holdings Limited (NYSE:AHL), American Financial Group, Inc. (NYSE:AFG), Aercap Holdings N.V. (NYSE:AER), Ace Limited (NYSE:ACE), Willis Group Holdings Limited (NYSE:WSH), BlackRock, Inc. (NYSE:BLK), Arthur J. Gallagher & Co. (NYSE:AJG), AmTrust Financial Services, Inc. (NASDAQ:AFSI), Prudential Financial, Inc. (NYSE:PRU), MetLife, Inc. (NYSE:MET), Mercury General Corporation (NYSE:MCY), Infinity Property and Casualty Corporation (NASDAQ:IPCC), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), Aflac Incorporated (NYSE:AFL), Atlas Financial Holdings, Inc. (NASDAQ:AFH)
