Insurance, Asset Managers and BDCs

July 31, 2024

Buy ($175)

Companies covered: W.R. Berkley Corporation (NYSE:WRB), Fairfax Financial Holdings Ltd (OTCMKTS:FRFHF), American International Group, Inc. (NYSE:AIG), Markel Corporation (NYSE:MKL), Progressive Corporation (The) (NYSE:PGR), Berkshire Hathaway Inc. (NYSE:BRK/A), American Financial Group, Inc. (NYSE:AFG), The Hanover Insurance Group, Inc. (NYSE:THG), AMERISAFE, Inc. (NASDAQ:AMSF), Employers Holdings Inc (NYSE:EIG), The Travelers Companies, Inc. (NYSE:TRV), Chubb Corporation (The) (NYSE:CB), Allstate Corporation (The) (NYSE:ALL), Cincinnati Financial Corporation (NASDAQ:CINF), Everest Group Ltd. (NYSE:EG), Willis Towers Watson PLC (NASDAQ:WTW), Ares Capital Corporation (NASDAQ:ARCC), Golub Capital BDC, Inc. (NASDAQ:GBDC), Crescent Capital BDC Inc. (NASDAQ:CCAP), Blue Owl Capital Corporation III (NYSE:OBDE), Blue Owl Capital Corp. (NYSE:OBDC), Sixth Street Specialty Lending Inc. (NYSE:TSLX), CaliberCos Inc. (NASDAQ:CWD), Citizens, Inc. (NYSE:CIA), Kemper Corporation (NYSE:KMPR), Kinsale Capital Group Inc. (NASDAQ:KNSL)