Topics covered: Uptick in M&A Activity, Tailwind In Top-Line Growth, Share Buyback Programs, Losses Caused By Chilean Earthquake, Lack of Cycle-Turning Catalyst, Excess Reserve Releases, Equity Market Risk & Credit Exposure, Continued Profitability Deterioration Through 2011, Commercial & Reinsurance Subsectors, Below-Book Trading, Analysis Of Personal
Companies covered: Chicopee Bancorp, Inc. (NASDAQ:CBNK), Westfield Financial, Inc. (NASDAQ:WFD), United Financial Bancorp, Inc. (NASDAQ:UBNK), Rome Bancorp Inc., OceanFirst Financial Corp. (NASDAQ:OCFC), ESSA Bancorp, Inc. (NASDAQ:ESSA), Danvers Bancorp Inc., Bancorp Rhode Island, Inc., Sun Life Financial Inc. (NYSE:SLF), Prudential Financial, Inc. (NYSE:PRU), Principal Financial Group Inc (NYSE:PFG), Manulife Financial Corp (NYSE:MFC), MetLife, Inc. (NYSE:MET), FBL Financial Group, Inc. (NYSE:FFG), American International Group, Inc. (NYSE:AIG), Argo Group International Holdings, Ltd. (NASDAQ:AGII), W.R. Berkley Corporation (NYSE:WRB), Validus Holdings, Ltd. (NYSE:VR), The Travelers Companies, Inc. (NYSE:TRV), PartnerRe Ltd. (NYSE:PRE), ProAssurance Corporation (NYSE:PRA), Progressive Corporation (The) (NYSE:PGR), Montpelier Re Holdings Ltd. (NYSE:MRH), Markel Corporation (NYSE:MKL), HCC Insurance Holdings, Inc. (NYSE:HCC), Goldman Sachs Group, Inc. (The) (NYSE:GS), Flagstone Reinsurance Holdings, FPIC Insurance Group Inc., Endurance Specialty Holdings Ltd (NYSE:ENH), Employers Holdings Inc (NYSE:EIG), CNA Financial Corporation (NYSE:CNA), Chubb Corporation (The) (NYSE:CB), Aspen Insurance Holdings Limited (NYSE:AHL), Ace Limited (NYSE:ACE), American Physicians Capital, I, Cincinnati Financial Corporation (NASDAQ:CINF), Arch Capital Group Ltd. (NASDAQ:ACGL), XL Group plc (NYSE:XL), Stewart Information Services Corporation (NYSE:STC), RenaissanceRe Holdings Ltd. (NYSE:RNR), RLI Corp. (NYSE:RLI), The Navigators Group, Inc. (NASDAQ:NAVG), Max Capital Group Ltd., Marsh & McLennan Companies, Inc. (NYSE:MMC), Fidelity National Financial, Inc. (NYSE:FNF), Brown & Brown, Inc. (NYSE:BRO), Arthur J. Gallagher & Co. (NYSE:AJG), Amphastar Pharmaceuticals, Inc. (NASDAQ:AMPH), AMERISAFE, Inc. (NASDAQ:AMSF), SeaBright Insurance Holdings I, PMA Capital Corp., Willis Group Holdings Limited (NYSE:WSH), National Interstate Corporation (NASDAQ:NATL), Allstate Corporation (The) (NYSE:ALL), Evans Bancorp, Inc. (NYSEAMERICAN:EVBN), Community Bank System, Inc. (NYSE:CBU), CNinsure Inc. (NASDAQ:CISG), Harleysville Group Inc., AmTrust Financial Services, Inc. (NASDAQ:AFSI)
