Topics covered: Liquidity Positions and Capital Allocation Measures, Global Disaster Exposure, Emerging Market Expansion, Consolidation Trends
Companies covered: Unum Group (NYSE:UNM), Torchmark Corporation (NYSE:TMK), Sun Life Financial Inc. (NYSE:SLF), Prudential Public Limited Company (NYSE:PUK), Prudential Financial, Inc. (NYSE:PRU), Protective Life Corp., Principal Financial Group Inc (NYSE:PFG), Manulife Financial Corp (NYSE:MFC), MetLife, Inc. (NYSE:MET), Lincoln National Corporation (NYSE:LNC), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), Genworth Financial Inc (NYSE:GNW), CNO Financial Group, Inc. (NYSE:CNO), American International Group, Inc. (NYSE:AIG), Aflac Incorporated (NYSE:AFL), Argo Group International Holdings, Ltd. (NASDAQ:AGII), AmTrust Financial Services, Inc. (NASDAQ:AFSI), W.R. Berkley Corporation (NYSE:WRB), Validus Holdings, Ltd. (NYSE:VR), Unitrin Inc., The Travelers Companies, Inc. (NYSE:TRV), Transatlantic Holdings Inc., SeaBright Insurance Holdings I, RenaissanceRe Holdings Ltd. (NYSE:RNR), PartnerRe Ltd. (NYSE:PRE), ProAssurance Corporation (NYSE:PRA), Progressive Corporation (The) (NYSE:PGR), Montpelier Re Holdings Ltd. (NYSE:MRH), Markel Corporation (NYSE:MKL), Loews Corporation (NYSE:L), HCC Insurance Holdings, Inc. (NYSE:HCC), Flagstone Reinsurance Holdings, 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), American Financial Group, Inc. (NYSE:AFG), Arch Capital Group Ltd. (NASDAQ:ACGL), XL Group plc (NYSE:XL), The Hanover Insurance Group, Inc. (NYSE:THG), Axis Capital Holdings Limited (NYSE:AXS), Ace Limited (NYSE:ACE), Willis Group Holdings Limited (NYSE:WSH), Marsh & McLennan Companies, Inc. (NYSE:MMC), Allstate Corporation (The) (NYSE:ALL), Cisco Systems, Inc. (NASDAQ:CSCO), Verizon Communications Inc. (NYSE:VZ), Vishay Intertechnology, Inc. (NYSE:VSH), TE Connectivity Ltd. (NYSE:TEL), Research In Motion Ltd., QUALCOMM Incorporated (NASDAQ:QCOM), Molex Inc., AVX Corporation (NYSE:AVX), Amphenol Corporation (NYSE:APH), ASML Holding N.V. (NASDAQ:ASML), Apple Inc. (NASDAQ:AAPL), Xerox Corporation (NYSE:XRX), Radiant Systems Inc., Novellus Systems, Inc., NCR Corporation (NYSE:NCR), Multi-Fineline Electronix, Inc. (NASDAQ:MFLX), Microchip Technology Incorporated (NASDAQ:MCHP), Logitech International S.A. (NASDAQ:LOGI), Kyocera Corporation (NYSE:KYO), Jabil Circuit, Inc. (NYSE:JBL), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), Flextronics International Ltd. (NASDAQ:FLEX), Dell Inc. (NASDAQ:DELL), Diebold, Incorporated (NYSE:DBD), Celestica, Inc. (NYSE:CLS), Canon, Inc. (NYSE:CAJ), Benchmark Electronics, Inc. (NYSE:BHE), Universal Electronics Inc. (NASDAQ:UEIC), Reinsurance Group of America, Incorporated (NYSE:RGA), The Navigators Group, Inc. (NASDAQ:NAVG)
