Topics covered: Low Profitability and Low Interest Rates, Emerging Market Expansion, Consolidation Trends, Commercial Line Brokers and Underwriters, Commercial & Reinsurance Subsectors, Analysis Of Personal
Companies covered: Validus Holdings, Ltd. (NYSE:VR), The Travelers Companies, Inc. (NYSE:TRV), Endurance Specialty Holdings Ltd (NYSE:ENH), Citizens, Inc. (NYSE:CIA), Chubb Corporation (The) (NYSE:CB), American International Group, Inc. (NYSE:AIG), Aspen Insurance Holdings Limited (NYSE:AHL), Genworth Financial Inc (NYSE:GNW), Allied World Assurance Company Holdings, AG (NYSE:AWH), XL Group plc (NYSE:XL), Prudential Financial, Inc. (NYSE:PRU), MetLife, Inc. (NYSE:MET), Lincoln National Corporation (NYSE:LNC), Arch Capital Group Ltd. (NASDAQ:ACGL), American Equity Investment Life Holding Company (NYSE:AEL), The Navigators Group, Inc. (NASDAQ:NAVG), Progressive Corporation (The) (NYSE:PGR), Procter & Gamble Company (The) (NYSE:PG), Lloyds Banking Group Plc (NYSE:LYG), Allstate Corporation (The) (NYSE:ALL), Ace Limited (NYSE:ACE), CorVel Corp. (NASDAQ:CRVL), Willis Group Holdings Limited (NYSE:WSH), Marsh & McLennan Companies, Inc. (NYSE:MMC), Brown & Brown, Inc. (NYSE:BRO), Arthur J. Gallagher & Co. (NYSE:AJG)
