Company library · Insurance
Insurance: the moats, the numbers, the verdicts.
8 companies covered. Every report re-run after the latest earnings.
The bet you're really making is that American homeowners keep paying their mortgages, so Enact rarely has to cover the lenders it insures when a loan goes bad. You're betting the h
The bet you're really making is that companies keep paying Aon a cut of every insurance policy it arranges for them, that the cut keeps growing while insurance itself gets cheaper,
The bet you're really making is that Berkshire Hathaway, the group of about sixty businesses Buffett built, a railroad, power utilities, GEICO car insurance, plus a mountain of sto
Cincinnati Financial Corporation CINF
The bet you're really making is that Cincinnati Financial keeps collecting more in home and business insurance premiums than it pays out in claims, selling through local independen
The bet you're really making is that companies keep hiring CorVel to handle medical bills when a worker gets hurt, and that CorVel keeps using software to lower those bills before
Fairfax Financial Holdings Limited FFH.TO
The bet you're really making is that Prem Watsa keeps growing what each Fairfax share is worth, out of the insurance premiums he collects and the tens of billions he invests, faste
The bet you're really making is that the Tisch family's holding company keeps turning three ordinary businesses, an insurer called CNA it owns most of, a set of gas pipelines, and
Marsh & McLennan Companies, Inc. MMC
The bet you're really making is that Marsh keeps collecting fees for placing insurance policies and selling business advice to large corporations year after year, earning a percent