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Data:Companies.json: Difference between revisions

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Publish companies.json (v3 company facts + market routing, 208 companies)
 
Publish companies.json (v3 company facts + market routing, 208 companies)
 
Line 26: Line 26:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_indicators",
"interim_cadence": "quarterly_indicators",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"European composite"
]
},
},
"Allianz": {
"Allianz": {
Line 51: Line 54:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"European composite"
]
},
},
"Zurich": {
"Zurich": {
Line 73: Line 79:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_indicators",
"interim_cadence": "quarterly_indicators",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"European composite"
]
},
},
"Swiss Re": {
"Swiss Re": {
Line 95: Line 104:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"European reinsurer"
]
},
},
"Munich Re": {
"Munich Re": {
Line 120: Line 132:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"European reinsurer"
]
},
},
"Generali": {
"Generali": {
Line 145: Line 160:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"European composite"
]
},
},
"Aviva": {
"Aviva": {
Line 167: Line 185:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_indicators",
"interim_cadence": "quarterly_indicators",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"UK life \u0026 composite"
]
},
},
"Prudential": {
"Prudential": {
Line 192: Line 213:
"ownership_form": "stock",
"ownership_form": "stock",
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_indicators"
"interim_cadence": "quarterly_indicators",
"trading_comparable_groups": [
"Pan-Asian life"
]
},
},
"Prudential US": {
"Prudential US": {
Line 213: Line 237:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US life \u0026 retirement"
]
},
},
"Chubb": {
"Chubb": {
Line 234: Line 261:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US large-cap commercial P\u0026C"
]
},
},
"AIG": {
"AIG": {
Line 252: Line 282:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US large-cap commercial P\u0026C"
]
},
},
"MetLife": {
"MetLife": {
Line 273: Line 306:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US life \u0026 retirement"
]
},
},
"Travelers": {
"Travelers": {
Line 291: Line 327:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US large-cap commercial P\u0026C"
]
},
},
"Skyward": {
"Skyward": {
Line 307: Line 346:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US specialty \u0026 E\u0026S"
]
},
},
"Hannover Re": {
"Hannover Re": {
Line 329: Line 371:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"European reinsurer"
]
},
},
"SCOR": {
"SCOR": {
Line 350: Line 395:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"European reinsurer"
]
},
},
"Tokio Marine": {
"Tokio Marine": {
Line 372: Line 420:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Japanese P\u0026C"
]
},
},
"Berkshire Hathaway": {
"Berkshire Hathaway": {
Line 393: Line 444:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"Insurance-led compounders"
]
},
},
"Intact Financial": {
"Intact Financial": {
Line 415: Line 469:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Canadian P\u0026C"
]
},
},
"Mapfre": {
"Mapfre": {
Line 437: Line 494:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"European mid-cap composite"
]
},
},
"Talanx": {
"Talanx": {
Line 462: Line 522:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"European mid-cap composite"
]
},
},
"Aflac": {
"Aflac": {
Line 479: Line 542:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US protection \u0026 supplemental"
]
},
},
"Progressive": {
"Progressive": {
Line 497: Line 563:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US personal lines"
]
},
},
"Allstate": {
"Allstate": {
Line 515: Line 584:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US personal lines"
]
},
},
"Hartford": {
"Hartford": {
Line 533: Line 605:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US large-cap commercial P\u0026C"
]
},
},
"RGA": {
"RGA": {
Line 551: Line 626:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"Life reinsurance"
]
},
},
"Everest Re": {
"Everest Re": {
Line 573: Line 651:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"Bermuda (re)insurance"
]
},
},
"Markel": {
"Markel": {
Line 593: Line 674:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"Insurance-led compounders"
]
},
},
"Fairfax": {
"Fairfax": {
Line 619: Line 703:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Insurance-led compounders"
]
},
},
"Beazley": {
"Beazley": {
Line 644: Line 731:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_indicators",
"interim_cadence": "quarterly_indicators",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"London specialty"
]
},
},
"Lancashire": {
"Lancashire": {
Line 669: Line 759:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_indicators",
"interim_cadence": "quarterly_indicators",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"London specialty"
]
},
},
"Hiscox": {
"Hiscox": {
Line 694: Line 787:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_indicators",
"interim_cadence": "quarterly_indicators",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"London specialty"
]
},
},
"QBE": {
"QBE": {
Line 719: Line 815:
"company_status": "active",
"company_status": "active",
"interim_cadence": "semiannual_only",
"interim_cadence": "semiannual_only",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Australian P\u0026C"
]
},
},
"Suncorp": {
"Suncorp": {
Line 741: Line 840:
"company_status": "active",
"company_status": "active",
"interim_cadence": "semiannual_only",
"interim_cadence": "semiannual_only",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Australian P\u0026C"
]
},
},
"Sampo": {
"Sampo": {
Line 763: Line 865:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Nordic P\u0026C"
]
},
},
"Ageas": {
"Ageas": {
Line 785: Line 890:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"European mid-cap composite"
]
},
},
"NN Group": {
"NN Group": {
Line 807: Line 915:
"company_status": "active",
"company_status": "active",
"interim_cadence": "semiannual_only",
"interim_cadence": "semiannual_only",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"European life"
]
},
},
"Aegon": {
"Aegon": {
Line 836: Line 947:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_indicators",
"interim_cadence": "quarterly_indicators",
"sec_filings": "fpi"
"sec_filings": "fpi",
"trading_comparable_groups": [
"European life"
]
},
},
"Swiss Life": {
"Swiss Life": {
Line 861: Line 975:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_indicators",
"interim_cadence": "quarterly_indicators",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"European life"
]
},
},
"Helvetia Baloise": {
"Helvetia Baloise": {
Line 882: Line 999:
"company_status": "active",
"company_status": "active",
"interim_cadence": "semiannual_only",
"interim_cadence": "semiannual_only",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"European mid-cap composite"
]
},
},
"Legal \u0026 General": {
"Legal \u0026 General": {
Line 907: Line 1,027:
"company_status": "active",
"company_status": "active",
"interim_cadence": "semiannual_only",
"interim_cadence": "semiannual_only",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"UK life \u0026 composite"
]
},
},
"Standard Life": {
"Standard Life": {
Line 933: Line 1,056:
"company_status": "active",
"company_status": "active",
"interim_cadence": "semiannual_only",
"interim_cadence": "semiannual_only",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"UK life \u0026 composite"
]
},
},
"M\u0026G": {
"M\u0026G": {
Line 958: Line 1,084:
"company_status": "active",
"company_status": "active",
"interim_cadence": "semiannual_only",
"interim_cadence": "semiannual_only",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"UK life \u0026 composite"
]
},
},
"Admiral": {
"Admiral": {
Line 980: Line 1,109:
"company_status": "active",
"company_status": "active",
"interim_cadence": "semiannual_only",
"interim_cadence": "semiannual_only",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"European direct motor"
]
},
},
"ASR Nederland": {
"ASR Nederland": {
Line 1,002: Line 1,134:
"company_status": "active",
"company_status": "active",
"interim_cadence": "semiannual_only",
"interim_cadence": "semiannual_only",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"European mid-cap composite"
]
},
},
"Tryg": {
"Tryg": {
Line 1,024: Line 1,159:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Nordic P\u0026C"
]
},
},
"Gjensidige": {
"Gjensidige": {
Line 1,046: Line 1,184:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Nordic P\u0026C"
]
},
},
"Storebrand": {
"Storebrand": {
Line 1,071: Line 1,212:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"European life"
]
},
},
"Vienna Insurance Group": {
"Vienna Insurance Group": {
Line 1,093: Line 1,237:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"CEE composite"
]
},
},
"UNIQA": {
"UNIQA": {
Line 1,115: Line 1,262:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"CEE composite"
]
},
},
"PZU": {
"PZU": {
Line 1,140: Line 1,290:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"CEE composite"
]
},
},
"Arch Capital": {
"Arch Capital": {
Line 1,161: Line 1,314:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"Bermuda (re)insurance"
]
},
},
"RenaissanceRe": {
"RenaissanceRe": {
Line 1,181: Line 1,337:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"Bermuda (re)insurance"
]
},
},
"Axis Capital": {
"Axis Capital": {
Line 1,201: Line 1,360:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"Bermuda (re)insurance"
]
},
},
"W.R. Berkley": {
"W.R. Berkley": {
Line 1,218: Line 1,380:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US specialty \u0026 E\u0026S"
]
},
},
"Cincinnati Financial": {
"Cincinnati Financial": {
Line 1,236: Line 1,401:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US mid-cap commercial P\u0026C"
]
},
},
"Kinsale": {
"Kinsale": {
Line 1,252: Line 1,420:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US specialty \u0026 E\u0026S"
]
},
},
"Lincoln Financial": {
"Lincoln Financial": {
Line 1,269: Line 1,440:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US life \u0026 retirement"
]
},
},
"Principal": {
"Principal": {
Line 1,290: Line 1,464:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US life \u0026 retirement"
]
},
},
"Unum": {
"Unum": {
Line 1,307: Line 1,484:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US protection \u0026 supplemental"
]
},
},
"Corebridge": {
"Corebridge": {
Line 1,324: Line 1,504:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US life \u0026 retirement"
]
},
},
"Equitable": {
"Equitable": {
Line 1,341: Line 1,524:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US life \u0026 retirement"
]
},
},
"Globe Life": {
"Globe Life": {
Line 1,358: Line 1,544:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US protection \u0026 supplemental"
]
},
},
"Manulife": {
"Manulife": {
Line 1,383: Line 1,572:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "mjds"
"sec_filings": "mjds",
"trading_comparable_groups": [
"Canadian life"
]
},
},
"Sun Life": {
"Sun Life": {
Line 1,408: Line 1,600:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "mjds"
"sec_filings": "mjds",
"trading_comparable_groups": [
"Canadian life"
]
},
},
"Great-West Lifeco": {
"Great-West Lifeco": {
Line 1,430: Line 1,625:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Canadian life"
]
},
},
"MS\u0026AD": {
"MS\u0026AD": {
Line 1,455: Line 1,653:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Japanese P\u0026C"
]
},
},
"Sompo": {
"Sompo": {
Line 1,477: Line 1,678:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Japanese P\u0026C"
]
},
},
"Dai-ichi Life": {
"Dai-ichi Life": {
Line 1,499: Line 1,703:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Japanese life"
]
},
},
"T\u0026D Holdings": {
"T\u0026D Holdings": {
Line 1,521: Line 1,728:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Japanese life"
]
},
},
"AIA": {
"AIA": {
Line 1,543: Line 1,753:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_indicators",
"interim_cadence": "quarterly_indicators",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Pan-Asian life"
]
},
},
"Ping An": {
"Ping An": {
Line 1,568: Line 1,781:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Chinese insurer"
]
},
},
"China Life": {
"China Life": {
Line 1,591: Line 1,807:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Majority state-owned via China Life Insurance (Group) Company."
"_notes": "Majority state-owned via China Life Insurance (Group) Company.",
"trading_comparable_groups": [
"Chinese insurer"
]
},
},
"CPIC": {
"CPIC": {
Line 1,613: Line 1,832:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Chinese insurer"
]
},
},
"Samsung Fire \u0026 Marine": {
"Samsung Fire \u0026 Marine": {
Line 1,635: Line 1,857:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Korean P\u0026C"
]
},
},
"IAG": {
"IAG": {
Line 1,657: Line 1,882:
"company_status": "active",
"company_status": "active",
"interim_cadence": "semiannual_only",
"interim_cadence": "semiannual_only",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Australian P\u0026C"
]
},
},
"Unipol": {
"Unipol": {
Line 1,683: Line 1,911:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Carries large Italian bank stakes (BPER, BPSO)."
"_notes": "Carries large Italian bank stakes (BPER, BPSO).",
"trading_comparable_groups": [
"European mid-cap composite"
]
},
},
"Fidelis": {
"Fidelis": {
Line 1,700: Line 1,931:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"_notes": "Underwriting balance-sheet vehicle; The Fidelis Partnership (private MGU) sources its business."
"_notes": "Underwriting balance-sheet vehicle; The Fidelis Partnership (private MGU) sources its business.",
"trading_comparable_groups": [
"Bermuda (re)insurance"
]
},
},
"Hamilton": {
"Hamilton": {
Line 1,720: Line 1,954:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"Bermuda (re)insurance"
]
},
},
"SiriusPoint": {
"SiriusPoint": {
Line 1,740: Line 1,977:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"Bermuda (re)insurance"
]
},
},
"Conduit": {
"Conduit": {
Line 1,761: Line 2,001:
"company_status": "active",
"company_status": "active",
"interim_cadence": "semiannual_only",
"interim_cadence": "semiannual_only",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Bermuda (re)insurance"
]
},
},
"IGI": {
"IGI": {
Line 1,782: Line 2,025:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "fpi"
"sec_filings": "fpi",
"trading_comparable_groups": [
"Bermuda (re)insurance"
]
},
},
"White Mountains": {
"White Mountains": {
Line 1,798: Line 2,044:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Bermuda-incorporated book-value compounder, US operations."
"_notes": "Bermuda-incorporated book-value compounder, US operations.",
"trading_comparable_groups": [
"Insurance-led compounders"
]
},
},
"Loews": {
"Loews": {
Line 1,820: Line 2,069:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Diversified holding company; majority owns CNA (P\u0026C). Circle aggregates double-count CNA."
"_notes": "Diversified holding company; majority owns CNA (P\u0026C). Circle aggregates double-count CNA.",
"trading_comparable_groups": [
"Insurance-led compounders"
]
},
},
"CNA": {
"CNA": {
Line 1,841: Line 2,093:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "~90% owned by Loews Corporation."
"_notes": "~90% owned by Loews Corporation.",
"trading_comparable_groups": [
"US mid-cap commercial P\u0026C"
]
},
},
"Selective": {
"Selective": {
Line 1,861: Line 2,116:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US mid-cap commercial P\u0026C"
]
},
},
"Hanover": {
"Hanover": {
Line 1,880: Line 2,138:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US mid-cap commercial P\u0026C"
]
},
},
"Old Republic": {
"Old Republic": {
Line 1,901: Line 2,162:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Large title-insurance segment (cross-ref US title circle)."
"_notes": "Large title-insurance segment (cross-ref US title circle).",
"trading_comparable_groups": [
"US mid-cap commercial P\u0026C"
]
},
},
"RLI": {
"RLI": {
Line 1,918: Line 2,182:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US specialty \u0026 E\u0026S"
]
},
},
"AFG": {
"AFG": {
Line 1,938: Line 2,205:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US specialty \u0026 E\u0026S"
]
},
},
"Palomar": {
"Palomar": {
Line 1,954: Line 2,224:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US specialty \u0026 E\u0026S"
]
},
},
"Bowhead": {
"Bowhead": {
Line 1,970: Line 2,243:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US specialty \u0026 E\u0026S"
]
},
},
"Ategrity": {
"Ategrity": {
Line 1,987: Line 2,263:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Legal name to confirm; IPO 2025."
"_notes": "Legal name to confirm; IPO 2025.",
"trading_comparable_groups": [
"US specialty \u0026 E\u0026S"
]
},
},
"Assurant": {
"Assurant": {
Line 2,005: Line 2,284:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Lifestyle/housing protection, fee-heavy; imperfect P\u0026C comp."
"_notes": "Lifestyle/housing protection, fee-heavy; imperfect P\u0026C comp.",
"trading_comparable_groups": [
"US specialty \u0026 E\u0026S"
]
},
},
"Kemper": {
"Kemper": {
Line 2,026: Line 2,308:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Nonstandard auto focus."
"_notes": "Nonstandard auto focus.",
"trading_comparable_groups": [
"US personal lines"
]
},
},
"Mercury General": {
"Mercury General": {
Line 2,047: Line 2,332:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "California-concentrated auto/home."
"_notes": "California-concentrated auto/home.",
"trading_comparable_groups": [
"US personal lines"
]
},
},
"Definity": {
"Definity": {
Line 2,069: Line 2,357:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Canadian P\u0026C"
]
},
},
"Trisura": {
"Trisura": {
Line 2,091: Line 2,382:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Specialty / fronting; imperfect P\u0026C comp."
"_notes": "Specialty / fronting; imperfect P\u0026C comp.",
"trading_comparable_groups": [
"Canadian P\u0026C"
]
},
},
"iA Financial": {
"iA Financial": {
Line 2,113: Line 2,407:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Canadian life"
]
},
},
"Línea Directa": {
"Línea Directa": {
Line 2,138: Line 2,435:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Spanish direct motor."
"_notes": "Spanish direct motor.",
"trading_comparable_groups": [
"European direct motor"
]
},
},
"Sabre Insurance": {
"Sabre Insurance": {
Line 2,163: Line 2,463:
"interim_cadence": "semiannual_only",
"interim_cadence": "semiannual_only",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "UK motor small-cap."
"_notes": "UK motor small-cap.",
"trading_comparable_groups": [
"European direct motor"
]
},
},
"Chesnara": {
"Chesnara": {
Line 2,188: Line 2,491:
"interim_cadence": "semiannual_only",
"interim_cadence": "semiannual_only",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "UK/European life consolidator, small-cap."
"_notes": "UK/European life consolidator, small-cap.",
"trading_comparable_groups": [
"UK life \u0026 composite"
]
},
},
"Mandatum": {
"Mandatum": {
Line 2,213: Line 2,519:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Ex-Sampo Finnish life demerger (2023)."
"_notes": "Ex-Sampo Finnish life demerger (2023).",
"trading_comparable_groups": [
"European life"
]
},
},
"Alm. Brand": {
"Alm. Brand": {
Line 2,234: Line 2,543:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Nordic P\u0026C"
]
},
},
"Protector Forsikring": {
"Protector Forsikring": {
Line 2,259: Line 2,571:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "High-growth commercial, Nordic + UK."
"_notes": "High-growth commercial, Nordic + UK.",
"trading_comparable_groups": [
"Nordic P\u0026C"
]
},
},
"Voya": {
"Voya": {
Line 2,279: Line 2,594:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Retirement / workplace benefits / investment management."
"_notes": "Retirement / workplace benefits / investment management.",
"trading_comparable_groups": [
"US life \u0026 retirement"
]
},
},
"Jackson": {
"Jackson": {
Line 2,297: Line 2,615:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Variable-annuity specialist."
"_notes": "Variable-annuity specialist.",
"trading_comparable_groups": [
"US life \u0026 retirement"
]
},
},
"F\u0026G": {
"F\u0026G": {
Line 2,314: Line 2,635:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "~83% owned by Fidelity National Financial."
"_notes": "~83% owned by Fidelity National Financial.",
"trading_comparable_groups": [
"US life \u0026 retirement"
]
},
},
"Brookfield Wealth Solutions": {
"Brookfield Wealth Solutions": {
Line 2,332: Line 2,656:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Brookfield-linked share structure; consolidates Just Group from Apr 2026."
"_notes": "Brookfield-linked share structure; consolidates Just Group from Apr 2026.",
"trading_comparable_groups": [
"US life \u0026 retirement"
]
},
},
"Ameriprise": {
"Ameriprise": {
Line 2,353: Line 2,680:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Wealth-management-led with RiverSource annuities; imperfect insurance comp."
"_notes": "Wealth-management-led with RiverSource annuities; imperfect insurance comp.",
"trading_comparable_groups": [
"US life \u0026 retirement"
]
},
},
"CNO": {
"CNO": {
Line 2,375: Line 2,705:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Middle-market life \u0026 supplemental health."
"_notes": "Middle-market life \u0026 supplemental health.",
"trading_comparable_groups": [
"US protection \u0026 supplemental"
]
},
},
"Primerica": {
"Primerica": {
Line 2,396: Line 2,729:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Term-life distribution-led rather than balance-sheet-led."
"_notes": "Term-life distribution-led rather than balance-sheet-led.",
"trading_comparable_groups": [
"US protection \u0026 supplemental"
]
},
},
"FWD": {
"FWD": {
Line 2,418: Line 2,754:
"interim_cadence": "semiannual_only",
"interim_cadence": "semiannual_only",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Listed Jul 2025 — short reported history."
"_notes": "Listed Jul 2025 — short reported history.",
"trading_comparable_groups": [
"Pan-Asian life"
]
},
},
"Japan Post Insurance": {
"Japan Post Insurance": {
Line 2,435: Line 2,774:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Japanese life"
]
},
},
"Sony Financial Group": {
"Sony Financial Group": {
Line 2,456: Line 2,798:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Life + non-life + bank; relisted Sep 2025."
"_notes": "Life + non-life + bank; relisted Sep 2025.",
"trading_comparable_groups": [
"Japanese life"
]
},
},
"PICC": {
"PICC": {
Line 2,478: Line 2,823:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Group level (1339 HK); majority state-owned. Listed P\u0026C sub is PICC P\u0026C (2328 HK)."
"_notes": "Group level (1339 HK); majority state-owned. Listed P\u0026C sub is PICC P\u0026C (2328 HK).",
"trading_comparable_groups": [
"Chinese insurer"
]
},
},
"New China Life": {
"New China Life": {
Line 2,499: Line 2,847:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Chinese insurer"
]
},
},
"China Taiping": {
"China Taiping": {
Line 2,521: Line 2,872:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Life + P\u0026C + reinsurance; state-owned parent."
"_notes": "Life + P\u0026C + reinsurance; state-owned parent.",
"trading_comparable_groups": [
"Chinese insurer"
]
},
},
"ZhongAn": {
"ZhongAn": {
Line 2,546: Line 2,900:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Online-only insurtech."
"_notes": "Online-only insurtech.",
"trading_comparable_groups": [
"Chinese insurer"
]
},
},
"China Re": {
"China Re": {
Line 2,568: Line 2,925:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "State-owned reinsurer."
"_notes": "State-owned reinsurer.",
"trading_comparable_groups": [
"Chinese insurer"
]
},
},
"Sunshine Insurance": {
"Sunshine Insurance": {
Line 2,590: Line 2,950:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Life + P\u0026C; listed Dec 2022."
"_notes": "Life + P\u0026C; listed Dec 2022.",
"trading_comparable_groups": [
"Chinese insurer"
]
},
},
"DB Insurance": {
"DB Insurance": {
Line 2,611: Line 2,974:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Korean P\u0026C"
]
},
},
"Hyundai Marine \u0026 Fire": {
"Hyundai Marine \u0026 Fire": {
Line 2,632: Line 2,998:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Korean P\u0026C"
]
},
},
"Meritz Financial": {
"Meritz Financial": {
Line 2,657: Line 3,026:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Holdco incl. Meritz Fire \u0026 Marine (P\u0026C) + Meritz Securities; impure insurance comp."
"_notes": "Holdco incl. Meritz Fire \u0026 Marine (P\u0026C) + Meritz Securities; impure insurance comp.",
"trading_comparable_groups": [
"Korean P\u0026C"
]
},
},
"Samsung Life": {
"Samsung Life": {
Line 2,679: Line 3,051:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Samsung group cross-holdings distort comparisons."
"_notes": "Samsung group cross-holdings distort comparisons.",
"trading_comparable_groups": [
"Korean life"
]
},
},
"Hanwha Life": {
"Hanwha Life": {
Line 2,700: Line 3,075:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Korean life"
]
},
},
"Fubon Financial": {
"Fubon Financial": {
Line 2,725: Line 3,103:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Insurance-led financial holding (Fubon Life) + bank + securities; group KPIs include banking."
"_notes": "Insurance-led financial holding (Fubon Life) + bank + securities; group KPIs include banking.",
"trading_comparable_groups": [
"Taiwanese financial holding"
]
},
},
"Cathay Financial": {
"Cathay Financial": {
Line 2,750: Line 3,131:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Insurance-led financial holding (Cathay Life) + bank; group KPIs include banking."
"_notes": "Insurance-led financial holding (Cathay Life) + bank; group KPIs include banking.",
"trading_comparable_groups": [
"Taiwanese financial holding"
]
},
},
"KGI Financial": {
"KGI Financial": {
Line 2,775: Line 3,159:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Securities/bank-led financial holding (ex-China Development Financial); China Life (Taiwan) subsidiary — impure comp."
"_notes": "Securities/bank-led financial holding (ex-China Development Financial); China Life (Taiwan) subsidiary — impure comp.",
"trading_comparable_groups": [
"Taiwanese financial holding"
]
},
},
"Taishin Shinkong": {
"Taishin Shinkong": {
Line 2,800: Line 3,187:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Formed Jul 2025 (Taishin × Shin Kong); bank-led historically, Shin Kong Life makes insurance material — impure comp."
"_notes": "Formed Jul 2025 (Taishin × Shin Kong); bank-led historically, Shin Kong Life makes insurance material — impure comp.",
"trading_comparable_groups": [
"Taiwanese financial holding"
]
},
},
"LIC": {
"LIC": {
Line 2,818: Line 3,208:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "~96.5% Government of India owned; free float ~3.5%."
"_notes": "~96.5% Government of India owned; free float ~3.5%.",
"trading_comparable_groups": [
"Indian life"
]
},
},
"SBI Life": {
"SBI Life": {
Line 2,835: Line 3,228:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Indian life"
]
},
},
"HDFC Life": {
"HDFC Life": {
Line 2,852: Line 3,248:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Indian life"
]
},
},
"ICICI Prudential Life": {
"ICICI Prudential Life": {
Line 2,869: Line 3,268:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Indian life"
]
},
},
"Max Financial": {
"Max Financial": {
Line 2,887: Line 3,289:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Holdco over Axis Max Life Insurance."
"_notes": "Holdco over Axis Max Life Insurance.",
"trading_comparable_groups": [
"Indian life"
]
},
},
"ICICI Lombard": {
"ICICI Lombard": {
Line 2,904: Line 3,309:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Indian non-life"
]
},
},
"Star Health": {
"Star Health": {
Line 2,921: Line 3,329:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Indian non-life"
]
},
},
"New India Assurance": {
"New India Assurance": {
Line 2,939: Line 3,350:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "~85% Government of India owned."
"_notes": "~85% Government of India owned.",
"trading_comparable_groups": [
"Indian non-life"
]
},
},
"Go Digit": {
"Go Digit": {
Line 2,957: Line 3,371:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Digital-first general insurer."
"_notes": "Digital-first general insurer.",
"trading_comparable_groups": [
"Indian non-life"
]
},
},
"Niva Bupa": {
"Niva Bupa": {
Line 2,974: Line 3,391:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Indian non-life"
]
},
},
"GIC Re": {
"GIC Re": {
Line 2,992: Line 3,412:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "~85% Government of India owned; national reinsurer."
"_notes": "~85% Government of India owned; national reinsurer.",
"trading_comparable_groups": [
"Indian non-life"
]
},
},
"Phoenix Financial": {
"Phoenix Financial": {
Line 3,017: Line 3,440:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Israeli composite; distinct from UK Phoenix Group / Standard Life."
"_notes": "Israeli composite; distinct from UK Phoenix Group / Standard Life.",
"trading_comparable_groups": [
"Israeli insurer"
]
},
},
"Harel": {
"Harel": {
Line 3,038: Line 3,464:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Israeli insurer"
]
},
},
"Menora Mivtachim": {
"Menora Mivtachim": {
Line 3,059: Line 3,488:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Israeli insurer"
]
},
},
"Migdal": {
"Migdal": {
Line 3,080: Line 3,512:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Israeli insurer"
]
},
},
"Clal": {
"Clal": {
Line 3,101: Line 3,536:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Israeli insurer"
]
},
},
"Sanlam": {
"Sanlam": {
Line 3,126: Line 3,564:
"interim_cadence": "semiannual_only",
"interim_cadence": "semiannual_only",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Pan-African life \u0026 wealth."
"_notes": "Pan-African life \u0026 wealth.",
"trading_comparable_groups": [
"South African life \u0026 wealth"
]
},
},
"Old Mutual": {
"Old Mutual": {
Line 3,152: Line 3,593:
"interim_cadence": "semiannual_only",
"interim_cadence": "semiannual_only",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Life \u0026 wealth with a nascent bank (OM Bank)."
"_notes": "Life \u0026 wealth with a nascent bank (OM Bank).",
"trading_comparable_groups": [
"South African life \u0026 wealth"
]
},
},
"Discovery": {
"Discovery": {
Line 3,178: Line 3,622:
"interim_cadence": "semiannual_only",
"interim_cadence": "semiannual_only",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Health-led (Discovery Health) with life and Discovery Bank."
"_notes": "Health-led (Discovery Health) with life and Discovery Bank.",
"trading_comparable_groups": [
"South African life \u0026 wealth"
]
},
},
"Momentum Group": {
"Momentum Group": {
Line 3,199: Line 3,646:
"company_status": "active",
"company_status": "active",
"interim_cadence": "semiannual_only",
"interim_cadence": "semiannual_only",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"South African life \u0026 wealth"
]
},
},
"Santam": {
"Santam": {
Line 3,224: Line 3,674:
"interim_cadence": "semiannual_only",
"interim_cadence": "semiannual_only",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "South Africa's largest short-term insurer."
"_notes": "South Africa's largest short-term insurer.",
"trading_comparable_groups": [
"South African P\u0026C"
]
},
},
"OUTsurance": {
"OUTsurance": {
Line 3,249: Line 3,702:
"interim_cadence": "semiannual_only",
"interim_cadence": "semiannual_only",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Owns Youi (Australia) — material cross-region earnings."
"_notes": "Owns Youi (Australia) — material cross-region earnings.",
"trading_comparable_groups": [
"South African P\u0026C"
]
},
},
"BB Seguridade": {
"BB Seguridade": {
Line 3,270: Line 3,726:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Bancassurance stake vehicle (Banco do Brasil), not underwriter."
"_notes": "Bancassurance stake vehicle (Banco do Brasil), not underwriter.",
"trading_comparable_groups": [
"Brazilian insurance"
]
},
},
"Caixa Seguridade": {
"Caixa Seguridade": {
Line 3,288: Line 3,747:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Bancassurance stake vehicle (Caixa), not underwriter."
"_notes": "Bancassurance stake vehicle (Caixa), not underwriter.",
"trading_comparable_groups": [
"Brazilian insurance"
]
},
},
"Porto Seguro": {
"Porto Seguro": {
Line 3,309: Line 3,771:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Auto-led plus financial services."
"_notes": "Auto-led plus financial services.",
"trading_comparable_groups": [
"Brazilian insurance"
]
},
},
"IRB Brasil": {
"IRB Brasil": {
Line 3,327: Line 3,792:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Brazilian reinsurer; post-2020 recapitalisation."
"_notes": "Brazilian reinsurer; post-2020 recapitalisation.",
"trading_comparable_groups": [
"Brazilian insurance"
]
},
},
"Bupa Arabia": {
"Bupa Arabia": {
Line 3,349: Line 3,817:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Health-only; Saudi cooperative model."
"_notes": "Health-only; Saudi cooperative model.",
"trading_comparable_groups": [
"Gulf insurer"
]
},
},
"Tawuniya": {
"Tawuniya": {
Line 3,371: Line 3,842:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Saudi cooperative model."
"_notes": "Saudi cooperative model.",
"trading_comparable_groups": [
"Gulf insurer"
]
},
},
"Qatar Insurance": {
"Qatar Insurance": {
Line 3,392: Line 3,866:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Gulf insurer"
]
},
},
"Medibank": {
"Medibank": {
Line 3,413: Line 3,890:
"interim_cadence": "semiannual_only",
"interim_cadence": "semiannual_only",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Private health insurer; APRA PHI capital framework."
"_notes": "Private health insurer; APRA PHI capital framework.",
"trading_comparable_groups": [
"Australian health"
]
},
},
"nib": {
"nib": {
Line 3,434: Line 3,914:
"interim_cadence": "semiannual_only",
"interim_cadence": "semiannual_only",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Private health insurer; APRA PHI capital framework."
"_notes": "Private health insurer; APRA PHI capital framework.",
"trading_comparable_groups": [
"Australian health"
]
},
},
"Great Eastern": {
"Great Eastern": {
Line 3,456: Line 3,939:
"interim_cadence": "semiannual_only",
"interim_cadence": "semiannual_only",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "~88% owned by OCBC."
"_notes": "~88% owned by OCBC.",
"trading_comparable_groups": [
"Southeast Asian insurer"
]
},
},
"Thai Life": {
"Thai Life": {
Line 3,477: Line 3,963:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Southeast Asian insurer"
]
},
},
"Bangkok Life": {
"Bangkok Life": {
Line 3,498: Line 3,987:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Southeast Asian insurer"
]
},
},
"Bao Viet": {
"Bao Viet": {
Line 3,515: Line 4,007:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "State-controlled Vietnamese composite."
"_notes": "State-controlled Vietnamese composite.",
"trading_comparable_groups": [
"Southeast Asian insurer"
]
},
},
"Dhipaya": {
"Dhipaya": {
Line 3,536: Line 4,031:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"Southeast Asian insurer"
]
},
},
"Grupo Sura": {
"Grupo Sura": {
Line 3,560: Line 4,058:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Multi-country holdco: Suramericana (insurance), SURA Asset Management, Bancolombia stake."
"_notes": "Multi-country holdco: Suramericana (insurance), SURA Asset Management, Bancolombia stake.",
"trading_comparable_groups": [
"LatAm insurer (ex-Brazil)"
]
},
},
"Quálitas": {
"Quálitas": {
Line 3,581: Line 4,082:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Mexican motor pure-play."
"_notes": "Mexican motor pure-play.",
"trading_comparable_groups": [
"LatAm insurer (ex-Brazil)"
]
},
},
"GNP": {
"GNP": {
Line 3,598: Line 4,102:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none"
"sec_filings": "none",
"trading_comparable_groups": [
"LatAm insurer (ex-Brazil)"
]
},
},
"Aon": {
"Aon": {
Line 3,616: Line 4,123:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"Global broker"
]
},
},
"WTW": {
"WTW": {
Line 3,634: Line 4,144:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"Global broker"
]
},
},
"Arthur J. Gallagher": {
"Arthur J. Gallagher": {
Line 3,652: Line 4,165:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"Global broker"
]
},
},
"Brown \u0026 Brown": {
"Brown \u0026 Brown": {
Line 3,670: Line 4,186:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"Global broker"
]
},
},
"Ryan Specialty": {
"Ryan Specialty": {
Line 3,688: Line 4,207:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Wholesale broker + MGU / delegated underwriting."
"_notes": "Wholesale broker + MGU / delegated underwriting.",
"trading_comparable_groups": [
"Global broker"
]
},
},
"Baldwin": {
"Baldwin": {
Line 3,706: Line 4,228:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Formerly BRP Group."
"_notes": "Formerly BRP Group.",
"trading_comparable_groups": [
"Global broker"
]
},
},
"Goosehead": {
"Goosehead": {
Line 3,724: Line 4,249:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Personal-lines franchise brokerage."
"_notes": "Personal-lines franchise brokerage.",
"trading_comparable_groups": [
"Global broker"
]
},
},
"Steadfast": {
"Steadfast": {
Line 3,742: Line 4,270:
"interim_cadence": "semiannual_only",
"interim_cadence": "semiannual_only",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Australian broker network / cluster group."
"_notes": "Australian broker network / cluster group.",
"trading_comparable_groups": [
"Global broker"
]
},
},
"AUB": {
"AUB": {
Line 3,760: Line 4,291:
"interim_cadence": "semiannual_only",
"interim_cadence": "semiannual_only",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Australian broker network."
"_notes": "Australian broker network.",
"trading_comparable_groups": [
"Global broker"
]
},
},
"Fidelity National Financial": {
"Fidelity National Financial": {
Line 3,778: Line 4,312:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Consolidates F\u0026G (~83%) — cross-ref US life \u0026 retirement circle."
"_notes": "Consolidates F\u0026G (~83%) — cross-ref US life \u0026 retirement circle.",
"trading_comparable_groups": [
"US title insurance"
]
},
},
"First American": {
"First American": {
Line 3,794: Line 4,331:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US title insurance"
]
},
},
"Stewart": {
"Stewart": {
Line 3,810: Line 4,350:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US title insurance"
]
},
},
"Assured Guaranty": {
"Assured Guaranty": {
Line 3,828: Line 4,371:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Bermuda holdco; NY-domiciled guaranty subsidiaries."
"_notes": "Bermuda holdco; NY-domiciled guaranty subsidiaries.",
"trading_comparable_groups": [
"Financial guaranty"
]
},
},
"MBIA": {
"MBIA": {
Line 3,849: Line 4,395:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Effective runoff."
"_notes": "Effective runoff.",
"trading_comparable_groups": [
"Financial guaranty"
]
},
},
"Lemonade": {
"Lemonade": {
Line 3,869: Line 4,418:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Insurtech (renters/home/auto/pet)."
"_notes": "Insurtech (renters/home/auto/pet).",
"trading_comparable_groups": [
"US insurtech"
]
},
},
"Root": {
"Root": {
Line 3,889: Line 4,441:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Telematics auto insurtech."
"_notes": "Telematics auto insurtech.",
"trading_comparable_groups": [
"US insurtech"
]
},
},
"Hippo": {
"Hippo": {
Line 3,909: Line 4,464:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Home insurtech."
"_notes": "Home insurtech.",
"trading_comparable_groups": [
"US insurtech"
]
},
},
"Oscar Health": {
"Oscar Health": {
Line 3,926: Line 4,484:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Health-plan insurtech; imperfect P\u0026C comp."
"_notes": "Health-plan insurtech; imperfect P\u0026C comp.",
"trading_comparable_groups": [
"US insurtech"
]
},
},
"Slide": {
"Slide": {
Line 3,947: Line 4,508:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Florida homeowners; listed 2025; heavy reinsurance buyer."
"_notes": "Florida homeowners; listed 2025; heavy reinsurance buyer.",
"trading_comparable_groups": [
"US coastal property"
]
},
},
"HCI": {
"HCI": {
Line 3,968: Line 4,532:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Florida homeowners; heavy reinsurance buyer."
"_notes": "Florida homeowners; heavy reinsurance buyer.",
"trading_comparable_groups": [
"US coastal property"
]
},
},
"Universal Insurance": {
"Universal Insurance": {
Line 3,989: Line 4,556:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Florida homeowners."
"_notes": "Florida homeowners.",
"trading_comparable_groups": [
"US coastal property"
]
},
},
"American Coastal": {
"American Coastal": {
Line 4,010: Line 4,580:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Florida commercial residential (condo) specialist."
"_notes": "Florida commercial residential (condo) specialist.",
"trading_comparable_groups": [
"US coastal property"
]
},
},
"Heritage": {
"Heritage": {
Line 4,031: Line 4,604:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Florida/Gulf \u0026 Northeast coastal homeowners."
"_notes": "Florida/Gulf \u0026 Northeast coastal homeowners.",
"trading_comparable_groups": [
"US coastal property"
]
},
},
"UnitedHealth": {
"UnitedHealth": {
Line 4,052: Line 4,628:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "GICS Health Care; MLR-driven, not comparable to P\u0026C/life KPIs."
"_notes": "GICS Health Care; MLR-driven, not comparable to P\u0026C/life KPIs.",
"trading_comparable_groups": [
"US managed care"
]
},
},
"Elevance": {
"Elevance": {
Line 4,073: Line 4,652:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "GICS Health Care; MLR-driven."
"_notes": "GICS Health Care; MLR-driven.",
"trading_comparable_groups": [
"US managed care"
]
},
},
"Cigna": {
"Cigna": {
Line 4,094: Line 4,676:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "GICS Health Care; MLR-driven."
"_notes": "GICS Health Care; MLR-driven.",
"trading_comparable_groups": [
"US managed care"
]
},
},
"Humana": {
"Humana": {
Line 4,115: Line 4,700:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "GICS Health Care; MLR-driven."
"_notes": "GICS Health Care; MLR-driven.",
"trading_comparable_groups": [
"US managed care"
]
},
},
"Centene": {
"Centene": {
Line 4,136: Line 4,724:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "GICS Health Care; MLR-driven."
"_notes": "GICS Health Care; MLR-driven.",
"trading_comparable_groups": [
"US managed care"
]
},
},
"Molina": {
"Molina": {
Line 4,157: Line 4,748:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "GICS Health Care; MLR-driven."
"_notes": "GICS Health Care; MLR-driven.",
"trading_comparable_groups": [
"US managed care"
]
},
},
"MGIC": {
"MGIC": {
Line 4,174: Line 4,768:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Private mortgage insurer."
"_notes": "Private mortgage insurer.",
"trading_comparable_groups": [
"US mortgage insurance"
]
},
},
"Radian": {
"Radian": {
Line 4,191: Line 4,788:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Pivoting to multiline specialty (Inigo acquisition, closing 2026)."
"_notes": "Pivoting to multiline specialty (Inigo acquisition, closing 2026).",
"trading_comparable_groups": [
"US mortgage insurance"
]
},
},
"Essent": {
"Essent": {
Line 4,208: Line 4,808:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "Bermuda holdco; US mortgage-insurance subsidiaries."
"_notes": "Bermuda holdco; US mortgage-insurance subsidiaries.",
"trading_comparable_groups": [
"US mortgage insurance"
]
},
},
"Enact": {
"Enact": {
Line 4,225: Line 4,828:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "~81% owned by Genworth."
"_notes": "~81% owned by Genworth.",
"trading_comparable_groups": [
"US mortgage insurance"
]
},
},
"NMI": {
"NMI": {
Line 4,241: Line 4,847:
"company_status": "active",
"company_status": "active",
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic"
"sec_filings": "domestic",
"trading_comparable_groups": [
"US mortgage insurance"
]
},
},
"Challenger": {
"Challenger": {
Line 4,263: Line 4,872:
"interim_cadence": "semiannual_only",
"interim_cadence": "semiannual_only",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Annuity / retirement-income pure play; TAL Dai-ichi holds 19.9%."
"_notes": "Annuity / retirement-income pure play; TAL Dai-ichi holds 19.9%.",
"trading_comparable_groups": [
"Australian retirement"
]
},
},
"Marsh McLennan": {
"Marsh McLennan": {
Line 4,282: Line 4,894:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "domestic",
"sec_filings": "domestic",
"_notes": "World's largest insurance broker. Yahoo caveat: NYSE 'MMC' resolves to an S\u0026P MidCap 400 futures symbol, not the equity; MMCO.VI is a thin Vienna (EUR) secondary line — currency-mismatched vs USD reporting, replace if the USD primary becomes fetchable."
"_notes": "World's largest insurance broker. Yahoo caveat: NYSE 'MMC' resolves to an S\u0026P MidCap 400 futures symbol, not the equity; MMCO.VI is a thin Vienna (EUR) secondary line — currency-mismatched vs USD reporting, replace if the USD primary becomes fetchable.",
"trading_comparable_groups": [
"Global broker"
]
},
},
"Triglav": {
"Triglav": {
Line 4,304: Line 4,919:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Ljubljana primary (ZVTG) not on Yahoo; R4X.F is the Frankfurt EUR secondary (same currency)."
"_notes": "Ljubljana primary (ZVTG) not on Yahoo; R4X.F is the Frankfurt EUR secondary (same currency).",
"trading_comparable_groups": [
"CEE composite"
]
},
},
"Sava Re": {
"Sava Re": {
Line 4,326: Line 4,944:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Sava Insurance Group; reinsurance-led parent. No Yahoo coverage (Ljubljana POSR not on Yahoo) — market_data cannot fetch."
"_notes": "Sava Insurance Group; reinsurance-led parent. No Yahoo coverage (Ljubljana POSR not on Yahoo) — market_data cannot fetch.",
"trading_comparable_groups": [
"CEE composite"
]
},
},
"ADNIC": {
"ADNIC": {
Line 4,348: Line 4,969:
"interim_cadence": "quarterly_full",
"interim_cadence": "quarterly_full",
"sec_filings": "none",
"sec_filings": "none",
"_notes": "Abu Dhabi (ADX) listing not covered by Yahoo — market_data cannot fetch."
"_notes": "Abu Dhabi (ADX) listing not covered by Yahoo — market_data cannot fetch.",
"trading_comparable_groups": [
"Gulf insurer"
]
}
}
}
}

Latest revision as of 17:45, 5 July 2026

schema_version3
_doc"Company facts + market routing (schema v3). Keyed by the core/term_map.json canonical company name. Boundary (core/README.md): term_map holds naming only; THIS file holds everything company-scoped, routing included. Conventions: ABSENT = not yet researched; NULL = confirmed not applicable. A hard identifier is a bare scalar; a fact whose effective date is analytically load-bearing is {value, as_of, source}. domicile = ISO 3166-1 alpha-3; reporting_currency = ISO 4217; fiscal_year_end = MM-DD; sector_benchmark / primary_index must resolve to a term_map 'indices' entry. Trading-comparable groups live in core/trading_comparable_groups.json — derive with companies.get_peers / get_peer_group, never store per company. Vocabularies: level = group | subgroup | entity; business_model (dominant archetype, single-valued) = composite | pc_primary | life_primary | health_primary | reinsurer | specialty | runoff_acquirer | financial_guaranty | mortgage | title | mga | broker; business_tags (array; mint on recurrence, not first sight) = pc_commercial | pc_personal | life_savings | life_protection | health | reinsurance_assumed | asset_management | banking | lloyds_platform | legacy_runoff; ownership_form = stock | mutual | mutual_holding | cooperative | reciprocal; company_status = active | runoff | acquired | merged | liquidated (successor = canonical key, required when acquired/merged); interim_cadence = quarterly_full | quarterly_indicators | semiannual_only; sec_filings = domestic (10-K) | fpi (20-F) | mjds (40-F) | none; regulatory_regime = Solvency II | Solvency UK | SST | US NAIC | Bermuda EBS | LICAT | MCT | J-ESR | C-ROSS II | K-ICS | HK GWS | LAGIC | MAS RBC 2 | SAM | IRDAI | SUSEP | Taiwan ICS | Israel SII | Thailand RBC | Saudi RBC | UAE RBC | Qatar RBC | Mexico Solvency II; group_supervisor = named group/lead supervisor (US: lead state). identifiers = nested object of bare hard identifiers, values only when sourced (never guessed): lei (ISO 17442, GLEIF), isin (primary listed line, no ADRs), cik (SEC, string with leading zeros), naic_group_code, lloyds_syndicates (array of int). Optional cosmetics: hq_city, year_of_foundation, year_of_incorporation (only when it diverges), website. _notes = free-text parking lot."
companies
AXA
legal_name"AXA SA"
level"group"
domicile"FRA"
reporting_currency"EUR"
fiscal_year_end"12-31"
yahoo_ticker"CS.PA"
sector_benchmark"STOXX Insurance"
primary_index"CAC 40"
regulatory_regime"Solvency II"
group_supervisor"ACPR"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
business_tags
"lloyds_platform"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_indicators"
sec_filings"none"
trading_comparable_groups
"European composite"
Allianz
legal_name"Allianz SE"
level"group"
domicile"DEU"
reporting_currency"EUR"
fiscal_year_end"12-31"
yahoo_ticker"ALV.DE"
sector_benchmark"STOXX Insurance"
primary_index"DAX"
regulatory_regime"Solvency II"
group_supervisor"BaFin"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
business_tags
"asset_management"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"European composite"
Zurich
legal_name"Zurich Insurance Group Ltd"
level"group"
domicile"CHE"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"ZURN.SW"
sector_benchmark"STOXX Insurance"
primary_index"SMI"
regulatory_regime"SST"
group_supervisor"FINMA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_indicators"
sec_filings"none"
trading_comparable_groups
"European composite"
Swiss Re
legal_name"Swiss Re Ltd"
level"group"
domicile"CHE"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"SREN.SW"
sector_benchmark"STOXX Insurance"
primary_index"SMI"
regulatory_regime"SST"
group_supervisor"FINMA"
accounting_basis
value"IFRS 17"
as_of"2024-01-01"
source"IFRS adoption FY2024 (moved from US GAAP)"
business_model"reinsurer"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"European reinsurer"
Munich Re
legal_name"Münchener Rückversicherungs-Gesellschaft AG"
level"group"
domicile"DEU"
reporting_currency"EUR"
fiscal_year_end"12-31"
yahoo_ticker"MUV2.DE"
sector_benchmark"STOXX Insurance"
primary_index"DAX"
regulatory_regime"Solvency II"
group_supervisor"BaFin"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"reinsurer"
business_tags
"lloyds_platform"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"European reinsurer"
Generali
legal_name"Assicurazioni Generali S.p.A."
level"group"
domicile"ITA"
reporting_currency"EUR"
fiscal_year_end"12-31"
yahoo_ticker"G.MI"
sector_benchmark"STOXX Insurance"
primary_index"FTSE MIB"
regulatory_regime"Solvency II"
group_supervisor"IVASS"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
business_tags
"asset_management"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"European composite"
Aviva
legal_name"Aviva plc"
level"group"
domicile"GBR"
reporting_currency"GBP"
fiscal_year_end"12-31"
yahoo_ticker"AV.L"
sector_benchmark"STOXX Insurance"
primary_index"FTSE 100"
regulatory_regime"Solvency UK"
group_supervisor"PRA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_indicators"
sec_filings"none"
trading_comparable_groups
"UK life & composite"
Prudential
legal_name"Prudential plc"
level"group"
domicile"GBR"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"PRU.L"
sector_benchmark"STOXX Insurance"
primary_index"FTSE 100"
regulatory_regime
value"HK GWS"
as_of"2021-05-14"
source"HKIA group-wide supervision designation"
group_supervisor"HKIA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_indicators"
trading_comparable_groups
"Pan-Asian life"
Prudential US
legal_name"Prudential Financial, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"PRU"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
group_supervisor"NJ DOBI (lead state)"
accounting_basis"US GAAP"
business_model"life_primary"
business_tags
"asset_management"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US life & retirement"
Chubb
legal_name"Chubb Limited"
level"group"
domicile"CHE"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"CB"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
group_supervisor"PA Insurance Department (lead state)"
accounting_basis"US GAAP"
business_model"pc_primary"
business_tags
"lloyds_platform"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US large-cap commercial P&C"
AIG
legal_name"American International Group, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"AIG"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
group_supervisor"NY DFS (lead state)"
accounting_basis"US GAAP"
business_model"pc_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US large-cap commercial P&C"
MetLife
legal_name"MetLife, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"MET"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
group_supervisor"NY DFS (lead state)"
accounting_basis"US GAAP"
business_model"life_primary"
business_tags
"asset_management"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US life & retirement"
Travelers
legal_name"The Travelers Companies, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"TRV"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
group_supervisor"CT Insurance Department (lead state)"
accounting_basis"US GAAP"
business_model"pc_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US large-cap commercial P&C"
Skyward
legal_name"Skyward Specialty Insurance Group, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"SKWD"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"specialty"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US specialty & E&S"
Hannover Re
legal_name"Hannover Rück SE"
level"group"
domicile"DEU"
reporting_currency"EUR"
fiscal_year_end"12-31"
yahoo_ticker"HNR1.DE"
sector_benchmark"STOXX Insurance"
primary_index"DAX"
regulatory_regime"Solvency II"
group_supervisor"BaFin"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"reinsurer"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"European reinsurer"
SCOR
legal_name"SCOR SE"
level"group"
domicile"FRA"
reporting_currency"EUR"
fiscal_year_end"12-31"
yahoo_ticker"SCR.PA"
sector_benchmark"STOXX Insurance"
regulatory_regime"Solvency II"
group_supervisor"ACPR"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"reinsurer"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"European reinsurer"
Tokio Marine
legal_name"Tokio Marine Holdings, Inc."
level"group"
domicile"JPN"
reporting_currency"JPY"
fiscal_year_end"03-31"
yahoo_ticker"8766.T"
sector_benchmark"S&P Insurance"
primary_index"Nikkei 225"
regulatory_regime
value"J-ESR"
as_of"2026-03-31"
source"JFSA economic solvency ratio regime, first applied FYE March 2026"
group_supervisor"JFSA"
accounting_basis"J-GAAP"
business_model"pc_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Japanese P&C"
Berkshire Hathaway
legal_name"Berkshire Hathaway Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"BRK-B"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
group_supervisor"NE Department of Insurance (lead state)"
accounting_basis"US GAAP"
business_model"pc_primary"
business_tags
"reinsurance_assumed"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"Insurance-led compounders"
Intact Financial
legal_name"Intact Financial Corporation"
level"group"
domicile"CAN"
reporting_currency"CAD"
fiscal_year_end"12-31"
yahoo_ticker"IFC.TO"
sector_benchmark"S&P Insurance"
primary_index"S&P/TSX"
regulatory_regime"MCT"
group_supervisor"OSFI"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"pc_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Canadian P&C"
Mapfre
legal_name"MAPFRE S.A."
level"group"
domicile"ESP"
reporting_currency"EUR"
fiscal_year_end"12-31"
yahoo_ticker"MAP.MC"
sector_benchmark"STOXX Insurance"
primary_index"IBEX 35"
regulatory_regime"Solvency II"
group_supervisor"DGSFP"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"European mid-cap composite"
Talanx
legal_name"Talanx AG"
level"group"
domicile"DEU"
reporting_currency"EUR"
fiscal_year_end"12-31"
yahoo_ticker"TLX.DE"
sector_benchmark"STOXX Insurance"
primary_index"MDAX"
regulatory_regime"Solvency II"
group_supervisor"BaFin"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
business_tags
"reinsurance_assumed"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"European mid-cap composite"
Aflac
legal_name"Aflac Incorporated"
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"AFL"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"health_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US protection & supplemental"
Progressive
legal_name"The Progressive Corporation"
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"PGR"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
group_supervisor"OH Department of Insurance (lead state)"
accounting_basis"US GAAP"
business_model"pc_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US personal lines"
Allstate
legal_name"The Allstate Corporation"
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"ALL"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
group_supervisor"IL Department of Insurance (lead state)"
accounting_basis"US GAAP"
business_model"pc_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US personal lines"
Hartford
legal_name"The Hartford Financial Services Group, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"HIG"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
group_supervisor"CT Insurance Department (lead state)"
accounting_basis"US GAAP"
business_model"pc_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US large-cap commercial P&C"
RGA
legal_name"Reinsurance Group of America, Incorporated"
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"RGA"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
group_supervisor"MO Department of Commerce & Insurance (lead state)"
accounting_basis"US GAAP"
business_model"reinsurer"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"Life reinsurance"
Everest Re
legal_name"Everest Group, Ltd."
level"group"
domicile"BMU"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker
value"EG"
as_of"2023-07-05"
source"NYSE ticker changed RE -> EG on rename to Everest Group"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"Bermuda EBS"
group_supervisor"BMA"
accounting_basis"US GAAP"
business_model"reinsurer"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"Bermuda (re)insurance"
Markel
legal_name"Markel Group Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"MKL"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"specialty"
business_tags
"lloyds_platform"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"Insurance-led compounders"
Fairfax
legal_name"Fairfax Financial Holdings Limited"
level"group"
domicile"CAN"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"FFH.TO"
sector_benchmark"S&P Insurance"
primary_index"S&P/TSX"
regulatory_regime"MCT"
group_supervisor"OSFI"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"pc_primary"
business_tags
"lloyds_platform"
"reinsurance_assumed"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Insurance-led compounders"
Beazley
legal_name"Beazley plc"
level"group"
domicile"GBR"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"BEZ.L"
sector_benchmark"STOXX Insurance"
primary_index"FTSE 100"
regulatory_regime"Solvency UK"
group_supervisor"PRA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"specialty"
business_tags
"lloyds_platform"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_indicators"
sec_filings"none"
trading_comparable_groups
"London specialty"
Lancashire
legal_name"Lancashire Holdings Limited"
level"group"
domicile"BMU"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"LRE.L"
sector_benchmark"STOXX Insurance"
primary_index"FTSE 250"
regulatory_regime"Bermuda EBS"
group_supervisor"BMA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"specialty"
business_tags
"lloyds_platform"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_indicators"
sec_filings"none"
trading_comparable_groups
"London specialty"
Hiscox
legal_name"Hiscox Ltd"
level"group"
domicile"BMU"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"HSX.L"
sector_benchmark"STOXX Insurance"
primary_index"FTSE 250"
regulatory_regime"Bermuda EBS"
group_supervisor"BMA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"specialty"
business_tags
"lloyds_platform"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_indicators"
sec_filings"none"
trading_comparable_groups
"London specialty"
QBE
legal_name"QBE Insurance Group Limited"
level"group"
domicile"AUS"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"QBE.AX"
sector_benchmark"S&P Insurance"
primary_index"ASX 200"
regulatory_regime"LAGIC"
group_supervisor"APRA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"AASB 17 (IFRS 17) effective FY2023"
business_model"pc_primary"
business_tags
"lloyds_platform"
ownership_form"stock"
company_status"active"
interim_cadence"semiannual_only"
sec_filings"none"
trading_comparable_groups
"Australian P&C"
Suncorp
legal_name"Suncorp Group Limited"
level"group"
domicile"AUS"
reporting_currency"AUD"
fiscal_year_end"06-30"
yahoo_ticker"SUN.AX"
sector_benchmark"S&P Insurance"
primary_index"ASX 200"
regulatory_regime"LAGIC"
group_supervisor"APRA"
accounting_basis
value"IFRS 17"
as_of"2023-07-01"
source"AASB 17 (IFRS 17) effective FY2024 (June FYE)"
business_model"pc_primary"
ownership_form"stock"
company_status"active"
interim_cadence"semiannual_only"
sec_filings"none"
trading_comparable_groups
"Australian P&C"
Sampo
legal_name"Sampo plc"
level"group"
domicile"FIN"
reporting_currency"EUR"
fiscal_year_end"12-31"
yahoo_ticker"SAMPO.HE"
sector_benchmark"STOXX Insurance"
primary_index"OMX Helsinki 25"
regulatory_regime"Solvency II"
group_supervisor"FIN-FSA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"pc_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Nordic P&C"
Ageas
legal_name"ageas SA/NV"
level"group"
domicile"BEL"
reporting_currency"EUR"
fiscal_year_end"12-31"
yahoo_ticker"AGS.BR"
sector_benchmark"STOXX Insurance"
primary_index"BEL 20"
regulatory_regime"Solvency II"
group_supervisor"NBB"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"European mid-cap composite"
NN Group
legal_name"NN Group N.V."
level"group"
domicile"NLD"
reporting_currency"EUR"
fiscal_year_end"12-31"
yahoo_ticker"NN.AS"
sector_benchmark"STOXX Insurance"
primary_index"AEX"
regulatory_regime"Solvency II"
group_supervisor"DNB"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"semiannual_only"
sec_filings"none"
trading_comparable_groups
"European life"
Aegon
legal_name"Aegon Ltd."
level"group"
domicile"BMU"
reporting_currency"EUR"
fiscal_year_end"12-31"
yahoo_ticker"AGN.AS"
sector_benchmark"STOXX Insurance"
primary_index"AEX"
regulatory_regime
value"Bermuda EBS"
as_of"2023-09-30"
source"Legal seat moved to Bermuda; BMA became group supervisor"
group_supervisor"BMA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
business_tags
"asset_management"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_indicators"
sec_filings"fpi"
trading_comparable_groups
"European life"
Swiss Life
legal_name"Swiss Life Holding AG"
level"group"
domicile"CHE"
reporting_currency"CHF"
fiscal_year_end"12-31"
yahoo_ticker"SLHN.SW"
sector_benchmark"STOXX Insurance"
primary_index"SMI"
regulatory_regime"SST"
group_supervisor"FINMA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
business_tags
"asset_management"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_indicators"
sec_filings"none"
trading_comparable_groups
"European life"
Helvetia Baloise
legal_name"Helvetia Baloise Holding AG"
level"group"
domicile"CHE"
reporting_currency"CHF"
fiscal_year_end"12-31"
yahoo_ticker"HBAN.SW"
sector_benchmark"STOXX Insurance"
regulatory_regime"SST"
group_supervisor"FINMA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
ownership_form"stock"
company_status"active"
interim_cadence"semiannual_only"
sec_filings"none"
trading_comparable_groups
"European mid-cap composite"
Legal & General
legal_name"Legal & General Group Plc"
level"group"
domicile"GBR"
reporting_currency"GBP"
fiscal_year_end"12-31"
yahoo_ticker"LGEN.L"
sector_benchmark"STOXX Insurance"
primary_index"FTSE 100"
regulatory_regime"Solvency UK"
group_supervisor"PRA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
business_tags
"asset_management"
ownership_form"stock"
company_status"active"
interim_cadence"semiannual_only"
sec_filings"none"
trading_comparable_groups
"UK life & composite"
Standard Life
legal_name"Standard Life plc"
level"group"
domicile"GBR"
reporting_currency"GBP"
fiscal_year_end"12-31"
yahoo_ticker
value"SDLF.L"
as_of"2026-03-01"
source"Phoenix Group rebranded Standard Life plc; LSE ticker PHNX -> SDLF (verified via Yahoo 2026-07)"
sector_benchmark"STOXX Insurance"
primary_index"FTSE 100"
regulatory_regime"Solvency UK"
group_supervisor"PRA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"semiannual_only"
sec_filings"none"
trading_comparable_groups
"UK life & composite"
M&G
legal_name"M&G plc"
level"group"
domicile"GBR"
reporting_currency"GBP"
fiscal_year_end"12-31"
yahoo_ticker"MNG.L"
sector_benchmark"STOXX Insurance"
primary_index"FTSE 100"
regulatory_regime"Solvency UK"
group_supervisor"PRA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
business_tags
"asset_management"
ownership_form"stock"
company_status"active"
interim_cadence"semiannual_only"
sec_filings"none"
trading_comparable_groups
"UK life & composite"
Admiral
legal_name"Admiral Group plc"
level"group"
domicile"GBR"
reporting_currency"GBP"
fiscal_year_end"12-31"
yahoo_ticker"ADM.L"
sector_benchmark"STOXX Insurance"
primary_index"FTSE 100"
regulatory_regime"Solvency UK"
group_supervisor"PRA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"pc_primary"
ownership_form"stock"
company_status"active"
interim_cadence"semiannual_only"
sec_filings"none"
trading_comparable_groups
"European direct motor"
ASR Nederland
legal_name"ASR Nederland N.V."
level"group"
domicile"NLD"
reporting_currency"EUR"
fiscal_year_end"12-31"
yahoo_ticker"ASRNL.AS"
sector_benchmark"STOXX Insurance"
primary_index"AEX"
regulatory_regime"Solvency II"
group_supervisor"DNB"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
ownership_form"stock"
company_status"active"
interim_cadence"semiannual_only"
sec_filings"none"
trading_comparable_groups
"European mid-cap composite"
Tryg
legal_name"Tryg A/S"
level"group"
domicile"DNK"
reporting_currency"DKK"
fiscal_year_end"12-31"
yahoo_ticker"TRYG.CO"
sector_benchmark"STOXX Insurance"
primary_index"OMX Copenhagen 25"
regulatory_regime"Solvency II"
group_supervisor"Danish FSA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"pc_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Nordic P&C"
Gjensidige
legal_name"Gjensidige Forsikring ASA"
level"group"
domicile"NOR"
reporting_currency"NOK"
fiscal_year_end"12-31"
yahoo_ticker"GJF.OL"
sector_benchmark"STOXX Insurance"
primary_index"OSEBX"
regulatory_regime"Solvency II"
group_supervisor"Finanstilsynet (Norway)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"pc_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Nordic P&C"
Storebrand
legal_name"Storebrand ASA"
level"group"
domicile"NOR"
reporting_currency"NOK"
fiscal_year_end"12-31"
yahoo_ticker"STB.OL"
sector_benchmark"STOXX Insurance"
primary_index"OSEBX"
regulatory_regime"Solvency II"
group_supervisor"Finanstilsynet (Norway)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
business_tags
"asset_management"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"European life"
Vienna Insurance Group
legal_name"Vienna Insurance Group AG"
level"group"
domicile"AUT"
reporting_currency"EUR"
fiscal_year_end"12-31"
yahoo_ticker"VIG.VI"
sector_benchmark"STOXX Insurance"
primary_index"ATX"
regulatory_regime"Solvency II"
group_supervisor"FMA (Austria)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"CEE composite"
UNIQA
legal_name"UNIQA Insurance Group AG"
level"group"
domicile"AUT"
reporting_currency"EUR"
fiscal_year_end"12-31"
yahoo_ticker"UQA.VI"
sector_benchmark"STOXX Insurance"
primary_index"ATX"
regulatory_regime"Solvency II"
group_supervisor"FMA (Austria)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"CEE composite"
PZU
legal_name"Powszechny Zakład Ubezpieczeń SA"
level"group"
domicile"POL"
reporting_currency"PLN"
fiscal_year_end"12-31"
yahoo_ticker"PZU.WA"
sector_benchmark"STOXX Insurance"
primary_index"WIG20"
regulatory_regime"Solvency II"
group_supervisor"KNF"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
business_tags
"banking"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"CEE composite"
Arch Capital
legal_name"Arch Capital Group Ltd."
level"group"
domicile"BMU"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"ACGL"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"Bermuda EBS"
group_supervisor"BMA"
accounting_basis"US GAAP"
business_model"specialty"
business_tags
"lloyds_platform"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"Bermuda (re)insurance"
RenaissanceRe
legal_name"RenaissanceRe Holdings Ltd."
level"group"
domicile"BMU"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"RNR"
sector_benchmark"S&P Insurance"
regulatory_regime"Bermuda EBS"
group_supervisor"BMA"
accounting_basis"US GAAP"
business_model"reinsurer"
business_tags
"lloyds_platform"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"Bermuda (re)insurance"
Axis Capital
legal_name"AXIS Capital Holdings Limited"
level"group"
domicile"BMU"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"AXS"
sector_benchmark"S&P Insurance"
regulatory_regime"Bermuda EBS"
group_supervisor"BMA"
accounting_basis"US GAAP"
business_model"specialty"
business_tags
"lloyds_platform"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"Bermuda (re)insurance"
W.R. Berkley
legal_name"W. R. Berkley Corporation"
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"WRB"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"specialty"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US specialty & E&S"
Cincinnati Financial
legal_name"Cincinnati Financial Corporation"
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"CINF"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
group_supervisor"OH Department of Insurance (lead state)"
accounting_basis"US GAAP"
business_model"pc_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US mid-cap commercial P&C"
Kinsale
legal_name"Kinsale Capital Group, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"KNSL"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"specialty"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US specialty & E&S"
Lincoln Financial
legal_name"Lincoln National Corporation"
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"LNC"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
group_supervisor"IN Department of Insurance (lead state)"
accounting_basis"US GAAP"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US life & retirement"
Principal
legal_name"Principal Financial Group, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"PFG"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
group_supervisor"IA Insurance Division (lead state)"
accounting_basis"US GAAP"
business_model"life_primary"
business_tags
"asset_management"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US life & retirement"
Unum
legal_name"Unum Group"
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"UNM"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US protection & supplemental"
Corebridge
legal_name"Corebridge Financial, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"CRBG"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
group_supervisor"TX Department of Insurance (lead state)"
accounting_basis"US GAAP"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US life & retirement"
Equitable
legal_name"Equitable Holdings, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"EQH"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
group_supervisor"NY DFS (lead state)"
accounting_basis"US GAAP"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US life & retirement"
Globe Life
legal_name"Globe Life Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"GL"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US protection & supplemental"
Manulife
legal_name"Manulife Financial Corporation"
level"group"
domicile"CAN"
reporting_currency"CAD"
fiscal_year_end"12-31"
yahoo_ticker"MFC.TO"
sector_benchmark"S&P Insurance"
primary_index"S&P/TSX"
regulatory_regime"LICAT"
group_supervisor"OSFI"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
business_tags
"asset_management"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"mjds"
trading_comparable_groups
"Canadian life"
Sun Life
legal_name"Sun Life Financial Inc."
level"group"
domicile"CAN"
reporting_currency"CAD"
fiscal_year_end"12-31"
yahoo_ticker"SLF.TO"
sector_benchmark"S&P Insurance"
primary_index"S&P/TSX"
regulatory_regime"LICAT"
group_supervisor"OSFI"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
business_tags
"asset_management"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"mjds"
trading_comparable_groups
"Canadian life"
Great-West Lifeco
legal_name"Great-West Lifeco Inc."
level"group"
domicile"CAN"
reporting_currency"CAD"
fiscal_year_end"12-31"
yahoo_ticker"GWO.TO"
sector_benchmark"S&P Insurance"
primary_index"S&P/TSX"
regulatory_regime"LICAT"
group_supervisor"OSFI"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Canadian life"
MS&AD
legal_name"MS&AD Insurance Group Holdings, Inc."
level"group"
domicile"JPN"
reporting_currency"JPY"
fiscal_year_end"03-31"
yahoo_ticker"8725.T"
sector_benchmark"S&P Insurance"
primary_index"Nikkei 225"
regulatory_regime
value"J-ESR"
as_of"2026-03-31"
source"JFSA economic solvency ratio regime, first applied FYE March 2026"
group_supervisor"JFSA"
accounting_basis"J-GAAP"
business_model"pc_primary"
business_tags
"lloyds_platform"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Japanese P&C"
Sompo
legal_name"Sompo Holdings, Inc."
level"group"
domicile"JPN"
reporting_currency"JPY"
fiscal_year_end"03-31"
yahoo_ticker"8630.T"
sector_benchmark"S&P Insurance"
primary_index"Nikkei 225"
regulatory_regime
value"J-ESR"
as_of"2026-03-31"
source"JFSA economic solvency ratio regime, first applied FYE March 2026"
group_supervisor"JFSA"
accounting_basis"J-GAAP"
business_model"pc_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Japanese P&C"
Dai-ichi Life
legal_name"Dai-ichi Life Holdings, Inc."
level"group"
domicile"JPN"
reporting_currency"JPY"
fiscal_year_end"03-31"
yahoo_ticker"8750.T"
sector_benchmark"S&P Insurance"
primary_index"Nikkei 225"
regulatory_regime
value"J-ESR"
as_of"2026-03-31"
source"JFSA economic solvency ratio regime, first applied FYE March 2026"
group_supervisor"JFSA"
accounting_basis"J-GAAP"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Japanese life"
T&D Holdings
legal_name"T&D Holdings, Inc."
level"group"
domicile"JPN"
reporting_currency"JPY"
fiscal_year_end"03-31"
yahoo_ticker"8795.T"
sector_benchmark"S&P Insurance"
primary_index"Nikkei 225"
regulatory_regime
value"J-ESR"
as_of"2026-03-31"
source"JFSA economic solvency ratio regime, first applied FYE March 2026"
group_supervisor"JFSA"
accounting_basis"J-GAAP"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Japanese life"
AIA
legal_name"AIA Group Limited"
level"group"
domicile"HKG"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"1299.HK"
sector_benchmark"S&P Insurance"
primary_index"Hang Seng"
regulatory_regime"HK GWS"
group_supervisor"HKIA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_indicators"
sec_filings"none"
trading_comparable_groups
"Pan-Asian life"
Ping An
legal_name"Ping An Insurance (Group) Company of China, Ltd."
level"group"
domicile"CHN"
reporting_currency"CNY"
fiscal_year_end"12-31"
yahoo_ticker"2318.HK"
sector_benchmark"S&P Insurance"
primary_index"Hang Seng"
regulatory_regime"C-ROSS II"
group_supervisor"NFRA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
business_tags
"banking"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Chinese insurer"
China Life
legal_name"China Life Insurance Company Limited"
level"group"
domicile"CHN"
reporting_currency"CNY"
fiscal_year_end"12-31"
yahoo_ticker"2628.HK"
sector_benchmark"S&P Insurance"
primary_index"Hang Seng"
regulatory_regime"C-ROSS II"
group_supervisor"NFRA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Majority state-owned via China Life Insurance (Group) Company."
trading_comparable_groups
"Chinese insurer"
CPIC
legal_name"China Pacific Insurance (Group) Co., Ltd."
level"group"
domicile"CHN"
reporting_currency"CNY"
fiscal_year_end"12-31"
yahoo_ticker"2601.HK"
sector_benchmark"S&P Insurance"
primary_index"Hang Seng"
regulatory_regime"C-ROSS II"
group_supervisor"NFRA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Chinese insurer"
Samsung Fire & Marine
legal_name"Samsung Fire & Marine Insurance Co., Ltd."
level"group"
domicile"KOR"
reporting_currency"KRW"
fiscal_year_end"12-31"
yahoo_ticker"000810.KS"
sector_benchmark"S&P Insurance"
primary_index"KOSPI"
regulatory_regime"K-ICS"
group_supervisor"FSS (Korea)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"K-IFRS 1117 (IFRS 17) effective FY2023"
business_model"pc_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Korean P&C"
IAG
legal_name"Insurance Australia Group Limited"
level"group"
domicile"AUS"
reporting_currency"AUD"
fiscal_year_end"06-30"
yahoo_ticker"IAG.AX"
sector_benchmark"S&P Insurance"
primary_index"ASX 200"
regulatory_regime"LAGIC"
group_supervisor"APRA"
accounting_basis
value"IFRS 17"
as_of"2023-07-01"
source"AASB 17 (IFRS 17) effective FY2024 (June FYE)"
business_model"pc_primary"
ownership_form"stock"
company_status"active"
interim_cadence"semiannual_only"
sec_filings"none"
trading_comparable_groups
"Australian P&C"
Unipol
legal_name"Unipol Assicurazioni S.p.A."
level"group"
domicile"ITA"
reporting_currency"EUR"
fiscal_year_end"12-31"
yahoo_ticker"UNI.MI"
sector_benchmark"STOXX Insurance"
primary_index"FTSE MIB"
regulatory_regime"Solvency II"
group_supervisor"IVASS"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
business_tags
"banking"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Carries large Italian bank stakes (BPER, BPSO)."
trading_comparable_groups
"European mid-cap composite"
Fidelis
legal_name"Fidelis Insurance Holdings Limited"
level"group"
domicile"BMU"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"FIHL"
sector_benchmark"S&P Insurance"
regulatory_regime"Bermuda EBS"
group_supervisor"BMA"
accounting_basis"US GAAP"
business_model"specialty"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
_notes"Underwriting balance-sheet vehicle; The Fidelis Partnership (private MGU) sources its business."
trading_comparable_groups
"Bermuda (re)insurance"
Hamilton
legal_name"Hamilton Insurance Group, Ltd."
level"group"
domicile"BMU"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"HG"
sector_benchmark"S&P Insurance"
regulatory_regime"Bermuda EBS"
group_supervisor"BMA"
accounting_basis"US GAAP"
business_model"specialty"
business_tags
"lloyds_platform"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"Bermuda (re)insurance"
SiriusPoint
legal_name"SiriusPoint Ltd."
level"group"
domicile"BMU"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"SPNT"
sector_benchmark"S&P Insurance"
regulatory_regime"Bermuda EBS"
group_supervisor"BMA"
accounting_basis"US GAAP"
business_model"specialty"
business_tags
"lloyds_platform"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"Bermuda (re)insurance"
Conduit
legal_name"Conduit Holdings Limited"
level"group"
domicile"BMU"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"CRE.L"
sector_benchmark"STOXX Insurance"
regulatory_regime"Bermuda EBS"
group_supervisor"BMA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"reinsurer"
ownership_form"stock"
company_status"active"
interim_cadence"semiannual_only"
sec_filings"none"
trading_comparable_groups
"Bermuda (re)insurance"
IGI
legal_name"International General Insurance Holdings Limited"
level"group"
domicile"BMU"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"IGIC"
sector_benchmark"S&P Insurance"
regulatory_regime"Bermuda EBS"
group_supervisor"BMA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"specialty"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"fpi"
trading_comparable_groups
"Bermuda (re)insurance"
White Mountains
legal_name"White Mountains Insurance Group, Ltd."
level"group"
domicile"BMU"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"WTM"
sector_benchmark"S&P Insurance"
accounting_basis"US GAAP"
business_model"specialty"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Bermuda-incorporated book-value compounder, US operations."
trading_comparable_groups
"Insurance-led compounders"
Loews
legal_name"Loews Corporation"
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"L"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
group_supervisor"IL Department of Insurance (lead state)"
accounting_basis"US GAAP"
business_model"pc_primary"
business_tags
"pc_commercial"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Diversified holding company; majority owns CNA (P&C). Circle aggregates double-count CNA."
trading_comparable_groups
"Insurance-led compounders"
CNA
legal_name"CNA Financial Corporation"
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"CNA"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
group_supervisor"IL Department of Insurance (lead state)"
accounting_basis"US GAAP"
business_model"pc_primary"
business_tags
"pc_commercial"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"~90% owned by Loews Corporation."
trading_comparable_groups
"US mid-cap commercial P&C"
Selective
legal_name"Selective Insurance Group, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"SIGI"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
group_supervisor"NJ DOBI (lead state)"
accounting_basis"US GAAP"
business_model"pc_primary"
business_tags
"pc_commercial"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US mid-cap commercial P&C"
Hanover
legal_name"The Hanover Insurance Group, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"THG"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"pc_primary"
business_tags
"pc_commercial"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US mid-cap commercial P&C"
Old Republic
legal_name"Old Republic International Corporation"
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"ORI"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
group_supervisor"IL Department of Insurance (lead state)"
accounting_basis"US GAAP"
business_model"specialty"
business_tags
"pc_commercial"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Large title-insurance segment (cross-ref US title circle)."
trading_comparable_groups
"US mid-cap commercial P&C"
RLI
legal_name"RLI Corp."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"RLI"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
group_supervisor"IL Department of Insurance (lead state)"
accounting_basis"US GAAP"
business_model"specialty"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US specialty & E&S"
AFG
legal_name"American Financial Group, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"AFG"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
group_supervisor"OH Department of Insurance (lead state)"
accounting_basis"US GAAP"
business_model"specialty"
business_tags
"pc_commercial"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US specialty & E&S"
Palomar
legal_name"Palomar Holdings, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"PLMR"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"specialty"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US specialty & E&S"
Bowhead
legal_name"Bowhead Specialty Holdings Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"BOW"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"specialty"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US specialty & E&S"
Ategrity
legal_name"Ategrity Specialty Holdings"
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"ASIC"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"specialty"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Legal name to confirm; IPO 2025."
trading_comparable_groups
"US specialty & E&S"
Assurant
legal_name"Assurant, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"AIZ"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"specialty"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Lifestyle/housing protection, fee-heavy; imperfect P&C comp."
trading_comparable_groups
"US specialty & E&S"
Kemper
legal_name"Kemper Corporation"
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"KMPR"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
group_supervisor"IL Department of Insurance (lead state)"
accounting_basis"US GAAP"
business_model"pc_primary"
business_tags
"pc_personal"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Nonstandard auto focus."
trading_comparable_groups
"US personal lines"
Mercury General
legal_name"Mercury General Corporation"
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"MCY"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
group_supervisor"CA DOI (lead state)"
accounting_basis"US GAAP"
business_model"pc_primary"
business_tags
"pc_personal"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"California-concentrated auto/home."
trading_comparable_groups
"US personal lines"
Definity
legal_name"Definity Financial Corporation"
level"group"
domicile"CAN"
reporting_currency"CAD"
fiscal_year_end"12-31"
yahoo_ticker"DFY.TO"
sector_benchmark"S&P Insurance"
primary_index"S&P/TSX"
regulatory_regime"MCT"
group_supervisor"OSFI"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"pc_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Canadian P&C"
Trisura
legal_name"Trisura Group Ltd."
level"group"
domicile"CAN"
reporting_currency"CAD"
fiscal_year_end"12-31"
yahoo_ticker"TSU.TO"
sector_benchmark"S&P Insurance"
regulatory_regime"MCT"
group_supervisor"OSFI"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"specialty"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Specialty / fronting; imperfect P&C comp."
trading_comparable_groups
"Canadian P&C"
iA Financial
legal_name"iA Financial Corporation Inc."
level"group"
domicile"CAN"
reporting_currency"CAD"
fiscal_year_end"12-31"
yahoo_ticker"IAG.TO"
sector_benchmark"S&P Insurance"
primary_index"S&P/TSX"
regulatory_regime"LICAT"
group_supervisor"OSFI"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Canadian life"
Línea Directa
legal_name"Línea Directa Aseguradora, S.A."
level"group"
domicile"ESP"
reporting_currency"EUR"
fiscal_year_end"12-31"
yahoo_ticker"LDA.MC"
sector_benchmark"STOXX Insurance"
regulatory_regime"Solvency II"
group_supervisor"DGSFP"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"pc_primary"
business_tags
"pc_personal"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Spanish direct motor."
trading_comparable_groups
"European direct motor"
Sabre Insurance
legal_name"Sabre Insurance Group plc"
level"group"
domicile"GBR"
reporting_currency"GBP"
fiscal_year_end"12-31"
yahoo_ticker"SBRE.L"
sector_benchmark"STOXX Insurance"
regulatory_regime"Solvency UK"
group_supervisor"PRA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"pc_primary"
business_tags
"pc_personal"
ownership_form"stock"
company_status"active"
interim_cadence"semiannual_only"
sec_filings"none"
_notes"UK motor small-cap."
trading_comparable_groups
"European direct motor"
Chesnara
legal_name"Chesnara plc"
level"group"
domicile"GBR"
reporting_currency"GBP"
fiscal_year_end"12-31"
yahoo_ticker"CSN.L"
sector_benchmark"STOXX Insurance"
regulatory_regime"Solvency UK"
group_supervisor"PRA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
business_tags
"life_savings"
ownership_form"stock"
company_status"active"
interim_cadence"semiannual_only"
sec_filings"none"
_notes"UK/European life consolidator, small-cap."
trading_comparable_groups
"UK life & composite"
Mandatum
legal_name"Mandatum plc"
level"group"
domicile"FIN"
reporting_currency"EUR"
fiscal_year_end"12-31"
yahoo_ticker"MANTA.HE"
sector_benchmark"STOXX Insurance"
regulatory_regime"Solvency II"
group_supervisor"FIN-FSA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
business_tags
"asset_management"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Ex-Sampo Finnish life demerger (2023)."
trading_comparable_groups
"European life"
Alm. Brand
legal_name"Alm. Brand A/S"
level"group"
domicile"DNK"
reporting_currency"DKK"
fiscal_year_end"12-31"
yahoo_ticker"ALMB.CO"
sector_benchmark"STOXX Insurance"
regulatory_regime"Solvency II"
group_supervisor"Danish FSA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"pc_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Nordic P&C"
Protector Forsikring
legal_name"Protector Forsikring ASA"
level"group"
domicile"NOR"
reporting_currency"NOK"
fiscal_year_end"12-31"
yahoo_ticker"PROT.OL"
sector_benchmark"STOXX Insurance"
regulatory_regime"Solvency II"
group_supervisor"Finanstilsynet (Norway)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"pc_primary"
business_tags
"pc_commercial"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"High-growth commercial, Nordic + UK."
trading_comparable_groups
"Nordic P&C"
Voya
legal_name"Voya Financial, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"VOYA"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"life_primary"
business_tags
"asset_management"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Retirement / workplace benefits / investment management."
trading_comparable_groups
"US life & retirement"
Jackson
legal_name"Jackson Financial Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"JXN"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
group_supervisor"MI DIFS (lead state)"
accounting_basis"US GAAP"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Variable-annuity specialist."
trading_comparable_groups
"US life & retirement"
F&G
legal_name"F&G Annuities & Life, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"FG"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"~83% owned by Fidelity National Financial."
trading_comparable_groups
"US life & retirement"
Brookfield Wealth Solutions
legal_name"Brookfield Wealth Solutions Ltd."
level"group"
domicile"BMU"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"BNT"
sector_benchmark"S&P Insurance"
regulatory_regime"Bermuda EBS"
group_supervisor"BMA"
accounting_basis"US GAAP"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Brookfield-linked share structure; consolidates Just Group from Apr 2026."
trading_comparable_groups
"US life & retirement"
Ameriprise
legal_name"Ameriprise Financial, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"AMP"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"life_primary"
business_tags
"asset_management"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Wealth-management-led with RiverSource annuities; imperfect insurance comp."
trading_comparable_groups
"US life & retirement"
CNO
legal_name"CNO Financial Group, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"CNO"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
group_supervisor"IN Department of Insurance (lead state)"
accounting_basis"US GAAP"
business_model"life_primary"
business_tags
"life_protection"
"health"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Middle-market life & supplemental health."
trading_comparable_groups
"US protection & supplemental"
Primerica
legal_name"Primerica, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"PRI"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"life_primary"
business_tags
"life_protection"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Term-life distribution-led rather than balance-sheet-led."
trading_comparable_groups
"US protection & supplemental"
FWD
legal_name"FWD Group Holdings Limited"
level"group"
domicile"HKG"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"1828.HK"
sector_benchmark"S&P Insurance"
regulatory_regime"HK GWS"
group_supervisor"HKIA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"semiannual_only"
sec_filings"none"
_notes"Listed Jul 2025 — short reported history."
trading_comparable_groups
"Pan-Asian life"
Japan Post Insurance
legal_name"Japan Post Insurance Co., Ltd."
level"group"
domicile"JPN"
reporting_currency"JPY"
fiscal_year_end"03-31"
yahoo_ticker"7181.T"
sector_benchmark"S&P Insurance"
regulatory_regime"J-ESR"
group_supervisor"JFSA"
accounting_basis"J-GAAP"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Japanese life"
Sony Financial Group
legal_name"Sony Financial Group Inc."
level"group"
domicile"JPN"
reporting_currency"JPY"
fiscal_year_end"03-31"
yahoo_ticker"8729.T"
sector_benchmark"S&P Insurance"
regulatory_regime"J-ESR"
group_supervisor"JFSA"
accounting_basis"J-GAAP"
business_model"life_primary"
business_tags
"banking"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Life + non-life + bank; relisted Sep 2025."
trading_comparable_groups
"Japanese life"
PICC
legal_name"The People's Insurance Company (Group) of China Limited"
level"group"
domicile"CHN"
reporting_currency"CNY"
fiscal_year_end"12-31"
yahoo_ticker"1339.HK"
sector_benchmark"S&P Insurance"
regulatory_regime"C-ROSS II"
group_supervisor"NFRA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Group level (1339 HK); majority state-owned. Listed P&C sub is PICC P&C (2328 HK)."
trading_comparable_groups
"Chinese insurer"
New China Life
legal_name"New China Life Insurance Company Ltd."
level"group"
domicile"CHN"
reporting_currency"CNY"
fiscal_year_end"12-31"
yahoo_ticker"1336.HK"
sector_benchmark"S&P Insurance"
regulatory_regime"C-ROSS II"
group_supervisor"NFRA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Chinese insurer"
China Taiping
legal_name"China Taiping Insurance Holdings Company Limited"
level"group"
domicile"CHN"
reporting_currency"HKD"
fiscal_year_end"12-31"
yahoo_ticker"0966.HK"
sector_benchmark"S&P Insurance"
regulatory_regime"C-ROSS II"
group_supervisor"NFRA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Life + P&C + reinsurance; state-owned parent."
trading_comparable_groups
"Chinese insurer"
ZhongAn
legal_name"ZhongAn Online P&C Insurance Co., Ltd."
level"group"
domicile"CHN"
reporting_currency"CNY"
fiscal_year_end"12-31"
yahoo_ticker"6060.HK"
sector_benchmark"S&P Insurance"
regulatory_regime"C-ROSS II"
group_supervisor"NFRA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"pc_primary"
business_tags
"pc_personal"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Online-only insurtech."
trading_comparable_groups
"Chinese insurer"
China Re
legal_name"China Reinsurance (Group) Corporation"
level"group"
domicile"CHN"
reporting_currency"CNY"
fiscal_year_end"12-31"
yahoo_ticker"1508.HK"
sector_benchmark"S&P Insurance"
regulatory_regime"C-ROSS II"
group_supervisor"NFRA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"reinsurer"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"State-owned reinsurer."
trading_comparable_groups
"Chinese insurer"
Sunshine Insurance
legal_name"Sunshine Insurance Group Company Limited"
level"group"
domicile"CHN"
reporting_currency"CNY"
fiscal_year_end"12-31"
yahoo_ticker"6963.HK"
sector_benchmark"S&P Insurance"
regulatory_regime"C-ROSS II"
group_supervisor"NFRA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Life + P&C; listed Dec 2022."
trading_comparable_groups
"Chinese insurer"
DB Insurance
legal_name"DB Insurance Co., Ltd."
level"group"
domicile"KOR"
reporting_currency"KRW"
fiscal_year_end"12-31"
yahoo_ticker"005830.KS"
sector_benchmark"S&P Insurance"
regulatory_regime"K-ICS"
group_supervisor"FSS (Korea)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"pc_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Korean P&C"
Hyundai Marine & Fire
legal_name"Hyundai Marine & Fire Insurance Co., Ltd."
level"group"
domicile"KOR"
reporting_currency"KRW"
fiscal_year_end"12-31"
yahoo_ticker"001450.KS"
sector_benchmark"S&P Insurance"
regulatory_regime"K-ICS"
group_supervisor"FSS (Korea)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"pc_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Korean P&C"
Meritz Financial
legal_name"Meritz Financial Group Inc."
level"group"
domicile"KOR"
reporting_currency"KRW"
fiscal_year_end"12-31"
yahoo_ticker"138040.KS"
sector_benchmark"S&P Insurance"
regulatory_regime"K-ICS"
group_supervisor"FSS (Korea)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"pc_primary"
business_tags
"banking"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Holdco incl. Meritz Fire & Marine (P&C) + Meritz Securities; impure insurance comp."
trading_comparable_groups
"Korean P&C"
Samsung Life
legal_name"Samsung Life Insurance Co., Ltd."
level"group"
domicile"KOR"
reporting_currency"KRW"
fiscal_year_end"12-31"
yahoo_ticker"032830.KS"
sector_benchmark"S&P Insurance"
regulatory_regime"K-ICS"
group_supervisor"FSS (Korea)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Samsung group cross-holdings distort comparisons."
trading_comparable_groups
"Korean life"
Hanwha Life
legal_name"Hanwha Life Insurance Co., Ltd."
level"group"
domicile"KOR"
reporting_currency"KRW"
fiscal_year_end"12-31"
yahoo_ticker"088350.KS"
sector_benchmark"S&P Insurance"
regulatory_regime"K-ICS"
group_supervisor"FSS (Korea)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Korean life"
Fubon Financial
legal_name"Fubon Financial Holding Co., Ltd."
level"group"
domicile"TWN"
reporting_currency"TWD"
fiscal_year_end"12-31"
yahoo_ticker"2881.TW"
sector_benchmark"S&P Insurance"
regulatory_regime"Taiwan ICS"
group_supervisor"FSC (Taiwan)"
accounting_basis
value"IFRS 17"
as_of"2026-01-01"
source"Taiwan FSC IFRS 17 effective 2026"
business_model"life_primary"
business_tags
"banking"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Insurance-led financial holding (Fubon Life) + bank + securities; group KPIs include banking."
trading_comparable_groups
"Taiwanese financial holding"
Cathay Financial
legal_name"Cathay Financial Holding Co., Ltd."
level"group"
domicile"TWN"
reporting_currency"TWD"
fiscal_year_end"12-31"
yahoo_ticker"2882.TW"
sector_benchmark"S&P Insurance"
regulatory_regime"Taiwan ICS"
group_supervisor"FSC (Taiwan)"
accounting_basis
value"IFRS 17"
as_of"2026-01-01"
source"Taiwan FSC IFRS 17 effective 2026"
business_model"life_primary"
business_tags
"banking"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Insurance-led financial holding (Cathay Life) + bank; group KPIs include banking."
trading_comparable_groups
"Taiwanese financial holding"
KGI Financial
legal_name"KGI Financial Holding Co., Ltd."
level"group"
domicile"TWN"
reporting_currency"TWD"
fiscal_year_end"12-31"
yahoo_ticker"2883.TW"
sector_benchmark"S&P Insurance"
regulatory_regime"Taiwan ICS"
group_supervisor"FSC (Taiwan)"
accounting_basis
value"IFRS 17"
as_of"2026-01-01"
source"Taiwan FSC IFRS 17 effective 2026"
business_model"life_primary"
business_tags
"banking"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Securities/bank-led financial holding (ex-China Development Financial); China Life (Taiwan) subsidiary — impure comp."
trading_comparable_groups
"Taiwanese financial holding"
Taishin Shinkong
legal_name"Taishin Shinkong Financial Holding Co., Ltd."
level"group"
domicile"TWN"
reporting_currency"TWD"
fiscal_year_end"12-31"
yahoo_ticker"2887.TW"
sector_benchmark"S&P Insurance"
regulatory_regime"Taiwan ICS"
group_supervisor"FSC (Taiwan)"
accounting_basis
value"IFRS 17"
as_of"2026-01-01"
source"Taiwan FSC IFRS 17 effective 2026"
business_model"life_primary"
business_tags
"banking"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Formed Jul 2025 (Taishin × Shin Kong); bank-led historically, Shin Kong Life makes insurance material — impure comp."
trading_comparable_groups
"Taiwanese financial holding"
LIC
legal_name"Life Insurance Corporation of India"
level"group"
domicile"IND"
reporting_currency"INR"
fiscal_year_end"03-31"
yahoo_ticker"LICI.NS"
sector_benchmark"S&P Insurance"
regulatory_regime"IRDAI"
group_supervisor"IRDAI"
accounting_basis"local GAAP"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"~96.5% Government of India owned; free float ~3.5%."
trading_comparable_groups
"Indian life"
SBI Life
legal_name"SBI Life Insurance Company Limited"
level"group"
domicile"IND"
reporting_currency"INR"
fiscal_year_end"03-31"
yahoo_ticker"SBILIFE.NS"
sector_benchmark"S&P Insurance"
regulatory_regime"IRDAI"
group_supervisor"IRDAI"
accounting_basis"local GAAP"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Indian life"
HDFC Life
legal_name"HDFC Life Insurance Company Limited"
level"group"
domicile"IND"
reporting_currency"INR"
fiscal_year_end"03-31"
yahoo_ticker"HDFCLIFE.NS"
sector_benchmark"S&P Insurance"
regulatory_regime"IRDAI"
group_supervisor"IRDAI"
accounting_basis"local GAAP"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Indian life"
ICICI Prudential Life
legal_name"ICICI Prudential Life Insurance Company Limited"
level"group"
domicile"IND"
reporting_currency"INR"
fiscal_year_end"03-31"
yahoo_ticker"ICICIPRULI.NS"
sector_benchmark"S&P Insurance"
regulatory_regime"IRDAI"
group_supervisor"IRDAI"
accounting_basis"local GAAP"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Indian life"
Max Financial
legal_name"Max Financial Services Limited"
level"group"
domicile"IND"
reporting_currency"INR"
fiscal_year_end"03-31"
yahoo_ticker"MFSL.NS"
sector_benchmark"S&P Insurance"
regulatory_regime"IRDAI"
group_supervisor"IRDAI"
accounting_basis"local GAAP"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Holdco over Axis Max Life Insurance."
trading_comparable_groups
"Indian life"
ICICI Lombard
legal_name"ICICI Lombard General Insurance Company Limited"
level"group"
domicile"IND"
reporting_currency"INR"
fiscal_year_end"03-31"
yahoo_ticker"ICICIGI.NS"
sector_benchmark"S&P Insurance"
regulatory_regime"IRDAI"
group_supervisor"IRDAI"
accounting_basis"local GAAP"
business_model"pc_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Indian non-life"
Star Health
legal_name"Star Health and Allied Insurance Company Limited"
level"group"
domicile"IND"
reporting_currency"INR"
fiscal_year_end"03-31"
yahoo_ticker"STARHEALTH.NS"
sector_benchmark"S&P Insurance"
regulatory_regime"IRDAI"
group_supervisor"IRDAI"
accounting_basis"local GAAP"
business_model"health_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Indian non-life"
New India Assurance
legal_name"The New India Assurance Company Limited"
level"group"
domicile"IND"
reporting_currency"INR"
fiscal_year_end"03-31"
yahoo_ticker"NIACL.NS"
sector_benchmark"S&P Insurance"
regulatory_regime"IRDAI"
group_supervisor"IRDAI"
accounting_basis"local GAAP"
business_model"pc_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"~85% Government of India owned."
trading_comparable_groups
"Indian non-life"
Go Digit
legal_name"Go Digit General Insurance Limited"
level"group"
domicile"IND"
reporting_currency"INR"
fiscal_year_end"03-31"
yahoo_ticker"GODIGIT.NS"
sector_benchmark"S&P Insurance"
regulatory_regime"IRDAI"
group_supervisor"IRDAI"
accounting_basis"local GAAP"
business_model"pc_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Digital-first general insurer."
trading_comparable_groups
"Indian non-life"
Niva Bupa
legal_name"Niva Bupa Health Insurance Company Limited"
level"group"
domicile"IND"
reporting_currency"INR"
fiscal_year_end"03-31"
yahoo_ticker"NIVABUPA.NS"
sector_benchmark"S&P Insurance"
regulatory_regime"IRDAI"
group_supervisor"IRDAI"
accounting_basis"local GAAP"
business_model"health_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Indian non-life"
GIC Re
legal_name"General Insurance Corporation of India"
level"group"
domicile"IND"
reporting_currency"INR"
fiscal_year_end"03-31"
yahoo_ticker"GICRE.NS"
sector_benchmark"S&P Insurance"
regulatory_regime"IRDAI"
group_supervisor"IRDAI"
accounting_basis"local GAAP"
business_model"reinsurer"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"~85% Government of India owned; national reinsurer."
trading_comparable_groups
"Indian non-life"
Phoenix Financial
legal_name"The Phoenix Holdings Ltd."
level"group"
domicile"ISR"
reporting_currency"ILS"
fiscal_year_end"12-31"
yahoo_ticker"PHOE.TA"
sector_benchmark"STOXX Insurance"
regulatory_regime"Israel SII"
group_supervisor"Capital Market, Insurance & Savings Authority (Israel)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
business_tags
"asset_management"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Israeli composite; distinct from UK Phoenix Group / Standard Life."
trading_comparable_groups
"Israeli insurer"
Harel
legal_name"Harel Insurance Investments & Financial Services Ltd."
level"group"
domicile"ISR"
reporting_currency"ILS"
fiscal_year_end"12-31"
yahoo_ticker"HARL.TA"
sector_benchmark"STOXX Insurance"
regulatory_regime"Israel SII"
group_supervisor"Capital Market, Insurance & Savings Authority (Israel)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Israeli insurer"
Menora Mivtachim
legal_name"Menora Mivtachim Holdings Ltd."
level"group"
domicile"ISR"
reporting_currency"ILS"
fiscal_year_end"12-31"
yahoo_ticker"MMHD.TA"
sector_benchmark"STOXX Insurance"
regulatory_regime"Israel SII"
group_supervisor"Capital Market, Insurance & Savings Authority (Israel)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Israeli insurer"
Migdal
legal_name"Migdal Insurance & Financial Holdings Ltd."
level"group"
domicile"ISR"
reporting_currency"ILS"
fiscal_year_end"12-31"
yahoo_ticker"MGDL.TA"
sector_benchmark"STOXX Insurance"
regulatory_regime"Israel SII"
group_supervisor"Capital Market, Insurance & Savings Authority (Israel)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Israeli insurer"
Clal
legal_name"Clal Insurance Enterprises Holdings Ltd."
level"group"
domicile"ISR"
reporting_currency"ILS"
fiscal_year_end"12-31"
yahoo_ticker"CLIS.TA"
sector_benchmark"STOXX Insurance"
regulatory_regime"Israel SII"
group_supervisor"Capital Market, Insurance & Savings Authority (Israel)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Israeli insurer"
Sanlam
legal_name"Sanlam Limited"
level"group"
domicile"ZAF"
reporting_currency"ZAR"
fiscal_year_end"12-31"
yahoo_ticker"SLM.JO"
sector_benchmark"STOXX Insurance"
regulatory_regime"SAM"
group_supervisor"Prudential Authority (SARB)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
business_tags
"asset_management"
ownership_form"stock"
company_status"active"
interim_cadence"semiannual_only"
sec_filings"none"
_notes"Pan-African life & wealth."
trading_comparable_groups
"South African life & wealth"
Old Mutual
legal_name"Old Mutual Limited"
level"group"
domicile"ZAF"
reporting_currency"ZAR"
fiscal_year_end"12-31"
yahoo_ticker"OMU.JO"
sector_benchmark"STOXX Insurance"
regulatory_regime"SAM"
group_supervisor"Prudential Authority (SARB)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
business_tags
"asset_management"
"banking"
ownership_form"stock"
company_status"active"
interim_cadence"semiannual_only"
sec_filings"none"
_notes"Life & wealth with a nascent bank (OM Bank)."
trading_comparable_groups
"South African life & wealth"
Discovery
legal_name"Discovery Limited"
level"group"
domicile"ZAF"
reporting_currency"ZAR"
fiscal_year_end"06-30"
yahoo_ticker"DSY.JO"
sector_benchmark"STOXX Insurance"
regulatory_regime"SAM"
group_supervisor"Prudential Authority (SARB)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
business_tags
"health"
"banking"
ownership_form"stock"
company_status"active"
interim_cadence"semiannual_only"
sec_filings"none"
_notes"Health-led (Discovery Health) with life and Discovery Bank."
trading_comparable_groups
"South African life & wealth"
Momentum Group
legal_name"Momentum Group Limited"
level"group"
domicile"ZAF"
reporting_currency"ZAR"
fiscal_year_end"06-30"
yahoo_ticker"MTM.JO"
sector_benchmark"STOXX Insurance"
regulatory_regime"SAM"
group_supervisor"Prudential Authority (SARB)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"semiannual_only"
sec_filings"none"
trading_comparable_groups
"South African life & wealth"
Santam
legal_name"Santam Limited"
level"group"
domicile"ZAF"
reporting_currency"ZAR"
fiscal_year_end"12-31"
yahoo_ticker"SNT.JO"
sector_benchmark"STOXX Insurance"
regulatory_regime"SAM"
group_supervisor"Prudential Authority (SARB)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"pc_primary"
business_tags
"pc_commercial"
ownership_form"stock"
company_status"active"
interim_cadence"semiannual_only"
sec_filings"none"
_notes"South Africa's largest short-term insurer."
trading_comparable_groups
"South African P&C"
OUTsurance
legal_name"OUTsurance Group Limited"
level"group"
domicile"ZAF"
reporting_currency"ZAR"
fiscal_year_end"06-30"
yahoo_ticker"OUT.JO"
sector_benchmark"STOXX Insurance"
regulatory_regime"SAM"
group_supervisor"Prudential Authority (SARB)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"pc_primary"
business_tags
"pc_personal"
ownership_form"stock"
company_status"active"
interim_cadence"semiannual_only"
sec_filings"none"
_notes"Owns Youi (Australia) — material cross-region earnings."
trading_comparable_groups
"South African P&C"
BB Seguridade
legal_name"BB Seguridade Participações S.A."
level"group"
domicile"BRA"
reporting_currency"BRL"
fiscal_year_end"12-31"
yahoo_ticker"BBSE3.SA"
sector_benchmark"STOXX Insurance"
regulatory_regime"SUSEP"
group_supervisor"SUSEP"
accounting_basis"local GAAP"
business_model"composite"
business_tags
"life_savings"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Bancassurance stake vehicle (Banco do Brasil), not underwriter."
trading_comparable_groups
"Brazilian insurance"
Caixa Seguridade
legal_name"Caixa Seguridade Participações S.A."
level"group"
domicile"BRA"
reporting_currency"BRL"
fiscal_year_end"12-31"
yahoo_ticker"CXSE3.SA"
sector_benchmark"STOXX Insurance"
regulatory_regime"SUSEP"
group_supervisor"SUSEP"
accounting_basis"local GAAP"
business_model"composite"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Bancassurance stake vehicle (Caixa), not underwriter."
trading_comparable_groups
"Brazilian insurance"
Porto Seguro
legal_name"Porto Seguro S.A."
level"group"
domicile"BRA"
reporting_currency"BRL"
fiscal_year_end"12-31"
yahoo_ticker"PSSA3.SA"
sector_benchmark"STOXX Insurance"
regulatory_regime"SUSEP"
group_supervisor"SUSEP"
accounting_basis"local GAAP"
business_model"composite"
business_tags
"pc_personal"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Auto-led plus financial services."
trading_comparable_groups
"Brazilian insurance"
IRB Brasil
legal_name"IRB-Brasil Resseguros S.A."
level"group"
domicile"BRA"
reporting_currency"BRL"
fiscal_year_end"12-31"
yahoo_ticker"IRBR3.SA"
sector_benchmark"STOXX Insurance"
regulatory_regime"SUSEP"
group_supervisor"SUSEP"
accounting_basis"local GAAP"
business_model"reinsurer"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Brazilian reinsurer; post-2020 recapitalisation."
trading_comparable_groups
"Brazilian insurance"
Bupa Arabia
legal_name"Bupa Arabia for Cooperative Insurance Company"
level"group"
domicile"SAU"
reporting_currency"SAR"
fiscal_year_end"12-31"
yahoo_ticker"8210.SR"
sector_benchmark"STOXX Insurance"
regulatory_regime"Saudi RBC"
group_supervisor"Insurance Authority (Saudi Arabia)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"health_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Health-only; Saudi cooperative model."
trading_comparable_groups
"Gulf insurer"
Tawuniya
legal_name"The Company for Cooperative Insurance (Tawuniya)"
level"group"
domicile"SAU"
reporting_currency"SAR"
fiscal_year_end"12-31"
yahoo_ticker"8010.SR"
sector_benchmark"STOXX Insurance"
regulatory_regime"Saudi RBC"
group_supervisor"Insurance Authority (Saudi Arabia)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Saudi cooperative model."
trading_comparable_groups
"Gulf insurer"
Qatar Insurance
legal_name"Qatar Insurance Company Q.S.P.C."
level"group"
domicile"QAT"
reporting_currency"QAR"
fiscal_year_end"12-31"
yahoo_ticker"QATI.QA"
sector_benchmark"STOXX Insurance"
regulatory_regime"Qatar RBC"
group_supervisor"QCB"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Gulf insurer"
Medibank
legal_name"Medibank Private Limited"
level"group"
domicile"AUS"
reporting_currency"AUD"
fiscal_year_end"06-30"
yahoo_ticker"MPL.AX"
sector_benchmark"S&P Insurance"
group_supervisor"APRA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"health_primary"
ownership_form"stock"
company_status"active"
interim_cadence"semiannual_only"
sec_filings"none"
_notes"Private health insurer; APRA PHI capital framework."
trading_comparable_groups
"Australian health"
nib
legal_name"nib holdings limited"
level"group"
domicile"AUS"
reporting_currency"AUD"
fiscal_year_end"06-30"
yahoo_ticker"NHF.AX"
sector_benchmark"S&P Insurance"
group_supervisor"APRA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"health_primary"
ownership_form"stock"
company_status"active"
interim_cadence"semiannual_only"
sec_filings"none"
_notes"Private health insurer; APRA PHI capital framework."
trading_comparable_groups
"Australian health"
Great Eastern
legal_name"Great Eastern Holdings Limited"
level"group"
domicile"SGP"
reporting_currency"SGD"
fiscal_year_end"12-31"
yahoo_ticker"G07.SI"
sector_benchmark"S&P Insurance"
regulatory_regime"MAS RBC 2"
group_supervisor"MAS"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"semiannual_only"
sec_filings"none"
_notes"~88% owned by OCBC."
trading_comparable_groups
"Southeast Asian insurer"
Thai Life
legal_name"Thai Life Insurance Public Company Limited"
level"group"
domicile"THA"
reporting_currency"THB"
fiscal_year_end"12-31"
yahoo_ticker"TLI.BK"
sector_benchmark"S&P Insurance"
regulatory_regime"Thailand RBC"
group_supervisor"OIC (Thailand)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Southeast Asian insurer"
Bangkok Life
legal_name"Bangkok Life Assurance Public Company Limited"
level"group"
domicile"THA"
reporting_currency"THB"
fiscal_year_end"12-31"
yahoo_ticker"BLA.BK"
sector_benchmark"S&P Insurance"
regulatory_regime"Thailand RBC"
group_supervisor"OIC (Thailand)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Southeast Asian insurer"
Bao Viet
legal_name"Bao Viet Holdings"
level"group"
domicile"VNM"
reporting_currency"VND"
fiscal_year_end"12-31"
yahoo_ticker"BVH.VN"
sector_benchmark"S&P Insurance"
group_supervisor"Ministry of Finance (Vietnam)"
accounting_basis"local GAAP"
business_model"composite"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"State-controlled Vietnamese composite."
trading_comparable_groups
"Southeast Asian insurer"
Dhipaya
legal_name"Dhipaya Group Holdings Public Company Limited"
level"group"
domicile"THA"
reporting_currency"THB"
fiscal_year_end"12-31"
yahoo_ticker"TIPH.BK"
sector_benchmark"S&P Insurance"
regulatory_regime"Thailand RBC"
group_supervisor"OIC (Thailand)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"pc_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"Southeast Asian insurer"
Grupo Sura
legal_name"Grupo de Inversiones Suramericana S.A."
level"group"
domicile"COL"
reporting_currency"COP"
fiscal_year_end"12-31"
yahoo_ticker"GRUPOSURA.CL"
sector_benchmark"S&P Insurance"
group_supervisor"Superintendencia Financiera de Colombia"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
business_tags
"asset_management"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Multi-country holdco: Suramericana (insurance), SURA Asset Management, Bancolombia stake."
trading_comparable_groups
"LatAm insurer (ex-Brazil)"
Quálitas
legal_name"Quálitas Controladora, S.A.B. de C.V."
level"group"
domicile"MEX"
reporting_currency"MXN"
fiscal_year_end"12-31"
yahoo_ticker"Q.MX"
sector_benchmark"S&P Insurance"
regulatory_regime"Mexico Solvency II"
group_supervisor"CNSF"
accounting_basis"local GAAP"
business_model"pc_primary"
business_tags
"pc_personal"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Mexican motor pure-play."
trading_comparable_groups
"LatAm insurer (ex-Brazil)"
GNP
legal_name"Grupo Nacional Provincial, S.A.B."
level"group"
domicile"MEX"
reporting_currency"MXN"
fiscal_year_end"12-31"
yahoo_ticker"GNP.MX"
sector_benchmark"S&P Insurance"
regulatory_regime"Mexico Solvency II"
group_supervisor"CNSF"
accounting_basis"local GAAP"
business_model"composite"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
trading_comparable_groups
"LatAm insurer (ex-Brazil)"
Aon
legal_name"Aon plc"
level"group"
domicile"IRL"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"AON"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regimenull
group_supervisornull
accounting_basis"US GAAP"
business_model"broker"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"Global broker"
WTW
legal_name"Willis Towers Watson Public Limited Company"
level"group"
domicile"IRL"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"WTW"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regimenull
group_supervisornull
accounting_basis"US GAAP"
business_model"broker"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"Global broker"
Arthur J. Gallagher
legal_name"Arthur J. Gallagher & Co."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"AJG"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regimenull
group_supervisornull
accounting_basis"US GAAP"
business_model"broker"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"Global broker"
Brown & Brown
legal_name"Brown & Brown, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"BRO"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regimenull
group_supervisornull
accounting_basis"US GAAP"
business_model"broker"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"Global broker"
Ryan Specialty
legal_name"Ryan Specialty Holdings, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"RYAN"
sector_benchmark"S&P Insurance"
regulatory_regimenull
group_supervisornull
accounting_basis"US GAAP"
business_model"broker"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Wholesale broker + MGU / delegated underwriting."
trading_comparable_groups
"Global broker"
Baldwin
legal_name"The Baldwin Insurance Group, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"BWIN"
sector_benchmark"S&P Insurance"
regulatory_regimenull
group_supervisornull
accounting_basis"US GAAP"
business_model"broker"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Formerly BRP Group."
trading_comparable_groups
"Global broker"
Goosehead
legal_name"Goosehead Insurance, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"GSHD"
sector_benchmark"S&P Insurance"
regulatory_regimenull
group_supervisornull
accounting_basis"US GAAP"
business_model"broker"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Personal-lines franchise brokerage."
trading_comparable_groups
"Global broker"
Steadfast
legal_name"Steadfast Group Limited"
level"group"
domicile"AUS"
reporting_currency"AUD"
fiscal_year_end"06-30"
yahoo_ticker"SDF.AX"
sector_benchmark"S&P Insurance"
regulatory_regimenull
group_supervisornull
accounting_basis"local GAAP"
business_model"broker"
ownership_form"stock"
company_status"active"
interim_cadence"semiannual_only"
sec_filings"none"
_notes"Australian broker network / cluster group."
trading_comparable_groups
"Global broker"
AUB
legal_name"AUB Group Limited"
level"group"
domicile"AUS"
reporting_currency"AUD"
fiscal_year_end"06-30"
yahoo_ticker"AUB.AX"
sector_benchmark"S&P Insurance"
regulatory_regimenull
group_supervisornull
accounting_basis"local GAAP"
business_model"broker"
ownership_form"stock"
company_status"active"
interim_cadence"semiannual_only"
sec_filings"none"
_notes"Australian broker network."
trading_comparable_groups
"Global broker"
Fidelity National Financial
legal_name"Fidelity National Financial, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"FNF"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"title"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Consolidates F&G (~83%) — cross-ref US life & retirement circle."
trading_comparable_groups
"US title insurance"
First American
legal_name"First American Financial Corporation"
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"FAF"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"title"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US title insurance"
Stewart
legal_name"Stewart Information Services Corporation"
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"STC"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"title"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US title insurance"
Assured Guaranty
legal_name"Assured Guaranty Ltd."
level"group"
domicile"BMU"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"AGO"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
group_supervisor"NY DFS (lead state)"
accounting_basis"US GAAP"
business_model"financial_guaranty"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Bermuda holdco; NY-domiciled guaranty subsidiaries."
trading_comparable_groups
"Financial guaranty"
MBIA
legal_name"MBIA Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"MBI"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
group_supervisor"NY DFS (lead state)"
accounting_basis"US GAAP"
business_model"financial_guaranty"
business_tags
"legacy_runoff"
ownership_form"stock"
company_status"runoff"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Effective runoff."
trading_comparable_groups
"Financial guaranty"
Lemonade
legal_name"Lemonade, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"LMND"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"pc_primary"
business_tags
"pc_personal"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Insurtech (renters/home/auto/pet)."
trading_comparable_groups
"US insurtech"
Root
legal_name"Root, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"ROOT"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"pc_primary"
business_tags
"pc_personal"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Telematics auto insurtech."
trading_comparable_groups
"US insurtech"
Hippo
legal_name"Hippo Holdings Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"HIPO"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"pc_primary"
business_tags
"pc_personal"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Home insurtech."
trading_comparable_groups
"US insurtech"
Oscar Health
legal_name"Oscar Health, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"OSCR"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"health_primary"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Health-plan insurtech; imperfect P&C comp."
trading_comparable_groups
"US insurtech"
Slide
legal_name"Slide Insurance Holdings, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"SLDE"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
group_supervisor"FL OIR (lead state)"
accounting_basis"US GAAP"
business_model"pc_primary"
business_tags
"pc_personal"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Florida homeowners; listed 2025; heavy reinsurance buyer."
trading_comparable_groups
"US coastal property"
HCI
legal_name"HCI Group, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"HCI"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
group_supervisor"FL OIR (lead state)"
accounting_basis"US GAAP"
business_model"pc_primary"
business_tags
"pc_personal"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Florida homeowners; heavy reinsurance buyer."
trading_comparable_groups
"US coastal property"
Universal Insurance
legal_name"Universal Insurance Holdings, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"UVE"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
group_supervisor"FL OIR (lead state)"
accounting_basis"US GAAP"
business_model"pc_primary"
business_tags
"pc_personal"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Florida homeowners."
trading_comparable_groups
"US coastal property"
American Coastal
legal_name"American Coastal Insurance Corporation"
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"ACIC"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
group_supervisor"FL OIR (lead state)"
accounting_basis"US GAAP"
business_model"pc_primary"
business_tags
"pc_commercial"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Florida commercial residential (condo) specialist."
trading_comparable_groups
"US coastal property"
Heritage
legal_name"Heritage Insurance Holdings, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"HRTG"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
group_supervisor"FL OIR (lead state)"
accounting_basis"US GAAP"
business_model"pc_primary"
business_tags
"pc_personal"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Florida/Gulf & Northeast coastal homeowners."
trading_comparable_groups
"US coastal property"
UnitedHealth
legal_name"UnitedHealth Group Incorporated"
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"UNH"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"health_primary"
business_tags
"health"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"GICS Health Care; MLR-driven, not comparable to P&C/life KPIs."
trading_comparable_groups
"US managed care"
Elevance
legal_name"Elevance Health, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"ELV"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"health_primary"
business_tags
"health"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"GICS Health Care; MLR-driven."
trading_comparable_groups
"US managed care"
Cigna
legal_name"The Cigna Group"
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"CI"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"health_primary"
business_tags
"health"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"GICS Health Care; MLR-driven."
trading_comparable_groups
"US managed care"
Humana
legal_name"Humana Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"HUM"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"health_primary"
business_tags
"health"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"GICS Health Care; MLR-driven."
trading_comparable_groups
"US managed care"
Centene
legal_name"Centene Corporation"
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"CNC"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"health_primary"
business_tags
"health"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"GICS Health Care; MLR-driven."
trading_comparable_groups
"US managed care"
Molina
legal_name"Molina Healthcare, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"MOH"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"health_primary"
business_tags
"health"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"GICS Health Care; MLR-driven."
trading_comparable_groups
"US managed care"
MGIC
legal_name"MGIC Investment Corporation"
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"MTG"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"mortgage"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Private mortgage insurer."
trading_comparable_groups
"US mortgage insurance"
Radian
legal_name"Radian Group Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"RDN"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"mortgage"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Pivoting to multiline specialty (Inigo acquisition, closing 2026)."
trading_comparable_groups
"US mortgage insurance"
Essent
legal_name"Essent Group Ltd."
level"group"
domicile"BMU"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"ESNT"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"mortgage"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"Bermuda holdco; US mortgage-insurance subsidiaries."
trading_comparable_groups
"US mortgage insurance"
Enact
legal_name"Enact Holdings, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"ACT"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"mortgage"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"~81% owned by Genworth."
trading_comparable_groups
"US mortgage insurance"
NMI
legal_name"NMI Holdings, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"NMIH"
sector_benchmark"S&P Insurance"
regulatory_regime"US NAIC"
accounting_basis"US GAAP"
business_model"mortgage"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
trading_comparable_groups
"US mortgage insurance"
Challenger
legal_name"Challenger Limited"
level"group"
domicile"AUS"
reporting_currency"AUD"
fiscal_year_end"06-30"
yahoo_ticker"CGF.AX"
sector_benchmark"S&P Insurance"
regulatory_regime"LAGIC"
group_supervisor"APRA"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"life_primary"
ownership_form"stock"
company_status"active"
interim_cadence"semiannual_only"
sec_filings"none"
_notes"Annuity / retirement-income pure play; TAL Dai-ichi holds 19.9%."
trading_comparable_groups
"Australian retirement"
Marsh McLennan
legal_name"Marsh & McLennan Companies, Inc."
level"group"
domicile"USA"
reporting_currency"USD"
fiscal_year_end"12-31"
yahoo_ticker"MMCO.VI"
sector_benchmark"S&P Insurance"
primary_index"S&P 500"
regulatory_regimenull
group_supervisornull
accounting_basis"US GAAP"
business_model"broker"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"domestic"
_notes"World's largest insurance broker. Yahoo caveat: NYSE 'MMC' resolves to an S&P MidCap 400 futures symbol, not the equity; MMCO.VI is a thin Vienna (EUR) secondary line — currency-mismatched vs USD reporting, replace if the USD primary becomes fetchable."
trading_comparable_groups
"Global broker"
Triglav
legal_name"Zavarovalnica Triglav d.d."
level"group"
domicile"SVN"
reporting_currency"EUR"
fiscal_year_end"12-31"
yahoo_ticker"R4X.F"
sector_benchmark"STOXX Insurance"
regulatory_regime"Solvency II"
group_supervisor"AZN (Slovenia)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Ljubljana primary (ZVTG) not on Yahoo; R4X.F is the Frankfurt EUR secondary (same currency)."
trading_comparable_groups
"CEE composite"
Sava Re
legal_name"Pozavarovalnica Sava d.d."
level"group"
domicile"SVN"
reporting_currency"EUR"
fiscal_year_end"12-31"
yahoo_tickernull
sector_benchmark"STOXX Insurance"
regulatory_regime"Solvency II"
group_supervisor"AZN (Slovenia)"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Sava Insurance Group; reinsurance-led parent. No Yahoo coverage (Ljubljana POSR not on Yahoo) — market_data cannot fetch."
trading_comparable_groups
"CEE composite"
ADNIC
legal_name"Abu Dhabi National Insurance Company"
level"group"
domicile"ARE"
reporting_currency"AED"
fiscal_year_end"12-31"
yahoo_tickernull
sector_benchmark"S&P Insurance"
regulatory_regime"UAE RBC"
group_supervisor"Central Bank of the UAE"
accounting_basis
value"IFRS 17"
as_of"2023-01-01"
source"IFRS 17 effective FY2023"
business_model"composite"
ownership_form"stock"
company_status"active"
interim_cadence"quarterly_full"
sec_filings"none"
_notes"Abu Dhabi (ADX) listing not covered by Yahoo — market_data cannot fetch."
trading_comparable_groups
"Gulf insurer"
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