Insurer Brain

Data:Companies.json

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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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