Thomas S. Gayner – Co-Chief Executive Officer We emphasized defense in our investment operations last year “In 2015, we emphasized defense in our investment operations as well. We did so through the following specific actions. First, we maintained our high … Continued
The Travelers Companies’ (TRV) CEO Alan Schnitzer on Q4 2015 Results Commercial marketplace remains remarkably stable “Broadly speaking, the market dynamics in the commercial insurance marketplace continued to be remarkably stable.” New CEO “Let me take just a minute to … Continued
There’s been a lot of industry change but conditions have remained pretty consistent “The second quarter, as suggested a moment ago, has been a period of significant change for the industry, but much of that change stem from the level … Continued
ROE of 14.5% “We are very pleased to start 2015 by reporting another strong quarter with operating income of $827 million or $2.53 per share and an operating return on equity of 14.5%. Our underwriting results remained very strong across … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha Returned $4 B to … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha Hit a 15.2% ROE … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha 11% ROE “Operating income … Continued
A digest of some of the top insights that I’ve gathered from this week’s earnings calls. Full notes can be found here. Strong ROE “Our operating return on equity of nearly 18% in the quarter is the highest since the … Continued
A digest of some of the top insights that I’ve gathered from this week’s earnings calls. Full notes can be found here. Combined ratio sitting at a healthy 85.5 “Our combined ratio for the quarter was 85.5 compared to 111.2 … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. The quotes are generally pieces of information that I find interesting or … Continued