June 07, 2013

Topics covered: Low Profitability and Low Interest Rates, Emerging Market Expansion, Consolidation Trends, Commercial Line Brokers and Underwriters, Commercial & Reinsurance Subsectors, Analysis Of Personal

Companies covered: Argo Group International Holdings, Ltd. (NASDAQ:AGII), The Travelers Companies, Inc. (NYSE:TRV), Employers Holdings Inc (NYSE:EIG), Ace Limited (NYSE:ACE), Willis Group Holdings Limited (NYSE:WSH), Stewart Information Services Corporation (NYSE:STC), Fidelity National Financial, Inc. (NYSE:FNF), First American Corporation (The) (NYSE:FAF), Brown & Brown, Inc. (NYSE:BRO), Arthur J. Gallagher & Co. (NYSE:AJG), Arch Capital Group Ltd. (NASDAQ:ACGL), Protective Life Corp., XL Group plc (NYSE:XL), Prudential Financial, Inc. (NYSE:PRU), Progressive Corporation (The) (NYSE:PGR), MetLife, Inc. (NYSE:MET), Lincoln National Corporation (NYSE:LNC), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), American International Group, Inc. (NYSE:AIG), Allied World Assurance Company Holdings, AG (NYSE:AWH)

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