Insurance Industry Asset Allocation Studies

Every year the Insurance Asset Management group performs an analysis of how the insurance industry, as a whole, allocates its assets. This nationally recognized analysis is available on an interactive basis to everyone.

The study breaks down the holdings into seven asset classes - Government bonds, Municipal bonds, Cash, Corporate bonds, Equity, Preferred Stock, and Other Assets. You can look at the allocation at either year end or over the last five years. You can also filter the companies by type, size, and line of business.

Click to visit the interactive site

We also have an advanced site that offers the ability to perform more analysis. These include,

  • Data table containing underlying data
  • Detailed Asset classes
  • Analysis of holding across lines of business
  • Ability to weight allocation by surplus
  • Ability to weight allocation by premium
  • Ability to weight allocaiton by leverage

To acess the advance site, please visit the interactive site and register for access.

For our clients, we also have the ability to compare their company against a customized peer group.

Periodically we offer analysis of asset allocation trends in various sectors of the insurance industry. Some of the studies are:

  • P&C Overview
  • Life Insurance Overview
  • Stock P&C Companies
  • Mutual P&C Companies
  • Reinsurance Companies
  • Workers Compensation Companies
  • Asset Allocation of Risk Retention Groups
  • Asset Allocation for Medical Malpractice Companies
  • Personal Lines Companies
  • P&C Small Companies
  • P&C Medium Companies
  • P&C Mixed Lines of Business Companies
  • Home/Farmowners
  • Life Mutual Companies
  • Life Stock Companies
  • Product Liability Companies
  • Commercial Auto Companies
  • Commercial Mulit Peril Companies
  • Special Liability Companies
  • Other Liability Companies
  • Fidelity/Surety Companies
  • Short Tail Companies
  • Private Auto Companies
  • Commercial Lines Companies

If you would like to be notified when a particular study is available, please contact us at insurance@bbh.com or fill out the following form.

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Insurance Asset Management

With approximately $38.6 billion in total assets under management as of September 30, 2009, Brown Brothers Harriman & Co.'s unique approach to insurance asset management emphasizes customized portfolio management and a high level of client service delivered through a relationship management team dedicated to insurance clients.

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