INVESTMENTS, PROPERTY/CASUALTY INSURERS, 2004-2008
Bonds |
$705,175.9 |
$854,668.6 |
$830,240.0 |
67.18% |
65.95% |
68.38% |
Stocks |
204,067.9 |
248,646.2 |
201,555.7 |
19.44 |
19.19 |
16.60 |
Preferred |
15,384.3 |
19,730.6 |
21,797.6 |
1.47 |
1.52 |
1.80 |
Common |
188,683.6 |
228,915.6 |
179,758.1 |
17.98 |
17.66 |
14.80 |
Mortgage loans on real estate |
3,108.5 |
5,040.5 |
5,291.3 |
0.30 |
0.39 |
0.44 |
First liens |
3,053.8 |
4,834.8 |
4,963.1 |
0.29 |
0.37 |
0.41 |
Other than first liens |
54.7 |
205.8 |
328.2 |
0.01 |
0.02 |
0.03 |
Real estate |
9,332.2 |
10,278.9 |
10,498.0 |
0.89 |
0.79 |
0.86 |
Properties occupied by company |
7,812.9 |
8,598.1 |
8,969.7 |
0.74 |
0.66 |
0.74 |
Properties held for income production |
1,054.6 |
1,129.5 |
1,239.1 |
0.10 |
0.09 |
0.10 |
Properties held for sale |
464.7 |
551.2 |
289.2 |
0.04 |
0.04 |
0.02 |
Cash, cash equivalent and short-term investments |
89,909.1 |
91,873.1 |
97,148.4 |
8.57 |
7.09 |
8.00 |
Contract loans |
0.0 |
2.8 |
2.6 |
(1) |
(1) |
(1) |
Other invested assets |
34,269.8 |
75,657.5 |
59,322.7 |
3.26 |
5.84 |
4.89 |
Receivable for securities |
1,396.5 |
1,794.0 |
2,387.6 |
0.13 |
0.14 |
0.20 |
Aggregate write-in for invested assets |
2,413.3 |
7,931.0 |
7,755.6 |
0.23 |
0.61 |
0.64 |
Total cash and invested assets |
$1,049,673.2 |
$1,295,892.6 |
$1,214,201.9 |
100.00% |
100.00% |
100.00% |
|
(1) Less than 0.01 percent.
Source: National Association of Insurance Commissioners (NAIC) Annual Statement Database, via Highline Data, LLC. Copyrighted information. No portion of this work may be copied or redistributed without the express written permission of Highline Data, LLC.
INVESTMENTS, PROPERTY/CASUALTY INSURERS, 2005-2009 (1)
Bonds |
$772,640 |
$827,669 |
$866,291 |
68.38% |
62.29% |
68.82% |
Stocks |
207,136 |
320,784 |
227,055 |
18.33 |
24.14 |
18.04 |
Preferred |
11,434 |
21,816 |
18,822 |
1.01 |
1.64 |
1.50 |
Common |
195,701 |
298,967 |
208,233 |
17.32 |
22.50 |
16.54 |
Mortgage loans on real estate |
3,243 |
4,979 |
4,482 |
0.29 |
0.37 |
0.36 |
First liens |
3,194 |
4,657 |
4,171 |
0.28 |
0.35 |
0.33 |
Other than first liens |
49 |
323 |
311 |
(2) |
0.02 |
0.02 |
Real estate |
9,325 |
10,380 |
10,217 |
0.83 |
0.78 |
0.81 |
Properties occupied by company |
7,869 |
8,913 |
8,837 |
0.70 |
0.67 |
0.70 |
Properties held for income production |
1,014 |
1,182 |
1,133 |
0.09 |
0.09 |
0.09 |
Properties held for sale |
442 |
285 |
248 |
0.04 |
0.02 |
0.02 |
Cash, cash equivalent and short-term investments |
91,584 |
96,574 |
87,584 |
8.11 |
7.27 |
6.96 |
Other invested assets |
39,135 |
61,654 |
57,488 |
3.46 |
4.64 |
4.57 |
Receivable for securities |
4,131 |
2,599 |
1,049 |
0.37 |
0.20 |
0.08 |
Aggregate write-in for invested assets |
2,852 |
4,070 |
4,627 |
0.25 |
0.31 |
0.37 |
Total cash and invested assets |
$1,129,904 |
$1,328,709 |
$1,258,792 |
100.00% |
100.00% |
100.00% |
|
(1) Data are net admitted assets of property/casualty insurers.
(2) Less than 0.01 percent.
Source: SNL Financial LC.
INVESTMENTS, PROPERTY/CASUALTY INSURERS, 2008-2010 (1)
Bonds |
$827,830 |
$866,292 |
$873,763 |
68.68% |
68.73% |
66.40% |
Stocks |
201,168 |
228,601 |
226,111 |
16.69 |
18.14 |
17.18 |
Preferred |
21,772 |
18,819 |
17,574 |
1.81 |
1.49 |
1.34 |
Common |
179,396 |
209,781 |
208,537 |
14.88 |
16.64 |
15.85 |
Mortgage loans on real estate |
4,996 |
4,482 |
4,172 |
0.41 |
0.36 |
0.32 |
First liens |
4,673 |
4,171 |
3,885 |
0.39 |
0.33 |
0.30 |
Other than first liens |
323 |
311 |
287 |
0.03 |
0.02 |
0.02 |
Real estate |
10,410 |
10,218 |
9,774 |
0.86 |
0.81 |
0.74 |
Properties occupied by company |
8,936 |
8,837 |
8,541 |
0.74 |
0.70 |
0.65 |
Properties held for income production |
1,187 |
1,133 |
1,057 |
0.10 |
0.09 |
0.08 |
Properties held for sale |
287 |
248 |
177 |
0.02 |
0.02 |
0.01 |
Cash, cash equivalent and short-term investments |
96,737 |
87,585 |
85,636 |
8.03 |
6.95 |
6.51 |
Derivatives |
NA |
NA |
643 |
NA |
NA |
0.05 |
Other invested assets |
57,542 |
57,552 |
102,875 |
4.77 |
4.57 |
7.82 |
Receivable for securities |
2,599 |
1,049 |
4,481 |
0.22 |
0.08 |
0.34 |
Securities lending reinvested collateral assets |
NA |
NA |
5,285 |
NA |
NA |
0.40 |
Aggregate write-in for invested assets |
4,087 |
4,626 |
3,200 |
0.34 |
0.37 |
0.24 |
Total cash and invested assets |
$1,205,368 |
$1,260,404 |
$1,315,941 |
100.00% |
100.00% |
100.00% |
|
(1) Data are net admitted assets of property/casualty insurers.
NA=Data not available.
Source: SNL Financial LC.
INVESTMENTS, PROPERTY/CASUALTY INSURERS, 2009-2011 (1)
Bonds |
$866,291 |
$873,816 |
$902,508 |
68.73% |
66.39% |
67.18% |
Stocks |
228,601 |
226,035 |
240,790 |
18.14 |
17.17 |
17.92 |
Preferred |
18,819 |
17,574 |
11,619 |
1.49 |
1.34 |
0.86 |
Common |
209,781 |
208,461 |
229,171 |
16.64 |
15.84 |
17.06 |
Mortgage loans on real estate |
4,482 |
4,171 |
4,969 |
0.36 |
0.32 |
0.37 |
First liens |
4,171 |
3,885 |
4,767 |
0.33 |
0.30 |
0.35 |
Other than first liens |
311 |
287 |
202 |
0.02 |
0.02 |
0.02 |
Real estate |
10,218 |
9,773 |
10,371 |
0.81 |
0.74 |
0.77 |
Properties occupied by company |
8,837 |
8,540 |
8,902 |
0.70 |
0.65 |
0.66 |
Properties held for income production |
1,133 |
1,057 |
1,216 |
0.09 |
0.08 |
0.09 |
Properties held for sale |
248 |
176 |
252 |
0.02 |
0.01 |
0.02 |
Cash, cash equivalent and short-term investments |
87,593 |
85,961 |
72,586 |
6.95 |
6.53 |
5.40 |
Derivatives |
NA |
643 |
649 |
NA |
0.05 |
0.05 |
Other invested assets |
57,552 |
102,863 |
104,144 |
4.57 |
7.82 |
7.75 |
Receivable for securities |
1,049 |
4,481 |
1,548 |
0.08 |
0.34 |
0.12 |
Securities lending reinvested collateral assets |
NA |
5,285 |
2,628 |
NA |
0.40 |
0.20 |
Aggregate write-in for invested assets |
4,626 |
3,200 |
3,479 |
0.37 |
0.24 |
0.26 |
Total cash and invested assets |
$1,260,404 |
$1,316,192 |
$1,343,506 |
100.00% |
100.00% |
100.00% |
|
(1) Data are net admitted assets of property/casualty insurers.
NA=Data not available.
Source: SNL Financial LC.
INVESTMENTS, PROPERTY/CASUALTY INSURERS, 2011-2013 (1)
($ millions, end of year)
|
Amount |
Percent of total investments |
Investment type |
2011 |
2012 |
2013 |
2011 |
2012 |
2013 |
Bonds |
$902,533 |
$907,509 |
$926,335 |
67.26% |
65.34% |
62.55% |
Stocks |
238,873 |
266,063 |
327,849 |
17.80 |
19.16 |
22.14 |
Preferred |
11,619 |
11,930 |
11,537 |
0.87 |
0.86 |
0.78 |
Common |
227,254 |
254,133 |
316,312 |
16.94 |
18.30 |
21.36 |
Mortgage loans on real estate |
4,969 |
5,682 |
7,985 |
0.37 |
0.41 |
0.54 |
First liens |
4,767 |
5,428 |
7,778 |
0.36 |
0.39 |
0.53 |
Other than first liens |
202 |
254 |
207 |
0.02 |
0.02 |
0.01 |
Real estate |
10,374 |
10,387 |
9,953 |
0.77 |
0.75 |
0.67 |
Properties occupied by company |
8,905 |
8,961 |
8,462 |
0.66 |
0.65 |
0.57 |
Properties held for income production |
1,216 |
1,228 |
1,249 |
0.09 |
0.09 |
0.08 |
Properties held for sale |
252 |
198 |
243 |
0.02 |
0.01 |
0.02 |
Cash, cash equivalent and short-term investments |
72,608 |
82,612 |
83,612 |
5.41 |
5.95 |
5.65 |
Derivatives |
649 |
592 |
578 |
0.05 |
0.04 |
0.04 |
Other invested assets |
104,204 |
108,584 |
117,588 |
7.77 |
7.82 |
7.94 |
Receivable for securities |
1,529 |
960 |
1,485 |
0.11 |
0.07 |
0.10 |
Securities lending reinvested collateral assets |
2,628 |
2,640 |
2,637 |
0.20 |
0.19 |
0.18 |
Aggregate write-in for invested assets |
3,568 |
4,006 |
2,934 |
0.27 |
0.29 |
0.20 |
Total cash and invested assets |
$1,341,904 |
$1,388,998 |
$1,480,955 |
100.00% |
100.00% |
100.00% |
|
(1) Includes cash and net admitted assets of property/casualty insurers.
Source: SNL Financial LC.
INVESTMENTS, PROPERTY/CASUALTY INSURERS, 2012-2014 (1)
($ millions, end of year)
|
Amount |
Percent of total investments |
Investment type |
2012 |
2013 |
2014 |
2012 |
2013 |
2014 |
Bonds |
$907,304 |
$925,895 |
$941,934 |
65.21% |
62.45% |
61.45% |
Stocks |
268,125 |
329,486 |
345,760 |
19.27 |
22.22 |
22.56 |
Preferred |
11,943 |
11,539 |
14,630 |
0.86 |
0.78 |
0.95 |
Common |
256,182 |
317,947 |
331,131 |
18.41 |
21.44 |
21.60 |
Mortgage loans on real estate |
5,681 |
7,972 |
10,008 |
0.41 |
0.54 |
0.65 |
First liens |
5,427 |
7,765 |
9,820 |
0.39 |
0.52 |
0.64 |
Other than first liens |
254 |
207 |
188 |
0.02 |
0.01 |
0.01 |
Real estate |
10,388 |
9,966 |
10,162 |
0.75 |
0.67 |
0.66 |
Properties occupied by company |
8,962 |
8,475 |
8,598 |
0.64 |
0.57 |
0.56 |
Properties held for income production |
1,228 |
1,249 |
1,286 |
0.09 |
0.08 |
0.08 |
Properties held for sale |
198 |
243 |
278 |
0.01 |
0.02 |
0.02 |
Cash, cash equivalent and short-term investments |
82,502 |
83,552 |
90,749 |
5.93 |
5.64 |
5.92 |
Derivatives |
592 |
578 |
637 |
0.04 |
0.04 |
0.04 |
Other invested assets |
109,321 |
118,316 |
126,582 |
7.86 |
7.98 |
8.26 |
Receivable for securities |
956 |
1,491 |
1,104 |
0.07 |
0.10 |
0.07 |
Securities lending reinvested collateral assets |
2,640 |
2,637 |
2,681 |
0.19 |
0.18 |
0.17 |
Aggregate write-in for invested assets |
3,873 |
2,776 |
3,282 |
0.28 |
0.19 |
0.21 |
Total cash and invested assets |
$1,391,380 |
$1,482,670 |
$1,532,899 |
100.00% |
100.00% |
100.00% |
|
(1) Includes cash and net admitted assets of property/casualty insurers.
Source: SNL Financial LC.
Investments, Property/Casualty Insurers, 2014-2016 (1)
($ millions, end of year)
|
Amount |
Percent of total investments |
Investment type |
2014 |
2015 |
2016 |
2014 |
2015 |
2016 |
Bonds |
$941,943 |
$949,702 |
$973,140 |
61.45% |
62.01% |
61.25% |
Stocks |
$345,762 |
$340,252 |
$359,165 |
22.56% |
22.22% |
22.61% |
Preferred |
14,630 |
14,025 |
10,849 |
0.95 |
0.92 |
0.68 |
Common |
331,133 |
326,227 |
348,316 |
21.60 |
21.30 |
21.92 |
Mortgage loans on real estate |
$10,008 |
$12,441 |
$15,032 |
0.65% |
0.81% |
0.95% |
First liens |
9,820 |
12,209 |
14,407 |
0.64 |
0.80 |
0.91 |
Other than first liens |
188 |
232 |
625 |
0.01 |
0.02 |
0.04 |
Real estate |
$10,165 |
$11,685 |
$12,272 |
0.66% |
0.76% |
0.77% |
Properties occupied by company |
8,598 |
8,716 |
8,933 |
0.56 |
0.57 |
0.56 |
Properties held for income production |
1,286 |
2,693 |
3,061 |
0.08 |
0.18 |
0.19 |
Properties held for sale |
282 |
276 |
278 |
0.02 |
0.02 |
0.02 |
Cash, cash equivalent and short-term investments |
90,754 |
87,516 |
92,338 |
5.92 |
5.71 |
5.81 |
Derivatives |
637 |
652 |
531 |
0.04 |
0.04 |
0.03 |
Other invested assets |
126,582 |
121,291 |
128,704 |
8.26 |
7.92 |
8.10 |
Receivable for securities |
1,104 |
2,530 |
1,679 |
0.07 |
0.17 |
0.11 |
Securities lending reinvested collateral assets |
2,681 |
2,618 |
2,582 |
0.17 |
0.17 |
0.16 |
Aggregate write-in for invested assets |
3,282 |
2,860 |
3,319 |
0.21 |
0.19 |
0.21 |
Total cash and invested assets |
$1,532,917 |
$1,531,547 |
$1,588,760 |
100.00% |
100.00% |
100.00% |
|
(1) Includes cash and net admitted assets of property/casualty insurers.
Source: NAIC data, sourced from S&P Global Market Intelligence, Insurance Information Institute.
Investments, Property/Casualty Insurers, 2015-2017 (1)
($ millions, end of year)
|
Amount |
Percent of total investments |
Investment type |
2015 |
2016 |
2017 |
2015 |
2016 |
2017 |
Bonds |
$949,702 |
$973,140 |
$979,509 |
62.01% |
61.25% |
57.91% |
Stocks |
$340,252 |
$359,165 |
$417,448 |
22.22% |
22.61% |
24.68% |
Preferred |
14,025 |
10,849 |
5,448 |
0.92 |
0.68 |
0.32 |
Common |
326,227 |
348,316 |
412,000 |
21.30 |
21.92 |
24.36 |
Mortgage loans on real estate |
$12,441 |
$15,032 |
$17,324 |
0.81% |
0.95% |
1.02% |
First liens |
12,209 |
14,407 |
16,644 |
0.80 |
0.91 |
0.98 |
Other than first liens |
232 |
625 |
681 |
0.02 |
0.04 |
0.04 |
Real estate |
$11,685 |
$12,272 |
$12,888 |
0.76% |
0.77% |
0.76% |
Properties occupied by company |
8,716 |
8,933 |
9,122 |
0.57 |
0.56 |
0.54 |
Properties held for income production |
2,693 |
3,061 |
3,543 |
0.18 |
0.19 |
0.21 |
Properties held for sale |
276 |
278 |
223 |
0.02 |
0.02 |
0.01 |
Cash, cash equivalent and short-term investments |
87,516 |
92,338 |
115,059 |
5.71 |
5.81 |
6.80 |
Derivatives |
652 |
531 |
233 |
0.04 |
0.03 |
0.01 |
Other invested assets |
121,291 |
128,704 |
137,878 |
7.92 |
8.10 |
8.15 |
Receivable for securities |
2,530 |
1,679 |
2,102 |
0.17 |
0.11 |
0.12 |
Securities lending reinvested collateral assets |
2,618 |
2,582 |
4,440 |
0.17 |
0.16 |
0.26 |
Aggregate write-in for invested assets |
2,860 |
3,319 |
4,673 |
0.19 |
0.21 |
0.28 |
Total cash and invested assets |
$1,531,547 |
$1,588,760 |
$1,691,553 |
100.00% |
100.00% |
100.00% |
|
(1) Includes cash and net admitted assets of property/casualty insurers.
Source: NAIC data, sourced from S&P Global Market Intelligence, Insurance Information Institute.
Investments, Property/Casualty Insurers, 2016-2018 (1)
($ millions, end of year)
|
Amount |
Percent of total investments |
Investment type |
2016 |
2017 |
2018 |
2016 |
2017 |
2018 |
Bonds |
$973,277 |
$979,530 |
$1,020,600 |
61.25% |
57.91% |
60.23% |
Stocks |
$359,164 |
$417,449 |
$396,972 |
22.60% |
24.68% |
23.43% |
Preferred |
10,849 |
5,448 |
5,247 |
0.68 |
0.32 |
0.31 |
Common |
348,314 |
412,001 |
391,725 |
21.92 |
24.36 |
23.12 |
Mortgage loans on real estate |
$15,032 |
$17,324 |
$18,876 |
0.95% |
1.02% |
1.11% |
First liens |
14,407 |
16,643 |
18,220 |
0.91 |
0.98 |
1.08 |
Other than first liens |
625 |
681 |
656 |
0.04 |
0.04 |
0.04 |
Real estate |
$12,272 |
$12,887 |
$13,667 |
0.77% |
0.76% |
0.81% |
Properties occupied by company |
8,933 |
9,122 |
9,290 |
0.56 |
0.54 |
0.55 |
Properties held for income production |
3,061 |
3,543 |
3,950 |
0.19 |
0.21 |
0.23 |
Properties held for sale |
278 |
223 |
427 |
0.02 |
0.01 |
0.03 |
Cash, cash equivalent and short-term investments |
92,340 |
115,060 |
101,384 |
5.81 |
6.80 |
5.98 |
Derivatives |
531 |
233 |
411 |
0.03 |
0.01 |
0.02 |
Other invested assets |
128,710 |
137,878 |
133,876 |
8.10 |
8.15 |
7.90 |
Receivable for securities |
1,679 |
2,102 |
1,919 |
0.11 |
0.12 |
0.11 |
Securities lending reinvested collateral assets |
2,582 |
4,440 |
4,804 |
0.16 |
0.26 |
0.28 |
Aggregate write-in for invested assets |
3,319 |
4,673 |
1,915 |
0.21 |
0.28 |
0.11 |
Total cash and invested assets |
$1,588,905 |
$1,691,575 |
$1,694,424 |
100.00% |
100.00% |
100.00% |
|
(1) Includes cash and net admitted assets of property/casualty insurers.
Source: NAIC data, sourced from S&P Global Market Intelligence.
Investments, Property/Casualty Insurers, 2017-2019 (1)
($ millions, end of year)
|
Amount |
Percent of total investments |
Investment type |
2017 |
2018 |
2019 |
2017 |
2018 |
2019 |
Bonds |
$979,530 |
$1,020,600 |
$1,066,685 |
57.91% |
60.23% |
57.05% |
Stocks |
$417,449 |
$396,972 |
$500,031 |
24.68% |
23.43% |
26.74% |
Preferred |
5,448 |
5,247 |
14,261 |
0.32 |
0.31 |
0.76 |
Common |
412,001 |
391,725 |
485,770 |
24.36 |
23.12 |
25.98 |
Mortgage loans on real estate |
$17,324 |
$18,876 |
$22,132 |
1.02% |
1.11% |
1.18% |
First liens |
16,643 |
18,220 |
20,835 |
0.98 |
1.08 |
1.11 |
Other than first liens |
681 |
656 |
1,298 |
0.04 |
0.04 |
0.07 |
Real estate |
$12,887 |
$13,667 |
$13,677 |
0.76% |
0.81% |
0.73% |
Properties occupied by company |
9,122 |
9,290 |
9,190 |
0.54 |
0.55 |
0.49 |
Properties held for income production |
3,543 |
3,950 |
4,102 |
0.21 |
0.23 |
0.22 |
Properties held for sale |
223 |
427 |
384 |
0.01 |
0.03 |
0.02 |
Cash, cash equivalent and short-term investments |
115,060 |
101,384 |
115,039 |
6.80 |
5.98 |
6.15 |
Derivatives |
233 |
411 |
273 |
0.01 |
0.02 |
0.01 |
Other invested assets |
137,878 |
133,876 |
146,380 |
8.15 |
7.90 |
7.83 |
Receivable for securities |
2,102 |
1,919 |
1,545 |
0.12 |
0.11 |
0.08 |
Securities lending reinvested collateral assets |
4,440 |
4,804 |
4,444 |
0.26 |
0.28 |
0.24 |
Aggregate write-in for invested assets |
4,673 |
1,915 |
-353 |
0.28 |
0.11 |
NA |
Total cash and invested assets |
$1,691,575 |
$1,694,424 |
$1,869,854 |
100.00% |
100.00% |
100.00% |
|
(1) Includes cash and net admitted assets of property/casualty insurers.
NA=Not applicable.
Source: NAIC data, sourced from S&P Global Market Intelligence, Insurance Information Institute.
Investments, Property/Casualty Insurers, 2018-2020 (1)
($ millions, end of year)
|
Amount |
Percent of total investments |
Investment type |
2018 |
2019 |
2020 |
2018 |
2019 |
2020 |
Bonds |
$1,020,600 |
$1,066,685 |
$1,111,622 |
60.23% |
57.05% |
55.38% |
Stocks |
$396,972 |
$500,031 |
$536,272 |
23.43% |
26.74% |
26.71% |
Preferred |
5,247 |
14,261 |
16,515 |
0.31 |
0.76 |
0.82 |
Common |
391,725 |
485,770 |
519,757 |
23.12 |
25.98 |
25.89 |
Mortgage loans on real estate |
$18,876 |
$22,132 |
$23,660 |
1.11% |
1.18% |
1.18% |
First liens |
18,220 |
20,835 |
23,298 |
1.08 |
1.11 |
1.16 |
Other than first liens |
656 |
1,298 |
362 |
0.04 |
0.07 |
0.02 |
Real estate |
$13,667 |
$13,677 |
$13,739 |
0.81% |
0.73% |
0.68% |
Properties occupied by company |
9,290 |
9,190 |
9,151 |
0.55 |
0.49 |
0.46 |
Properties held for income production |
3,950 |
4,102 |
4,297 |
0.23 |
0.22 |
0.21 |
Properties held for sale |
427 |
384 |
290 |
0.03 |
0.02 |
0.01 |
Cash, cash equivalent and short-term investments |
101,384 |
115,039 |
140,244 |
5.98 |
6.15 |
6.99 |
Derivatives |
411 |
273 |
537 |
0.02 |
0.01 |
0.03 |
Other invested assets |
133,876 |
146,380 |
175,007 |
7.90 |
7.83 |
8.72 |
Receivable for securities |
1,919 |
1,545 |
2,326 |
0.11 |
0.08 |
0.12 |
Securities lending reinvested collateral assets |
4,804 |
4,444 |
4,537 |
0.28 |
0.24 |
0.23 |
Aggregate write-in for invested assets |
1,915 |
-353 |
-547 |
0.11 |
NA |
NA |
Total cash and invested assets |
$1,694,424 |
$1,869,854 |
$2,007,396 |
100.00% |
100.00% |
100.00% |
|
(1) Includes cash and net admitted assets of property/casualty insurers.
NA=Not applicable.
Source: NAIC data, sourced from S&P Global Market Intelligence, Insurance Information Institute.
Investments, Property/Casualty Insurers, 2019-2021 (1)
($ millions, end of year)
|
Amount |
Percent of total investments |
Investment type |
2019 |
2020 |
2021 |
2019 |
2020 |
2021 |
Bonds |
$1,066,685 |
$1,111,622 |
$1,178,226 |
57.05% |
55.38% |
53.02% |
Stocks |
$500,031 |
$536,272 |
$657,175 |
26.74% |
26.71% |
29.58% |
Preferred |
14,261 |
16,515 |
17,447 |
0.76 |
0.82 |
0.79 |
Common |
485,770 |
519,757 |
639,728 |
25.98 |
25.89 |
28.79 |
Mortgage loans on real estate |
22,132 |
23,660 |
27,021 |
1.18 |
1.18 |
1.22 |
First liens |
20,835 |
23,298 |
26,526 |
1.11 |
1.16 |
1.19 |
Other than first liens |
1,298 |
362 |
495 |
0.07 |
0.02 |
0.02 |
Real estate |
$13,677 |
$13,739 |
$13,301 |
0.73% |
0.68% |
0.60% |
Properties occupied by company |
9,190 |
9,151 |
8,875 |
0.49 |
0.46 |
0.40 |
Properties held for income production |
4,102 |
4,297 |
4,017 |
0.22 |
0.21 |
0.18 |
Properties held for sale |
384 |
290 |
409 |
0.02 |
0.01 |
0.02 |
Cash, cash equivalent and short-term investments |
115,039 |
140,244 |
156,464 |
6.15 |
6.99 |
7.04 |
Derivatives |
273 |
537 |
609 |
0.01 |
0.03 |
0.03 |
Other invested assets |
146,380 |
175,007 |
180,263 |
7.83 |
8.72 |
8.11 |
Receivable for securities |
1,545 |
2,326 |
3,177 |
0.08 |
0.12 |
0.14 |
Securities lending reinvested collateral assets |
4,444 |
4,537 |
6,520 |
0.24 |
0.23 |
0.29 |
Aggregate write-in for invested assets |
-353 |
-547 |
-711 |
NA |
NA |
NA |
Total cash and invested assets |
$1,869,854 |
$2,007,396 |
$2,222,046 |
100.00% |
100.00% |
100.00% |
|
(1) Includes cash and net admitted assets of property/casualty insurers.
NA=Not applicable.
Source: NAIC data, sourced from S&P Global Market Intelligence, Insurance Information Institute.
Investments, Property/Casualty Insurers, 2020-2022 (1)
($ millions, end of year)
 |
Amount |
Percent of total investments |
Investment type |
2020 |
2021 |
2022 |
2020 |
2021 |
2022 |
Bonds |
$1,111,622 |
$1,178,226 |
$1,144,666 |
55.38% |
53.02% |
55.31% |
Stocks |
$536,272 |
$657,175 |
$574,911 |
26.71% |
29.58% |
27.78% |
    Preferred |
16,515 |
17,447 |
15,968 |
0.82 |
0.79 |
0.77 |
    Common |
519,757 |
639,728 |
558,943 |
25.89 |
28.79 |
27.01 |
Mortgage loans on real estate |
$23,660 |
$27,021 |
$25,729 |
1.18% |
1.22% |
1.24% |
    First liens |
23,298 |
26,526 |
25,114 |
1.16 |
1.19 |
1.21 |
    Other than first liens |
362 |
495 |
615 |
0.02 |
0.02 |
0.03 |
Real estate |
$13,739 |
$13,301 |
$12,655 |
0.68% |
0.60% |
0.61% |
    Properties occupied by company |
9,151 |
8,875 |
8,151 |
0.46 |
0.40 |
0.39 |
    Properties held for income production |
4,297 |
4,017 |
4,143 |
0.21 |
0.18 |
0.20 |
    Properties held for sale |
290 |
409 |
361 |
0.01 |
0.02 |
0.02 |
Cash, cash equivalent and short-term investments |
140,244 |
156,464 |
148,026 |
6.99 |
7.04 |
7.15 |
Derivatives |
537 |
609 |
1,274 |
0.03 |
0.03 |
0.06 |
Other invested assets |
175,007 |
180,263 |
157,110 |
8.72 |
8.11 |
7.59 |
Receivable for securities |
2,326 |
3,177 |
2,680 |
0.12 |
0.14 |
0.13 |
Securities lending reinvested collateral assets |
4,537 |
6,520 |
3,085 |
0.23 |
0.29 |
0.15 |
Aggregate write-in for invested assets |
-547 |
-711 |
-749 |
NA |
NA |
NA |
Total cash and invested assets |
$2,007,396 |
$2,222,046 |
$2,069,387 |
100.00% |
100.00% |
100.00% |
|
(1) Includes cash and net admitted assets of property/casualty insurers.
NA=Not applicable.
Source: NAIC data, sourced from S&P Global Market Intelligence, Insurance Information Institute.