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Analyst
Taylor Scott
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters; questions recorded in 4).
- Questions
- 11on tracked calls
- Challenge rate
- 0%none of 11 questions
- Companies
- 5questioned at least once
- Reporting periods
- 4with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 11 of 11 questions from 5 companies
AIGAmerican International Group4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2025 Q3
how much more capacity do you have to go continue to do deals like this? What type of stuff are you looking at?
Show response
Zaffino noted all three deals were bilateral negotiations, no competitive process. Getting more inbound requests. Managed gross and net limits provide capacity. Expected to pursue more opportunities that are accretive to EPS and ROE.
I was hoping you could talk about the expected underwriting profitability from both the quota share as well as the renewal rights
Show response
Zaffino gave detailed breakdown: Convex whole account QS at strong combined ratios. Everest International similar to AIG's combined ratios, US Property attritional similar, Financial Lines expense savings, Casualty will improve with AIG's underwriting. Hancock emphasized seamless conversion and broker support.
Calendar 2025 Q2
it sounded like that net wasn't really much of a headwind actually in the underwriting. So I just wanted to understand if I'm getting that right
Show response
Zaffino explained reinsurance pricing reductions at or greater than primary pricing decreases, eliminating net headwind. Acknowledged combined ratios could move from 70s to low 80s but still strong. Tempering growth before wind season.
what will you do in the event that the growth outlook doesn't end up being what you had hoped for what you outlined at the Investor Day
Show response
Zaffino committed to returning capital if growth doesn't materialize but emphasized this is a moment in time. Brought in Bailey and Hancock who detailed casualty growth momentum (Lex Casualty submissions +39%) and specialty opportunities.
CBChubb Limited2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q1
Can you talk about your involvement in some of the solutions that are being contemplated for marine and trade credit
Show response
Greenberg explained the U.S. government-backed shipping insurance program with 50% insurer risk and 50% federal. Program supports military convoys through the Gulf.
when some of those newer things you've been working on are going to potentially contribute to NII
Show response
Greenberg redirected to prior disclosures at investor dinner. Enns confirmed it shows up in adjusted NII under private equity partnerships income. Offered to take details offline.
MRSHMarsh & McLennan Companies, Inc.2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q2
was interested if you could take us through some of the ways that impacts your business from a pricing standpoint
Show response
Doyle noted health care is an important business across Mercer and Oliver Wyman. Tomlinson clarified U.S. business mostly fixed-fee, so no direct commission correlation to medical inflation. Inflation drives project demand.
What are the impacts that you'd expect us to actually be able to see in the financials and so forth
Show response
Each business leader shared AI progress: Mercer's agentic AI interface AIDA, Sentrisk supply chain analytics, Blue[i] claims analytics with agentic overlay, Guy Carpenter climate catastrophe modeling.
WRBW. R. Berkley Corporation2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q1
I just wanted to take your temperature on what to expect there for the full year
Show response
Confirmed nothing unusual in reinsurance numbers, decline reflects market conditions. Cedents are retaining more net as they struggle with their own top-line growth, reducing reinsurance demand.
what would you say to us to help us kind of wrap our arms around that and get more comfortable with the trends we see
Show response
Declined to discuss casualty reserve development in detail on the call. Offered to continue discussion offline, noting supplemental information has been published and investor relations has proactively reached out.
HIGHartford (The)1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
dig a bit more into capital management strategy just in light of you know, the Hartford Funds transaction
Show response
Beth explained the new $4.2B buyback sizing: ~15% from incremental Hartford Funds cash proceeds and ~12% from business growth.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| AIG American International Group | 4 | 0%none of 4 questions |
| CB Chubb Limited | 2 | —Rate withheld: fewer than 3 questions |
| MRSH Marsh & McLennan Companies, Inc. | 2 | —Rate withheld: fewer than 3 questions |
| WRB W. R. Berkley Corporation | 2 | —Rate withheld: fewer than 3 questions |
| HIG Hartford (The) | 1 | —Rate withheld: fewer than 3 questions |
- AIGAmerican International Group · 4 questions0%none of 4 questions
- CBChubb Limited · 2 questions—rate withheld: under 3 questions
- MRSHMarsh & McLennan Companies, Inc. · 2 questions—rate withheld: under 3 questions
- WRBW. R. Berkley Corporation · 2 questions—rate withheld: under 3 questions
- HIGHartford (The) · 1 question—rate withheld: under 3 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q2 | 4 | 0%none of 4 questions | 2 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 4 | 0%none of 4 questions | 2 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q24 questions · challenge rate 0% (none of 4 questions) · 2 companies
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q4No questions recorded
- 2026 Q14 questions · challenge rate 0% (none of 4 questions) · 2 companies
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Capital Allocation4
- M&A3
- Margin3
- Revenue Growth2
- Competitive Dynamics2
- Pricing2
- Macroeconomic1
- Product Launch1
- Demand1
- Cloud & AI1
Show all 11 topics
- Innovation & R&D1