Insurance Financial Models

Insurers collect premiums before the final cost of claims is known. An apparently profitable year can change when loss estimates are revised, while investment income accumulates on funds held for future payments. Brokerage businesses earn fees without taking on the same underwriting obligations.

PGR_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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Progressive logo

Progressive

The Progressive Corporation is one of the largest property and casualty insurance companies in the United States, specialising in personal and commercial auto insurance, special lines, and property insurance.

ALL_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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Allstate logo

Allstate

The Allstate Corporation is one of the largest publicly held personal lines property and casualty insurers in the United States.

PRU_Financial_Model.xlsx
Metric
2026
2027
Revenue
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--
EBITDA
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Prudential Financial logo

Prudential Financial

Prudential Financial is a diversified global financial services institution providing life insurance, annuities, retirement-related services, mutual funds, and investment management.

CB_Financial_Model.xlsx
Metric
2026
2027
Revenue
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--
EBITDA
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Chubb Limited logo

Chubb Limited

Chubb Limited is a leading global insurance and reinsurance organisation headquartered in Zurich, Switzerland.

TRV_Financial_Model.xlsx
Metric
2026
2027
Revenue
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--
EBITDA
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Travelers Companies logo

Travelers Companies

The Travelers Companies, Inc.

AIG_Financial_Model.xlsx
Metric
2026
2027
Revenue
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--
EBITDA
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American International Group logo

American International Group

American International Group (AIG) is a leading global insurance organisation providing property casualty insurance solutions to businesses and individuals in over 200 countries and jurisdictions.

MRSH_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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Marsh McLennan logo

Marsh McLennan

Marsh & McLennan Companies, Inc.

AFL_Financial_Model.xlsx
Metric
2026
2027
Revenue
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--
EBITDA
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Aflac logo

Aflac

Aflac Incorporated is a leading provider of supplemental health and life insurance products, designed to pay cash benefits directly to policyholders for costs not covered by primary health insurance.

EG_Financial_Model.xlsx
Metric
2026
2027
Revenue
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--
EBITDA
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Everest Group logo

Everest Group

Everest Group is a leading global provider of reinsurance and insurance solutions, underwriting property, casualty, and specialty risks and generating revenue through premiums and investment of the resulting float.

PFG_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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Principal Financial Group logo

Principal Financial Group

Principal Financial Group (PFG) is a global financial services company headquartered in Des Moines, Iowa, offering retirement, asset management, and insurance solutions.

ACGL_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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Arch Capital Group logo

Arch Capital Group

Arch Capital Group is a Bermuda-based global provider of specialty property and casualty insurance, reinsurance, and mortgage insurance, dynamically allocating capital across underwriting opportunities.

AON_Financial_Model.xlsx
Metric
2026
2027
Revenue
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--
EBITDA
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Aon logo

Aon

Aon plc is a leading global professional services firm providing a broad range of risk, retirement, and health solutions.

AIZ_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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Assurant logo

Assurant

Assurant is a global provider of risk management solutions, protecting consumer purchases such as mobile devices, vehicles, and homes through B2B2C partnerships with brands, telecom providers, and financial institutions.

AJG_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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Arthur J. Gallagher & Co. logo

Arthur J. Gallagher & Co.

Arthur J.

CINF_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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Cincinnati Financial logo

Cincinnati Financial

Cincinnati Financial Corporation (CINF) is a premier United States property and casualty (P&C) insurance company that markets its policies exclusively through a select group of independent insurance agencies.

WTW_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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Willis Towers Watson logo

Willis Towers Watson

Willis Towers Watson is a leading global advisory, broking, and solutions company that provides data-driven, insight-led solutions in the areas of people, risk, and capital.

GL_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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Globe Life logo

Globe Life

Globe Life is a financial services holding company specialising in life and supplemental health insurance for lower-middle to middle-income households, distributed through exclusive agency networks and direct-to-consumer channels.

BRO_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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Brown & Brown logo

Brown & Brown

Brown & Brown is a leading global insurance brokerage firm that provides risk management solutions to individuals and businesses, earning commissions and fees for placing property, casualty, and employee benefits insurance.

ERIE_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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Erie Indemnity logo

Erie Indemnity

Erie Indemnity Company (ERIE) operates a unique business model as the managing attorney-in-fact for the subscribers (policyholders) at the Erie Insurance Exchange, a reciprocal insurance exchange.

L_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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Loews logo

Loews

Loews Corporation is a diversified holding company that operates across the insurance, energy infrastructure, and hospitality sectors.

MET_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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MetLife logo

MetLife

MetLife is a leading global financial services company providing insurance, annuities, employee benefits, and asset management, with a strong presence in the US institutional market and retail operations in Asia and Latin America.

HIG_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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Hartford logo

Hartford

The Hartford Financial Services Group, Inc.

WRB_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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W. R. Berkley logo

W. R. Berkley

W.

BRK.B_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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Berkshire Hathaway logo

Berkshire Hathaway

Berkshire Hathaway is a multinational conglomerate holding company overseen by Warren Buffett.

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