MCH ADVISORY RESEARCH
Financials

Property & Casualty Insurance

8 companies under coverage.

Coverage

Property & Casualty Insurance


Equity Research

Progressive Corp (PGR)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $392, +80% vs spot. It needs Gross Margin to surprise to the upside.

PGREquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +15%
Equity Research

Cincinnati Financial Corporation (CINF)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $330, +78% vs spot. It needs Gross Margin to surprise to the upside.

CINFEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +9%
Equity Research

Hartford Financial Services Group (HIG)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $245, +85% vs spot. It needs Gross Margin to surprise to the upside.

HIGEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +4%
Equity Research

The Allstate Corporation (ALL)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $413, +74% vs spot. It needs Gross Margin to surprise to the upside.

ALLEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +1%
Equity Research

Arch Capital Group Ltd. (ACGL)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $172, +78% vs spot. It needs the multiple to hold or expand.

ACGLEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +1%
Equity Research

Chubb Ltd (CB)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $593, +74% vs spot. It needs the multiple to hold or expand.

CBEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · 0%
Equity Research

W. R. Berkley Corp (WRB)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $125, +77% vs spot. It needs Gross Margin to surprise to the upside.

WRBEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -3%
Equity Research

The Travelers Companies Inc (TRV)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $567, +72% vs spot. It needs Gross Margin to surprise to the upside.

TRVEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -6%
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