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Bob Jian Huang

Research Analyst at Morgan Stanley

Bob Jian Huang is an analyst at Morgan Stanley specializing in coverage of the insurance sector, with a focus on companies such as Slide Insurance. Renowned for his analytical expertise, Huang provides investment insights and price target updates that help institutional clients navigate market dynamics in the insurance industry. Throughout his tenure at Morgan Stanley, he has established a track record of well-researched recommendations, contributing to effective risk assessment and strategic decision-making for investors. Huang holds financial industry credentials and brings rigorous sector knowledge, performance benchmarking, and data-driven perspectives to his role.

Bob Jian Huang's questions to Kinsale Capital Group (KNSL) leadership

Bob Jian Huang's questions to Kinsale Capital Group (KNSL) leadership • Q2 2025

Question

Bob Jian Huang inquired about the split between new and renewal business driving growth, which lines offer exciting new business prospects, and the growth trajectory for the homeowners line.

Answer

Chairman & CEO Michael Kehoe stated that while he lacked a precise split, growth was likely driven mostly by new business. He and President & COO Brian Haney highlighted entertainment, high-value homeowners, and small business property as areas with robust growth. Mr. Kehoe confirmed homeowners is a growing opportunity in multiple states but does not expect it to cause a near-term shift in the company's 70/30 casualty-to-property premium split.

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Bob Jian Huang's questions to Chubb (CB) leadership

Bob Jian Huang's questions to Chubb (CB) leadership • Q2 2025

Question

Bob Jian Huang from Morgan Stanley asked about the drivers of strong growth in Latin America and the potential impact on Chubb's high-net-worth business if the FEMA flood insurance program were phased out.

Answer

Chairman & CEO Evan Greenberg attributed Latin America's strong performance to broad-based growth across Mexico, Chile, Brazil, and Argentina, particularly in auto, small commercial, A&H, and digital partnerships, expecting double-digit growth to continue. Regarding FEMA, he stated its limits are modest for high-net-worth clients and the private flood market is growing, so a phase-out would not significantly move the needle for Chubb's business, though it would be detrimental for the country.

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Bob Jian Huang's questions to Chubb (CB) leadership • Q2 2025

Question

Bob Jian Huang from Morgan Stanley asked for details on the drivers of Chubb's strong growth in Latin America and the potential impact on its high-net-worth business if FEMA's flood insurance program were phased out.

Answer

Chairman & CEO Evan Greenberg attributed the robust Latin America growth to broad-based strength in Mexico, digital partnerships in Chile and Brazil, and an improving environment in Argentina, expecting double-digit growth to continue. Regarding FEMA, he stated its coverage is modest for high-net-worth clients and the private flood market is well-positioned to provide coverage, so the impact would be minimal on Chubb's book.

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