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Brian Robert Meredith

Managing Director and Senior Equity Research Analyst at UBS Investment Bank

Brian Robert Meredith is a Managing Director and Senior Equity Research Analyst at UBS Investment Bank, specializing in the insurance and diversified financials sectors. He covers specific companies including TWFG, Ryan Specialty Group, GooseHead Insurance, Willis Towers Watson, W.R. Berkley, Travelers Companies, RenaissanceRe Holdings, Progressive, Marsh & McLennan, and Hartford Financial, with a strong performance track record featuring a 76% success rate (231 out of 305 profitable ratings) and an average return of 12.70% per rating on TipRanks, ranking him #293 out of 10,081 Wall Street analysts. His most profitable call was a Buy on American International Group (AIG) yielding +95.50% from October 2020 to 2021. Meredith has been an insurance analyst at UBS for over a decade, frequently moderating key industry conferences and engaging with executives from major insurers, though specific prior firm details and credentials like FINRA licenses are not publicly detailed in available sources.

Brian Robert Meredith's questions to EVEREST GROUP (EG) leadership

Question · Q4 2025

Brian Robert Meredith asked about Everest's perspective on the current M&A activity in the P&C industry and whether the company is considering acquisitions to bolster its global or specialty businesses, given its excess capital.

Answer

Jim Williamson, President and CEO, stated that any inorganic M&A would need to compete with the highly compelling, low-risk return on capital from share repurchases, setting a very high bar. He indicated that if an acquisition were pursued, it would be small, aligned with the existing strategy, low-risk, and aimed at adding capabilities or distribution difficult to build internally. Brian Robert Meredith also inquired about Everest's appetite for property pro rata business in 2026 and whether it might expand as a percentage of the overall mix, particularly given conditions in Florida and attractive homeowner returns. Jim Williamson noted a successful run in property pro rata due to client selection and well-structured programs. He mentioned that underlying property insurance rates are beginning to decline, leading to a thoughtful approach. While the property pro rata portfolio was slightly down year-over-year, Everest maintains a bias towards commercial and E&S, not anticipating a significant expansion into homeowners.

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Question · Q4 2025

Brian Robert Meredith asked if Everest Group is considering M&A to bolster its global or specialty businesses, given the current M&A activity in the P&C industry and Everest's excess capital.

Answer

Jim Williamson, President and CEO, Everest Group, stated that any M&A would need to compete with the compelling, low-risk return from share repurchases, setting a high bar. He characterized potential acquisitions as small, aligned with existing strategy, low-risk, and adding capabilities or distribution difficult to build internally. Regarding the reinsurance business, Jim Williamson noted a successful run in property pro rata due to client selection and well-structured programs. He is monitoring declining underlying rates in the property insurance market and expects to be thoughtful, with a slight year-over-year decrease in property pro rata. He indicated a bias towards commercial and E&S, not expecting a significant expansion into homeowners.

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