Sign in

You're signed outSign in or to get full access.

Katherine Sakys

Research Analyst at Autonomous Research

Katie Sakys is a Senior Equity Research Associate, AVP at Autonomous Research US LP, specializing in US property and casualty (P&C) insurance. She covers companies such as Arthur J. Gallagher & Co., Everest Group, and Jack Henry, contributing to the firm's research on US banks, asset managers, payment processors, and insurers. Sakys joined Autonomous Research in May 2020 as an Analyst-Equity and was promoted to Senior Equity Research Associate in 2022, with prior experience not detailed in available records. No specific performance metrics, rankings, or professional credentials such as FINRA registrations are publicly documented.

Katherine Sakys's questions to TRAVELERS COMPANIES (TRV) leadership

Question · Q4 2025

Katherine Sakys questioned the durability of Travelers' strong underlying underwriting results into 2026, given a perceived slowdown in pricing momentum. She also asked for additional color on Business Insurance's underlying loss results, specifically regarding IBNR for casualty lines and any similar additions this quarter.

Answer

Alan Schnitzer, Chairman and CEO, expressed confidence in the durability of underlying underwriting income, attributing it to Travelers being a larger, more profitable company due to strategic investments, enabling substantial premium writing at strong profitability. Dan Frey, CFO, confirmed that a 'load for uncertainty' in casualty lines was included in the accident year loss picks for 2024, 2025, and will be for 2026, noting that casualty losses performed as expected, with workers' compensation driving favorability.

Ask follow-up questions

Fintool

Fintool can predict TRAVELERS COMPANIES logo TRV's earnings beat/miss a week before the call

News for Covered Companies

Travelers Crushes Q4 With $11.13 EPS, Announces $5 Billion Buyback

Travelers Crushes Q4 With $11.13 EPS, Announces $5 Billion Buyback

TRVJan 22