Sign in

    Peter Knudsen

    Research Analyst at Evercore ISI

    Peter Knudsen is an Analyst at Evercore ISI, specializing in the coverage of insurance and specialty finance companies. He regularly provides coverage of companies such as The Hartford and Everest Group through his participation in quarterly earnings calls and sector research. Knudsen joined Evercore ISI before 2024, having developed recognized expertise in the insurance sector, and is valued for his insightful questioning and analysis during public company earnings events. He is a FINRA-registered securities professional and holds relevant industry licenses, supporting his analytical work with deep financial credentials and sector knowledge.

    Peter Knudsen's questions to Palomar Holdings (PLMR) leadership

    Peter Knudsen's questions to Palomar Holdings (PLMR) leadership • Q2 2025

    Question

    Peter Knudsen from Evercore ISI requested a growth breakdown between residential and commercial earthquake lines and asked about the pricing assumptions in the updated outlook. He also questioned the drivers of the quarter's elevated accident year loss ratio, excluding catastrophes.

    Answer

    Chairman and CEO Mac Armstrong noted that while specific growth rates aren't disclosed, the larger residential quake book is growing healthily, and July results support the high single-digit outlook for the franchise. CFO Chris Uchida attributed the higher loss ratio to a mix shift, primarily the earlier-than-expected recognition of premium and losses from the Crop business, which does not alter the full-year outlook.

    Ask Fintool Equity Research AI

    Peter Knudsen's questions to Palomar Holdings (PLMR) leadership • Q2 2025

    Question

    Peter Knudsen from Evercore ISI asked for a growth breakdown between residential and commercial earthquake lines, the pricing assumptions in the updated guidance, and the reason for the increase in the accident year loss ratio excluding catastrophes.

    Answer

    Mac Armstrong, Chairman, CEO & Founder, stated that while they don't break out the growth rates, the larger residential earthquake book is performing strongly, offsetting pressure in the commercial segment. Chris Uchida, CFO, clarified that the higher loss ratio was primarily mix-driven due to the earlier-than-expected recognition of crop insurance premiums and associated losses, which does not change the full-year outlook and may provide a tailwind later in the year.

    Ask Fintool Equity Research AI

    Peter Knudsen's questions to Palomar Holdings (PLMR) leadership • Q2 2025

    Question

    Peter Knudsen asked for a growth breakdown between residential and commercial earthquake lines and inquired about the driver behind the sequential increase in the accident year loss ratio, excluding catastrophes.

    Answer

    Mac Armstrong, Chairman & CEO, explained that while they don't break out the specific growth rates, the residential earthquake book is larger and growing robustly. Chris Uchida, CFO, clarified that the higher loss ratio was primarily due to business mix, specifically the earlier-than-anticipated recognition of premium and associated losses from the crop insurance business, which does not change the full-year outlook.

    Ask Fintool Equity Research AI

    Peter Knudsen's questions to Fidelis Insurance Holdings (FIHL) leadership

    Peter Knudsen's questions to Fidelis Insurance Holdings (FIHL) leadership • Q4 2024

    Question

    Peter Knudsen asked for specific expectations for the 2025 ROE within the company's long-term target range and inquired about the industry loss assumption embedded in the Russia-Ukraine aviation reserves.

    Answer

    CEO Dan Burrows did not provide a specific 2025 ROE target but reiterated confidence in the long-term 13-15% goal, citing a positive pricing environment and strong underwriting track record. Chief Actuarial Officer Jonny Strickle explained that an industry loss for the aviation event is difficult to determine because cases have not gone to judgment and private settlements are not disclosed.

    Ask Fintool Equity Research AI