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Rob Cox

Research Analyst at Goldman Sachs

Rob Cox is a Vice President, Equity Research Analyst at Goldman Sachs specializing in coverage of insurance, reinsurance, and specialty finance companies, including Brown & Brown, Aon, W. R. Berkley, Ryan Specialty Holdings, Marsh & McLennan, Willis Towers Watson, and Arthur J. Gallagher. He has demonstrated a strong performance track record, with a success rate of approximately 79% and an average return of 11.1% per rating according to TipRanks, ranking in the top quartile among Wall Street analysts. Rob began his equity research career as an Associate before joining Goldman Sachs, and he has consistently been recognized for high-conviction, profitable calls such as his 44% return on Brown & Brown. He holds the CFA designation and is registered with FINRA, meeting Series 7 and Series 63 securities licensing requirements.

Rob Cox's questions to Fidelis Insurance Holdings (FIHL) leadership

Rob Cox's questions to Fidelis Insurance Holdings (FIHL) leadership • Q2 2025

Question

Rob Cox of Goldman Sachs asked about the drivers behind the increased tax rate guidance to 19% and its potential persistence into 2026. He also inquired about the anticipated pace of execution for the new share repurchase authorization.

Answer

CFO Alan Declare confirmed the higher 2025 tax rate is due to a greater proportion of profits being generated in higher-tax jurisdictions like the UK. He noted it was too early to guide for 2026. Regarding buybacks, Declare described a multi-factored approach where capital is first prioritized for reinvestment in the business, followed by reinsurance and then shareholder returns, making the pace dependent on market conditions and opportunities.

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Rob Cox's questions to TRAVELERS COMPANIES (TRV) leadership

Rob Cox's questions to TRAVELERS COMPANIES (TRV) leadership • Q3 2024

Question

Rob Cox noted pressure on new business and retention in the Select (small commercial) business and asked for help in sizing the company's annual expected catastrophe load.

Answer

Greg Toczydlowski, President of Business Insurance, explained that the retention dip in Select was intentional, resulting from optimizing the book for severe convective storm risk. Chairman and CEO Alan Schnitzer did not provide explicit cat load guidance but noted that recent heavy cat years are being weighed more heavily in their planning.

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