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Document Repository 

Insurance Analyst PRO includes a weekly-updated Document Repository that contains PDFs of the textual statutory documents included in companies’ annual filings going back to 1999 and quarterly key financials back to 2006.  These documents include:

 Key Financials

 Actuarial Opinions
 Management Discussion & Analysis  General Interrogatories
 Notes to Financials  Audited Financial Statements
Organizational Charts (Schedule Y)  Reinsurance Summary Supplement

From the Insurance Analyst PRO homepage, use the Document Search feature to filter through the PDFs using full-text keyword searches to find statements by industry topics, such as “hurricanes” or “asbestos.”

If you already know what company you need to learn more about, you can also retrieve textual documents for that company through the Reports tab.

  • Retrieve any of the documents companies file with the NAIC.  Annual historical documents are available back to 1999.  Quarterly key financial documents are available back to 2006.
  • Search Highline Data’s M&A Weekly newsletter for industry news.
  • Review filed PDF documents listed by document type and filing year for companies of your choosing. 
  • Use advanced text/keyword searching to narrow your list of PDF documents to review.