财务数据和关键指标变化 - 公司二季度总保费增长22.3%,达到42亿美元,其中再保险业务增长26.9%,保险业务增长14.1% [35][39] - 公司净营业利润创历史新高,达6.27亿美元,同比增长62% [32] - 公司综合成本率改善410个基点至87.7%,再保险综合成本率改善590个基点至85.9% [35][40] - 公司投资收益大幅改善,净投资收益达3.57亿美元,同比增长131% [44] 各条业务线数据和关键指标变化 - 再保险业务: - 毛保费增长26.9%,创历史新高 [39] - 财产险和意外险毛保费分别增长30%和35% [22] - 承保利润翻倍至3.37亿美元,综合成本率改善590个基点至85.9% [40] - 保险业务: - 毛保费增长14.1%,创历史新高 [41] - 财产险和专业险业务增长强劲 [25][26] - 综合成本率为92.7%,同比上升120个基点 [42] 各个市场数据和关键指标变化 - 亚洲市场增长强劲,公司灵活抓住韩国等市场的机会 [22] - 澳大利亚市场发生重大变革,从频率险转向真正的巨灾险 [20] - 公司在全球范围内获得优质客户的青睐,体现了"飞向优质"的趋势 [11][21] 公司战略和发展方向及行业竞争 - 公司继续推进全球保险业务的建设,已进入法国、德国、西班牙、智利、新加坡和澳大利亚等市场,反响良好 [154][155] - 公司在再保险市场保持领先地位,得益于优质的客户关系和承保纪律 [19][21] - 公司积极部署1.5亿美元的新增资本,计划在2024年1月1日之前全部部署到位 [13][34] - 公司看好未来再保险市场的发展前景,预计2024年1月1日的续约将继续保持强劲 [64][65] 管理层对经营环境和未来前景的评论 - 管理层认为当前的高灾险活动、高风险环境以及客户对收益波动的管控需求,将持续支撑再保险市场的强势 [149][150] - 管理层对保险业务的国际拓展充满信心,认为这一战略正在稳步推进,反响良好 [154][155] - 管理层对公司的承保纪律、资本实力和人才优势表示信心,认为公司有能力在未来实现卓越的业绩表现 [15][30] 其他重要信息 - 公司在二季度完成了15亿美元的股权融资,市场反响良好,验证了公司的发展机遇 [13][34] - 公司在二季度完成了公司名称和股票代码的变更,体现了公司的混合战略和对全球再保险和保险业务的坚定承诺 [14] 问答环节重要的提问和回答 问题1 **Elyse Greenspan 提问** 询问公司如何部署15亿美元的新增资本,以及预期的资本回报率 [52][53] **James Williamson 回答** 公司将在2024年1月1日之前全部部署新增资本,主要投入再保险业务,预计回报率将超过公司一季度的运营ROE [54][55][72][73] 问题2 **Yaron Kinar 提问** 询问公司是否认为再保险市场的价格已经足够,以及公司是否更倾向于将资本部署到保险业务而非再保险业务 [81][82] **Juan Andrade 和 James Williamson 回答** 公司认为当前的风险环境和损失水平仍然较高,将继续推动价格上涨,不认为价格已经足够。公司仍将主要部署资本到再保险业务,看好其发展前景 [83][84][87][88][89] 问题3 **Michael Ward 提问** 询问公司保险业务的利润率改善空间 [100] **Mark Kociancic 回答** 公司看好保险业务的利润率改善前景,预计未来将逐步向91%-93%的目标区间靠拢,主要得益于业务结构优化、风险管理改善以及国际拓展等因素 [172][173][174][175]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2023 Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Commission file number 1-15731 EVEREST RE GROUP, LTD. (Exact name of registrant as specified in its charter) Bermuda 98-0365432 (State or other jurisdiction of (I.R.S. Employer incorporation or organizatio ...

Everest Re Group, Ltd. (RE) Q1 2023 Earnings Conference Call May 2, 2023 8:00 AM ET Company Participants Matt Rohrmann - Senior Vice President and Head, Investor Relations Juan Andrade - President and Chief Executive Officer Mark Kociancic - Executive Vice President and Chief Financial Officer Jim Williamson - Chief Operating Officer and Head, Reinsurance Mike Karmilowicz - Executive Vice President and President and Chief Executive Officer, Insurance Division Conference Call Participants Elyse Greenspan - W ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM10-K _X_ Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year endedDecember 31, 2022 ___ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Commission file number1-15731 EVEREST RE GROUP, LTD. (Exact name of registrant as specified in its charter) Bermuda 98-0365432 (State or o ther jurisdiction of (I. R.S. Employer incorporation or organizatio ...

Everest Re Group, Ltd. (RE) Q4 2022 Earnings Conference Call February 9, 2023 8:00 AM ET Company Participants Matthew Rohrmann - SVP, Head of IR Juan Andrade - President, CEO Mark Kociancic - EVP and CFO James Williamson - EVP, Group COO and Head of Everest Reinsurance Division Michael Karmilowicz - EVP and President and CEO of the Insurance Division Conference Call Participants Yaron Kinar - Jefferies Brian Meredith - UBS Meyer Shields - KBW Elyse Greenspan - Wells Fargo Charles Peters - Raymond James Mich ...

Everest Re Group, Ltd. (RE) Q3 2022 Earnings Conference Call October 26, 2022 8:00 AM ET Company Participants Matthew Rohrmann - SVP, Head of IR Juan Andrade - President, CEO and Director Mark Kociancic - Executive VP and Group CFO James Williamson - Executive VP, Group COO and Head of Everest Reinsurance Division Michael Karmilowicz - Executive VP and President and CEO of the Insurance Division Conference Call Participants Michael Phillips - Morgan Stanley Elyse Greenspan - Wells Fargo Brian Meredith - UBS ...

Everest Re Group, Ltd. (RE) Q2 2022 Earnings Conference Call July 28, 2022 8:00 AM ET Company Participants Matt Rohrmann - Senior Vice President, Head of Investor Relations Juan Andrade - President, CEO and Director Mark Kociancic - Executive VP and Group CFO James Williamson - Executive VP, Group COO and Head of Everest Reinsurance Division Michael Karmilowicz - Executive VP and President and CEO of the Insurance Division Conference Call Participants Yaron Kinar - Jefferies Elyse Greenspan - Wells Fargo Me ...

Everest Re Group, Ltd. (RE) Q1 2022 Earnings Conference Call April 28, 2022 8:00 AM ET Company Participants Jon Levenson - Head, IR Juan Andrade - President & Chief Executive Officer Mark Kociancic - EVP & CFO Jim Williamson - Group COO Mike Karmilowicz - President & CEO, Everest Insurance Conference Call Participants Yaron Kinar - Jeffries Joshua Shanker - Bank of America Ryan Tunis - Autonomous Research Elyse Greenspan - Wells Fargo Mike Phillips - Morgan Stanley Brian Meredith - UBS Meyer Shields - KBW O ...

Everest Re Group, Ltd. (RE) Q4 2021 Earnings Conference Call February 10, 2022 8:00 AM ET Company Participants Jon Levenson - Head of Investor Relations Juan Andrade - President & Chief Executive Officer Mark Kociancic - Executive Vice President & Chief Financial Officer Jim Williamson - Group Chief Operating Officer Mike Karmilowicz - President & Chief Executive Officer, Everest Insurance Conference Call Participants Joshua Shanker - Bank of America. Michael Phillips - Morgan Stanley Elyse Greenspan - Well ...

Everest Re Group, Ltd. (RE) Q3 2021 Earnings Conference Call October 28, 2021 8:00 AM ET Company Participants Jon Levenson - Head of Investor Relations Juan Andrade - President & Chief Executive Officer Mark Kociancic - Executive Vice President & Chief Financial Officer Jim Williamson - Group Chief Operating Officer Mike Karmilowicz - President & Chief Executive Officer, Everest Insurance Conference Call Participants Elyse Greenspan - Wells Fargo Mike Zaremski - Wolfe Research Michael Phillips - Morgan Stan ...