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Best’s News & Research Service - August 23, 2024 10:26 AM (EDT)

Best's Rankings: U.S. L/H Industry Pretax Investment Total Return Rose to 3.69% in 2023

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OLDWICK, N.J. //BestWire// - The U.S. life/health industry's pretax investment total return increased to 3.69% in 2023, according to a new Best's Ranking. The total return was 2.72% in 2022.



US L/H admitted assets

Pretax investment total return was above 4% every other year since 2014, reaching 5.05% in 2022 and 5.54% in 2014.

For the top 100 insurers, pretax investment total return was 3.67% in 2023, and for the top 25 insurers it was 3.41%.

For top-ranked Prudential of America Group, which had total admitted assets of $531.49 billion in 2023, pretax investment total return was 1.90%.

Only two of the top 25 insurers had a negative pretax investment total return for 2023. No. 9 Jackson National Group had a -3.30% return and No. 24 Talcott Resolution Group's return was -030%. 

Total admitted assets for the U.S. life/health industry were $8.74 trillion. For the top 100 insurers total admitted assets were $8.57 trillion, and for the top 25 they were $6.38 trillion.

The three-page report U.S. Life/Health—2023 Investment Returns, Life/Health Industry (2014 to 2023). It also includes total admitted assets, pretax investment total return, gross yield, net yield, bonds, common stock, preferred stock, mortgages, contract loan and premium notes, and cash and short-terms investment yields for the top 100 writers.

Subscribers can access the report and data here.

Learn more about Best's News and Research Service.

AM Best data sourced from Best's Financial Suite, US.



Health Insurers Investments Best's Rankings Life And Annuity Insurers


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