Early Access

10-QPeriod: Q1 FY2010

Chubb Ltd Quarterly Report for Q1 Ended Mar 31, 2010

Filed May 7, 2010For Securities:CB

Summary

Ace Limited (ACE) reported solid financial results for the first quarter of 2010, demonstrating resilience amidst challenging market conditions. The company's net income increased by a significant 33% to $755 million compared to the same period in 2009. This growth was driven by a combination of increased net premiums earned and a substantial recovery in net realized gains, which swung from a loss of $121 million in the prior year to a gain of $168 million. The company's diversified business segments, including North American Insurance, Overseas General Insurance, Global Reinsurance, and Life, all contributed to this improved performance, with particularly strong underwriting income growth in the Life segment. Ace Limited's balance sheet remains robust, with total assets growing to $79.3 billion and shareholders' equity reaching $20.6 billion. The company managed its investment portfolio effectively, with net investment income remaining stable and a notable increase in net unrealized appreciation on available-for-sale securities. Management highlighted the company's disciplined underwriting and effective risk management strategies as key factors in navigating market volatility and natural catastrophe events. The company also maintained a strong liquidity position, with sufficient cash flows from operations and available credit facilities to meet its obligations.

Financial Statements
Beta
Revenue$3.95B
Interest Expense$52.00M
Net Income$755.00M
EPS (Basic)$2.23
EPS (Diluted)$2.22
Shares Outstanding (Basic)338.48M
Shares Outstanding (Diluted)339.87M

Key Highlights

  • 1Net income increased 33% year-over-year to $755 million.
  • 2Net realized gains swung from a $121 million loss in Q1 2009 to a $168 million gain in Q1 2010.
  • 3Net premiums earned grew 3% to $3.28 billion, benefiting from favorable foreign exchange rates.
  • 4The combined ratio improved to 92.8% from 87.5% in the prior year, indicating improved underwriting profitability.
  • 5Total shareholders' equity increased by $969 million to $20.6 billion, reflecting strong earnings and unrealized investment gains.
  • 6The company maintained a strong investment portfolio, with net investment income stable at $504 million and significant net unrealized appreciation of $454 million.

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