nhall110 Posted October 3, 2011 Share Posted October 3, 2011 Does anyone know of any resources for a real-time valuation of FFH & it's holdings, that might help track BV during the quarter as asset values move around? Thanks. Link to comment Share on other sites More sharing options...
onyx1 Posted October 3, 2011 Share Posted October 3, 2011 nhall, If one exists, I wouldn't put a lot of faith behind the predictions for the underwriting side as there are too many unknowns. As far as the assets side, I have seen some research that puts FFH at the top of MTM gains (vs. TBV) for the quarter ending 9/30/2011 using most recent available portfolio information. Out of 40 P/C and reinsurance companies which average MTM of 0%, FFH is tops at +4.6% and the lowest is American Financial at -3.8%. Link to comment Share on other sites More sharing options...
nhall110 Posted October 3, 2011 Author Share Posted October 3, 2011 Understood. I was more focused on the things that you can know, mainly on the asset side. Put another way - what was the the post quarter end movement in the portfolio (BAC +% + JNJ -%, etc). Just the most precise estimation of value during the quarter. Link to comment Share on other sites More sharing options...
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