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/Index/Insuranceaum/Insuranceaum
I

Insuranceaum

INSURANCEAUMManage supplier listing

Annual panel of US insurer invested-asset portfolios compiled from statutory/annual filings, segmented by Life, Property & Casualty and Health: total cash and invested assets ($8.5T book value), net investment income ($350bn), realized and unrealized capital positions, net and gross yields, asset allocation weights (bonds 66.8%, equities 7.4%, long-term/private 6.8%), plus Schedule BA composition (private equity ~49% of Schedule BA) and private-placement share of bond portfolios (record 37.3% overall; 45.5% for Life)

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Insuranceaum/Insuranceaum
SampleCoverage

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Coverage

Universe, instruments and categories.

Industry
Insurance BrokersFinancial Exchanges & Data
Instruments
fixed_incomeequitiesstructured_products
Categories
AlternativeFundamentalReference
Regions
US
Sample tickers
METPGRALLTRVAFL
Dataset card
Type
not stated
Format
Tabular allocation and yield tables by insurer segment and year, published as research articles and underlying database views (asset AUM/allocation screens)
Volume
Industry-wide panel covering roughly $8.5 trillion of insurer invested assets across three segments and dozens of allocation/yield series per segment per year, with a 10-plus year comparison history (Schedule BA 10-year average is cited as a benchmark)
Users
N/A — publishing/analytics site distributing research to a professional insurance-investment audience rather than a registered-user product; ~5-person operation implies a small subscriber/reader base
History
10 years
Update frequency
not stated
Growth
Active — 2024 filing-cycle analysis published June 2025, with the site continuing its annual filing-season lookbacks; the operating entity's record shows it has been through a merger/acquisition event
Launched
~2017-2019 for the InsuranceAUM.com data property (corporate record for the site entity is registered from around 2019-2020), operating on top of IR+M's longer-standing insurance investment research practice
Delivery
not stated
Entity mapping
not stated
Sample
not stated
Point-in-time
not stated
Licence
not stated

supplier index read from their site

Insuranceaum has not added their own details yet. Not yet on file:

  • Dataset
  • Data dictionary
  • Coverage
  • Provenance
  • Rights & data handling