| Investments, Life/Annuity Insurers, 2021-2023 (1) |
($ billions, end of year)
|
| |
Amount |
Percent of total investments |
| Investment type |
2021 |
2022 |
2023 |
2021 |
2022 |
2023 |
| Bonds |
$3,532.5 |
$3,618.0 |
$3,644.5 |
70.01% |
69.61% |
68.14% |
| Stocks |
$141.6 |
$126.0 |
$131.6 |
2.81% |
2.42% |
2.46% |
| Preferred stock |
20.5 |
17.1 |
17.6 |
0.41 |
0.33 |
0.33 |
| Common stock |
121.0 |
108.8 |
113.9 |
2.40 |
2.09 |
2.13 |
| Mortgage loans on real estate |
$639.9 |
$694.4 |
$732.9 |
12.68% |
13.36% |
13.70% |
| First lien real estate mortgage loans |
631.9 |
685.1 |
723.5 |
12.52 |
13.18 |
13.53 |
| Real estate loans less first liens |
8.0 |
9.3 |
9.4 |
0.16 |
0.18 |
0.18 |
| Real estate |
$22.8 |
$22.6 |
$22.7 |
0.45% |
0.43% |
0.42% |
| Occupied properties |
6.0 |
5.7 |
5.4 |
0.12 |
0.11 |
0.10 |
| Income generating properties |
16.4 |
16.6 |
16.8 |
0.33 |
0.32 |
0.31 |
| Properties for sale |
0.4 |
0.3 |
0.5 |
0.01 |
0.01 |
0.01 |
| Cash, cash equivalent and short term investments |
147.8 |
143.2 |
189.0 |
2.93 |
2.75 |
3.53 |
| Contract loans including premium notes |
131.5 |
131.4 |
138.5 |
2.61 |
2.53 |
2.59 |
| Derivatives |
96.8 |
95.4 |
102.0 |
1.92 |
1.83 |
1.91 |
| Other invested assets |
292.3 |
320.5 |
340.9 |
5.79 |
6.17 |
6.37 |
| Receivables for securities |
9.3 |
9.9 |
8.7 |
0.18 |
0.19 |
0.16 |
| Securities lending reinvested collateral assets |
19.5 |
14.3 |
15.4 |
0.39 |
0.28 |
0.29 |
| Write-ins for invested assets |
11.9 |
21.8 |
22.1 |
0.24 |
0.42 |
0.41 |
| Total cash and invested assets |
$5,045.8 |
$5,197.4 |
$5,348.2 |
100.0% |
100.0% |
100.0% |
(1) Data are net admitted assets of life/annuity insurers.
Source: NAIC data, sourced from S&P Global Market Intelligence, Insurance Information Institute. |
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