| |
Amount ($ billions) |
Percent of total investments |
| Investment type |
2004 |
2007 |
2008 |
2004 |
2007 |
2008 |
| Bonds |
$2,049.4 |
$2,164.1 |
$2,147.1 |
75.88% |
73.26% |
71.27% |
| Stocks |
99.3 |
141.2 |
114.2 |
3.68 |
4.78 |
3.79 |
| Preferred stocks |
32.5 |
65.6 |
63.7 |
1.20 |
2.22 |
2.12 |
| Common stocks |
66.8 |
75.6 |
50.5 |
2.47 |
2.56 |
1.68 |
| Mortgage loans on real estate |
266.1 |
315.1 |
327.4 |
9.85 |
10.67 |
10.87 |
| First liens |
265.0 |
313.1 |
325.1 |
9.81 |
10.60 |
10.79 |
| Other than first liens |
1.1 |
2.0 |
2.3 |
0.04 |
0.07 |
0.08 |
| Real estate |
19.6 |
19.6 |
20.0 |
0.72 |
0.66 |
0.67 |
| Properties occupied by company |
5.8 |
5.9 |
5.9 |
0.22 |
0.20 |
0.20 |
| Properties held for income production |
12.3 |
12.7 |
13.8 |
0.46 |
0.43 |
0.46 |
| Properties held for sale |
1.4 |
0.9 |
0.4 |
0.05 |
0.03 |
0.01 |
| Cash, cash equivalent and short-term investments |
74.7 |
79.2 |
146.5 |
2.76 |
2.68 |
4.86 |
| Contract loans |
105.6 |
113.5 |
118.1 |
3.91 |
3.84 |
3.92 |
| Other invested assets |
70.2 |
102.5 |
103.2 |
2.60 |
3.47 |
3.42 |
| Receivables for securities |
2.5 |
2.4 |
3.0 |
0.09 |
0.08 |
0.10 |
| Aggregate write-ins for invested assets |
13.5 |
16.4 |
36.0 |
0.50 |
0.56 |
1.20 |
| Total cash and invested assets |
$2,700.8 |
$2,954.0 |
$3,012.8 |
100.00% |
100.00% |
100.00% |
Source: National Association of Insurance Commissioners (NAIC) Annual Statement Database, via Highline Data, LLC. Copyrighted information. No portion of this work may be copied or redistributed without the express written permission of Highline Data, LLC. |