Investments, Life/Annuity Insurers, 2019-2021 (1) |
($ billions, end of year)
|
|
Amount |
Percent of total investments |
Investment type |
2019 |
2020 |
2021 |
2019 |
2020 |
2021 |
Bonds |
$3,087.8 |
$3,272.1 |
$3,415.5 |
71.11% |
70.24% |
69.88% |
Stocks |
105.3 |
117.1 |
133.5 |
2.43 |
2.51 |
2.73 |
Preferred stock |
12.9 |
14.6 |
19.2 |
0.30 |
0.31 |
0.39 |
Common stock |
92.4 |
102.5 |
114.3 |
2.13 |
2.20 |
2.34 |
Mortgage loans on real estate |
565.5 |
587.2 |
625.9 |
13.02 |
12.60 |
12.81 |
First lien real estate mortgage loans |
557.3 |
579.2 |
617.9 |
12.83 |
12.43 |
12.64 |
Real estate loans less first liens |
8.3 |
8.0 |
8.0 |
0.19 |
0.17 |
0.16 |
Real estate |
23.0 |
22.6 |
22.5 |
0.53 |
0.49 |
0.46 |
Occupied properties |
5.9 |
6.1 |
5.8 |
0.14 |
0.13 |
0.12 |
Income generating properties |
16.0 |
16.0 |
16.3 |
0.37 |
0.34 |
0.33 |
Properties for sale |
1.1 |
0.6 |
0.4 |
0.03 |
0.01 |
0.01 |
Cash, cash equivalent and short term investments |
118.7 |
151.0 |
143.6 |
2.73 |
3.24 |
2.94 |
Contract loans including premium notes |
131.0 |
130.4 |
128.7 |
3.02 |
2.80 |
2.63 |
Derivatives |
79.5 |
121.5 |
96.6 |
1.83 |
2.61 |
1.98 |
Other invested assets |
206.0 |
227.4 |
281.6 |
4.74 |
4.88 |
5.76 |
Receivables for securities |
5.0 |
7.0 |
9.0 |
0.11 |
0.15 |
0.18 |
Securities lending reinvested collateral assets |
15.5 |
16.2 |
18.8 |
0.36 |
0.35 |
0.38 |
Write-ins for invested assets |
5.3 |
6.1 |
11.9 |
0.12 |
0.13 |
0.24 |
Total cash and invested assets |
$4,342.5 |
$4,658.6 |
$4,887.7 |
100.00% |
100.00% |
100.00% |
(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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