| Investments, Life/Annuity Insurers, 2022-2024 (1) |
($ billions, end of year)
|
| |
Amount |
Percent of total investments |
| Investment type |
2022 |
2023 |
2024 |
2022 |
2023 |
2024 |
| Bonds |
$3,617.6 |
$3,644.5 |
$3,787.6 |
69.61% |
68.14% |
67.38% |
| Stocks |
$126.0 |
$131.7 |
$135.9 |
2.42% |
2.46% |
2.42% |
| Preferred stock |
17.1 |
17.6 |
18.5 |
0.33 |
0.33 |
0.33 |
| Common stock |
108.9 |
114.1 |
117.4 |
2.09 |
2.13 |
2.09 |
| Mortgage loans on real estate |
$694.4 |
$733.0 |
$786.3 |
13.36% |
13.71% |
13.99% |
| First lien real estate mortgage loans |
685.1 |
723.6 |
775.7 |
13.18 |
13.53 |
13.80 |
| Real estate loans less first liens |
9.3 |
9.4 |
10.7 |
0.18 |
0.18 |
0.19 |
| Real estate |
$22.6 |
$22.7 |
$21.9 |
0.43% |
0.42% |
0.39% |
| Occupied properties |
5.7 |
5.4 |
5.3 |
0.11 |
0.10 |
0.09 |
| Income generating properties |
16.6 |
16.8 |
15.8 |
0.32 |
0.31 |
0.28 |
| Properties for sale |
0.3 |
0.5 |
0.8 |
0.01 |
0.01 |
0.01 |
| Cash, cash equivalent and short term investments |
143.0 |
189.1 |
196.4 |
2.75 |
3.54 |
3.49 |
| Contract loans including premium notes |
131.4 |
138.5 |
147.1 |
2.53 |
2.59 |
2.62 |
| Derivatives |
95.4 |
102.0 |
121.6 |
1.84 |
1.91 |
2.16 |
| Other invested assets |
320.4 |
340.9 |
368.3 |
6.17 |
6.37 |
6.55 |
| Receivables for securities |
9.9 |
8.7 |
9.7 |
0.19 |
0.16 |
0.17 |
| Securities lending reinvested collateral assets |
14.3 |
15.4 |
24.5 |
0.27 |
0.29 |
0.44 |
| Write-ins for invested assets |
21.8 |
22.1 |
21.3 |
0.42 |
0.41 |
0.38 |
| Total cash and invested assets |
$5,196.8 |
$5,348.5 |
$5,620.8 |
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, ÐÓ°ÉÔ´´ Information Institute. |
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