| |
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 ÐÓ°ÉÔ´´ 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. |