The Most Undervalued Asset in Insurance

Brand Value by sector, top 500 brands, 2023

Tech

15%

Other

24%

Retail

13%

4% 4%

Oil and Gas

Engineering & Construction Insurance

12%

4%

Banking

7%

7% 10%

Media

Automobiles

Telecoms

Source: Brand Finance

Largely as a result of its weak brand performance, the property casualty insurance industry has seen its total market value eclipsed by the tech giants and a handful of other companies that have leveraged their intangible assets to achieve exceptional growth and profitability.

In a world of giants ... Market capitalization - selected companies (in $trn)

US P&C carriers 0.51

Berkshire Hathaway 0.86

Microsoft 3.08

Tesla 0.59

Novo Nordisk 0.41

LVMH 0.43

Google 1.82

Amazon 1.77

Nvidia 1.73

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