-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：MKL第一季度GAAP亏损为每股18.90美元，而去年同期每股收益为12.08美元，主要原因是投资亏损扩大至7.28亿美元。尽管如此，其运营每股收益为39.40美元，高于我们此前预测的26.10美元和市场普遍预期的26.34美元。运营收入与我们此前4%-7%的增长预期持平，其中保费收入下降了1.9%。我们认为这些业绩喜忧参半，反映出市场竞争加剧，而内部因素，包括Jana Partners的激进投资，可能会加剧这种竞争。管理层指出近期已采取精简措施，但未就此前宣布的激进投资行动的进展发表评论。承保业绩有所改善，综合比率从96%降至93%，但尽管在中东冲突中损失了3500万美元，仍落后于部分同行。
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