B
Farmers Union Mutl Ins Co (MT)
Rating Date
October 2025
NAIC
Classification
Risk Adjusted
Capital Ratio #1
Risk Adjusted
Capital Ratio #2
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Major Rating Factors: Good overall profitability index (5.3 on a scale of 0 to 10) despite operating losses during 2022. Return on equity has been low, averaging 3.5% over the past five years. Good overall results on stability tests (5.7) despite. Stability strengths include excellent operational trends and good risk diversification. Strong long-term capitalization index (8.8) based on excellent current risk adjusted capital (severe and moderate loss scenarios), despite some fluctuation in capital levels.
Other Rating Factors: Ample reserve history (8.2) that helps to protect the company against sharp claims increases. Excellent liquidity (7.4) with ample operational cash flow and liquid investments.
Stability Factors: T - Significant trends in critical asset, liability, income or expense items.
Principal Lines of Business: Farmowners (36.0%), homeowners (26.7%), comm multi (24.0%), personal/comm auto (4.5%), fire (1.7%), other (7.2%)
Licensed in: ID, MT, WY
Principal Investments: Investment grade bonds (73.9%), common stock (14.0%), cash (9.9%), real estate (1.6%), non investment grade bonds (0.3%), preferred stock (0.3%)
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Investments in Affiliates
Corporate Info
Group Affiliation
None
Investment Rating
--
Company Address
300 River Drive, North
Great Falls, MT 59401
Phone Number
(406) 761-0242
NAIC Number
28436
Largest Affiliates
No affiliate information available.