B
Partners Mutual Ins Co
Rating Date
October 2025
NAIC
Classification
Risk Adjusted
Capital Ratio #1
Risk Adjusted
Capital Ratio #2
Loss
Ratio
Total
Assets
Capital
Net
Premiums
Net
Income
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Major Rating Factors: History of adequate reserve strength (6.6 on a scale of 0 to 10) as reserves have been consistently at an acceptable level. Good liquidity (6.7) with sufficient resources (cash flows and marketable investments) to handle a spike in claims. Good overall results on stability tests (5.0) despite. Strengths include potentially strong support from affiliation with Pennsylvania National Mutual Casualty Ins Co.
Other Rating Factors: Fair profitability index (4.1) with operating losses during 2023 and 2024. Return on equity has been low, averaging 2.6% over the past five years. Strong long-term capitalization index (7.9) based on excellent current risk adjusted capital (severe and moderate loss scenarios), despite some fluctuation in capital levels.
Stability Factors: D - Limited diversification of general business, policy, and/or investment risk. R - Concerns about the financial strength of its reinsurers. T - Significant trends in critical asset, liability, income or expense items.
Principal Lines of Business: Personal/comm auto (47.9%), homeowners (17.9%), work comp (9.4%), comm multi (6.2%), fire (5.8%), fin guar/surety (0.1%), other (12.7%)
Licensed in: IA, MI, MN, PA, WI
Principal Investments: Investment grade bonds (86.7%), cash (7.6%), common stock (5.6%), other (0.1%)
Ratios
Premium to Surplus
Reserve to Surplus
1-Year Reserve Development
2-Year Reserve Development
Expense Ratio
Combined Ratio
Cash From Underwriting
Net Premium Growth
Investments in Affiliates
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Corporate Info
Group Affiliation
Pennsylvania National Mutual Casualty Ins Co
Investment Rating
--
Company Address
20935 Swenson Drive
Waukesha, WI 53186
Phone Number
(262) 798-5050
NAIC Number
13439
Largest Affiliates
A
Harrisburg, PA - P&C
A
Harrisburg, PA - P&C
B
Harrisburg, PA - P&C