It's Berkshire, and yes he already owns these exact type of companies. Do you have a clue as to what type of insurance ORI writes? By the way, solid management does not lose 400 plus million on common stock investments in PMI and MTG. Zucaro was anything but solid on those idiot buys. He should be sued over that mistake, or at least removed from his post.
TRV would be more his style MET and PRU even more....Maybe HIG even. Not these...they are to those what BDC's are to mREITS...these are opaque business models though not as much so as BDC's of course!
WB doesn't even like reinsurance so much any more.