I just took my profits on travelers and ran. Could be a good buy, but I have too much to guess that one. My concern is not the insurance operation, but the investment side. I do think insurance companies are a good buy in general now. After all, what else could "they" recommend?
about the TRV brokerage operations. Could be a drag on performance. MCY obviously does not have that exposure, which is why I am viewing it as a purchase. It also happens to be a Warren Buffett favorite.