Press Release|Insurance

KBRA Affirms Rating for Mutual Assurance Society of Virginia

15 Aug 2025   |   New York

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KBRA affirms the A+ Insurance Financial Strength Rating (IFSR) for Mutual Assurance Society of Virginia (MAS). The Outlook for the rating is Stable.

The rating reflects MAS’ robust risk-based capital which is supported by very conservative premium leverage and strong liquidity. The surplus position and MAS' low catastrophe exposure give MAS the ability to withstand extreme tail events, including a 1-1,000-year hurricane. Furthermore, MAS' strong commitment to mutuality and its members, its deep local market knowledge, long-standing agency relationships and the use of a perpetual homeowner’ policy, has resulted in customer retention approximately 95% for the last 10 years. The company's strict underwriting guidelines are designed to protect it from adverse selection and higher risk policies. MAS also reaps certain unique benefits operating as a Chapter 25 Mutual Assessment Property and Casualty Insurance Company in the Commonwealth of Virginia.

Offsetting these credit strengths are MAS’ heightened level of investment risk, with equities comprising approximately 71% of cash and invested assets on June 30, 2025. Just four individual stock holdings accounted for approximately 25% of the equity portfolio, which exposes the Society’s surplus to significant volatility, as was seen in 2020 and 2022, when MAS experienced large declines in their asset portfolio due to financial market downturns. However, equity market volatility is partially offset by MAS’ high-quality bond portfolio. Although aligned with its business model, MAS has unfavorable statutory metrics, with elevated loss and expense ratios. MAS is also subject to concentration risk, operating as a single-state insurer that writes primarily homeowners’ insurance. Furthermore, approximately 58% of the Society’s total insured value (TIV) is in the Richmond area.

Factors that could lead to an upgrade include a consistent trend in improved profitability, and reduced asset risk concentrations.

Factors that could lead to a downgrade include further concentration in invested assets, departures of key staff members without suitable replacement, further deterioration in underwriting results, exposure growth in excess of MAS’ ability to preserve surplus through reinsurance, or an inability to retain policyholders/members over the long term.

MAS is a mutual assessment property and casualty insurance company that primarily writes homeowners insurance, only in the Commonwealth of Virginia. Related insurance coverages include fire and allied lines written as dwelling property insurance and personal umbrella insurance.

To access ratings and relevant documents, click here.

Click here to view the report.

Methodologies

Disclosures

Further information on key credit considerations, sensitivity analyses that consider what factors can affect these credit ratings and how they could lead to an upgrade or a downgrade, and ESG factors (where they are a key driver behind the change to the credit rating or rating outlook) can be found in the full rating report referenced above.

A description of all substantially material sources that were used to prepare the credit rating and information on the methodology(ies) (inclusive of any material models and sensitivity analyses of the relevant key rating assumptions, as applicable) used in determining the credit rating is available in the Information Disclosure Form(s) located here.

Information on the meaning of each rating category can be located here.

Further disclosures relating to this rating action are available in the Information Disclosure Form(s) referenced above. Additional information regarding KBRA policies, methodologies, rating scales and disclosures are available at www.kbra.com.

About KBRA

Kroll Bond Rating Agency, LLC (KBRA), one of the major credit rating agencies (CRA), is a full-service CRA registered with the U.S. Securities and Exchange Commission as an NRSRO. Kroll Bond Rating Agency Europe Limited is registered as a CRA with the European Securities and Markets Authority. Kroll Bond Rating Agency UK Limited is registered as a CRA with the UK Financial Conduct Authority. In addition, KBRA is designated as a Designated Rating Organization (DRO) by the Ontario Securities Commission for issuers of asset-backed securities to file a short form prospectus or shelf prospectus. KBRA is also recognized as a Qualified Rating Agency by Taiwan’s Financial Supervisory Commission and is recognized by the National Association of Insurance Commissioners as a Credit Rating Provider (CRP) in the U.S.

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