Press Release|Insurance

KBRA Affirms Rating for Providence Mutual Fire Insurance Company

10 Apr 2026   |   New York

Contacts

KBRA affirms the insurance financial strength rating (IFSR) of A- of Providence Mutual Fire Insurance Company (PMFIC). The Outlook for the rating is Stable.

Key Credit Considerations

The rating reflects the company’s strong risk-adjusted capitalization and conservative underwriting leverage which have driven risk based capital ratios exceeding 700% in each of the last five years. This RBC profile compares favorably to industry norms. The company is led by an experienced management team with deep industry expertise and strong knowledge of its core Northeast markets. Providence Mutual’s strong enterprise risk management (ERM) framework is viewed as a key credit strength, reflecting a well-developed ERM structure that is integrated into strategic and operational decision making. Additionally, the company benefits from a robust reinsurance program. Management continues to prioritize the long-term financial strength of the enterprise, with catastrophe reinsurance covering a 1-in-241-year event. Also considered a key credit strength is the company’s sound liquidity supported by a high-quality investment portfolio and contingent liquidity.

Tempering these strengths are PMFIC’s unfavorable, although improving, underwriting losses, historically driven by poor automobile results, large fire losses, catastrophe weather events and an elevated expense ratio. Management has implemented significant rate increases, underwriting actions, and claims initiatives which contributed to a 5-point improvement in the combined ratio in 2025, following a 17-point improvement in 2024. Additionally, the company maintains elevated equity leverage in its investment portfolio. At year-end 2025, approximately 29% of total cash and invested assets were held in unaffiliated common stock and the ratio of unaffiliated equities to policyholders’ surplus was 56%, which compares unfavorably to industry norms. Further, the company operates within a narrow market position and relies on agency relationships to generate business.

Rating Sensitivities

Factors that could positively impact the rating include sustained operating profitability, a consistent positive trend in organic surplus growth, improved underwriting metrics over an extended period, consistent outperformance of the business plan and management projections provided to KBRA, or a favorable change in risk profile. Factors that could negatively impact the rating include a material reduction in risk-adjusted capitalization, deterioration in the catastrophe reinsurance program, an unfavorable change in risk profile, or consistent underperformance of the business plan and projections provided to KBRA.

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.

Doc ID: 1014334