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CFRA's Cathy Siefert says investors are taking profits across the insurance space, putting pressure on related stocks. She saw something similar through American International Group (AIG) but considers the company a "name you got to own" in the industry. Cathy explains how "social inflation" plays a role in her thesis. She later talks about the lagging price action in Berkshire Hathaway (BRK/B) and whether she sees a rebound for shares.

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Siefert: AIG 'Name You Want to Own' in Insurance, Why BRK/B Lags

Schwab Network

Siefert: AIG 'Name You Want to Own' in Insurance, Why BRK/B Lags