Capital markets | Insurance Insider US

The unit will be led by Ed Hochberg, global risk solutions leader at Guy Carpenter.

Worsening market conditions drove the majority of P&C stocks to underperform the S&P 500 in 2025.

Cedants pursued property renewals “aggressively” amid excess reinsurer capacity.

The Japanese P&C carrier agreed a deal to buy 15% of WR Berkley shares in March.

Fontana 2.0 will encompass a more flexible investment strategy than the 2022 vehicle.

The investor offloaded nearly 100,000 Allstate shares in Q3, according to its latest 13-F.

The $21/share pricing falls in the middle of the expected range.

Fears of the oncoming soft market are causing a sector rotation away from P&C.

CFO Vogt added that the vehicle’s impact from earned premiums should ramp up from 2026 through 2029.

The CEO noted that 45% of Everest’s US casualty book did not renew this quarter.

MultiStrat, the founder of casualty ILS, is focusing on committed capital to grow, said Bob Forness, CEO, MultiStrat.

The selloff may hint at headwinds for equity investors.

E&S is most exposed to growth normalization, private credit is hunting P&C and fronting is deadlocked on exits.

It is understood around $1bn of premiums could be ceded to the proposed vehicle.

Industry stocks were firmly behind the S&P 500 in Q3.

Sources said that the carrier has held preliminary talks with private debt investors.

Fleming’s attempt follows those of other legacy carriers that have had recent successes raising capital.

The fundraising focus comes after it was acquired by The Baldwin Group in Q1.

Ryan Alternative Capital Re was launched in partnership with Axis Capital.

The Japanese carrier has agreed to buy Aspen for a realization of $3.5bn.

The insurer has chosen a “take two” deal after buying Endurance, betting again on Bermuda.

Third Point purchased 50,000 shares of the E&S insurer, which represents roughly 0.1% of its shares outstanding.

The lawsuit is the latest development in the multi-billion dollar reinsurance scandal.

The S&P 500 outperforms as P&C tumbles on mixed earnings.

The president expects to see benefits from the deal in H2 2026.

The vehicle will support Ascot’s casualty business in the US and Bermuda.

Brown & Brown fell 10% and Ryan Specialty 8% as investors digest the deteriorating outlook.

The broker posted a 6.5% drop in organic growth YoY.

The Bermuda SPI will write a quota share of SageSure’s captive Anchor Re.

P&C’s outperformance lead dwindles, while specialty rises above other segments.

Additional buybacks are more feasible if P&C stocks slip and pricing moderates.

Above-market organic growth, mid-market M&A and talent infusions were all heralded.

The aggregate gross proceeds from the offering are expected to be $113.3mn.

The latest update brings the agency’s combined estimate for Milton and Helene to $32.4bn.

Insurance outperformance slows as markets recover from tariff shock.

The latest E&S player planning to IPO remains a “show me” story.