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.