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Earnings | Insurance Insider US
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| Jan 22, 2025 2:22:16 PM
Commercial Lines
Travelers improved cat cover with ‘modest’ increase in costs: CFO Frey
The carrier confirmed that its corporate cat treaty retention decreased to $3bn this year from $4bn in 2025.
Jairo Ibarra
,
January 21, 2026
Commercial Lines
Travelers Q4 CoR falls 3pts to 80.2% on low cats, higher reserve releases
Travelers grew NWP by 1% in Q4 as BI rose 2%, specialty increased 4% and personal lines was unchanged.
Jairo Ibarra
,
January 21, 2026
Re/insurers
AM Best revises outlook for global re from positive to stable
The agency cited falling property rates and US casualty challenges.
Rachel Dalton
,
January 20, 2026
Casualty/GL
US casualty entering phase of ‘resilient growth’ in 2026: RPS
The market is now approaching something that “looks like equilibrium”.
Kyoung-son Song
,
January 07, 2026
Stock check-in
P&C stocks underperform S&P 500 as deep soft market looms
Worsening market conditions drove the majority of P&C stocks to underperform the S&P 500 in 2025.
Noah Marchese
,
January 06, 2026
Research
2026 US P&C industry outlook: A deep soft market might be closer than you think
An impending soft market further complicates the outlook for carriers with long-tail casualty exposure.
Amit Kumar
,
January 05, 2026
Earnings
P&C CoR expected to rise in 2026 by 2 to 3 points from 94% in 2025: Fitch
The ratings agency maintained a neutral sector outlook.
Andrew Ragsly
,
December 31, 2025
Earnings
Slide reports preliminary GWP of up to $600mn for Q4
The Floridian also anticipates $115mn to $125mn in net income for the quarter.
Adam Kovac
,
December 16, 2025
Research
9M commercial lines data: Taking one step forward and two steps back
A favorable nine months for the industry does not solve its underlying problems.
Amit Kumar
,
December 02, 2025
Research
Best P&C industry results for nine months mask divergent trends
Loss ratios in troubled casualty lines ticked down year-over-year despite worsening loss costs.
Amit Kumar
,
November 25, 2025
Research
Commercial auto strikes back
Kemper and Selective’s woes stem partly from own issues, but industry-level issues persist.
Amit Kumar
,
November 14, 2025
Earnings
Aspen Q3 CoR improves 8.4 points to 86.8% driven by strong reinsurance results
Aspen's GWP increased 0.9% to $1.13bn, as it focuses on “robust cycle management”.
Kyoung-son Song
,
November 13, 2025
Earnings
Russia-Ukraine aviation losses behind Fidelis but held lessons: Burrows
After outsized losses, the (re)insurer still sees opportunity in a softening market.
Adam Kovac
,
November 13, 2025
Commercial Lines
Third-party insurers to represent two-thirds of portfolio in midterm: Accelerant
The company expects to have $415mn to $430mn of third-party written premium in Q4.
Jairo Ibarra
,
November 13, 2025
Earnings
Q3 earnings roundup November 12: Accelerant, Neptune, Fidelis Insurance
The Insurance Insider US news team runs you through the earnings results for the day.
Insurance Insider US news team
,
November 12, 2025
Earnings
Fidelis Insurance posts Q3 CoR of 79%, down 8.4 points YoY on lower cat losses
The reinsurance loss ratio improved by over 20 points with no notable cat losses for the quarter.
Adam Kovac
,
November 12, 2025
Earnings
Westfield Specialty posts 9M CoR of 89.9%
The carrier’s top line grew to $1.4bn in the first half of 2025.
Jai Singh
,
November 07, 2025
Florida
HCI not going back to the ‘well’ of Citizens policies in near term: CEO Patel
The company anticipates a considerable bump in book value after IPO of subsidiary Exzeo.
Adam Kovac
,
November 06, 2025
Earnings
Q3 earnings roundup November 6: Liberty Mutual, Fairfax, HCI
The Insurance Insider US news team runs you through the earnings results for the day.
Insurance Insider US news team
,
November 06, 2025
Earnings
Kemper books $51mn pre-tax reserve charge in specialty auto on BI and defense costs: CFO
The reserve strengthening stemmed from bodily injury and defense costs for accident years 2023 and prior.
Kyoung-son Song
,
November 05, 2025
Earnings
Slide seeking growth outside of Florida as Citizens takeouts mature: CEO Lucas
Slide does expect a “meaningful” amount of takeouts for this month and next.
Clark Mindock
,
November 05, 2025
Earnings
Q3 earnings roundup November 5: Root, Slide
The Insurance Insider US news team runs you through the earnings results for the day.
Insurance Insider US news team
,
November 05, 2025
Earnings
American Financial P&C renewal pricing up again in Q3: CEO
The company has now posted rate increases for 37 consecutive quarters.
Adam Kovac
,
November 05, 2025
Earnings
Intact sees opportunity in AI data center growth: CEO Brindamour
The company is also prepared for potential M&A activity.
Clark Mindock
,
November 05, 2025
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