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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
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