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Critical Information for P/C Carrier Executives

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Waymo Suspends Freeway Rides Across U.S., Pauses Atlanta Operations
Cyber Insurance Market Faces Pressure as Claims Severity Climbs
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45M Americans Planning Memorial Day Weekend Getaways: AAA
Years Before UPS Plane Crash, 10 Similar Flaws Didn’t Raise Alarm

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For Carriers, AI Can Now Mean Hyper-Personalized Customer Service, Leaders Say
Executive Viewpoint: One AI Won’t Save You
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U.S. P/C Insurers Post Biggest Q1 Underwriting Profit in 25 Years
U.S. Personal Lines Insurers Ask for Less Rate After Period of Catch-Up
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Who Will Be California’s Next Insurance Commissioner?
The Race for California Insurance Commissioner: Meet Steve Bradford
Progressive Is Biggest Auto Insurer, Surpassing State Farm: S&P GMI
The Big Dog Is Off the Tech Porch: State Farm as ‘Next Gen Good Neighbor’
Who Will Be California’s Next Insurance Commissioner?
Insurance Data and the Complex Loops Redefining Casualty Risk

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Executive Viewpoint: What Telematics Got Wrong and What It Means for Commercial Auto
Automation Theater: Why Carrier AI Investments Aren’t Showing Up in the P&L
Why and How Homeowners Underwriting Must Change
How Your ORSA Can Be Retooled for a Competitive Advantage

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Data & Research

Loss Trends Outpacing Pricing Assumptions: Other Liability Analysis

The U.S. insurance industry saw $7.3 billion of adverse loss development in the other liability (occurrence) line during 2025, with more than half of the total coming from recent accident years, ...

Majority of Companies Worldwide See AI Benefits; Coverage Vague: Survey

A recent survey of more than 1,200 global businesses found that as AI adoption accelerates, 82% of respondents report positive impacts on their organizations. Global insurance brokerage Gallagher ...

’25 Deal Counts Drop, Q4 Values Soar: S&P GMI Insurance M&A Analysis

The North American insurance market experienced a decline in the total number and aggregate value of merger and acquisition deals in 2025 compared to 2024, according to S&P Global Market ...

Expense Ratio Analysis: AI, Remote Work Drive Better P/C Insurer Results

In separate reports last week, AM Best and Morgan Stanley analyzed P/C insurance industry expense ratios, with one reporting a 2.4-point drop over the past decade and the other projecting another ...

Why the Middle Market Matters and How Insurers Can Capture It

Conning puts the size of the total addressable middle market at more than $150 billion, and with no carrier commanding more than a 5 percent share, the segment has become more attractive to insurers. ...

AI Investments Are Top Priority; Hourglass Workforce Structure Takes Shape: Insurance CEO Survey

"We are very bullish on AI, and we're leaning into it." That's how Alan Schnitzer, chief executive officer of Travelers, responded to a recent question from an investment analyst who wanted specifics ...

Progressive Now 4th Largest Global Insurer; RenRe Fastest Growing in ’24

As a group, the top 50 global property/casualty insurers grew premiums by 8.3 percent in 2024, but four of them, individually, grew by more than 20 percent, including Progressive which vaulted into ...

Agents Struggle to Find Capacity, Meet Customer Timing Expectations: Survey

A new P/C insurance industry survey report reveals some of the key challenges that independent agents are facing, including providing quotes within customers' expected time frames—or finding ...

Travelers, Nationwide Leap Up in J.D. Power Renters Insurance Ranking

In spite of the fact that almost half of homeowners insurance customers faced higher premiums in 2025, the average customer satisfaction score tallied by J.D. Power barely budged from the average in ...

7 Years of Double-Digit Growth; New Players on Top 25 E&S Insurers List

2024 marked the 7th straight year of double-digit growth for the U.S. excess and surplus lines market, but the top 25 players no longer command 70 percent of the pie, according to a new report. AM ...
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Research & Whitepapers

Latest

  • 45M Americans Planning Memorial Day Weekend Getaways: AAA
  • Waymo Suspends Freeway Rides Across U.S., Pauses Atlanta Operations
  • Years Before UPS Plane Crash, 10 Similar Flaws Didn’t Raise Alarm
  • Cyber Insurance Market Faces Pressure as Claims Severity Climbs
  • Viewpoint: Why Speedy Payouts Matter in EU Plan to Close Insurance Protection Gap
  • NY Archdiocese Can Depose Chubb CEO Greenberg in Clergy Abuse Claims Case
  • U.S. P/C Insurers Post Biggest Q1 Underwriting Profit in 25 Years
  • NY State Construction Deaths Down 25% in 2024: Report

Contributors

Jeff CohenInsurance Data and the Complex Loops Redefining Casualty RiskNick KramerAutomation Theater: Why Carrier AI Investments Aren’t Showing Up in the P&LChris DiMartinoWhy and How Homeowners Underwriting Must ChangeRoss SinclairViewpoint: Why Speedy Payouts Matter in EU Plan to Close Insurance Protection GapDan FreedmanExecutive Viewpoint: What Telematics Got Wrong and What It Means for Commercial AutoBrian NordykeAutomation Theater: Why Carrier AI Investments Aren’t Showing Up in the P&L See Our Contributors

Features

  • Cyber Insurance Market Faces Pressure as Claims Severity Climbs

  • Viewpoint: Why Speedy Payouts Matter in EU Plan to Close Insurance Protection Gap

  • Executive Viewpoint: What Telematics Got Wrong and What It Means for Commercial Auto

  • Automation Theater: Why Carrier AI Investments Aren’t Showing Up in the P&L

  • Why and How Homeowners Underwriting Must Change

  • Insurance Data and the Complex Loops Redefining Casualty Risk

Insurance Top Gainers/Losers

  • Gainers
  • Losers
Company Symbol Close 1 Day Chg
Reliance Global Group, Inc.EZRA$4.00up+4.71%
Neptune Insurance Holdings Inc.NP$27.87up+2.20%
The Allstate CorporationALL$216.60up+1.01%
Hippo Holdings Inc.HIPO$26.20up+0.96%
Skyward Specialty Insurance Group, Inc.SKWD$47.45up+0.96%
Company Symbol Close 1 Day Chg
James River Group Holdings, Inc.JRVR$4.00down-2.68%
Heritage Insurance Holdings, Inc.HRTG$22.88down-2.43%
Hagerty, Inc.HGTY$10.70down-2.28%
American International Group, Inc.AIG$77.05down-2.00%
United Fire Group, Inc.UFCS$47.17down-1.99%
* As of May 22, 2026; Source: S&P Global Market Intelligence
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