Insurance archive
Every Insurance story, newest first. 393 stories
1 story
- Insurer portfolios
Insurers build private-asset books as reinsurance tops $100 billion
Geoff Cornell of Insurance AUM Journal ties last year's reinsurance transfers to a wider shift into private credit and commercial mortgages.
6 stories
- Insurance Credit
August ABS issuance falls to $27.2B; office CMBS delinquencies hit 12%
August ABS volume ran about 20% below the prior four months' pace; year-to-date issuance of $256.5 billion is on pace to surpass 2024 and 2025.
- Cat bonds & reinsurance
Liberty Mutual Re and Celest.Science plan parametric fallback method
AM Best described the work as cyclone risk methodology, listing hurricanes, windstorms and earthquakes.
- Cat bonds & reinsurance
Marsh Re extends Synthetik terrorism modeling agreement
The extension covers multiperil consulting and Marsh Re's use of CityScape, Synthetik's portfolio-level explosion modeling tool, AM Best reports.
- Insurer portfolios
TIAA commits $750 million to Bermuda's Mariner Re
Mariner Re takes Symetra annuity flows under an arrangement effective Oct. 1, 2026, with SIM leading the portfolio and Nuveen as co-manager.
- Insurer portfolios
Fed raises rates to 3.75–4.00%, first hike in three years
First Eagle attributes inflation to supply disruptions and expects bond volatility; new money now prices off 3.75–4.00%.
- Insurer portfolios
Wellington insurance bond team wins asset manager award
The FRM group builds reserve portfolios around insurers' accounting, capital and liquidity limits, its portfolio manager says.
1 story
- Insurer portfolios
US life insurers' AI holdings rise 24% to $85.2 billion
Moody's counts the exposure at 1.4% of cash and invested assets, with guarantees and leases adding exposure outside the reported figure.
7 stories
- The Wrap
Chubb's cat costs more than doubled; investment income hit $1.79bn
Pre-tax investment income rose 8.6% to a record $1.79 billion; Travelers' domestic business renewal increases, excluding National Accounts, slowed to 0.9% from 4.3%.
- The Wrap
Kinsale books $37.6M portfolio loss in Q3 repositioning
Ategrity's $17.2 million investment loss cut net income, while Chubb's record $1.79 billion of investment income blunted catastrophe costs that more than doubled.
- The Wrap
Munich Re lifts 2026 profit target to €6.6 billion
Preliminary third-quarter profit of about €1.7 billion beat a €1.479 billion consensus, and the reinsurer wrote 9.1% less at the July renewals.
- Insurer portfolios
Everspan expects $11 million book gain on shell sale to Falvey
AM Best reported the Oct. 23 agreement with no purchase price or closing date.
- Cat bonds & reinsurance
Munich Re lifts 2026 profit target to €6.6 billion
Preliminary third-quarter profit of about €1.7 billion beat the €1.479 billion consensus; the reinsurer cut written volume 9.1% at the July renewals.
- Insurer portfolios
Kinsale books $37.6M pre-tax loss on portfolio repositioning
The carrier says the portfolio move left book value intact; operating earnings rose 5.9% and net investment income climbed 17.5%.
- The Wrap
AM Best affirms A rating on Aramco captive Stellar
Balance-sheet strength is assessed as very strong, with three-quarters of assets in a parent promissory note.
8 stories
- Cat bonds & reinsurance
Gallagher Re counts six quarters without a $10bn-plus insured catastrophe
Nine-month insured losses of about $92bn were 29% below the 2016–2025 average, and dedicated reinsurance capital reached a record $688bn into January renewals.
- Cat bonds & reinsurance
Gallagher Re puts nine-month insured catastrophe losses at $92bn, lowest since 2019
Severe convective storms drove nearly 60% of insured catastrophe losses, and Hurricane Isaias is excluded from the nine-month total.
- Insurance regulation
AM Best affirms A rating on Aramco's Bermuda captive Stellar
The agency assesses balance sheet strength as very strong at a captive holding roughly three-quarters of its assets in a parent promissory note.
- The Wrap
DOXA Re launches property quota-share MGU with James Femia as president
The managing general underwriter has not disclosed capacity providers, property lines or premium targets.
- The Wrap
Chubb CEO says 'naive capacity' entering casualty lines
He cites sidecars, broker facilities and investor-backed managing general agents as property pricing pressure spreads.
- Insurer portfolios
AI developers turn to insurers for data-centre capital, FT editor says
Antoine Gara of the Financial Times told a webinar that innovation in structuring investment-grade debt has been 'key to unlocking trillions of dollars'.
- Cat bonds & reinsurance
Chubb CEO Evan Greenberg flags 'naive capacity' in casualty sidecars on Q3 call
Evan Greenberg said sidecars, broker facilities and investor-backed MGAs are adding capacity as property price pressure spreads to casualty lines.
- Insurer portfolios
Ategrity posts 84.7% combined ratio but $17.2m investment loss cuts net income
The E&S insurer carries a $219m utility and infrastructure portfolio at fair value, which it says drives volatility separate from underwriting.
4 stories
- Insurer portfolios
Conning CIO says resilient U.S. economy is a key driver of higher Treasury yields
Cynthia Beaulieu's Investment Perspective also examines Federal Reserve policy and fixed-income opportunities, according to Insurance AUM Journal.
- Insurer–manager partnerships
Invesco Real Estate says 2026 commercial real estate lending so far tops full-year 2025
Invesco is marketing bridge and mezzanine credit to insurer general accounts.
- Cat bonds & reinsurance
Hurricane Isaias is 2026's only Atlantic hurricane, with insured losses up to $4.5bn
ACE through October 14 ran at 18 against a 123 full-season average, according to the Lloyd's Market Association's Matthew Bellamy.
- The Wrap
Bermuda registrations rise 18.6%; W.R. Berkley casualty reinsurance net premiums written fall 25%
BMA figures show Class E long-term registrations climbing to nine from three, and Berkley guided to roughly 10% to 20% further shrinkage.
7 stories
- Insurer portfolios
Chubb's record $1.79bn investment income blunts catastrophe losses that more than doubled
Third-quarter net income rose 1.5 per cent to $2.84 billion as pre-tax investment income gained 8.6 per cent and catastrophe costs reached $705 million.
- Cat bonds & reinsurance
Brit names James Winn to lead Bermuda reinsurance platform
He succeeds Jonathan Stephenson at Brit Re, subject to approvals, with the move expected near year-end.
- Cat bonds & reinsurance
Fidelis Partnership names Greg Bowman Bermuda CEO and two underwriting leads
Royal Gazette Bermuda Re reports Mark Herget and Danny Mereu take Bermuda underwriting roles; Helen Wilson starts as reinsurance CUO in January.
- Insurance Credit
Insurance AUM Journal: private credit sector mix mirrors leveraged loans in Fed sample
Technology and business services took 33% of private credit issuance in the Fed sample, against 27% in leveraged loans; healthcare added another 13%.
- Cat bonds & reinsurance
W.R. Berkley casualty reinsurance net premiums written fell 25% in Q3 2026
The line wrote $144.2 million against $192.7 million a year earlier, and management guided to roughly 10% to 20% further shrinkage.
- Insurer portfolios
RLI's casualty segment posts $1 million underwriting income on $8.2 million reserve release
The casualty combined ratio rose to 99.6, and the current accident year was below zero before reserve releases.
- The Wrap
Bermuda insurance-related registrations rise 18.6% as intermediaries and Class E grow
Class E long-term registrations rose to nine from three while restricted special purpose insurers fell to 13 from 16, BMA figures show.
6 stories
- Insurer portfolios
Geoff Cornell and Eric Winograd link higher long yields to real rates
Their Oct. 16 piece in Insurance AUM Journal says steady breakevens and productivity near 2% support a higher neutral rate.
- Cat bonds & reinsurance
DOXA launches property reinsurance MGU targeting quota share capacity
James Femia, who spent 22 years at SiriusPoint and its predecessor, joins DOXA Re as president.
- Cat bonds & reinsurance
Perils AG estimates €3.3bn insured loss from August European convective storms
The initial estimate covers storms in France, Germany, Switzerland and Italy, AM Best reported on October 19.
- Insurance Credit
Boothe and Heidenberger tie One Big Beautiful Bill Act to profit gains and duration risk
In Insurance AUM Journal, they write that earnings improved on capex rather than cost-cutting and that private markets must absorb more duration supply.
- The Wrap
Nuveen Private Capital reached $100bn AUM; Stewart Foley set insurers' direct-lending test
InsuranceAUM.com host Stewart Foley said insurers should test allocations on diversification and relative value, not growth alone.
- The Wrap
Moody's: three modelers put Isaias insured losses at $1bn-$3bn
Karen Clark & Co's $3 billion figure sits at the top of that range, while AM Best calls the storm an earnings event.