U.S. P&C Q1 2026 Earnings Recap: Strong Results, Competition, AI Dominate Agendas
2026-05-27·via All Articles on Seeking Alpha
Summary
Strong earnings, rising competition and the outlook for AI were key themes on US property and casualty insurers' first quarter earnings calls.
The sector posted its strongest first quarter in 25 years for underwriting gains and combined ratio, according to an S&P Global Market Intelligence analysis.
Underwriting gains totaled $22.10 billion, and the combined ratio before policyholder dividends was 89.1%.
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Strong earnings, rising competition and the outlook for AI were key themes on US property and casualty insurers' first quarter earnings calls.
The sector posted its strongest first quarter in 25 years for underwriting gains