The Intelligence Council

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P&C Commercial Tracker: Week of July 2, 2026

Jul 2, 2026

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7 min read

P&C Commercial Tracker: Week of July 2, 2026

New York's rating regime survives on a last-minute signature, July 1 reinsurance settles down as much as 25%, and California's FAIR Plan lands its biggest rate hike in seven years

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Commercial

The Moat Is Real. The Perimeter Is Wrong.

Jun 30, 2026

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4 min read

The Moat Is Real. The Perimeter Is Wrong.

What a $20 billion captive wholesale platform reveals about Amwins' biggest blind spot

The Intelligence Council

Weekly Intelligence

Hub International just filed to go public at $29 billion

Jun 29, 2026

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8 min read

Hub International just filed to go public at $29 billion

In Force Weekly: A listing would hand one of the largest brokers public equity as acquisition currency and reshape carrier panels

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P&C Commercial Tracker: Week of June 25, 2026

Jun 25, 2026

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6 min read

P&C Commercial Tracker: Week of June 25, 2026

Chubb approaches AIG in a 42B move, Florida finalizes its cheapest reinsurance tower since the reforms, and Illinois shatters its annual tornado record

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Intelligence Briefs

Jun 24, 2026

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3 min read

The Casualty Time Bomb

What $15.8 billion in adverse reserve development reveals about the P&C industry's biggest blind spot

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Weekly Intelligence

PwC Tells Brokers the AI Discount Has Arrived

Jun 22, 2026

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9 min read

PwC Tells Brokers the AI Discount Has Arrived

In Force Weekly: Carriers get rewarded for the same technology that is compressing distribution valuations across the public market

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Jun 18, 2026

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5 min read

Weekly Moves: June 18

Plus: DeSantis signs Citizens out of new commercial property, Tropical Storm Arthur opens the Atlantic season, and California floats the first long-term insurer solvency rule in the US

The Intelligence Council

Weekly Intelligence

Cyber rates keep falling while ransomware sets fresh records

Jun 15, 2026

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8 min read

Cyber rates keep falling while ransomware sets fresh records

In Force Weekly: Travelers logged the second worst ransomware quarter on record as carriers compete prices downward

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Jun 11, 2026

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4 min read

Weekly Moves: June 11

Plus: CSU cuts its 2026 hurricane forecast as the first Gulf disturbance appears, New York's prior-approval bill dies with the session, and Illinois hands IDOI rate review authority

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Overall

Berkshire and Chubb just won approval to drop AI coverage

Jun 10, 2026

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6 min read

Berkshire and Chubb just won approval to drop AI coverage

Why the silent AI coverage era has ended

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Weekly Intelligence

Chubb and Fidelis eat a $340 million war risk loss

Jun 8, 2026

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9 min read

Chubb and Fidelis eat a $340 million war risk loss

In Force Weekly: A London court closed the contribution door, leaving two insurers to absorb the Russia aircraft payouts alone

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Jun 4, 2026

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5 min read

Weekly Moves: June 4

Property cat reinsurance fell 15-25% at June 1 renewals, three CA insurance reform bills cleared the Senate floor

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Overall

Acrisure now owns the shelf, the algorithm, and the channel

Jun 3, 2026

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5 min read

Acrisure now owns the shelf, the algorithm, and the channel

Why contingent commissions just carried 100% of Brown & Brown's organic growth

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Weekly Intelligence

Best Quarter in 25 Years, and the Cracks Beneath It

Jun 1, 2026

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5 min read

Best Quarter in 25 Years, and the Cracks Beneath It

In Force Weekly: Record Q1 profit, softening property, widening casualty, and CIRCIA's new 72-hour clock.

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May 28, 2026

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4 min read

Weekly Moves: AZ is live

Plus: NOAA forecasts a below-normal 2026 hurricane season, three CA wildfire reform bills face a May 29 deadline vote

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Weekly Deep Dive

Citizens just shrunk its cat bond by a third

May 27, 2026

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4 min read

Citizens just shrunk its cat bond by a third

Why Florida's depopulation has become a capital-markets story before hurricane season

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Weekly Intelligence

Progressive ends State Farm's 84-year auto reign

May 25, 2026

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6 min read

Progressive ends State Farm's 84-year auto reign

In Force Weekly: S&P pegs Progressive at $70.2 billion as State Farm's book slips and the agent-versus-direct map redraws

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May 21, 2026

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4 min read

Weekly Moves: IL is live

Plus: TWIA locks $2.28B reinsurance at multi-year lows, CNA flags double-digit property rate drops, and Illinois leads US tornadoes with 99 through April

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Weekly Deep Dive

California is renegotiating rate rules in every forum at once

May 20, 2026

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5 min read

California is renegotiating rate rules in every forum at once

Three pending events before July 1 reset the rate-control architecture

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Weekly Intelligence

ISO Just Made AI Exclusions Standard. Deepfakes Are Already Inside Claims

May 18, 2026

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8 min read

ISO Just Made AI Exclusions Standard. Deepfakes Are Already Inside Claims

In Force Weekly: AI-generated photos and synthetic medical scans surfaced across personal and commercial claims while CG 40 47 went near-universal

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May 14, 2026

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3 min read

Weekly Moves: NY/NJ is live

Plus: AIG triples Q1 property underwriting income to $774M, MS Amlin launches a new Lloyd's data center consortium with Nephila and Apollo backing, and State Farm faces a 398-count CDI accusation tied

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Commercial

Alternative capital just decided who can grow property in 2026

May 13, 2026

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5 min read

Alternative capital just decided who can grow property in 2026

Why ceded structure now sets 2026 property strategy

The Intelligence Council

Weekly Intelligence

10% of P&C Insurers Are Pulling Away on AI

May 11, 2026

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14 min read

10% of P&C Insurers Are Pulling Away on AI

In Force Weekly: Capgemini found trailblazers grew revenue 21% faster while 42% of the industry tracks no AI metrics at all.

The Intelligence Council

May 7, 2026

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4 min read

Weekly Moves: Texas is live

Plus: American Coastal confirms rapid FL softening on Q1 earnings, Palomar posts 47% property GWP growth and secures a $410M cat bond, and three new Lloyd's syndicates enter the Texas E&S market

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Commercial

Chubb walked away from a quarter of its property book

May 6, 2026

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4 min read

Chubb walked away from a quarter of its property book

Why line size and reinsurance now run this cycle

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The Intelligence Council

P&C Commercial Tracker: Week of July 2, 2026

The Moat Is Real. The Perimeter Is Wrong.

Hub International just filed to go public at $29 billion

P&C Commercial Tracker: Week of June 25, 2026

The Casualty Time Bomb

PwC Tells Brokers the AI Discount Has Arrived

Weekly Moves: June 18

Cyber rates keep falling while ransomware sets fresh records

Weekly Moves: June 11

Berkshire and Chubb just won approval to drop AI coverage

Chubb and Fidelis eat a $340 million war risk loss

Weekly Moves: June 4

Acrisure now owns the shelf, the algorithm, and the channel

Best Quarter in 25 Years, and the Cracks Beneath It

Weekly Moves: AZ is live

Citizens just shrunk its cat bond by a third

Progressive ends State Farm's 84-year auto reign

Weekly Moves: IL is live

California is renegotiating rate rules in every forum at once

ISO Just Made AI Exclusions Standard. Deepfakes Are Already Inside Claims

Weekly Moves: NY/NJ is live

Alternative capital just decided who can grow property in 2026

10% of P&C Insurers Are Pulling Away on AI

Weekly Moves: Texas is live

Chubb walked away from a quarter of its property book

P&C Insurance Executive Intelligence By The Intelligence Council

P&C Insurance Executive Intelligence
By The Intelligence Council