Insurance: Q3 Property-Casualty Insurance Earnings Preview and Hurricane Update

Third quarter earnings for property-casualty insurers have begun, with key focus areas including premium price increases, demand affected by macroeconomic and geopolitical factors, and claim costs. Concerns are heightened by Hurricane Milton's impact in Florida, especially following Hurricane Helene. Despite this, CFRA maintains a positive outlook for the industry due to strong pricing and demand trends expected to improve post-hurricane season. Companies like ACGL, AIG, AJG, and CINF are well-positioned; however, ALL's exposure to Florida limits its near-term potential.