October 24, 2026

Estimates of insured losses from Hurricane Isaias, which struck the Florida Panhandle on October 9, 2026 as a Category 2 storm, run from Verisk's $1 billion to $2 billion to Moody's RMS's best estimate of $3.5 billion, while Florida regulators had logged 46,509 claims worth nearly $582 million by October 15 and AM Best calls it an earnings event, not a capital event.

On October 23, 2026 Munich Re published preliminary third-quarter net profit of about €1.7 billion, ahead of the €1.479 billion analyst consensus, lifted its full-year 2026 target from €6.3 billion to €6.6 billion, and said it will keep strengthening its balance sheet in the fourth quarter subject to major losses.

Selective Insurance Group reported third-quarter 2026 non-GAAP operating income of $2.37 per share against $1.75, a GAAP combined ratio of 96.8% against 98.6%, and net premiums written down 7% to $1,122.8 million, while raising its dividend 12% and narrowing 2026 guidance.

On October 23, 2026 Moody's kept France's sovereign rating at Aa3 with a negative outlook, against widespread expectations of a downgrade to A1, saying the rating assumes a 2027 budget that reduces the deficit and slightly easing social tensions, with the ten-year yield having passed 5.1% for the first time since 2002.

The Central Bank of the UAE's Insurance Company Licensing Regulation (Circular 4/2026), in force from August 14, 2026, replaces the 2009 Insurance Authority rules, treats foreign insurers as branch applicants only, sets 60-business-day application and decision windows and lets the regulator remove senior managers and board members.

Moody's Ratings reports that US life insurers held $85.2 billion of AI-linked investments at the end of June 2026, up 24% from $69 billion at end-2025 and about 1.4% of cash and invested assets, with data-centre and digital-infrastructure financing growing fastest and the below-investment-grade share rising to 6.1%.