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Allstate Corp | North America May2026 PIF & CAT Disclosures-20260618
摩根士丹利· 2026-06-18 21:14
May 2026 PIF & CAT Disclosures Higher Auto PIF adds than expected: Latest policies in-force disclosures indicate +96K Auto PIF adds and +24K Homeowners PIF adds for May 2026 (vs MS expectations of +40K Auto PIF adds & +15K Homeowners PIF adds). While the Auto policy adds remains positive, we view the overall personal auto market as challenged for growth with intense competition. The key focus going forward continues to be on how overall industry competition impacts Allstate's overall growth & margins. Exhib ...