The property and casualty (P&C) insurance market is looking mixed in 2026. Commercial property pricing fell 7.1% in Q1, its weakest reading on record, according to the Baldwin Group's first-quarter Market Pulse Report. At the same time, casualty lines such as umbrella insurance picked up again, rising 8.2% as social inflation and large court awards kept pressure on the market.
That split is pushing insurers to be more selective, and the better-run names are standing out. Some are also showing confidence through shareholder payouts. Allstate (ALL) recently declared a $1.08 quarterly common dividend payable on July 1, 2026, while the Hanover Insurance Group (THG) declared $0.95 payable on June 26, 2026.
