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ALL · The Allstate Corporation · Tenji

Insurance - Property & Casualty

ALL

The Allstate Corporation

Date

Oct 1

News

Rising yields hurt floating-rate borrowers but could lift Travelers, Progressive and Allstate

A 5.25% 10-year Treasury yield lets property and casualty insurers invest the premiums they hold at the best yields since 2002. Investors are selling financial stocks broadly, insurers included. Yet Travelers, Progressive and Allstate stand to earn more for as long as rates stay high.

Good for ↑TRVPGR

May 19

News

30-Year Spike Quietly Destroys Insurance Float Math — Long P&C Reinvestment Winners

30-year Treasury yields hitting near two-decade highs forces a repricing of long-duration assets — but P&C insurers holding short-duration float portfolios are quietly compounding into higher yields. As legacy 2-3% bonds mature and roll into 5%+ paper, investment income surges. Long large-cap US P&C insurers with high float-to-equity ratios.

Good for ↑PGRTRV

ALL

Bloomberg·Oct 1

ALL

Bloomberg·May 19

Financials