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[Intelligent Insurer @intelligentins]

Softening in the E&S property market is driving spill-over capital into E&S casualty lines. RPS analysts note expanded capacity from strong capital inflows and new entrants in London and Bermuda is tempering even difficult casualty segments despite rising loss cost trends.

Track the shifting E&S capacity dynamics at https://t.co/U8QW3iF05r

[Intelligent Insurer @intelligentins]

The Strait of Hormuz closure will continue for at least another year, warns former NATO Deputy Supreme Allied Commander General Sir Richard Shirreff. Speaking at a Russell Group seminar, he signals no resolution until the Trump administration leaves office.

Track the escalating specialty risk updates at https://t.co/7D57r6Zt9o

[Intelligent Insurer @intelligentins]

Ryan Specialty warns heavy capital flows are creating a dangerous market for delegated authorities. Head of delegated authority Miles Wuller confirms the firm is enforcing strict capital thresholds to maintain underwriting discipline as alternative capacity chases returns.

Track the shifting MGA capacity dynamics at https://t.co/1aT4JXeJbR

[Intelligent Insurer @intelligentins]

Geopolitical conflict in the Middle East is driving indirect shocks into local insurance markets through reinsurance capacity constraints and severe claims inflation. Experts at the S&P Global Ratings conference confirm single-variable risk modelling is no longer adequate.

Track these shifting capacity constraints at https://t.co/NgEs6is1ce

[Intelligent Insurer @intelligentins]

The parametric market is forecast to jump from $19.4bn in 2025 to $63.8bn by 2035, hitting a 12.2% CAGR. Data from USI indicates capacity is surging, with single-peril limits now crossing $100m as corporate buyers look past traditional indemnity triggers.

Track the nat cat capacity shifts at https://t.co/RAJNlmYQkG

[Intelligent Insurer @intelligentins]

Marsh loses half its Birmingham P&C/surety team as 11 employees defect to a rival, taking $3.5m in business across 71 clients. The mass exit of legacy J. Smith Lanier talent exposes the long-term vulnerabilities of broker M&A integration.

Track the brokerage dispute at https://t.co/YvR208ujxO

[Intelligent Insurer @intelligentins]

Florida primary insurers American Integrity and HCI Group locked in double-digit reinsurance capacity increases at the June 1 renewals while capturing cost savings. American Integrity expanded its excess of loss limit by 16% to $3 billion, adding $409 million.

Track the Florida market capacity trends at https://t.co/aosHR4NqDD

[Intelligent Insurer @intelligentins]

Property cat softening accelerated at 1/6 renewals with risk-adjusted rates falling up to 25% according to Howden Re. Abundant traditional capacity and record cat bond issuance shifted the balance to cedents, pushing the market toward a critical viability threshold.

Track the shifting reinsurance capacity at https://t.co/uAleImRtYJ

[Intelligent Insurer @intelligentins]

Geopolitical risk breaches the top 7 global boardroom concerns for the first time since 2013. A Willis survey reveals 59% of the C-suite now view trade wars and supply-chain shocks as critical to operations, transforming the outlook for D&O liability.

Track the shifting executive risk profiles at https://t.co/owy1tbrkvp

[Intelligent Insurer @intelligentins]

Acrisure expands its legal battle against defectors accused of trying to reclaim a unit sold a decade ago. The brokerage launched a fourth federal lawsuit in Michigan against employee Peter Freska, making him the tenth defendant across the wider BXA group litigation.

Track the corporate dispute updates at https://t.co/DUNh0ytDUk

[Intelligent Insurer @intelligentins]

Solidum Partners AG is increasing risk exposure for the 2026 hurricane season, shifting closer to the index after years of conservative positioning. Forecasters predict below average Atlantic storm activity as El Niño wind shear looks set to suppress system formation.

Track the shifting ILS risk appetite at https://t.co/RNE6LKss42

[Intelligent Insurer @intelligentins]

The US is set to drive 44% of the global P&C market expansion over the next decade, capturing €660 billion of the projected €1.5 trillion premium surge. By 2036, the US market will top €1.8 trillion, dwarf Europe two times over, and outsize China fivefold.

Access the full data breakdown at https://t.co/vedze4zEcw

[Intelligent Insurer @intelligentins]

[ANALYSIS] Universal Insurance Holdings details midyear reinsurance renewals via SEC filing.

The group maintains its $45 million first-event retention while securing a top-layer capacity limit of $2.6 billion. The strategy locks in crucial protection ahead of peak seasonal nat cat exposures.

Track the risk placement details here: https://t.co/pgCqZ8FEP1

[Intelligent Insurer @intelligentins]

[ANALYSIS] IAG settles A$4bn Greensill Bank dispute, removing a critical litigation hurdle.

The agreement addresses complex trade credit insurance policies in the Federal Court of Australia. This resolution offers immediate capital certainty and puts an end to protracted exposure fears.

Track the full financial breakdown: https://t.co/ggfB0ZdX8Y

[Intelligent Insurer @intelligentins]

[NEWS FLASH] Convex receives in-principle approval to launch Lloyd’s Syndicate 1987.

The specialty insurer and reinsurer will target long-tail specialty lines via the new platform. Underwriting is projected to commence on July 1 2026 pending final regulatory permissions.

Access the full market update: https://t.co/xiYMMXrJp6

[Intelligent Insurer @intelligentins]

[ANALYSIS] Litigation accelerates between Acrisure and Howden as court approves key injunction.

Acrisure secures evidence in accelerated discovery, blocking a key producer from working for competitor Howden. The dispute over the mass transit team departure now spans six separate cases.

Access the full legal breakdown: https://t.co/uwo1JLlY2N

[Intelligent Insurer @intelligentins]

[ANALYSIS] Tokio Marine showcases Berkshire Hathaway alliance at quarterly investor briefing, introducing insurance head Ajit Jain to analysts.

CEO Masahiro Koike highlighted the long-term strategic fit, built on shared capital discipline and decentralised management. The pact, signed in late March, provides a massive springboard for global M&A collaboration and stable nat cat risk capacity.

Read more: https://t.co/pAirOqKbXn

[Intelligent Insurer @intelligentins]

[ANALYSIS] Strait of Hormuz tensions could push marine war reinsurance rates up later this year. Howden Re notes that while immediate shocks are manageable, prolonged chokepoint disruption risks altering global reinsurance market conditions. Uncertainty around marine and general war coverage threatens to impact pricing.

Read the full breakdown: https://t.co/3Cyln8nXmB

[Intelligent Insurer @intelligentins]

[ANALYSIS] US homeowners face over $1 trillion in uninsured flood losses in severe scenarios. Moody’s reports widening exposure and low take-up rates are driving up the protection gap across coastal and inland counties alike.

Explore the complete risk data: https://t.co/7jm99x8XUD

[Intelligent Insurer @intelligentins]

[NEWS FLASH] Florida property nat cat reinsurance pricing dropped 15% to 20% at June 1 renewals. Data from Guy Carpenter confirms primary carriers secured highly favourable terms, driven by healthier balance sheets and sustained investor appetite.

Access the full market breakdown: https://t.co/I7mekwuGuE