March 2026 Monthly Release

The Allstate Corporation (NYSE: ALL) reported estimated March 2026 catastrophe losses of $925 million pre-tax and $731 million after-tax from 15 wind and hail events, about 80% tied to three events.

Rhea-AI Summary

The Allstate Corporation (NYSE: ALL) reported estimated March 2026 catastrophe losses of $925 million pre-tax and $731 million after-tax from 15 wind and hail events, about 80% tied to three events. First-quarter catastrophe losses were $1.24 billion pre-tax ($980 million after-tax). Policy counts: Total policies in force were 38.576 million at March 31, 2026, up 0.4% sequentially and 2.3% year-over-year; auto policies were 25.758 million (2.6% YoY).

Policy counts exclude lender-placed policies and are measured by items rather than customers.

Positive

• Total policies in force +2.3% year-over-year at Mar. 31, 2026
• Auto policies +2.6% year-over-year at Mar. 31, 2026

Negative

• March catastrophe losses $925 million pre-tax ($731 million after-tax)
• First-quarter catastrophe losses $1.24 billion pre-tax ($980 million after-tax)
• About 80% of March losses tied to three wind and hail events

Argus Apr 16 session

-2.00% close to close Open Argus

Details

News Market Reaction – ALL

In the Apr 16 session, ALL declined 2.00%, reflecting a moderate negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement highlighted substantial March catastrophe losses of $925 million, contributing to ...

Analysis

This announcement highlighted substantial March catastrophe losses of $925 million, contributing to Q1 losses of $1.24 billion, largely driven by 15 wind and hail events. At the same time, Allstate Protection policies in force reached 38,576 thousand, up 0.4% month over month and 2.3% year over year. Investors may focus on how ongoing policy growth interacts with elevated weather-related claims and will likely watch upcoming Q1 2026 results for further detail on profitability and capital deployment.

Key Figures

March catastrophe losses: $925 million March cat losses after-tax: $731 million Q1 catastrophe losses: $1.24 billion +5 more

March catastrophe losses

$925 million

Estimated pre-tax losses for March 2026

March cat losses after-tax

$731 million

Estimated after-tax losses for March 2026

Q1 catastrophe losses

$1.24 billion

Total estimated pre-tax catastrophe losses for Q1 2026

Q1 cat losses after-tax

$980 million

Total estimated after-tax catastrophe losses for Q1 2026

Wind and hail events

15 events

Number of March 2026 catastrophe events

Loss concentration

80%

Approximate share of March losses from three events

Total policies in force

38,576 thousand

Allstate Protection policies as of March 31, 2026

Total policies growth

0.4% / 2.3%

MoM and YoY growth in total policies as of March 31, 2026

Historical Context

5 past events · Latest: Apr 01

5 events

1. Apr 01

   Consumer savings tools

   24h Move

   -1.6%

   Launch of app-based gas savings tools and broad premium reductions for customers.

2. Mar 30

   Earnings call notice

   24h Move

   +2.3%

   Scheduling of Q1 2026 earnings release and webcast details for investors.

3. Mar 19

   Cat losses update

   24h Move

   -0.1%

   Disclosure of February catastrophe losses and cumulative Jan–Feb loss figures.

4. Feb 24

   Product expansion

   24h Move

   +1.8%

   Expansion of year-round identity protection and a stolen tax refund advance feature.

5. Feb 23

   Conference presentation

   24h Move

   -0.1%

   Announcement of management’s presentation at a major institutional investors conference.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

policies in force, lender-placed policies

2 terms

policies in force financial

"Allstate Protection policies in force are as follows:"

Policies in force are the insurance contracts that are currently active and able to pay claims, similar to the number of active subscriptions a company has. For investors, they show the scale of an insurer’s current business and help indicate potential future revenue from premiums and ongoing exposure to claims; rising counts suggest growth, while shrinking counts can signal lapses or reduced future income.

lender-placed policies financial

"Lender-placed policies are excluded from policy counts because relationships are with the lenders."

Lender-placed policies are insurance policies a lender or loan servicer purchases to protect property that backs a loan when the borrower fails to keep their own insurance. Think of it like a landlord buying coverage for a rental after a tenant’s policy lapses; it keeps the lender from taking an uninsured loss but usually costs the borrower more. Investors watch these policies because they affect loan recovery risk, servicer revenue, borrower costs, and potential regulatory or reputational issues.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

NORTHBROOK, Ill., April 16, 2026 /PRNewswire/ -- The Allstate Corporation (NYSE: ALL) today announced estimated catastrophe losses for the month of March of $925 million or $731 million, after-tax, from 15 wind and hail events with approximately 80% of the losses related to three events. Total catastrophe losses for the first quarter were $1.24 billion or $980 million, after-tax.

Allstate Protection policies in force are as follows:

Allstate Protection Policies in Force (1)
(in thousands)		March 31, 2026		February 28, 2026		March 31, 2025		Mar. 31, 2026 v Feb. 28, 2026		Mar. 31, 2026 v Mar. 31, 2025
Auto		25,758		25,633		25,100		0.5 %		2.6 %
Homeowners		7,739		7,726		7,549		0.2 %		2.5 %
Other personal lines		4,902		4,902		4,874		— %		0.6 %
Commercial lines		177		176		189		0.6 %		(6.3) %
Total		38,576		38,437		37,712		0.4 %		2.3 %

(1)	Policy counts are based on items rather than customers. A multi-car customer would generate multiple item (policy) counts, even if all cars were insured under one policy. Lender-placed policies are excluded from policy counts because relationships are with the lenders.

Financial information, including material announcements about The Allstate Corporation, is routinely posted on www.allstateinvestors.com.

Forward-Looking Statements
This news release contains "forward-looking statements" that anticipate results based on our estimates, assumptions and plans that are subject to uncertainty. These statements are made subject to the safe-harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements do not relate strictly to historical or current facts and may be identified by their use of words like "plans," "seeks," "expects," "will," "should," "anticipates," "estimates," "intends," "believes," "likely," "targets" and other words with similar meanings. We believe these statements are based on reasonable estimates, assumptions and plans. However, if the estimates, assumptions or plans underlying the forward-looking statements prove inaccurate or if other risks or uncertainties arise, actual results could differ materially from those communicated in these forward-looking statements. Factors that could cause actual results to differ materially from those expressed in, or implied by, the forward-looking statements may be found in our filings with the U.S. Securities and Exchange Commission, including the "Risk Factors" section in our most recent annual report on Form 10-K. Forward-looking statements are as of the date on which they are made, and we assume no obligation to update or revise any forward-looking statement.

About Allstate
The Allstate Corporation (NYSE: ALL) protects people from life's uncertainties with affordable, simple and connected protection for autos, homes, electronic devices, and identities. Products are available through a broad distribution network including Allstate agents, independent agents, major retailers, online, and at the workplace. Allstate has 211 million policies in force and is widely known for the slogan "You're in Good Hands with Allstate." For more information, visit www.allstate.com.

 

View original content to download multimedia:https://www.prnewswire.com/news-releases/march-2026-monthly-release-302744702.html

SOURCE Allstate Insurance Company

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How large were Allstate (ALL) catastrophe losses reported for March 2026?

Allstate reported $925 million in estimated catastrophe losses for March 2026. According to the company, those losses were $731 million after-tax and arose from 15 wind and hail events, with roughly 80% linked to three events.

What were Allstate's total catastrophe losses for the first quarter 2026?

Allstate reported $1.24 billion in total catastrophe losses for Q1 2026. According to the company, that equals $980 million after-tax, reflecting combined March events and earlier first-quarter catastrophes.

How many policies in force did Allstate (ALL) report as of March 31, 2026?

Allstate reported 38.576 million policies in force at March 31, 2026. According to the company, counts are item-based (excluding lender-placed policies) and rose 0.4% sequentially and 2.3% year-over-year.

What change did Allstate (ALL) report in auto policies year-over-year as of March 31, 2026?

Auto policies were 25.758 million, a 2.6% increase year-over-year. According to the company, the auto policy count rose from 25.100 million at March 31, 2025 to 25.758 million at March 31, 2026.

Do Allstate's policy counts include lender-placed policies in the March 2026 release?

No, Allstate's policy counts exclude lender-placed policies. According to the company, counts are based on items rather than customers, so multi-car customers generate multiple item counts.