01—Abstract
Summary
Summary of the 8-K filed April 16, 2026. Cited figures are marked; the original filing is the authoritative source.
On April 16, 2026, The Allstate Corporation (NYSE: ALL) furnished its March 2026 monthly release under Regulation FD (Item 7.01, Exhibit 99).
The release reports estimated catastrophe losses for March of $925 milliona pre-tax ($731 million after-tax), driven by 15 wind and hail events, with about 80% of the losses tied to three events. First-quarter 2026 catastrophe losses totaled $1.24 billion pre-tax ($980 million after-tax). Because the exhibit is furnished rather than filed, it is not subject to the liability provisions of Section 18 of the Exchange Act, though it is available to investors.
The release also reports Allstate Protection policies in force (PIF) of 38.6 million as of March 31, 2026, up 0.4%b from February 28, 2026 and up 2.3% year over year. Growth was led by auto (25.8 million, up 2.6% year over year) and homeowners (7.7 million, up 2.5% year over year). Commercial lines declined 6.3% year over year to 177 thousand policies, and other personal lines were flat sequentially.
The filing is an operating update rather than a full earnings report. It does not include revenue, net income, combined ratio, or guidance, so investors will need Allstate's quarterly earnings materials to assess profitability. The catastrophe figures are estimates and may be revised.
02—Key points
Key Highlights
- March 2026 estimated catastrophe losses of $925 million pre-tax ($731 million after-tax) from 15 wind and hail events
- About 80% of March catastrophe losses came from three events, showing concentration in a few severe occurrences
- First-quarter 2026 catastrophe losses totaled $1.24 billion pre-tax ($980 million after-tax)
- Total Allstate Protection policies in force reached 38,576 thousand at March 31, 2026, up 0.4% month over month and 2.3% year over year
- Auto policies grew 2.6% year over year to 25,758 thousand; homeowners grew 2.5% year over year to 7,739 thousand
- Commercial lines policies fell 6.3% year over year to 177 thousand
- The exhibit is furnished under Item 7.01 and not filed, so it carries no Section 18 liability
03—Questions
Frequently Asked Questions
How large were Allstate's catastrophe losses in March and in the first quarter of 2026?
Estimated catastrophe losses were $925 million pre-tax ($731 million after-tax) for March 2026 and $1.24 billion pre-tax ($980 million after-tax) for the first quarter of 2026. The March losses came from 15 wind and hail events, with about 80% tied to three of them.
Did Allstate's policy count grow during the quarter?
Yes. Total Allstate Protection policies in force were 38,576 thousand at March 31, 2026, up 0.4% from February 28, 2026 and up 2.3% from March 31, 2025. Auto and homeowners drove most of the increase, while commercial lines declined year over year.
Which product lines are growing and which are shrinking?
Auto (25,758 thousand, +2.6% year over year) and homeowners (7,739 thousand, +2.5%) grew. Other personal lines rose 0.6% year over year and were flat sequentially. Commercial lines fell 6.3% year over year to 177 thousand policies.
Does this filing include Allstate's profitability or earnings results?
No. The filing covers estimated catastrophe losses and policies in force only. It does not report revenue, net income, combined ratio, or guidance. Investors should consult Allstate's quarterly earnings release and Form 10-Q for those figures.
Is the information in this filing legally filed with the SEC?
The release is furnished under Item 7.01 and Instruction B.2 of Form 8-K, not filed. Furnished material is not subject to the liability provisions of Section 18 of the Exchange Act, though it is publicly disclosed and posted on allstateinvestors.com.
04—Continue