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ALLSTATE CORP 8-K Report, Regulation FD Disclosure (Jun 18, 2026)

Reports
Regulation FD·Exhibits & Filings
Filing Date
Filed June 18, 2026
Period End
June 18, 2026
In the record · 2016–202610-K1110-Q328-K240

ALL filed 11 annual reports (10-K), 32 quarterly reports (10-Q) and 240 current reports (8-K) between 2016 and 2026.

  1. Material agreement8-K · Nov ’16Nov ’16
  2. Deal closed8-K · Jul ’19Jul ’19
  3. Leadership change8-K · Apr ’22Apr ’22
  4. Leadership change8-K · May ’24May ’24

01—Abstract

Summary

Summary of the 8-K filed June 18, 2026. Cited figures are marked; the original filing is the authoritative source.

Allstate Corp (ALL) furnished an 8-K on June 18, 2026 under Regulation FD (Item 7.01, Exhibit 99, furnished not filed) containing its May 2026 monthly release.

The release reports estimated catastrophe losses of $289 milliona pre-tax ($228 million after-tax) for May, and total April-May catastrophe losses of $1.16 billion ($915 million after-tax). These figures are the key earnings-sensitive data point for investors, since catastrophe losses are a primary driver of quarterly property insurance results and combined ratios. Policies in force grew modestly.

Total Allstate Protection policies reached 38.799 million at May 31, 2026, up 0.3%b from April 30, 2026 and 2.4% year over year. Auto policies (25.901 million, +2.7% YoY) and homeowners policies (7.788 million, +2.6% YoY) drove most of the growth, while commercial lines were flat year over year. Growth across the core personal lines suggests continued customer acquisition and retention despite the elevated catastrophe environment.

The filing also signals a reporting change: management stated that policies in force will be reported in the quarterly earnings release going forward rather than in monthly releases. Investors who rely on monthly policy count data should note this shift in disclosure cadence. The 8-K itself is a routine disclosure with no reported financial restatement, guidance change, or material corporate event.

02—Key points

Key Highlights

  1. May 2026 estimated catastrophe losses of $289 million pre-tax ($228 million after-tax); April-May combined losses of $1.16 billion ($915 million after-tax).
  2. Total Allstate Protection policies in force of 38.799 million at May 31, 2026, up 0.3% month over month and 2.4% year over year.
  3. Auto policies grew to 25.901 million (+2.7% YoY); homeowners policies grew to 7.788 million (+2.6% YoY).
  4. Other personal lines reached 4.930 million (+0.9% YoY); commercial lines were flat at 180 thousand year over year.
  5. Policy in force reporting will move to the quarterly earnings release going forward, ending the monthly policy count disclosure.
  6. The release was furnished under Item 7.01 (Regulation FD) and is not deemed filed, so it carries limited Exchange Act liability.

03—Questions

Frequently Asked Questions

  1. How large were Allstate's catastrophe losses in May 2026?

    Estimated catastrophe losses for May 2026 were $289 million pre-tax, or $228 million after-tax. Combined April and May losses totaled $1.16 billion pre-tax, or $915 million after-tax.

  2. Did Allstate's policy count grow?

    Yes. Total Allstate Protection policies in force were 38.799 million at May 31, 2026, up 0.3% from April 30, 2026 and up 2.4% from May 31, 2025. Auto and homeowners were the largest contributors to growth.

  3. Will Allstate continue to report monthly policies in force?

    No. Management stated that policies in force will be reported in the quarterly earnings release going forward, so monthly policy count disclosures will no longer be provided in this format.

  4. Is this 8-K a material event or a change in financial guidance?

    No. The filing is a routine monthly operating update furnished under Regulation FD. It does not report financial restatements, changes in guidance, or other material corporate events.

04—Continue

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