Company Snapshot

Investment Thesis

Allstate delivers personal P&C insurance through Allstate, Esurance, and National General brands. Telematics, rate increases, and cost actions aim to restore double-digit ROE after industry-wide loss inflation.

  • Telematics Adoption: Drivewise and Milewise enable personalized pricing and underwriting.
  • Distribution Scale: Captive agents plus direct channels reach broad customer segments.
  • Capital Strength: Portfolio repositioning and reinsurance protect against catastrophe volatility.

Strategic Mix

Property-Liability Auto and homeowners insurance
Protection Services Identity protection, warranties, and health benefits
Allstate Health & Benefits Employer benefits and voluntary products
Run-Off/Other Legacy items and corporate support

Mix based on Allstate’s Property-Liability and Protection Services segments.

Recent Performance

MTD TBD
QTD TBD
YTD TBD
5Y TBD

Maxim is cueing up returns data for this security. Once the nightly supported.csv job runs, these metrics will auto-populate.

Strategic Insights

Rate Adequacy

State approvals and telematics data enable faster response to loss trends.

Digital Claims

AI photo estimating and virtual inspections improve customer experience.

Distribution Evolution

Hybrid agent + direct model captures share across demographics.

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