Iran War: The Insurance Bill Goes Far Beyond Tankers

The Iran conflict is creating direct losses in marine and specialty insurance, but its broader impact may come through renewed claims-cost inflation. Swiss Re expects property rebuilding costs to rise about 7% in the U.S. and 11% in Germany by 2027 as second-round inflation spreads.

Seeking Alpha • Aug 21, 2026

Commercial Insurance: The Hard Market Is Ending, And Underwriting Discipline Comes Next

Commercial premiums declined across small, medium, and large accounts simultaneously for the first time in 34 quarters, confirming a meaningful shift in market conditions. Commercial property is firmly competitive, with premiums down 6.3%, while large accounts face significantly greater pricing pressure than small commercial businesses.

Seeking Alpha • Aug 20, 2026

Should You Invest in the iShares U.S. Insurance ETF (IAK)?

If you're interested in broad exposure to the Financials - Insurance segment of the equity market, look no further than the iShares U.S. Insurance ETF (IAK), a passively managed exchange traded fund launched on May 1, 2006.

Zacks Investment Research • Jul 28, 2026

IShares U.S. Insurance ETF: Separating Financial Sector Winners From Losers

iShares U.S. Insurance ETF (IAK) earns a Very Attractive rating for its superior allocation to profitable, undervalued insurance stocks. IAK's holdings deliver an 18% ROIC, 4% FCF yield, and a low 0.8 PEBV ratio, outperforming SPY and XLF on key profitability and valuation metrics. IAK benefits from strong, recurring macro demand drivers in the insurance industry, including regulatory requirements and embedded coverage in U.S. commerce.

Seeking Alpha • Jul 11, 2026

IAK: The Insurance Sector Back In The Spotlight

iShares U.S. Insurance ETF offers focused, cap-weighted exposure to the U.S. insurance sector, with a strong P&C tilt. IAK benefits from a hawkish Fed, subdued catastrophe risk, and active M&A, supporting sector profitability and potential multiple expansion. The ETF trades at attractive valuations—P/E of 11.7x, P/B of 1.66x—relative to the S&P 500, with a low beta profile.

Seeking Alpha • Jul 1, 2026

Beyond AI: Where Investors Can Still Find Dividend Growth In 2026

Tech capex and geopolitics have dominated the headlines this year, but opportunities emerge elsewhere. Dividend growth investing could be hitting its stride amid shifting macro and micro trends. Novel, forward-looking strategies may help asset allocators find alpha beyond traditional income approaches.

Seeking Alpha • Jun 24, 2026

Revenge Of The Dividend Stocks

Dividend stocks have sharply outperformed AI-related tech stocks since November 2025, reversing a multi-year trend. I see the rally in dividend ETFs like SCHD as overextended, prompting a pause in new purchases despite recent gains. AI is likely to benefit users more than makers, with sectors like banks, energy, and consumer staples positioned as early winners.

Seeking Alpha • Feb 7, 2026

Insurance Stocks Gain Ground in Wild Markets. Boring Might Be the Way to Go.

Technical signals suggest a longer-term upwards trend.

Barrons • Feb 6, 2026

Likely ETF Winners & Losers From Winter Storm Fern

Winter Storm Fern rattles the United States, lifting heating demand and natural gas prices as UNG stands out while airlines and consumers face headwinds.

Zacks Investment Research • Jan 27, 2026

IAK: U.S. Insurance Stocks May Be Breaking Out, Here's How High IAK Could Go

iShares U.S. Insurance ETF remains a buy, despite underperforming the S&P 500 and recent cooling in insurance stocks. IAK's valuation is attractive, with a low P/E ratio and PEG near one, and technicals suggest a potential breakout above $135. Fundamental headwinds include softening insurance premiums and sector concentration risk, but limited recent natural disasters support lower payouts.

Seeking Alpha • Nov 28, 2025