Insurance stocks sell off sharply as potential losses tied to LA wildfires increase

Published On Jan 10, 2025, 9:24 AM

Insurance companies exposed to the California homeowners' market have seen sharp declines in their stock prices as the wildfires in Los Angeles lead to potentially significant insured losses, estimated to exceed $20 billion. Major insurers like Allstate, Chubb, AIG, and Travelers experienced notable stock drops, with Allstate and Chubb being among the most affected due to their market exposure. The severity of these fires could make them the most costly in California’s history, surpassing previous records.

Stock Forecasts

ALL

Negative

Given the severe losses being anticipated from the California wildfires, insurers are likely to face ongoing market pressure, leading to continued stock price volatility. Investors should be cautious as the losses might adversely affect earnings prospects and valuations in the near term.

CB

Negative

Chubb's high exposure in wealthy areas affected by the wildfires means it could face substantial loss claims. This could lead to a bearish sentiment surrounding its stock price in the upcoming months as analysts reassess ratings and forecasts based on potential claims payouts.

TRV

Negative

Travelers' involvement in the California insurance market may also lead to headwinds due to higher claim payouts related to the wildfires. Market sentiment could remain negative as the damage assessment progresses and potential loss figures become more apparent.

Related News

Los Angeles is in the midst of battling multiple wildfires. FOX Business takes a look at some of America's most costly wildfires.

TRV
TMO

Raging wildfires in Southern California are an early, high-stakes test of new regulations designed to shore up the state’s spiraling homeowners insurance market.

The TSA warned that an extended partial government shutdown could result in longer wait times for holiday season travelers even as most TSA workers will remain on the job.

DAL
TRV