Inflation and climate risks weigh on insurers despite strong profits, executives say
Published . Updated .
This report is about insurers and inflation and prices.
Directly affected
- No company is named in this report.
Indirectly affected
- XLF Financial Select Sector SPDR-3.1% 30d
Financial Select Sector SPDR: it holds insurers. Linked by “insurer” (insurers) in this story.
- TIP iShares TIPS Bond ETF-0.5% 30d
iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.
- CB Chubb+6.5% 30d
Chubb (fire, marine and casualty insurance): insurers pay claims and price policies around events like this. Linked by “insurer” (insurers) in this story.
- TRV The Travelers Companies+4.9% 30d
The Travelers Companies (fire, marine and casualty insurance): insurers pay claims and price policies around events like this. Linked by “insurer” (insurers) in this story.
- AIG American International Group+4.6% 30d
American International Group (fire, marine and casualty insurance): insurers pay claims and price policies around events like this. Linked by “insurer” (insurers) in this story.
- BRK-B Berkshire Hathaway
Berkshire Hathaway (fire, marine and casualty insurance): insurers pay claims and price policies around events like this. Linked by “insurer” (insurers) in this story.
- WMT Walmart+14.9% 30d
Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.
- COST Costco Wholesale+12.7% 30d
Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XLF | -2.88% | -1.05% | base | after close | after close | after close | after close |
| TIP | -0.07% | +0.06% | base | after close | after close | after close | after close |
| CB | -3.47% | -1.83% | base | after close | after close | after close | after close |
| TRV | -0.46% | -0.15% | base | after close | after close | after close | after close |
| AIG | -3.42% | -1.18% | base | after close | after close | after close | after close |
| BRK-BNo price data for this ticker | — | — | — | — | — | — | — |
| WMT | -6.59% | -5.06% | base | after close | after close | after close | after close |
| COST | -4.67% | -4.31% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Inflation and climate risks weigh on insurers despite strong profits, executives say theinsurer.com
Source: theinsurer.com
Select Sector Spdr Tr (XLF) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| American International Group (AIG) | three days earlier | -1.18% | final price |
| American International Group (AIG) | five days earlier | -3.42% | final price |
| Chubb (CB) | three days earlier | -1.83% | final price |
| Chubb (CB) | five days earlier | -3.47% | final price |
| Costco Wholesale (COST) | three days earlier | -4.31% | final price |
| Costco Wholesale (COST) | five days earlier | -4.67% | final price |
| Ishares Tr (TIP) | three days earlier | +0.06% | final price |
| Ishares Tr (TIP) | five days earlier | -0.07% | final price |
| Travelers Companies (TRV) | three days earlier | -0.15% | final price |
| Travelers Companies (TRV) | five days earlier | -0.46% | final price |
| Walmart (WMT) | three days earlier | -5.06% | final price |
| Walmart (WMT) | five days earlier | -6.59% | final price |
| Select Sector Spdr Tr (XLF) | three days earlier | -1.05% | final price |
| Select Sector Spdr Tr (XLF) | five days earlier | -2.88% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Maria Elvira Salazar sold Chubb (CB), worth $1,001 - $15,000 on 24 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern sold Chubb (CB) (jointly held), worth $1,001 - $15,000 on 23 Sep 2026. That is 41 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Chubb (CB) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 60 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold American International Group (AIG), worth $15,001 - $50,000 on 28 Aug 2026. That is 67 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 32 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 36 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 39 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Pete Sessions sold Costco Wholesale (COST), worth $100,001 - $250,000 on 13 Oct 2026. That is 21 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Costco Wholesale (COST) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 32 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Costco Wholesale (COST) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 39 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Select Sector Spdr Tr (XLF)
Companies tied to this story
- XLF Select Sector Spdr Tr
For “Inflation and climate risks weigh on insurers despite strong profits, executives say,” Select Sector Spdr Tr (XLF) is linked, with no stored direction, medium confidence. Reason on file: Financial Select Sector SPDR: it holds insurers. Linked by “insurer” (insurers) in this story
- TIP Ishares Tr
For “Inflation and climate risks weigh on insurers despite strong profits, executives say,” Ishares Tr (TIP) is linked, with no stored direction, medium confidence. Reason on file: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
- CB Chubb
Chubb (CB) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Inflation and climate risks weigh on insurers despite strong profits, executives say.” Reason on file: Chubb (fire, marine and casualty insurance): insurers pay claims and price policies around events like this. Linked by “insurer” (insurers) in this story
- TRV Travelers Companies
In “Inflation and climate risks weigh on insurers despite strong profits, executives say,” Travelers Companies (TRV) is linked, with no stored direction, medium confidence. Reason on file: The Travelers Companies (fire, marine and casualty insurance): insurers pay claims and price policies around events like this. Linked by “insurer” (insurers) in this story
- AIG American International Group
American International Group (AIG) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Inflation and climate risks weigh on insurers despite strong profits, executives say.” Reason on file: American International Group (fire, marine and casualty insurance): insurers pay claims and price policies around events like this. Linked by “insurer” (insurers) in this story
- BRK-B Berkshire Hathaway
Berkshire Hathaway (BRK-B) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Inflation and climate risks weigh on insurers despite strong profits, executives say.” Reason on file: Berkshire Hathaway (fire, marine and casualty insurance): insurers pay claims and price policies around events like this. Linked by “insurer” (insurers) in this story
- WMT Walmart
In “Inflation and climate risks weigh on insurers despite strong profits, executives say,” Walmart (WMT) is linked, with no stored direction, medium confidence. Reason on file: Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
- COST Costco Wholesale
Costco Wholesale (COST) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Inflation and climate risks weigh on insurers despite strong profits, executives say.” Reason on file: Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
Select Sector Spdr Tr (XLF)
On 3 Nov 2026, “Inflation and climate risks weigh on insurers despite strong profits, executives say” is the story that connects Select Sector Spdr Tr (XLF) to this story.
For Select Sector Spdr Tr (XLF), the reason on file says Financial Select Sector SPDR: it holds insurers. Linked by “insurer” (insurers) in this story
Also listed, Ishares Tr (TIP): iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
Dates and price levels for Select Sector Spdr Tr (XLF)
CB traded between 329.66 and 368.89 across 20 sessions. The latest close on file is 364.22. TIP traded between 103.77 and 105.67 across 20 sessions. The latest close on file is 105.27. XLF traded between 52.82 and 56.03 across 20 sessions. The latest close on file is 55.07.
What the saved facts support for Select Sector Spdr Tr (XLF)
46 out of 100
“Inflation and climate risks weigh on insurers despite strong profits, executives say” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.