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Industry-level sentiment and macro signals, built from public earnings calls. Part of the Financial Services sector.
Showing calendar 2026 Q2Free· the newest quarter (2026 Q3) is Pro.
Industry Sentiment Index · Calendar 2026 Q2
As of 2026 Q2, the Tellvest aggregate earnings-call sentiment for the Home, Auto & Commercial Insurance industry is 6.4/10 across 12 companies.
2024 Q4–2026 Q2. Each earlier point averages the available scores of this quarter’s 12-company panel in that quarter; companies without a score in an earlier quarter don’t contribute, so the number behind each point can vary.
Earnings-call analysis · calendar 2026 Q2
What management and analysts said on calls mapped to this calendar quarter.
The biggest score gain in the group went to the company whose CEO sounded the most worried about insurance. Loews (L) rose from 5 to 7 on a call where Loews' CEO described the insurance industry as on the shakiest footing, with pricing no longer outpacing loss cost trends. Loews reported net income of $444 million, or $2.16 per share, up from $391 million, or $1.87 per share, a year earlier, and all three consolidated subsidiaries contributed. Much of the lift came from outside insurance. Loews Hotels adjusted EBITDA rose approximately 26% to $137 million, and Boardwalk contributed $100 million of net income, a 14% increase.
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q2.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Signal | Companies | Direction breakdown |
|---|---|---|
| Inflation | 10 | 1144 |
| Credit | 6 | 1221 |
| Housing | 4 | 211 |
| Consumer Demand | 3 | 111 |
| Company | Sentiment |
|---|---|
| AIZ Assurant | 9/10 |
| LMND Lemonade, Inc. | 9/10 |
| MCY Mercury General Corporation | 8/10 |
| CB Chubb Limited | 7/10 |
| L Loews Corporation | 7/10 |
| ALL Allstate | 6/10 |
| PGR Progressive Corporation | 6/10 |
| ROOT Root, Inc. | 6/10 |
| TRV The Travelers Companies, Inc. | 6/10 |
| WRB W. R. Berkley Corporation | 6/10 |
| CINF Cincinnati Financial | 5/10 |
| KMPR Kemper Corporation | 2/10 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.