US insurer returns slip to 0.1% after September decline, Clearwater reports

Clearwater Research Desk reported US insurer year-to-date total returns of 0.1% following September’s decline in a brief published on 14 October 2026. The findings draw on Clearwater’s proprietary database.

Performance had peaked at 2.2% earlier in 2026. Clearwater attributed the erosion of returns to rising yields and falling bond prices, with insurers holding roughly two-thirds of their portfolios in fixed…