Weather Watch - June 2026

Research evidence excerpt

Weather Watch - June 2026

Global | Insurance EquityJulyResearch10, 2026

Global Insured Natural Disaster Losses ($bn)Weather Watch - June 2026

200 176This report presents recent meteorological data, covering wind, rain, and 204 204

162160 155

133 131 132 127temperature-related indicators in order to demonstrate notable ongoing 150 110

100 85 86 90 77 80trends and highlight monthly deviations. Given the importance of weather

50 28 30 39 44 34 53 51 64 58claims to the profitability of the global insurance and reinsurance industry,

this data should act as a lead indicator for quarterly earnings. 0

.

Source: Jefferies, Aon Catastrophe Insight

US Storm Season Continues - On 17th June, Tropical Storm Arthur became the first named

Number of Billion-Dollar Insured Loss Events

storm of the 2026 Atlantic Hurricane season, which brought rain, flash flooding and tornadoes 45 41

35to the southern states. Additionally, according to Gallagher Re, US severe convective storm 4035 33

(SCS) insured losses reached $22bn as of 18th June, making this the 11th consecutive year 30

20 19 20 22 22 23 24 20with annual US SCS losses of >$20bn, and the 9th costliest in terms of 1H insured losses. 20 17 16

14 13 15 11However, this number is below the 5-year ($38bn) and 10-year ($30bn) averages for the first 10 11 10 9

10 6 8

5 4 3 6half of the of the year.

Colorado State University (CSU) Cuts Atlantic Hurricane Season Forecasts - Last month we .

noted that the Colorado State University (CSU) tropical meteorology team issued and update Source: Jefferies, Aon Catastrophe Insight

on the 2026 Atlantic Hurricane season. Since then, they have again issued revised forecasts, Global Insured Losses by Peril in 2025 ($bn)

citing particularly strong El Niño conditions and wind shear.