ISO exclusion · commercial umbrella

CU 22 04 Exclusion - Fiduciary Or Representative Liability Of Financial Institutions

Filings
51
latest Aug 12, 2026
Filing companies
36
22 carrier groups
States
10
Latest edition
09 00
Sep 2000

Coverage description

An Insurance Services Office (ISO) standard form. It excludes umbrella coverage for injury or damage arising out of property, other than covered autos, that a financial institution holds or manages in a fiduciary or representative capacity.

Editions

Edition dates as filed, newest first. Filing counts include every state submission that lists the edition.

EditionFilingsCompaniesStatesFiled
09 00Sep 2000Latest503510May 2022 to Aug 2026

1 other edition date appears in one or two filings each, often carrier-specific versions: 04 92.

What the filings show

  • Edition in use: in the past 12 months, 17 companies filed the 09 00 edition.
  • CU 21 02 (Exclusion - Products- Completed Operations Hazard) is filed alongside it most often, in 51 of the same filings (100%).

Data from admitted P&C filings with state insurance departments, submitted Oct 2021 to Aug 2026, excluding withdrawn and rejected filings. One filing can cover several affiliated companies.

Carriers filing this form

The 10 carrier groups with the most filings that include CU 22 04, out of 22 in total.

CarrierFilingsStatesEditions, most filed firstLast filed
Nationwide Corporation Group4 group companies filed it, led by Nationwide Agribusiness Insurance Company and Crestbrook Insurance Company8309 00Jun 30, 2026
Tokio Marine Holdings Incorporated Group2 group companies filed it, led by Safety National Casualty Corporation and Philadelphia Indemnity Insurance Company7309 00Aug 11, 2026
Church Mutual GroupChurch Mutual Insurance Company, S.I.5209 00Jun 26, 2026
Sompo GroupSompo America Insurance Company5109 00Jun 15, 2026
AU Holding Company GroupContinental Indemnity Company3309 00May 3, 2024
American Family Insurance GroupMidvale Indemnity Company2209 00Sep 28, 2023
Berkshire Hathaway Group2 group companies filed it, led by The Medical Protective Company and Wellfleet Insurance Company2209 00Jun 30, 2026
Copperpoint Group3 group companies filed it, led by Alaska National Insurance Company and CopperPoint Casualty Insurance Company2109 00Jun 24, 2026
Encova Mutual Insurance Group3 group companies filed it, led by Motorists Mutual Insurance Company and Wilson Mutual Insurance Company2209 00Jun 25, 2024
Mountain West Farm GroupMountain West Farm Bureau Mutual Insurance Company2209 00Oct 16, 2023

How the largest insurers handle CU 22 04

Groups among the largest commercial umbrella and excess insurers that filed CU 22 04 or their own version in the past five years.

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States

Number of filings that include CU 22 04 in each state, Oct 2021 to Aug 2026. Darker states have more filings.

Tennessee: 0 filingsTNAlabama: 0 filingsALFlorida: 0 filingsFLGeorgia: 0 filingsGAOklahoma: 0 filingsOKSouth Carolina: 8 filingsSC8Arkansas: 0 filingsARMissouri: 0 filingsMOIndiana: 0 filingsINLouisiana: 1 filingLA1Ohio: 0 filingsOHWisconsin: 0 filingsWITexas: 0 filingsTXKentucky: 1 filingKY1Iowa: 0 filingsIAKansas: 0 filingsKSMississippi: 1 filingMS1North Carolina: 0 filingsNCNebraska: 0 filingsNESouth Dakota: 0 filingsSDMontana: 1 filingMT1New Hampshire: 0 filingsNHVirginia: 0 filingsVAArizona: 0 filingsAZPennsylvania: 0 filingsPARhode Island: 0 filingsRIMichigan: 0 filingsMIAlaska: 0 filingsAKDistrict of Columbia: 0 filingsDCIdaho: 0 filingsIDMaryland: 0 filingsMDWest Virginia: 0 filingsWVUtah: 0 filingsUTWyoming: 3 filingsWY3Delaware: 0 filingsDENew Mexico: 0 filingsNMColorado: 20 filingsCO20Connecticut: 0 filingsCTMaine: 0 filingsMENorth Dakota: 0 filingsNDIllinois: 4 filingsIL4Minnesota: 0 filingsMNNew Jersey: 0 filingsNJNew York: 0 filingsNYMassachusetts: 0 filingsMAWashington: 1 filingWA1Oregon: 0 filingsORVermont: 0 filingsVTCalifornia: 11 filingsCA11Nevada: 0 filingsNVHawaii: 0 filingsHI
FewerMore filingsNone

Often filed with

Standard-style form numbers that appear in the same filings most often.

  • CU 21 02Exclusion - Products- Completed Operations Hazard51 filings
  • CU 21 06Exclusion - Personal and Advertising Injury51 filings
  • CU 21 09Exclusion - Explosion, Collapse and Underground Property Damage Hazard (Specified Operations)51 filings
  • CU 21 10Exclusion - Explosion, Collapse and Underground Property Damage Hazard (Specified Operations Excepted)51 filings
  • CU 21 43Exclusion - Designated Products51 filings
  • CU 22 01Exclusion - Property Entrusted51 filings
  • CU 22 02Exclusion - Corporal Punishment51 filings
  • CU 22 10Exclusion - Laundry and Dry Cleaning Damage51 filings
  • CU 22 15Limitation of Coverage - Real Estate Operations51 filings
  • CU 24 05Products/Complete D Operations Hazard Redefined51 filings

Recent filings

Latest filings that include this form number. Filed copies open in FilingFocus.

SubmittedCompanyStateEditionsTracking number
Aug 12, 2026Colonial Surety CompanySC09 00MRTN-134978915
Aug 11, 2026Philadelphia Indemnity Insurance CompanySC09 00PHLX-135041545
Jul 2, 2026Zenith Insurance CompanyCA09 00ZICO-134998423
Jun 30, 2026The Medical Protective Companyand 1 moreIL09 00MDPC-135002488
Jun 30, 2026Crestbrook Insurance Companyand 1 moreCO09 00NWPP-135003098
Jun 26, 2026Church Mutual Insurance Company, S.I.CO09 00CHMU-134995025
Jun 24, 2026CopperPoint Casualty Insurance Companyand 1 moreSC09 00COPP-134996381
Jun 19, 2026Addison Insurance Companyand 1 moreCO09 00UNFG-134979875
Jun 15, 2026Sompo America Insurance CompanyCO09 00SMPJ-134971280
Jun 2, 2026Philadelphia Indemnity Insurance CompanyIL09 00PHLX-134967828
May 13, 2026Alaska National Insurance CompanySC09 00ALNI-134947655
Feb 17, 2026Safety National Casualty CorporationCO09 00SFCC-134815068

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