Line of Business

Personal Umbrella and Excess filings and forms

Track personal umbrella and excess liability forms, endorsements, exclusions, and recent admitted filing activity.

Based on admitted P&C filing activity from Aug 13, 2025 to Aug 12, 2026.
Filings
2,153
Form documents
3,271
Carriers
126
States
50

Product background

Personal umbrella and excess liability provides non-business liability protection for individuals above scheduled home, auto, recreational, or other underlying policies.

Personal umbrella filings show how carriers define covered personal liability, required underlying insurance, defense obligations, drop-down coverage, exclusions, and household or recreational exposures.

Common filing signals

  • Personal umbrella policy forms, declarations, and underlying insurance schedules
  • Personal injury, watercraft, recreational vehicle, rental property, and household liability endorsements
  • Exclusions for business activity, professional services, owned property, abuse, communicable disease, and prior acts

Rate impact

Filings
854
Carriers
83
Avg impact
+27.0%
Max increase
+191.3%
Max decrease
-5.4%
Rate impact by state
StateFilingsAvg
CT33+22.9%
IN33+16.0%
WI31+17.4%
GA30+29.7%
KS29+30.4%
NJ28+19.7%
TN28+24.6%
TX28+28.3%
Largest average moves
CarrierAvgFilings
Hartford Fire & CAS Group10 states+84.5%12
Progressive Group12 states+68.0%13
Southern Trust Insurance Company2 states+67.5%2
Island Insurance Company Group1 states+65.7%2
United Services Automobile Assn Group33 states+60.1%35
Mt. Morris Mutual Insurance Company1 states+60.0%1
Vault Holdings Group7 states+59.4%8
Notable rate impact filings
DateCarrierStateProductImpactMax change
Oct 9, 2025United Services Automobile Assn GroupHIUmbrella+191.3%+191.3%
Aug 25, 2025Vault Holdings GroupNHVre Personal Excess Liability+186.6%+260.1%
Mar 5, 2026United Services Automobile Assn GroupWVUmbrella+137.2%+137.2%
Mar 5, 2026United Services Automobile Assn GroupWVUmbrella+137.2%+137.2%
Mar 5, 2026United Services Automobile Assn GroupWVUmbrella+137.2%+137.2%
Mar 5, 2026United Services Automobile Assn GroupWVUmbrella+137.2%+137.2%
Feb 25, 2026Allstate Insurance GroupGAAI Pup+136.2%+140.0%
Nov 26, 2025United Services Automobile Assn GroupSDSd Umb Rate Filing+132.3%+132.3%

Recent updates

ProductCarrierStatusFilingsLatest
MasterpieceChubb Limited GroupOther53Aug 11, 2026
Md Pu Forms 08-01-27/08-01-27Horace Mann GroupRevised1Aug 11, 2026
Umbrella 5.0 New Product LaunchFarmers Insurance GroupWithdrawn1Aug 11, 2026
Executive UmbrellaAuto Owners GroupRevised31Aug 10, 2026
Ks Pu Forms 06-15-27/06-15-27Horace Mann GroupRevised1Aug 10, 2026
Wa Pu Forms 07-01-27/07-01-27Horace Mann GroupRevised1Aug 10, 2026

Top carriers

Berkshire Hathaway Group261
Allstate Insurance Group178
Farmers Insurance Group148
Liberty Mutual Group96
WT Holdings Group85
Cincinnati Financial Group83
Hartford Fire & CAS Group76
United Services Automobile Assn Group76

Top states

CT79
TX76
IN74
WI74
MD73
GA68
PA67
OR64

Shared forms

FormForm numberGroupsCompaniesStatesFilings
Personal Umbrella ApplicationACORD 83 (2026/03)122121
Limited Employment Practices Liability Coverage EndorsementTIC MON202 06261123
Personal Umbrella DeclarationsTIC MON002 06261123
Policy JacketTIC MON001 06261123
Privacy PolicyTIC PRIV 06261123
Designated Location Exclusion EndorsementTIC MON204 06261112
Designated Person Exclusion EndorsementTIC MON205 06261112
New Jersey ChangesTIC MON004 NJ 06261112
Not-for-Profit Directors and Officers Liability Coverage EndorsementTIC MON201 06261112
Personal Umbrella Liability PolicyTIC MON003 06261112

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