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 Sep 24, 2025 to Sep 23, 2026.
Filings
2,118
Form documents
3,416
Carriers
124
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
816
Carriers
82
Avg impact
+26.9%
Max increase
+191.3%
Max decrease
-1.1%
Rate impact by state
StateFilingsAvg
CT35+22.7%
WI31+18.9%
IN30+17.2%
NJ28+19.2%
MI27+18.5%
KS26+23.8%
PA26+21.5%
TX26+29.6%
Largest average moves
CarrierAvgFilings
Hartford Fire & CAS Group9 states+72.7%13
Southern Trust Insurance Company2 states+67.5%2
Progressive Group12 states+67.1%13
Island Insurance Company Group1 states+65.7%2
Mt. Morris Mutual Insurance Company1 states+60.0%1
United Services Automobile Assn Group31 states+59.1%33
Central Mutual Insurance Company Group16 states+58.9%17
Notable rate impact filings
DateCarrierStateProductImpactMax change
Oct 9, 2025United Services Automobile Assn GroupHIUmbrella+191.3%+191.3%
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%
Nov 26, 2025United Services Automobile Assn GroupSDSd Umb Rate Filing+132.3%+132.3%

Recent updates

ProductCarrierStatusFilingsLatest
Personal UmbrellaBerkshire Hathaway GroupRevised118Sep 15, 2026
UmbrellaUnited Services Automobile Assn GroupNew26Sep 15, 2026
Personal Umbrella ProgramAutomobile Club MI GroupRevised3Sep 15, 2026
Nm Umb Form FilingUnited Services Automobile Assn GroupNew1Sep 15, 2026
- Pul FormBerkshire Hathaway GroupRevised14Sep 14, 2026
Executive UmbrellaAuto Owners GroupRevised32Sep 11, 2026

Top carriers

Berkshire Hathaway Group227
Allstate Insurance Group169
Farmers Insurance Group146
Liberty Mutual Group101
WT Holdings Group93
Cincinnati Financial Group82
United Services Automobile Assn Group80
Chubb Limited Group71

Top states

CT79
TX75
WI74
PA72
IN68
UT64
MD63
GA62

Shared forms

FormForm numberGroupsCompaniesStatesFilings
Personal Umbrella ApplicationACORD 83 (2026/03)122121
Limited Employment Practices Liability Coverage EndorsementTIC MON202 06261134
Privacy PolicyTIC PRIV 06261134
Designated Location Exclusion EndorsementTIC MON204 06261123
Designated Person Exclusion EndorsementTIC MON205 06261123
Not-for-Profit Directors and Officers Liability Coverage EndorsementTIC MON201 06261123
Personal Umbrella DeclarationsTIC MON002 06261123
Personal Umbrella Liability PolicyTIC MON003 06261123
Policy JacketTIC MON001 06261123
Uninsured/Underinsured Liability Coverage (Non- Auto) EndorsementTIC MON203 06261123

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