AIG CEO Eric Andersen details Q2 premium growth, Hormuz risk, AI data center insurance
Bloomberg Television interviewed AIG's new CEO Eric Andersen (who took over June 1, 2026) shortly after the company's Q2 earnings release. Andersen discussed strong momentum from prior leadership under Peter Zaffino, first-half premium growth of ~13%, a shift to more selective underwriting in a maturing market, and AIG's response to geopolitical risks including losses and capacity provision in the Strait of Hormuz and Middle East political violence coverage. The conversation also covered opportunities in AI-driven data center construction and operations, internal AI use for underwriting and claims, the $2.1 billion Convex stake, limited near-term M&A, and long-term focus on net premiums written growth and organic ROE improvement. Sourcing relied on Andersen's direct comments referencing the recent earnings call and AIG's balance sheet strength. No anonymous sources or external graphics were used; the tone emphasized disciplined capital deployment and client service across property, liability, specialty, and cyber lines.
Source: Bloomberg Television