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What shifting muni bond ownership says about the next phase of the muni market
['Market Intelligence Analyst', 'The Bond Buyer']
The Latest
While property and casualty insurance companies (P&Cs) are attracted to the tax-exemption, life insurance companies are focused heavily on taxable munis given their internal tax structure with lower taxable income relative to P&Cs.
Much of the muni exposure reduction from insurance companies is due to a shift into higher-yielding investments.
The fed funds data show a 16% decline in P&C muni holdings from 2022 through Q3 2025.
During the first three quarters of 2025, muni flows into P&Cs had been marginally positive.
From 2022 through Q3 2025, life insurance companies revealed an 11% drop in holdings.