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@DJ_EBITDA Avatar @DJ_EBITDA DJ_EBITDA

There has been significant activity and discussion around various insurance stocks, particularly $KNSL, $PGR, $WRC, and $AJG. A recent call with Truist helped $KNSL recover, and its performance has had a ripple effect on other insurance stocks. The overall sentiment seems to be that some insurance stocks are doing well despite a soft market, while others are struggling.

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Mentions: XX #

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Followers: XXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% currencies XXXX% cryptocurrencies XXXX%

Social topic influence $plmr #15, $knsl 12.82%, $wrb #8, earthquake #663, $ryan 5.13%, jerome powell 5.13%, $qqq 2.56%, red 2.56%, bucks 2.56%, $pltr XXXX%

Top accounts mentioned or mentioned by @cedarstresearch @kalshi @martychargin @cadenboooth @marksauer18 @gaetend @draftkings @veridivus124444 @snorlaxuw @theetftracker @themesetfs @actaccordingly @mariojr66 @tangentstyle2 @genxpolitico1 @pauzawowza @billackman @zastocks @predictionbuddy @grok

Top assets mentioned Palomar Holdings, Inc. Common stock (PLMR) Kinsale Capital Group, Inc. (KNSL) W R Berkley Corp (WRB) Ryan Specialty Group, Inc. (RYAN) Palantir (PLTR) Ategrity Specialty Insurance Company Holdings (ASIC) Arthur J. Gallagher & Co. (AJG) Neurobro (BRO) Willis Towers Watson Public Limited Company Ordinary Shares (WTW) Aon PLC (AON) Interactive Brokers Group, Inc. (IBKR)

Top Social Posts

Top posts by engagements in the last XX hours

"How $WRB looks at me every time $QQQ is red"
X Link 2025-11-06T17:59Z XXX followers, XXX engagements

"$PLMR is a few bucks away from 200D"
X Link 2025-11-07T16:16Z XXX followers, XXX engagements

"New way to hedge $PLMR unlocked"
X Link 2025-12-08T19:00Z XXX followers, 1344 engagements

"@CedarStResearch If there is an earthquake like that everybody will regret investing in $PLMR instead of gambling on $PLTR"
X Link 2025-12-08T20:47Z XXX followers, XXX engagements

"@TheETFTracker @ThemesETFs Is there a space ETF"
X Link 2025-12-09T22:20Z XXX followers, XX engagements

"$ASIC gives $KNSL vibes"
X Link 2025-06-16T17:49Z XXX followers, 1043 engagements

"I am skeptical of this analyst's views but he has a point. $PLMR and $KINS used ILS to lowered reinsurance costs on 6/1. Competition from non-conventional capital is getting fierce for reinsurers. I own $IGIC and $HG and think they will be fine. Not sure about others"
X Link 2025-07-18T14:11Z XXX followers, 2523 engagements

"$PLMR now trades at the lowest point of 5Y avg P/E after lowering earthquake premium growth guide which is its bread and butter. Other parts are doing better though. Looks like momo chasers crashed out in the last X months (down XX% from 6/1)"
X Link 2025-08-07T13:08Z XXX followers, 1026 engagements

"Some brokers are getting too cheap now $AJG $RYAN $BRO $AON $WTW"
X Link 2025-08-11T18:44Z XXX followers, 1733 engagements

"$KNSL how the table has turned"
X Link 2025-10-02T18:19Z XXX followers, 2362 engagements

"Sorry $KNSL bears. I don't make the rules"
X Link 2025-10-03T17:00Z XXX followers, 1212 engagements

"Stamping data look good. $RYAN:"
X Link 2025-10-08T15:05Z XXX followers, XXX engagements

"$KNSL down from $XXX again 🤣"
X Link 2025-10-24T13:47Z XXX followers, 1675 engagements

"@ActAccordingly Lol. Make sure you are short $KNSL too"
X Link 2025-10-29T15:21Z XXX followers, XXX engagements

"$PLMR looks green after beat and raise. Hopefully they don't jinx it by talking down the earthquake book on the call this morning. Casualty book looks promising still"
X Link 2025-11-07T14:16Z XXX followers, XXX engagements

"Them $PLMR boys are stacking green candles and crossing 200D"
X Link 2025-11-12T14:39Z XXX followers, XXX engagements

"Clear risk on signal from $WRB"
X Link 2025-12-04T23:51Z XXX followers, XXX engagements

"$WRB W. R. Berkley Corporation Has Been Informed That Mitsui Sumitomo Insurance Co. Has Acquired Beneficial Ownership of At Least XXXX% of the Companys Shares Pursuant to Previously Announced Agreements with the Berkley Family"
X Link 2025-12-05T14:35Z XXX followers, XXX engagements

"@pmul1234 @Biohazard3737 I dont understand why $IBKR doesnt own a bank license already. It just makes sense at its scale. So puzzling"
X Link 2025-12-08T04:06Z XXX followers, XX engagements

"@jbulltard1 Jensen Huang is the Jerome Powell of capitalism"
X Link 2025-12-08T18:31Z XXX followers, XXX engagements

"Sounds like a double eagle cut to me. Fed Chair Jerome Powell is expected to push for an interest-rate cut this week and signal a higher bar for further easing"
X Link 2025-12-09T18:51Z XXX followers, XXX engagements

"Hedging FL small cap insurers"
X Link 2025-12-10T06:58Z XXX followers, XX engagements