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@DJ_EBITDA Avatar @DJ_EBITDA DJ_EBITDA

Progressive ($pgr) is in focus as it prepares to release its May results, with some investors arguing that the stock's recent strength has already priced in positive expectations. The stock has lost its 200-day support, sparking concerns about its near-term prospects. Insurance stocks, in general, have shown resilience, with some names like $ajg and $acgl demonstrating strength.

Engagements: XXX #

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Mentions: XX #

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Followers: XXX #

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Social Influence #

Social category influence stocks finance cryptocurrencies technology brands currencies social networks

Social topic influence $wrb, $pgr #22, insurance, $ryan #2, $knsl #3, $ajg, has been, bitcoin, inflation, $burl

Top accounts mentioned or mentioned by @cedarreseach @cedarstresearch @blondesnmoney @michaelkudrna @purpledrinkllc @yep2498 @consensusgurus @dalibali2 @ruthcapital @capitalfang @aureliusltd28 @sleepysolcap @evanwhitten10 @retailguru @mattjmcclintock @victaurs @tickerplus @orrdavid @martychargin @longwalkcapital

Top assets mentioned W R Berkley Corp (WRB) Progressive Corp (PGR) Ryan Specialty Group, Inc. (RYAN) Kinsale Capital Group, Inc. (KNSL) Arthur J. Gallagher & Co. (AJG) Bitcoin (BTC) Burlington Stores, Inc. (BURL) Verisk Analytics, Inc. (VRSK) Arch Capital Group Ltd (ACGL) SaitaChain Coin (STC) Unum Group (UNM) Leonardo DRS, Inc. Common Stock (DRS) GUIDEWIRE SOFTWARE, INC. (GWRE) Marsh & McLennan Companies, Inc. (MMC) Neurobro (BRO) Willis Towers Watson Public Limited Company Ordinary Shares (WTW) Aon PLC (AON) Cheniere Energy, Inc. (LNG) First American Financial Corporation (FAF) Fidelity National Financial, Inc. (FNF) Old Republic International Corporation (ORI) Palomar Holdings, Inc. Common stock (PLMR) EverRise (EVER) Berkshire Hathaway Inc Class B (BRK.B)

Top Social Posts #

Top posts by engagements in the last XX hours

"Why not just full port this $WRB meme coin and let the Japanese do the heavy lifting ATH after ATH"
X Link @DJ_EBITDA 2025-09-30T14:22Z XXX followers, XXX engagements

"The plan is to improvise. OpenAI makes five-year business plan to meet $1tn spending pledges via @ft"
X Link @DJ_EBITDA 2025-10-15T04:38Z XXX followers, XX engagements

"$UNM seems vulnerable to a weak job market. Growth has been decelerating yet valuation is still near high end of average"
X Link @DJ_EBITDA 2025-08-01T17:39Z XXX followers, XXX engagements

"Dear sell side community please stop asking W Berkeley (or the $WRB boys in general) if he is confident about something again. His answer is always the same. If you have not noticed the B in his last name stands for BSD"
X Link @DJ_EBITDA 2025-07-22T02:35Z XXX followers, XXX engagements

"@CedarStResearch Yes. Change name to start a data center division and invest in Bitcoin"
X Link @DJ_EBITDA 2025-10-13T15:01Z XXX followers, XX engagements

"$RYAN is getting a free ride in this violent $KNSL squeeze"
X Link @DJ_EBITDA 2025-10-03T18:14Z XXX followers, XXX engagements

"$PGR's July results look good"
X Link @DJ_EBITDA 2025-08-20T13:32Z XXX followers, XXX engagements

"$KNSL how the table has turned"
X Link @DJ_EBITDA 2025-10-02T18:19Z XXX followers, 1016 engagements

"Peak social inflation. Experienced Lawyers - SNL via @YouTube"
X Link @DJ_EBITDA 2025-10-12T16:50Z XXX followers, XXX engagements

"$BURL whale is at it again Sold 1200x Oct 250P. Spread is so wide I don't know he/she did it"
X Link @DJ_EBITDA 2025-09-09T19:32Z XXX followers, XXX engagements

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

"$VRSK can't be immune from the insurance exodus"
X Link @DJ_EBITDA 2025-07-31T13:43Z XXX followers, XXX engagements

"Nothing beats $WRB"
X Link @DJ_EBITDA 2025-10-10T15:56Z XXX followers, XXX engagements

"$BURL whale doesnt miss. Nailed every quarter"
X Link @DJ_EBITDA 2025-09-05T14:00Z XXX followers, XXX engagements

"The $DRS call whale essentially owns the OI of this stock. Better be cooking up some earth shattering shit"
X Link @DJ_EBITDA 2025-08-24T16:23Z XXX followers, XXX engagements

"Somebody bought 1k $PGR 9/19 240C just now. It's time for insurance to come back. They have been left for dead since June"
X Link @DJ_EBITDA 2025-08-05T16:31Z XXX followers, XXX engagements

"$AJG is somehow red right now. I would like to speak to the stock market manager and request a refund"
X Link @DJ_EBITDA 2025-08-22T14:14Z XXX followers, XXX engagements

"@TyRobben @CedarStResearch Interesting. Sounds like $GWRE should just merge with $VRSK"
X Link @DJ_EBITDA 2025-10-06T14:05Z XXX followers, XXX engagements

"Some whale bought 200x $AJG 1/26 300C 🧐"
X Link @DJ_EBITDA 2025-08-28T16:37Z XXX followers, XXX engagements

"$ACGL bag holders rejoice. Buyback is coming"
X Link @DJ_EBITDA 2025-07-30T19:39Z XXX followers, XXX engagements

"@CedarStResearch @mariojr66 @tangentstyle2 The strength in $WRB since June is quite unusual if you look across insurance which has been a total POS sector. It's gotta be the Japanese bidding up the stock. Nobody wants insurance now"
X Link @DJ_EBITDA 2025-09-28T16:01Z XXX followers, XX engagements

"Insurance market overview from $MMC. Nothing new here. Rates are softening. Social inflation is here to stay"
X Link @DJ_EBITDA 2025-07-18T00:49Z XXX followers, XXX engagements

"$PGR stays in doghouse and reinsurers are looking cheap per MS's survey of investors"
X Link @DJ_EBITDA 2025-10-03T13:51Z XXX followers, 1503 engagements

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

"$ACGL is playing Florida too"
X Link @DJ_EBITDA 2025-07-30T19:33Z XXX followers, XXX engagements

"I think insurance brokers should just jointly create their own accounting standards at this point. There might be 5-6 of them left when humanity reaches singularity anyway. I still like $AJG but holy non-GAAP adjustment"
X Link @DJ_EBITDA 2025-07-21T01:38Z XXX followers, 1051 engagements

"$LNG is at $XXX now. Time to take profits and buy again at $XXX LOL"
X Link @DJ_EBITDA 2025-08-22T13:54Z XXX followers, XXX engagements

"Not sure how many $KNSL short enjoyers are out there. But pairing a $WRB long is a good idea"
X Link @DJ_EBITDA 2025-09-07T05:39Z XXX followers, 1152 engagements

"Hard to believe $PGR is flat YTD"
X Link @DJ_EBITDA 2025-08-12T17:13Z XXX followers, XXX engagements

"$8725 goes to the moon Please take $WRB along"
X Link @DJ_EBITDA 2025-07-23T02:03Z XXX followers, XXX engagements

"Somebody bought 600x $STC Oct 75C. Not everyday you see a whale blowing up a title name option chain"
X Link @DJ_EBITDA 2025-09-18T17:20Z XXX followers, XXX engagements

"Weak stamping data $WRB and $KNSL are ripping. Somebody must be wrong"
X Link @DJ_EBITDA 2025-10-03T13:54Z XXX followers, XXX engagements

"Title insurance names are getting slaughtered today. $FNF $STC $FAF"
X Link @DJ_EBITDA 2025-07-10T14:01Z XXX followers, 1572 engagements

"$PGR is green when AI trade is ripping Algo must be malfunctioning"
X Link @DJ_EBITDA 2025-09-10T14:45Z XXX followers, XXX engagements

"Another strong print from $PGR but stock down. People are just looking for excuses to dump property players"
X Link @DJ_EBITDA 2025-09-17T18:46Z XXX followers, XXX engagements

"Not many insurers advertise low volatility like $ORI (and $WRB and $IGIC too) in the age of hero ball"
X Link @DJ_EBITDA 2025-07-24T13:15Z XXX followers, 1213 engagements

"@blondesnmoney Yeah the FL guys seem to have it easy this year. $UVE is trading like an AI-enabled insurer that also invests in Bitcoin. Thanks to $KNSL management the soft market narrative seems to abate a bit"
X Link @DJ_EBITDA 2025-10-03T14:36Z XXX followers, XXX engagements

"$PGR got strong app game"
X Link @DJ_EBITDA 2025-10-02T02:24Z XXX followers, XXX engagements

"@CapstackCapital $KNSL did a call with Truist telling them decel is stabilizing. Bears got slaughtered quickly after the call. If $PLMR management does the same bears will be destroyed quickly as well. Even $RYAN rallied after the $KNSL call. So shorting P&C was/is fashionable"
X Link @DJ_EBITDA 2025-10-08T00:05Z XXX followers, XXX engagements

"$RYAN is up too ofc"
X Link @DJ_EBITDA 2025-10-02T18:22Z XXX followers, XXX engagements

"$RYAN has fallen as well. All the brokers are shot"
X Link @DJ_EBITDA 2025-07-31T23:10Z XXX followers, XXX engagements

"@TyRobben @CedarStResearch Its also wild that non sense like $EVER can have $800mn market cap"
X Link @DJ_EBITDA 2025-10-07T00:16Z XXX followers, XXX engagements

"@VikingVan100 @CedarStResearch How come FFH is so immune from rotation and insurance narrative Even $BRKB struggles from time to time. Soft market is hitting $IFC.TO $PGR etc but FFH is fine"
X Link @DJ_EBITDA 2025-09-23T19:29Z XXX followers, XXX engagements