[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @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 $KNSL recover, and its performance has had a ripple effect on other insurance stocks. The overall sentiment seems to be that some insurance stocks are doing well despite a soft market, while others are struggling. ### Engagements: XXX [#](/creator/twitter::1409943529778946049/interactions)  - X Week XXXXX +16% - X Month XXXXXX -XXXX% - X Months XXXXXXX +463% - X Year XXXXXXX +2,453% ### Mentions: XX [#](/creator/twitter::1409943529778946049/posts_active)  - X Week XX +12% - X Month XXX -XX% - X Months XXX +383% - X Year XXX +2,359% ### Followers: XXX [#](/creator/twitter::1409943529778946049/followers)  - X Week XXX +2.60% - X Month XXX +4.80% - X Months XXX +78% - X Year XXX +54% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1409943529778946049/influencer_rank)  ### Social Influence [#](/creator/twitter::1409943529778946049/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [currencies](/list/currencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$wrb](/topic/$wrb) #14, [insurance](/topic/insurance) #1085, [$pgr](/topic/$pgr) #14, [$ryan](/topic/$ryan) #2, [$knsl](/topic/$knsl) #2, [$trv](/topic/$trv) #15, [$act](/topic/$act) 0.73%, [$nmih](/topic/$nmih) 0.73%, [$vrsk](/topic/$vrsk) 0.73%, [$hood](/topic/$hood) XXXX% **Top accounts mentioned or mentioned by** [@cedarreseach](/creator/undefined) [@cedarstresearch](/creator/undefined) [@blondesnmoney](/creator/undefined) [@michaelkudrna](/creator/undefined) [@victaurs](/creator/undefined) [@capstackcapital](/creator/undefined) [@ruthcapital](/creator/undefined) [@longwalkcapital](/creator/undefined) [@koyfincharts](/creator/undefined) [@yep2498](/creator/undefined) [@vikingvan100](/creator/undefined) [@tyrobben](/creator/undefined) [@mike10947310](/creator/undefined) [@youtube](/creator/undefined) [@anidesh7](/creator/undefined) [@sleepysolcap](/creator/undefined) [@chamath](/creator/undefined) [@orrdavid](/creator/undefined) [@aureliusltd28](/creator/undefined) [@zastocks](/creator/undefined) **Top assets mentioned** [W R Berkley Corp (WRB)](/topic/$wrb) [Progressive Corp (PGR)](/topic/$pgr) [Ryan Specialty Group, Inc. (RYAN)](/topic/$ryan) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [TrustVerse (TRV)](/topic/$trv) [Achain (ACT)](/topic/$act) [NMI Holdings Inc. Class A Common Stock (NMIH)](/topic/$nmih) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Willis Towers Watson Public Limited Company Ordinary Shares (WTW)](/topic/$wtw) [Neurobro (BRO)](/topic/$bro) [SaitaChain Coin (STC)](/topic/$stc) [Palomar Holdings, Inc. Common stock (PLMR)](/topic/$plmr) [Leonardo DRS, Inc. Common Stock (DRS)](/topic/$drs) [Arch Capital Group Ltd (ACGL)](/topic/$acgl) [Home Depot, Inc. (HD)](/topic/$hd) [Lennar Corporation (LEN)](/topic/$len) [Rollins, Inc. (ROL)](/topic/$rol) [Brighthouse Financial, Inc. (BHF)](/topic/$bhf) [GUIDEWIRE SOFTWARE, INC. (GWRE)](/topic/$gwre) [Fastly, Inc. (FSLY)](/topic/$fsly) [SPDR GOLD ETF (GLD)](/topic/$gld) [Bitcoin (BTC)](/topic/bitcoin) [Old Republic International Corporation (ORI)](/topic/$ori) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [Hartford Financial Services Group Inc (HIG)](/topic/$hig) [First American Financial Corporation (FAF)](/topic/$faf) [Fidelity National Financial, Inc. (FNF)](/topic/$fnf) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [Aon PLC (AON)](/topic/$aon) [Burlington Stores, Inc. (BURL)](/topic/$burl) [Unum Group (UNM)](/topic/$unm) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) ### Top Social Posts [#](/creator/twitter::1409943529778946049/posts) --- Top posts by engagements in the last XX hours "Yes $ACT and $NMIH are holding relatively well (vs. $LEN and $HD) amid housing doom and gloom. Better to bet on mortgage insurance vs builders or goods if you want to play housing" [X Link](https://x.com/DJ_EBITDA/status/1935332796274458825) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-06-18T13:44Z XXX followers, XXX engagements "$ROL is never gonna miss numbers with self insurance" [X Link](https://x.com/DJ_EBITDA/status/1949204813755097531) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-26T20:26Z XXX followers, XXX engagements "Now rate cut is back on the table let's yeet $ACT and $NMIH to the moon" [X Link](https://x.com/DJ_EBITDA/status/1955310130704289856) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-12T16:47Z XXX followers, XXX engagements "$BHF shitting the bed doesn't surprise anyone" [X Link](https://x.com/DJ_EBITDA/status/1959775964596199531) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-25T00:32Z XXX followers, 2164 engagements "@TyRobben @CedarStResearch Interesting. Sounds like $GWRE should just merge with $VRSK" [X Link](https://x.com/DJ_EBITDA/status/1975200728013852887) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-06T14:05Z XXX followers, XXX engagements "@dalibali2 Like $FSLY" [X Link](https://x.com/DJ_EBITDA/status/1978447373530485205) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-15T13:06Z XXX followers, 1034 engagements "@snorlax_uw Full port $GLD tomorrow" [X Link](https://x.com/DJ_EBITDA/status/1978984148921356738) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-17T00:39Z XXX followers, XXX engagements "@KoyfinCharts Interesting. $HOOD outperforms $IBRK by a lot in 1Y though" [X Link](https://x.com/DJ_EBITDA/status/1979193227237560824) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-17T14:30Z XXX followers, XXX engagements "@CedarStResearch @longwalkcapital @KoyfinCharts $HOOD is just levered Bitcoin. Don't overthink. It will work forever" [X Link](https://x.com/DJ_EBITDA/status/1979195307377246466) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-17T14:38Z 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](https://x.com/DJ_EBITDA/status/1947485636103131140) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-22T02:35Z XXX followers, XXX engagements "$8725 goes to the moon Please take $WRB along" [X Link](https://x.com/DJ_EBITDA/status/1947840059249725570) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-23T02:03Z XXX followers, XXX engagements "Not many insurers advertise low volatility like $ORI (and $WRB and $IGIC too) in the age of hero ball" [X Link](https://x.com/DJ_EBITDA/status/1948371360394379356) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-24T13:15Z XXX followers, 1285 engagements "$VRSK can't be immune from the insurance exodus" [X Link](https://x.com/DJ_EBITDA/status/1950915336842408338) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-31T13:43Z XXX followers, XXX engagements "$WTW ripped too. $BRO has to be a skill issue" [X Link](https://x.com/DJ_EBITDA/status/1950929912937758823) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-31T14:41Z XXX followers, XXX engagements "$PGR's July results look good" [X Link](https://x.com/DJ_EBITDA/status/1958160119201669450) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-20T13:32Z XXX followers, XXX engagements "Should have bought more $WRB. Rotation and soft market got nothing on it" [X Link](https://x.com/DJ_EBITDA/status/1958235038333784396) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-20T18:29Z XXX followers, XXX engagements "$LNG is at $XXX now. Time to take profits and buy again at $XXX LOL" [X Link](https://x.com/DJ_EBITDA/status/1958890503967047856) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-22T13:54Z XXX followers, XXX engagements "It's kinda wild to me that $HIG is up XX% YTD and $TRV is up XXXX% YTD. They aren't the best insurers but definitely the best insurance stocks this year" [X Link](https://x.com/DJ_EBITDA/status/1961420437357048197) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-29T13:27Z 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](https://x.com/DJ_EBITDA/status/1968726846909943852) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-09-18T17:20Z XXX followers, XXX engagements "Why not just full port this $WRB meme coin and let the Japanese do the heavy lifting ATH after ATH" [X Link](https://x.com/DJ_EBITDA/status/1973030786837410088) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-09-30T14:22Z XXX followers, XXX engagements "Weak stamping data $WRB and $KNSL are ripping. Somebody must be wrong" [X Link](https://x.com/DJ_EBITDA/status/1974110755789414562) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-03T13:54Z XXX followers, XXX engagements "Nothing beats $WRB" [X Link](https://x.com/DJ_EBITDA/status/1976678336144560389) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-10T15:56Z XXX followers, XXX engagements "$TRV: Record Q. Blah blah blah. Algo: X% NPW growth. Trash. Yank the stock" [X Link](https://x.com/DJ_EBITDA/status/1978811299896168610) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-16T13:12Z XXX followers, 1341 engagements "Another day another blood bath in insurance land. Today's show is brought to you by $TRV" [X Link](https://x.com/DJ_EBITDA/status/1978865453821829231) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-16T16:47Z XXX followers, XXX engagements "@ruth_capital @FirstSquawk Welcome to the Citadel Securities Paradise" [X Link](https://x.com/DJ_EBITDA/status/1979258332541259897) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-17T18:48Z XXX followers, XXX engagements "$RYAN has fallen as well. All the brokers are shot" [X Link](https://x.com/DJ_EBITDA/status/1951057805064163657) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-31T23:10Z XXX followers, XXX engagements "Hard to believe $PGR is flat YTD" [X Link](https://x.com/DJ_EBITDA/status/1955316685994701155) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-12T17:13Z XXX followers, XXX engagements "Another strong print from $PGR but stock down. People are just looking for excuses to dump property players" [X Link](https://x.com/DJ_EBITDA/status/1968386111887261795) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-09-17T18:46Z XXX followers, XXX engagements "$PGR got strong app game" [X Link](https://x.com/DJ_EBITDA/status/1973574761570771001) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-02T02:24Z XXX followers, XXX engagements "$RYAN is getting a free ride in this violent $KNSL squeeze" [X Link](https://x.com/DJ_EBITDA/status/1974176289922965530) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-03T18:14Z XXX followers, XXX engagements "Stamping data look good. $RYAN:" [X Link](https://x.com/DJ_EBITDA/status/1975940677780582762) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-08T15:05Z XXX followers, XXX engagements "Title insurance names are getting slaughtered today. $FNF $STC $FAF" [X Link](https://x.com/DJ_EBITDA/status/1943309567342907615) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-10T14:01Z XXX followers, 1576 engagements "$RYAN is up too ofc" [X Link](https://x.com/DJ_EBITDA/status/1973815981660397842) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-02T18:22Z 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 $KNSL call. So shorting P&C was/is fashionable" [X Link](https://x.com/DJ_EBITDA/status/1975714043265716292) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-08T00:05Z XXX followers, XXX engagements "$DRS usually doesn't see a lot of call vol. But this week a call whale decided to press. This company is a defense contractor so the majority of its revenues are from DoD. Either this whale knows something or he/she is just gambling" [X Link](https://x.com/DJ_EBITDA/status/1944023581211734260) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-12T13:18Z XXX followers, XXX 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 $HG and think they will be fine. Not sure about others" [X Link](https://x.com/DJ_EBITDA/status/1946211251228742032) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-18T14:11Z XXX followers, 1905 engagements "$ACGL is playing Florida too" [X Link](https://x.com/DJ_EBITDA/status/1950640862314238241) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-30T19:33Z XXX followers, XXX engagements "$ACGL bag holders rejoice. Buyback is coming" [X Link](https://x.com/DJ_EBITDA/status/1950642314264957099) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-30T19:39Z XXX followers, XXX engagements "Some brokers are getting too cheap now $AJG $RYAN $BRO $AON $WTW" [X Link](https://x.com/DJ_EBITDA/status/1954977333074702507) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-11T18:44Z XXX followers, 1083 engagements "The $DRS call whale essentially owns the OI of this stock. Better be cooking up some earth shattering shit" [X Link](https://x.com/DJ_EBITDA/status/1959652830803067158) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-24T16:23Z XXX followers, XXX engagements "$BURL whale doesnt miss. Nailed every quarter" [X Link](https://x.com/DJ_EBITDA/status/1963965471197458766) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-09-05T14:00Z XXX followers, XXX engagements "Not sure how many $KNSL short enjoyers are out there. But pairing a $WRB long is a good idea" [X Link](https://x.com/DJ_EBITDA/status/1964564176292237612) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-09-07T05:39Z XXX followers, 1235 engagements "$KNSL how the table has turned" [X Link](https://x.com/DJ_EBITDA/status/1973815033479283001) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-02T18:19Z XXX followers, 1106 engagements "@NextGenStats @RamsNFL Thanks to Ohtani" [X Link](https://x.com/DJ_EBITDA/status/1979962144860107255) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-19T17:25Z XXX followers, XXX engagements "$UNM seems vulnerable to a weak job market. Growth has been decelerating yet valuation is still near high end of average" [X Link](https://x.com/DJ_EBITDA/status/1951337123459768640) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-01T17:39Z 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 $PGR etc but FFH is fine" [X Link](https://x.com/DJ_EBITDA/status/1970571173940613579) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-09-23T19:29Z XXX followers, XXX engagements "$PGR stays in doghouse and reinsurers are looking cheap per MS's survey of investors" [X Link](https://x.com/DJ_EBITDA/status/1974109935438082293) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-03T13:51Z XXX followers, 1969 engagements "Thanks $PGR" [X Link](https://x.com/DJ_EBITDA/status/1978505220725383422) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-15T16:56Z XXX followers, 1180 engagements "Californian home insurance startup uses AI to expand in risky markets - Los Angeles Times" [X Link](https://x.com/DJ_EBITDA/status/1980263320621080961) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-20T13:22Z XXX followers, XXX engagements "@jbulltard1 At least its not bed with AWS taking down western civilization today" [X Link](https://x.com/DJ_EBITDA/status/1980325458534363287) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-20T17:29Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
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.
Social category influence stocks XXXXX% finance XXX% cryptocurrencies XXXX% currencies XXXX% travel destinations XXXX% technology brands XXXX%
Social topic influence $wrb #14, insurance #1085, $pgr #14, $ryan #2, $knsl #2, $trv #15, $act 0.73%, $nmih 0.73%, $vrsk 0.73%, $hood XXXX%
Top accounts mentioned or mentioned by @cedarreseach @cedarstresearch @blondesnmoney @michaelkudrna @victaurs @capstackcapital @ruthcapital @longwalkcapital @koyfincharts @yep2498 @vikingvan100 @tyrobben @mike10947310 @youtube @anidesh7 @sleepysolcap @chamath @orrdavid @aureliusltd28 @zastocks
Top assets mentioned W R Berkley Corp (WRB) Progressive Corp (PGR) Ryan Specialty Group, Inc. (RYAN) Kinsale Capital Group, Inc. (KNSL) TrustVerse (TRV) Achain (ACT) NMI Holdings Inc. Class A Common Stock (NMIH) Verisk Analytics, Inc. (VRSK) Robinhood Markets, Inc. (HOOD) Willis Towers Watson Public Limited Company Ordinary Shares (WTW) Neurobro (BRO) SaitaChain Coin (STC) Palomar Holdings, Inc. Common stock (PLMR) Leonardo DRS, Inc. Common Stock (DRS) Arch Capital Group Ltd (ACGL) Home Depot, Inc. (HD) Lennar Corporation (LEN) Rollins, Inc. (ROL) Brighthouse Financial, Inc. (BHF) GUIDEWIRE SOFTWARE, INC. (GWRE) Fastly, Inc. (FSLY) SPDR GOLD ETF (GLD) Bitcoin (BTC) Old Republic International Corporation (ORI) Cheniere Energy, Inc. (LNG) Hartford Financial Services Group Inc (HIG) First American Financial Corporation (FAF) Fidelity National Financial, Inc. (FNF) Arthur J. Gallagher & Co. (AJG) Aon PLC (AON) Burlington Stores, Inc. (BURL) Unum Group (UNM) Berkshire Hathaway Inc Class B (BRK.B)
Top posts by engagements in the last XX hours
"Yes $ACT and $NMIH are holding relatively well (vs. $LEN and $HD) amid housing doom and gloom. Better to bet on mortgage insurance vs builders or goods if you want to play housing"
X Link @DJ_EBITDA 2025-06-18T13:44Z XXX followers, XXX engagements
"$ROL is never gonna miss numbers with self insurance"
X Link @DJ_EBITDA 2025-07-26T20:26Z XXX followers, XXX engagements
"Now rate cut is back on the table let's yeet $ACT and $NMIH to the moon"
X Link @DJ_EBITDA 2025-08-12T16:47Z XXX followers, XXX engagements
"$BHF shitting the bed doesn't surprise anyone"
X Link @DJ_EBITDA 2025-08-25T00:32Z XXX followers, 2164 engagements
"@TyRobben @CedarStResearch Interesting. Sounds like $GWRE should just merge with $VRSK"
X Link @DJ_EBITDA 2025-10-06T14:05Z XXX followers, XXX engagements
"@dalibali2 Like $FSLY"
X Link @DJ_EBITDA 2025-10-15T13:06Z XXX followers, 1034 engagements
"@snorlax_uw Full port $GLD tomorrow"
X Link @DJ_EBITDA 2025-10-17T00:39Z XXX followers, XXX engagements
"@KoyfinCharts Interesting. $HOOD outperforms $IBRK by a lot in 1Y though"
X Link @DJ_EBITDA 2025-10-17T14:30Z XXX followers, XXX engagements
"@CedarStResearch @longwalkcapital @KoyfinCharts $HOOD is just levered Bitcoin. Don't overthink. It will work forever"
X Link @DJ_EBITDA 2025-10-17T14:38Z 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
"$8725 goes to the moon Please take $WRB along"
X Link @DJ_EBITDA 2025-07-23T02:03Z XXX followers, XXX engagements
"Not many insurers advertise low volatility like $ORI (and $WRB and $IGIC too) in the age of hero ball"
X Link @DJ_EBITDA 2025-07-24T13:15Z XXX followers, 1285 engagements
"$VRSK can't be immune from the insurance exodus"
X Link @DJ_EBITDA 2025-07-31T13:43Z XXX followers, XXX engagements
"$WTW ripped too. $BRO has to be a skill issue"
X Link @DJ_EBITDA 2025-07-31T14:41Z XXX followers, XXX engagements
"$PGR's July results look good"
X Link @DJ_EBITDA 2025-08-20T13:32Z XXX followers, XXX engagements
"Should have bought more $WRB. Rotation and soft market got nothing on it"
X Link @DJ_EBITDA 2025-08-20T18:29Z XXX followers, XXX engagements
"$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
"It's kinda wild to me that $HIG is up XX% YTD and $TRV is up XXXX% YTD. They aren't the best insurers but definitely the best insurance stocks this year"
X Link @DJ_EBITDA 2025-08-29T13:27Z 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
"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
"Weak stamping data $WRB and $KNSL are ripping. Somebody must be wrong"
X Link @DJ_EBITDA 2025-10-03T13:54Z XXX followers, XXX engagements
"Nothing beats $WRB"
X Link @DJ_EBITDA 2025-10-10T15:56Z XXX followers, XXX engagements
"$TRV: Record Q. Blah blah blah. Algo: X% NPW growth. Trash. Yank the stock"
X Link @DJ_EBITDA 2025-10-16T13:12Z XXX followers, 1341 engagements
"Another day another blood bath in insurance land. Today's show is brought to you by $TRV"
X Link @DJ_EBITDA 2025-10-16T16:47Z XXX followers, XXX engagements
"@ruth_capital @FirstSquawk Welcome to the Citadel Securities Paradise"
X Link @DJ_EBITDA 2025-10-17T18:48Z XXX followers, XXX engagements
"$RYAN has fallen as well. All the brokers are shot"
X Link @DJ_EBITDA 2025-07-31T23:10Z XXX followers, XXX engagements
"Hard to believe $PGR is flat YTD"
X Link @DJ_EBITDA 2025-08-12T17:13Z XXX followers, XXX engagements
"Another strong print from $PGR but stock down. People are just looking for excuses to dump property players"
X Link @DJ_EBITDA 2025-09-17T18:46Z XXX followers, XXX engagements
"$PGR got strong app game"
X Link @DJ_EBITDA 2025-10-02T02:24Z XXX followers, XXX engagements
"$RYAN is getting a free ride in this violent $KNSL squeeze"
X Link @DJ_EBITDA 2025-10-03T18:14Z XXX followers, XXX engagements
"Stamping data look good. $RYAN:"
X Link @DJ_EBITDA 2025-10-08T15:05Z XXX followers, XXX engagements
"Title insurance names are getting slaughtered today. $FNF $STC $FAF"
X Link @DJ_EBITDA 2025-07-10T14:01Z XXX followers, 1576 engagements
"$RYAN is up too ofc"
X Link @DJ_EBITDA 2025-10-02T18:22Z 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 $KNSL call. So shorting P&C was/is fashionable"
X Link @DJ_EBITDA 2025-10-08T00:05Z XXX followers, XXX engagements
"$DRS usually doesn't see a lot of call vol. But this week a call whale decided to press. This company is a defense contractor so the majority of its revenues are from DoD. Either this whale knows something or he/she is just gambling"
X Link @DJ_EBITDA 2025-07-12T13:18Z XXX followers, XXX 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 $HG and think they will be fine. Not sure about others"
X Link @DJ_EBITDA 2025-07-18T14:11Z XXX followers, 1905 engagements
"$ACGL is playing Florida too"
X Link @DJ_EBITDA 2025-07-30T19:33Z XXX followers, XXX engagements
"$ACGL bag holders rejoice. Buyback is coming"
X Link @DJ_EBITDA 2025-07-30T19:39Z XXX followers, XXX engagements
"Some brokers are getting too cheap now $AJG $RYAN $BRO $AON $WTW"
X Link @DJ_EBITDA 2025-08-11T18:44Z XXX followers, 1083 engagements
"The $DRS call whale essentially owns the OI of this stock. Better be cooking up some earth shattering shit"
X Link @DJ_EBITDA 2025-08-24T16:23Z XXX followers, XXX engagements
"$BURL whale doesnt miss. Nailed every quarter"
X Link @DJ_EBITDA 2025-09-05T14:00Z XXX followers, XXX engagements
"Not sure how many $KNSL short enjoyers are out there. But pairing a $WRB long is a good idea"
X Link @DJ_EBITDA 2025-09-07T05:39Z XXX followers, 1235 engagements
"$KNSL how the table has turned"
X Link @DJ_EBITDA 2025-10-02T18:19Z XXX followers, 1106 engagements
"@NextGenStats @RamsNFL Thanks to Ohtani"
X Link @DJ_EBITDA 2025-10-19T17:25Z XXX followers, XXX 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
"@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 $PGR etc but FFH is fine"
X Link @DJ_EBITDA 2025-09-23T19:29Z XXX followers, XXX engagements
"$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, 1969 engagements
"Thanks $PGR"
X Link @DJ_EBITDA 2025-10-15T16:56Z XXX followers, 1180 engagements
"Californian home insurance startup uses AI to expand in risky markets - Los Angeles Times"
X Link @DJ_EBITDA 2025-10-20T13:22Z XXX followers, XXX engagements
"@jbulltard1 At least its not bed with AWS taking down western civilization today"
X Link @DJ_EBITDA 2025-10-20T17:29Z XXX followers, XXX engagements
/creator/twitter::DJ_EBITDA